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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
46
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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Sunu Assurances Nigeria
WA
WaneInvestmentHouse
Community Contributor
Sunu Assurances Nigeria Plc Projects N1.19bn Profit for H1 2025
Subject: Sunu Assurances Nigeria Plc Projects N1.19bn Profit for H1 2025 Sunu Assurances Nigeria Plc has released its earnings forecast for the first half of 2025, projecting a profit after tax of N1.19 billion. Key Highlights: - Projected profit after tax: N1.19 billion - Insurance revenue: N8.37 billion - Insurance service expenses: N2.79 billion - Net expenses from reinsurance contracts: N2.4 billion - Pre-tax profit projection: N1.68 billion - Total operating expenses: N2.05 billion - Net cash flow from operating activities: N2.34 billion - Cash and cash equivalents expected to rise to N14.08 billion by June 2025.
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₦5.35
FV
15.7% overvalued
intrinsic discount
0.10%
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
Renault
PI
PittTheYounger
Community Contributor
Anticipated Future PE Boosts Renault's Market Appeal
Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.
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€48.78
FV
32.1% undervalued
intrinsic discount
1.50%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
about 1 month ago
author updated this narrative
BMO Nasdaq 100 Equity Hedged to CAD Index ETF
NO
North49_
Community Contributor
BMO Nasdaq 100 ETF will see a 27.2% boost in profit margins over 5 years
The investment strategy as stated in the fund's prospectus is: BMO Nasdaq 100 Equity Index ETF seeks to replicate, to the extent possible, the performance of a NASDAQ listed companies index, net of expenses. Currently, and BMO Nasdaq 100 Equity Index ETF seeks to replicate the performance of the NASDAQ-100 Index.
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CA$219.35
FV
25.4% undervalued
intrinsic discount
0%
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
14 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
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US$40.73
FV
29.6% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
about 1 month ago
author updated this narrative
GRAN
Grangex
DS
dsj
Community Contributor
Grangex is set to achieve a 191.89% revenue growth in five years
Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.
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SEK 560.00
FV
93.1% undervalued
intrinsic discount
191.89%
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
New
narrative
Dr. Ing. h.c. F. Porsche
IC
IconGroup
Community Contributor
Highest Margin of Safety in the Luxury car business segment
Porsche (P911) is a profitability and cash flow leader among luxury car stocks (incl. mass luxury), right behind Ferrari (the latter being grossly overvalued from an intrinsic value point of view).
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€78.09
FV
41.2% undervalued
intrinsic discount
7.00%
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
20 days ago
author updated this narrative
Prospera Energy
CA
Canderous
Community Contributor
Even at the under expectation numbers, we are on track to reduce debt and build value
Key Financial Highlights for 2025: Quick Fair Value Estimate (NAV Approach) 1. 2P Reserves (Proved + Probable): 6,793 Mboe (thousands of barrels of oil equivalent) NPV10 (before tax): CAD $159.3 million ➤ Source: 2024 year-end reserves update 2.
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CA$0.063
FV
44.4% undervalued
intrinsic discount
-2.07%
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
2 months ago
author updated this narrative
Access Holdings
WA
WaneInvestmentHouse
Community Contributor
Access Holdings Delivers Resilient Q1 2025 Earnings Despite Margin Pressure
Access Holdings posted a pre-tax profit of ₦222.78 billion in Q1 2025, up 9.89% year-on-year , demonstrating a resilient bottom line amid a turbulent cost environment and margin compression. This performance was powered largely by robust non-interest income , offsetting the steep erosion in net interest margins.
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₦28.00
FV
0.2% undervalued
intrinsic discount
65.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
12
users have followed this narrative
3 months ago
author updated this narrative
Himax Technologies
WA
WaneInvestmentHouse
Community Contributor
Q1 Result short note
Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.
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US$9.88
FV
24.9% undervalued
intrinsic discount
6.10%
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
about 1 month ago
author updated this narrative
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