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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
1
users have commented on this narrative
39
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
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Bonava
EV
evgenispap
Community Contributor
Bonava will at least triple its market value when the housing market recovers
If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.
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SEK 22.00
FV
44.9% undervalued
intrinsic discount
10.92%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Guinness Nigeria
WA
WaneInvestmentHouse
Community Contributor
Guinness Nigeria Plc (Resurgence of a Brewing Giant) Q2/H1 result – Turnaround Confirmed with Strong Upside Potential
Guinness Nigeria Plc has delivered a dramatic financial turnaround in FY 2025, posting ₦16.2bn in profit after tax , compared to a ₦54.7bn loss in FY 2024. The company’s strategic realignment and disciplined cost control have restored profitability and market confidence.
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₦82.00
FV
89.9% overvalued
intrinsic discount
-8.64%
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
21 days ago
author updated this narrative
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
34.1% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
23 days ago
author updated this narrative
Realty Income
AN
andre_santos
Community Contributor
A reliable dividend payer with a slower dividend growth
Introduction Realty Income (O) is a Real Estate Investment Trust (REIT) known for its consistent monthly dividends. It has increased its dividend for 30 consecutive years , reflecting a stable and predictable income stream.
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US$61.26
FV
5.6% undervalued
intrinsic discount
2.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
26 days ago
author updated this narrative
e.l.f. Beauty
ZW
Zwfis
Community Contributor
ELF Poised for Long-Term Growth Despite Current Price Limits
Price: $129.48 Willing To Pay: $120 I like ELF a lot, I do not think it is a stock I would currently buy right now; but that is just because I believe the price it is at right now I could not create as large returns by buying into it right now as I could in some other places. However it is a stock I will be holding for the foreseeable future.
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US$152.71
FV
21.7% undervalued
intrinsic discount
30.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
23 days ago
author updated this narrative
Ellah Lakes
WA
WaneInvestmentHouse
Community Contributor
Ellah Lakes Plc – Capital Raise and Strategic Debt Conversion Signal a Bold Turnaround Play
Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.
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₦7.60
FV
109.2% overvalued
intrinsic discount
32.96%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
10
users have followed this narrative
25 days ago
author updated this narrative
Bird Construction
JJ
JJJJ
Community Contributor
Bird Construction will see 7.39% revenue growth as tariffs adjust by July
Verkoopprijs per juli ivm tariffs
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CA$28.60
FV
11.0% undervalued
intrinsic discount
7.39%
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
14 days ago
author updated this narrative
NNFM
Northern Nigeria Flour Mills
WA
WaneInvestmentHouse
Community Contributor
Strong Revenue Growth and Asset Expansion Drive NNFM’s Q1 2025 Earnings Upsurge
Northern Nigeria Flour Mills Plc (NNFM) has delivered a solid financial performance for the fiscal year ended March 31, 2025, reflecting robust topline growth, disciplined cost management, and significant balance sheet expansion. Key Takeaways: Revenue surged by 36.38% year-on-year to N35.3 billion (FY 2024: N25.9 billion), underscoring strong product demand and effective market penetration.
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₦71.00
FV
22.7% overvalued
intrinsic discount
9.80%
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
2 months ago
author updated this narrative
Space42
AL
ALPHA_AD1
Community Contributor
🚀 “Mission to Momentum: Why Space42’s True Orbit Is AED 6.43”
Narrative Valuation Summary Space42 is not your average growth story—it's a digital infrastructure powerhouse executing a high-velocity scale-up strategy. With a projected annual revenue growth of 67.8% , the company is expanding aggressively across digital platforms, cloud analytics, and AI-driven enterprise services.
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د.إ6.43
FV
68.3% undervalued
intrinsic discount
67.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
2 months ago
author updated this narrative
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