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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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Honeywell International
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Tariff Pressures And Separations Will Open Upside In Automation
Key Takeaways Incremental tariffs and changing trade patterns may compress margins and hinder revenue growth across segments. Separation into three companies increases execution risk and near-term earnings pressures due to substantial costs.
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US$203.00
FV
6.8% overvalued
intrinsic discount
3.67%
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
25 days ago
author updated this narrative
Intel
AN
AnalystLowTarget
Consensus Narrative from 35 Analysts
Transforming Operations And AI Development Will Offset Complexity Risks
Key Takeaways Organizational complexity and inefficiencies hinder innovation, affecting revenue growth as Intel undergoes structural transformation and headcount reductions. Supply constraints from reliance on older manufacturing nodes and geopolitical risks could impact revenue and gross margins amid macroeconomic uncertainties.
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US$16.15
FV
52.1% overvalued
intrinsic discount
-0.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
25 days ago
author updated this narrative
Blackstone
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Infrastructure, Data Centers And Private Wealth Will Face Mixed Outcomes
Key Takeaways Rapid growth in infrastructure and private wealth may lead to operational inefficiencies, impacting Blackstone's future earnings negatively. Heavy reliance on large-scale deployments and technological shifts could pose a risk to Blackstone's future revenue and profitability.
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US$124.55
FV
37.8% overvalued
intrinsic discount
15.85%
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
25 days ago
author updated this narrative
Sunstone Hotel Investors
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urbanization And Millennial Trends Will Fuel Premium Hospitality
Key Takeaways Strategic focus on urban and resort markets, portfolio upgrades, and capital recycling is driving stronger revenue growth, operating efficiency, and sustained long-term earnings power. Concentration on luxury offerings and active reinvestment positions Sunstone to benefit from shifting traveler demographics and capitalize on rising demand in key markets.
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US$11.00
FV
18.1% undervalued
intrinsic discount
4.91%
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
25 days ago
author updated this narrative
CONMED
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Global Aging And Minimally Invasive Trends Will Empower Future Markets
Key Takeaways Focus on minimally invasive surgical solutions, operational efficiencies, and continuous innovation is expected to boost market share and drive sustained revenue and earnings growth. Expansion into emerging markets and improvement in global sales infrastructure are set to diversify revenue streams and support long-term international growth.
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US$80.00
FV
33.6% undervalued
intrinsic discount
6.45%
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
25 days ago
author updated this narrative
Star Bulk Carriers
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Urbanization And Decarbonization Trends Will Expand Dry Bulk Shipping
Key Takeaways Rising global commodity demand and longer trade routes are set to strengthen shipping volumes and pricing power for Star Bulk Carriers. Fleet modernization and successful integration efforts support cost efficiency, premium rates, and greater shareholder returns.
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US$22.00
FV
15.2% undervalued
intrinsic discount
-3.43%
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
25 days ago
author updated this narrative
Empire State Realty Trust
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Urban Growth And Green Upgrades Will Drive Expansion Despite Risks
Key Takeaways Strong urban migration and premium, energy-efficient assets are driving higher occupancy, rental growth, and sustained revenue gains across the portfolio. Diversification into multifamily and retail, along with tourism income and high-quality tenant demand, is stabilizing earnings and boosting overall profitability.
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US$10.00
FV
25.7% undervalued
intrinsic discount
2.33%
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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25 days ago
author updated this narrative
Hercules Capital
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Expanding Technology Sectors And Digital Shifts Will Boost Venture Debt
Key Takeaways Hercules is capitalizing on strong demand for venture debt, pulling ahead as traditional banks scale back and benefiting from technology sector growth. Its robust platform, conservative underwriting, and expanding fee income position it for superior returns and resilience during market volatility.
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US$24.90
FV
23.5% undervalued
intrinsic discount
9.53%
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
25 days ago
author updated this narrative
Steven Madden
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
E-commerce And Rising Middle Class Will Shape Accessible Fashion
Key Takeaways Expansion into direct-to-consumer channels and international markets, alongside key acquisitions, is broadening brand reach and boosting higher-margin revenue opportunities. Diversification in production locations and entry into accessory categories enhance operational resilience and earnings quality amid evolving global trends and consumer preferences.
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US$38.00
FV
28.9% undervalued
intrinsic discount
10.65%
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
25 days ago
author updated this narrative
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