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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
8
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0
users have commented on this narrative
36
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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
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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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DNO
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Othello Discovery And Trym Restart Will Expand North Sea Operations
Key Takeaways Strategic focus on North Sea operations and gas resources positions DNO to capitalize on high market prices and grow future earnings. Reopening of strategic pipelines and a strong financial position enable further acquisitions, driving long-term revenue and margin improvements.
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NOK 17.00
FV
16.7% undervalued
intrinsic discount
56.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 8 hours ago
author updated this narrative
NFON
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI And Technology Appointments Will Improve Operational Scalability In 2025
Key Takeaways NFON's strengthened leadership and AI-driven initiatives are anticipated to enhance innovation, sales strategies, and profitability. Strategic acquisitions and operational focus are expected to improve efficiencies, margins, and revenue growth in core markets and customer segments.
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€10.20
FV
37.7% undervalued
intrinsic discount
10.55%
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 8 hours ago
author updated this narrative
Super Retail Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investment In Rebel Active Loyalty Program And Digital Transformation Will Boost Customer Engagement
Key Takeaways Loyalty programs and digital transformations aim to enhance customer engagement and boost future revenue and net margins through improved customer loyalty. Expansion and operational strategies, including new stores and automation, focus on improving sales capacity and logistics for increased revenue and efficiency.
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AU$14.51
FV
10.8% overvalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
43
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about 8 hours ago
author updated this narrative
Boozt
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding European Reach And AI Adoption Will Drive Success
Key Takeaways Geographic expansion and strategic multi-category diversification on Boozt.com and Booztlet suggest potential long-term revenue growth and market resilience. Efficiency improvements through AI and cost reduction strategies are expected to enhance profitability and support margin expansion.
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SEK 93.33
FV
3.8% undervalued
intrinsic discount
6.55%
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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about 8 hours ago
author updated this narrative
Conduit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Excess Loss Focus And Digital Analytics Will Secure Stability
Key Takeaways Shifting toward excess of loss business and investing in technology aims to reduce loss volatility, improve margins, and drive scalable, efficient growth. Enhanced risk protection and disciplined underwriting position Conduit to benefit from rising specialty reinsurance demand and market consolidation.
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UK£5.40
FV
48.3% undervalued
intrinsic discount
1.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
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about 8 hours ago
author updated this narrative
LifeVantage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Expansion Will Continue With MindBody GLP-1 System And New Leadership
Key Takeaways Expansion of the MindBody system and enhancements to the Evolve plan are expected to drive significant revenue and profit growth. Recruitment of new leadership aims to improve operational efficiencies and boost margins through technology and digital enhancements.
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US$18.00
FV
24.0% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 8 hours ago
author updated this narrative
Nexity
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Regeneration And Sustainable Construction Will Drive Future Resilience
Key Takeaways Expansion in first-time buyer activity and strong urban project pipeline will drive stable sales growth and reduce revenue volatility. Increased focus on recurring income, cost savings, and sustainability enhances margin stability and positions the company for favorable regulatory and market trends.
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€11.73
FV
8.4% undervalued
intrinsic discount
-1.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
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about 8 hours ago
author updated this narrative
American Airlines Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Domestic Recovery And Upgraded Fleet Will Sustain Future Success
Key Takeaways Domestic strength and premium service enhancements are driving demand recovery, better customer retention, and improving margins through increased revenue streams. Long-term profitability and earnings stability are supported by loyalty program expansion, global alliances, and investments in efficient aircraft.
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US$13.31
FV
3.7% undervalued
intrinsic discount
4.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
about 8 hours ago
author updated this narrative
ConvaTec Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Global Demographic Shifts And Emerging Markets Will Create Enduring Opportunity
Key Takeaways Sustained demand, innovative product launches, and emerging market expansion are supporting broad organic growth and increasing ConvaTec's international customer base. Strong R&D investment, diversification into biologics, and cost efficiency programs are driving margin improvements, operational leverage, and resilience amid reimbursement changes.
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UK£3.05
FV
25.0% undervalued
intrinsic discount
5.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 8 hours ago
author updated this narrative
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