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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
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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
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
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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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Tigo Energy
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Debt And Regulation Will Test Solar Integration But Enable Rebound
Key Takeaways Reliance on a focused MLPE product line and supply chain vulnerabilities expose the company to technology risk, market shifts, and margin pressures. High R&D spending and upcoming debt refinancing amid competitive and regulatory challenges could constrain profitability and international expansion.
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US$3.00
FV
58.3% undervalued
intrinsic discount
34.12%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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Mister Spex
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Macroeconomic Headwinds Will Derail Eyewear Recovery
Key Takeaways Intensifying competitive and regulatory pressures threaten Mister Spex's profitability, with rising costs, margin compression, and compliance challenges. Changing consumer preferences and digital marketing saturation risk market share loss and reduced effectiveness of growth initiatives.
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€1.40
FV
34.6% overvalued
intrinsic discount
-2.10%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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Surf Air Mobility
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Delayed Hybrid Certification And EAS Dependence Will Weaken Outlook
Key Takeaways Reliance on uncertain regulatory approval and government contracts exposes the business to high operational risk and revenue instability. Unproven digital offerings, persistent losses, and intensifying competition signal ongoing profitability challenges and limited growth visibility.
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US$3.00
FV
47.7% overvalued
intrinsic discount
18.70%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Verrica Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Restrictive Payer Policies Will Limit Dermatology Revenues But Spur Recovery
Key Takeaways Heightened reimbursement restrictions and regulatory scrutiny may limit market expansion and erode pricing power, increasing revenue and margin volatility. Heavy dependence on a single key product, combined with funding pressures and pipeline delays, threatens long-term earnings growth and financial stability.
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US$20.00
FV
70.2% undervalued
intrinsic discount
101.65%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Inuvo
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Tight Privacy Rules Will Hinder Progress Yet AI Offers Hope
Key Takeaways IntentKey's privacy-first and AI strengths face challenges from evolving regulations, browser policies, and limited brand reach, threatening scalable growth and market share gains. Dependency on concentrated partners and rising investment needs, combined with historic operating losses, hinder scalable profitability despite operational improvements and expanding advertising markets.
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US$10.00
FV
63.2% undervalued
intrinsic discount
12.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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U.S. Energy
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Evolving Renewables Will Pressure Legacy Energy Yet Spark Niche Potential
Key Takeaways Rapid renewable adoption, regulatory uncertainty, and ESG focus threaten long-term revenue growth, net margins, and access to capital for U.S. Energy. Smaller scale and high commodity exposure limit U.S. Energy's ability to fully benefit from industry trends and increase cash flow predictability.
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US$2.00
FV
39.5% undervalued
intrinsic discount
13.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Owlet
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Regulation And Tariffs Will Hinder Digital Health Yet Spur Recovery
Key Takeaways Regulatory and demographic headwinds may constrain market growth, pressure margins, and increase compliance costs for pediatric monitoring products. Competitive threats and consumer skepticism could limit recurring revenues, despite innovation, product adoption, and efforts to expand reimbursement streams.
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US$11.00
FV
29.5% undervalued
intrinsic discount
18.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Rockwell Medical
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Dialysis Loss Will Squeeze Margins Yet Yield Cautious Relief
Key Takeaways Advances in alternative and at-home dialysis technologies by competitors threaten to erode Rockwell Medical's market share and limit future revenue growth. Industry consolidation and healthcare cost pressures risk driving down prices and reimbursement rates, making sustainable profitability more challenging for Rockwell Medical.
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US$3.00
FV
66.0% undervalued
intrinsic discount
-6.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Curis
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerated Emavusertib Approval Will Redefine Oncology Care
Key Takeaways Emavusertib's rapid adoption, premium pricing, and potential to redefine standards across multiple oncology indications could drive substantial revenue growth and market expansion for Curis. Disciplined R&D spending, externally funded trials, and favorable sector trends position Curis for improved margins and accelerated earnings not fully captured in current valuations.
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US$20.00
FV
90.9% undervalued
intrinsic discount
64.36%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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