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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
23.6% 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
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
17
users have followed this narrative
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Mission Produce
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Mango And Blueberry Operations May Improve Future Outlook, But Supply Challenges May Impact Margins
Key Takeaways Expansion in avocados, blueberries, and mangoes signals revenue diversification and growth, potentially improving margins with strategic infrastructure use and market penetration. Focus on operational efficiency and geographic sourcing flexibility could stabilize earnings and enhance long-term profitability by managing supply challenges effectively.
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US$17.00
FV
26.6% undervalued
intrinsic discount
-7.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
PubMatic
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
CTV And AI Will Transform Advertising Delivery
Key Takeaways PubMatic is set to benefit from the digital shift, CTV growth, and increased demand for privacy-first, data-driven advertising platforms supporting higher margins. Product innovation, industry consolidation, and diversified revenue streams are enabling market share gains, operational efficiencies, and more resilient long-term growth.
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US$10.44
FV
19.8% undervalued
intrinsic discount
3.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Old Second Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Evergreen Bank Acquisition And Digital Banking Upgrades Will Create Value
Key Takeaways The successful integration of acquisitions and technology upgrades is driving revenue growth, operating efficiency, and higher margins across core banking services. Expanding wealth management and potential further acquisitions diversify income, increase scale, and support long-term stable earnings growth.
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US$21.75
FV
20.0% undervalued
intrinsic discount
8.22%
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 days ago
author updated this narrative
Matthews International
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Warehouse Automation And AI Will Transform Global Supply Chains
Key Takeaways Focus on automation, barcode solutions, and battery tech positions Matthews for margin expansion, recurring revenue, and long-term earnings growth. Portfolio realignment, asset sales, and cost reductions support debt reduction, margin improvement, and increased free cash flow.
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US$37.00
FV
35.8% undervalued
intrinsic discount
-16.14%
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 days ago
author updated this narrative
USANA Health Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Modernized Sales Model And International Expansion Will Deliver Success
Key Takeaways Enhancement of the direct sales model and increased product innovation are aimed at boosting customer acquisition, retention, and margins through digital tools and tailored launches. Expansion into new markets, diversified demographics, and prudent capital allocation strengthen revenue growth, mitigate risks, and provide flexibility for further strategic investments.
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US$61.00
FV
50.2% undervalued
intrinsic discount
8.42%
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
4 days ago
author updated this narrative
Heidrick & Struggles International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation Will Expand Executive Search And Consulting
Key Takeaways Expansion into technology-driven consulting and leadership services diversifies revenue streams, reducing earnings volatility and supporting long-term growth potential. Global demand for diverse, high-caliber executive talent positions the company to deepen client relationships and sustain higher revenues through its established brand and digital investments.
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US$52.00
FV
8.3% undervalued
intrinsic discount
3.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
Heritage Financial
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Banking Investments And Pacific Northwest Expansion Will Unlock Value
Key Takeaways Regional economic strength and targeted market expansions are expected to drive sustained loan growth and stable, relationship-based funding for long-term profitability. Digital investments and disciplined credit practices are set to enhance operational efficiency, ensuring resilience and improved margins as customer preferences shift.
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US$28.00
FV
17.3% undervalued
intrinsic discount
15.47%
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
4 days ago
author updated this narrative
Ardmore Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Refining And Regulatory Tensions Will Reshape Tanker Markets
Key Takeaways Tightening tanker supply and shifting trade patterns are boosting Ardmore's earnings potential and sustaining high fleet utilization amid global market changes. Strategic fleet modernization, enhanced efficiency, and prudent financial management are positioning Ardmore for improved margins and flexible growth opportunities.
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US$13.07
FV
18.5% undervalued
intrinsic discount
-20.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
4 days ago
author updated this narrative
Ethan Allen Interiors
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
North American Furniture Retail Will Face Digital And Demographic Headwinds
Key Takeaways Heavy reliance on traditional showrooms and North American markets increases vulnerability to digital disruption and regional economic changes. Margin growth is limited by high fixed costs and rising competition from online and budget retailers, straining pricing power and long-term sales.
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US$30.00
FV
0.4% undervalued
intrinsic discount
1.94%
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
4 days ago
author updated this narrative
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