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Global Community
Our community narratives are driven by numbers and valuation.
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Community Investing Ideas
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
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
New
narrative
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
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
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
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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narrative
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Hasbro
SW
SwissSimon
Community Contributor
Hasbro Quick Check
DCF based on current analyst estimates of FCF Terminal PE of 15 Using my standard discount rate of 15%
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US$75.28
FV
7.8% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Duolingo
SW
SwissSimon
Community Contributor
Duolingo Quick Check
DCF based on current analyst estimates of FCF Terminal PE of 40 Using my standard discount rate of 15%
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US$329.23
FV
0.7% undervalued
intrinsic discount
23.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Dynatrace
SW
SwissSimon
Community Contributor
Dynatrace Quick Check
DCF based on current analyst estimates of FCF Terminal PE of 30 Using my standard discount rate of 15%
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US$45.57
FV
5.9% overvalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Intapp
SW
SwissSimon
Community Contributor
INTA quick check
DCF based on current analyst estimates of FCF Terminal PE of 30 Using my standard discount rate of 15%
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US$25.60
FV
64.5% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
AppLovin
SW
SwissSimon
Community Contributor
AppLovin Quick Check
Based on current analyst estimates minus 20% as a margin of security Discount rate of 15% Terminal PE of 30
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US$189.39
FV
131.6% overvalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Euroseas
IN
IndusyHoldings
Community Contributor
Euroseas - Long-term contracts and high margins
Catalysts Eurosea's core business is long-term charter contracts. These are very profitable due to the tactically selected shore-based routes as a supplier to smaller ports.
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US$62.04
FV
3.7% undervalued
intrinsic discount
1.20%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Aurizon Holdings
MY
MyIncomeFactory
Community Contributor
Aurizon Holdings will climb with a 2% revenue uptick and promising profit potential
Aurizon’s decade-long medians sit at –2.3 % revenue/share growth, 11.1 % net margin and a 17× P/E. Looking five years out, scenarios span 0–4 % top-line CAGR, 8–12 % margins and 9–14× multiples, hinging on Bulk-freight expansion, tariff indexation, cost inflation and ESG-driven market sentiment.
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AU$2.25
FV
45.3% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Blend Labs
SW
SwissSimon
Community Contributor
Blend Quick Check
Assumptions: Revenue according to analyst expections Earnings = FCF of 50 million in 2025, FCF margin of 25% (according to analyst expectations) A terminal value of 20x PE to account for risks associated with this small cap. My SW standard discount rate of 15%.
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US$2.75
FV
3.3% overvalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
RZTR
Fundo De Investimento Imobiliario Riza Terrax
FE
felipepuddu
Community Contributor
RZTR11: Prime Brazilian Farmland at a 12% Discount - A 16% Yield Opportunity
RZTR11 currently presents an attractive entry point at R$85.00, trading at a significant 12.3% discount to its NAV of R$96.93. At this price, investors can achieve a compelling yield on cost of 16.2% (based on the current monthly distribution of R$1.15).
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R$97.00
FV
7.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 months ago
author updated this narrative
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