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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
New
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PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
34.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
New
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IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
9.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
73
users have followed this narrative
28 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
46.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
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Storytel
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital Connectivity And Subscription Models Will Drive Audio Expansion
Key Takeaways Rapid international expansion, AI-powered personalization, and operational discipline could drive user growth, lower acquisition costs, and potential industry-leading profitability as digital audio adoption accelerates. Strong recurring cash flows, successful acquisitions, and untapped tax advantages position Storytel for sustained above-trend earnings and significant free cash flow growth relative to competitors.
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SEK 160.00
FV
53.0% undervalued
intrinsic discount
10.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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Camplify Holdings
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Operational And Regulatory Challenges Will Restrict Margins Yet Offer Rebound
Key Takeaways Economic and regulatory uncertainties, including shifts in consumer spending and sustainability compliance, threaten revenue stability and increase operational risk. Operational complexity from international expansion and reliance on third-party owners may constrain profitability, growth, and quality control as the business scales.
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AU$0.67
FV
39.6% undervalued
intrinsic discount
16.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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Owens & Minor
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Healthcare Pressures Will Exacerbate Patient Direct Vulnerabilities
Key Takeaways Narrow operational focus and rising competition heighten revenue unpredictability and vulnerability to industry shifts that bypass traditional distributors. Persistent debt burden, margin pressures, and cost volatility limit financial flexibility and threaten sustainable earnings growth.
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US$4.70
FV
13.4% overvalued
intrinsic discount
-45.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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Phoenix Mecano
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Global Pressures And Margin Squeeze Will Hamper Profitability As Niche Benefits Emerge
Key Takeaways Margin pressure and reduced profitability are likely as Phoenix Mecano struggles with globalization, supply chain disruptions, and regulatory expense increases. Slow innovation and shifting industry trends toward software-centric solutions threaten the company's market share and revenue growth prospects.
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CHF 441.05
FV
5.9% undervalued
intrinsic discount
-0.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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Tabcorp Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation And Regulatory Reforms Will Unlock Long-Term Market Opportunities
Key Takeaways Digital upgrades, media integration, and tech-driven customer offerings are set to boost online engagement, revenue streams, and overall operating margins. National tote rollout and regulatory reforms provide operational flexibility, broader market reach, and cost synergies for long-term earnings growth.
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AU$0.94
FV
10.9% overvalued
intrinsic discount
2.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
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scPharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerated At-Home Care Will Drive FUROSCIX And sc2Wear Adoption
Key Takeaways Rapid adoption and expanded use of FUROSCIX, alongside the auto-injector and sc2Wear™ platform, could dramatically outperform current market expectations. Strategic partnerships and industry trends toward outpatient, value-based care position the company for robust, recurring growth in chronic disease management.
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US$25.00
FV
78.0% undervalued
intrinsic discount
81.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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Allegiant Travel
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
US Migration And MAX Deployment Will Fuel Leisure Demand
Key Takeaways Margin improvements and revenue growth are expected from capacity restraint, fleet modernization, and a shift to peak-period flying, unlocking higher efficiency and profitability. Focusing on its airline business, technology-driven commercial initiatives, and catering to flexible leisure demand positions Allegiant for outsized gains in market share, revenue, and earnings stability.
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US$80.00
FV
19.4% undervalued
intrinsic discount
9.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Helloworld Travel
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Traditional Models Will Falter Under Accelerating Digital Disruption
Key Takeaways Reliance on traditional franchise and brick-and-mortar models threatens scalability as digital competitors erode margins and customer loyalty. Regulatory and societal pressures, alongside slow digital transformation, constrain growth in premium segments and expose the company to operational risks.
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AU$1.79
FV
2.5% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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AMA Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Declining Repair Volumes Will Constrain Core Revenue But Stabilize Margins
Key Takeaways Declining repair volumes and advanced vehicle safety technologies pose ongoing risks to core revenue growth and margins, despite operational improvements and new service investments. Labour shortages, high capital expenditure, and insurer bargaining strength could erode margins and constrain capacity, even as industry consolidation and deleveraging efforts continue.
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AU$0.11
FV
10.0% undervalued
intrinsic discount
3.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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