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Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
25.7% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
New
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ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Evolution
KA
kapirey
Community Contributor
Evolution to Navigate Market Risks with Strategic Growth Initiatives
Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.
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SEK 747.99
FV
18.4% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
21
users have followed this narrative
16 days ago
author updated this narrative
AB9
ABO Energy GmbH KGaA
KA
kapirey
Community Contributor
ABO Wind AG will capitalize on Europe's green transition with projected €50 million profit by 2027
1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.
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€75.31
FV
47.0% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
16 days ago
author updated this narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
5.7% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Cboe Global Markets
IS
iStock
Community Contributor
Cboe Global Markets will thrive with a future PE of 28.91x leading to growth
Metrics Used in Calculation For CBOE Global Markets, I employed two-stage models for both DCF and DDM analysis given the company's established market position with potential for different growth phases: 1. Two-Stage Discounted Cash Flow (DCF) Model Phase 1 (Years 1-10) : 8% free cash flow growth reflecting CBOE's strong market position and expanding derivatives business Phase 2 (Perpetual) : 3% growth rate aligned with long-term economic growth expectations Projects free cash flows over 10 years plus terminal value using perpetual growth model 2.
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US$201.42
FV
23.4% overvalued
intrinsic discount
3.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
9 days ago
author updated this narrative
Champion Breweries
WA
WaneInvestmentHouse
Community Contributor
Champion Breweries Plc Q2/H1 Result – Turnaround Momentum Gaining Strength
Champion Breweries has delivered a strong recovery in H1 2025 , recording a notable swing from prior-year losses to a solid profit. The company posted: Revenue growth of 67% YoY to ₦15.93bn Gross profit more than doubled to ₦7.89bn (from ₦3.73bn) Profit after tax of ₦2.29bn compared to a loss of ₦387m in H1 2024 Basic EPS improved to 25.57 kobo , from a loss per share of 4.94 kobo ✅ Strengths: Significant revenue growth (both quarterly and year-to-date), indicating increased market penetration or pricing power.
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₦11.05
FV
57.3% overvalued
intrinsic discount
-2.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
11
users have followed this narrative
15 days ago
author updated this narrative
Tencent Holdings
KA
kapirey
Community Contributor
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.
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HK$837.52
FV
33.2% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
18 days ago
author updated this narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
49.8% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 days ago
author updated this narrative
Global Net Lease
WA
WaneInvestmentHouse
Community Contributor
Global Net Lease Reports H1/Q2 Quarter 2025 Results
Key Strategic Actions Multi-Tenant Retail Sale Completed Final two phases closed; portfolio simplified, $6.5M annual G&A savings, ~$30M recurring capex reduction. Credit Rating Upgrade S&P: Corporate rating raised to BB+ ; unsecured notes upgraded to investment-grade BBB-.
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US$8.08
FV
7.2% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
14
users have commented on this narrative
16
users have followed this narrative
Updated
narrative
Airtel Africa
WA
WaneInvestmentHouse
Community Contributor
Q2 Result - Strong operating and financial performance reflects effective execution of strategy and consistent demand across our markets
Here’s a concise earnings summary and investment highlight based on Airtel Africa’s Q2 2025 performance : Airtel Africa Q2 2025 Results – Strong Operational Performance ✅ Key GAAP Highlights (YoY Growth) Revenue: $1.42bn (+22.4%) Operating Profit: $446m (+33.0%) Profit After Tax: $156m (+408%) Basic EPS: 3.4 cents (+1832%) Net Cash from Operations: $568m (+37.4%) ✅ Alternative Performance Metrics EBITDA: $679m (+29.8%; +32.7% in constant currency) EBITDA Margin: 48.0% (+276 bps) EPS (Before Exceptional Items): 3.4 cents (+48.6%) Operating Free Cash Flow: $558m (+48.4%) Takeaways Airtel Africa delivered strong top-line and bottom-line growth across all key metrics. Profit after tax surged 4x , driven by higher margins and operating leverage.
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₦1.80k
FV
28.4% overvalued
intrinsic discount
0.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
Updated
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