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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
27.8% 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
11
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
25.2% undervalued
intrinsic discount
9.00%
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
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
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
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Leonardo
CH
Chris1
Community Contributor
Leonardo will leverage strong order backlog and rising defence budgets for growth
Key drivers: Strong order backlog, efficiency gains, higher defence budgets, digital & services growth Margin expansion: From mid-single digits to high-teens EBIT margins by 2029 Risks: Geopolitics, supply chains, cybersecurity, ESG/regulation, talent Valuation: Trading at ~1.5x EV/Sales and ~23x forward P/E Summary: Leonardo benefits from robust global defence spending, a diversified aerospace portfolio and accelerating service revenues. Efficiency programmes and digitalisation underpin margin improvement, while a strong balance sheet supports capital allocation.
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€50.31
FV
8.7% undervalued
intrinsic discount
7.00%
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
4 months ago
author updated this narrative
Lycopodium
RO
Robbo
Community Contributor
Diversified Undervalued Engineering Company. Foundation stock for a diversified portfolio or dividend investor.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.
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AU$11.39
FV
6.7% overvalued
intrinsic discount
15.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
O'Reilly Automotive
WA
WaneInvestmentHouse
Community Contributor
O'Reilly Auto Parts: A Strong Performer with a Shareholder Deficit
O'Reilly Auto Parts (NASDAQ: ORLY) has delivered a commendable performance in the stock market, with a one-month return of 1.81% and a 24.62% appreciation over the past year. The company's market capitalization stands at $78.097 billion, with a current stock price of $1,364.36.
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US$1.43k
FV
92.8% undervalued
intrinsic discount
5.53%
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
4 months ago
author updated this narrative
Organigram Global
DA
DailyInvestors
Community Contributor
Pre-Market Explosion
Organigram Holdings Inc. has seen some significant developments in the past four months: ✓ Acquisition of Motif Labs: In December 2024, Organigram acquired Motif Labs, a Canadian cannabis company, for C$90 million upfront.
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CA$6.74
FV
66.6% undervalued
intrinsic discount
17.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 months ago
author updated this narrative
KT
WA
WaneInvestmentHouse
Community Contributor
KT Corporation Announces Share Repurchase Program Worth Up to KRW 250 Billion - Company with Exciting EV-to-EBITDA
KT Corporation, a leading Korean telecommunications company, has announced a share repurchase program aimed at increasing shareholder value. The program, which will run until August 13, 2025, involves the repurchase of up to KRW 250 billion worth of the company's shares.
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US$14.79
FV
35.5% overvalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
7
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
LKQ
JU
julio
Community Contributor
LKQ valuation
Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.
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US$59.65
FV
51.0% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
5 months ago
author updated this narrative
Siemens
CH
Chris1
Community Contributor
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.
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€208.46
FV
10.9% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 months ago
author updated this narrative
NVIDIA
VI
VikingBullWarrior
Community Contributor
What’s the next-gen factory look like ?
Assumptions Where do you think revenue will be in 5 years time? and why?
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US$304.64
FV
40.2% undervalued
intrinsic discount
40.00%
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
2 months ago
author updated this narrative
Workday
CH
Chester
Community Contributor
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.
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US$253.14
FV
15.6% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 months ago
author updated this narrative
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