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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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New
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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New
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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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Wyndham Hotels & Resorts
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
International Expansion And Digital Engagement Will Empower Lodging
Key Takeaways International expansion and strong development pipeline position Wyndham to capture emerging market growth and sustain high-margin, fee-driven revenue. Technology upgrades and new ancillary revenue streams increase direct bookings, diversify cash flow, and improve long-term earnings potential.
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US$104.97
FV
20.0% undervalued
intrinsic discount
6.78%
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
6 days ago
author updated this narrative
Ollie's Bargain Outlet Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquiring Big Lots Leases And Launching Stores Will Boost Reach
Key Takeaways Acquiring store leases from Big Lots and repurposing assets boosts market share and profitability, supporting long-term growth. Efficient buying model and private label credit card drive revenue consistency, enhance customer loyalty, and strengthen competitive position.
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US$129.13
FV
4.7% overvalued
intrinsic discount
12.23%
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
6 days ago
author updated this narrative
ESAB
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Asia-Pacific And Middle East Markets Will Drive Automation Demand
Key Takeaways Global infrastructure growth, automation adoption, and targeted acquisitions drive higher margins, recurring revenues, and diversified revenue streams for sustained long-term earnings. Operational excellence, digital innovation, and disciplined cost management enhance productivity, support margin expansion, and strengthen shareholder returns.
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US$134.78
FV
19.3% undervalued
intrinsic discount
2.76%
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
6 days ago
author updated this narrative
Moog
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Defense Spending And Automation Will Expand Market Presence
Key Takeaways Strong demand in defense, automation, and aftermarket services is fueling stable, recurring growth and supporting margin expansion across multiple business segments. Efficiency initiatives, R&D investments, and strategic acquisitions are bolstering technological leadership and improving profitability despite external cost pressures.
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US$216.25
FV
13.2% undervalued
intrinsic discount
5.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Ryman Hospitality Properties
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Sunbelt Acquisitions Will Boost Experiential Travel Despite Risks
Key Takeaways Strategic investments and market positioning enable Ryman to benefit from high demand for experiential travel, meetings, and entertainment, supporting revenue and margin growth. Concentration in expanding, tourism-driven Sunbelt markets with limited new supply boosts pricing power and asset values, ensuring resilient and predictable earnings.
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US$116.58
FV
21.3% undervalued
intrinsic discount
7.26%
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
6 days ago
author updated this narrative
Casella Waste Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Northeast And Mid-Atlantic Trends Will Reshape Waste Management
Key Takeaways Urban expansion, landfill integration, and acquisitions in key markets are enabling steady growth, increased pricing power, and long-term margin expansion. Investments in sustainability, automation, and operational efficiency are driving resilience, market share gains, and improved earnings amid evolving industry trends.
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US$122.87
FV
18.7% undervalued
intrinsic discount
10.03%
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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6 days ago
author updated this narrative
Element Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Data Centers And Electric Vehicles Will Expand Advanced Electronics Opportunities
Key Takeaways Rising demand in advanced electronics, automotive, and data center markets should expand Element Solutions' addressable market and support robust revenue growth. Portfolio optimization, operational efficiencies, and commercialization of innovative products are expected to boost margins and drive sustained earnings growth.
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US$29.10
FV
18.3% 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
1
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6 days ago
author updated this narrative
Civitas Resources
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Debt Reduction Will Improve Cash Flow Margins, But DJ Basin Divestments May Affect Future Revenues
Key Takeaways Civitas Resources enhances financial stability and sustainability by optimizing cash flow, reducing debt, and prioritizing high-return projects with streamlined operations. Strategic acquisitions and ESG focus position Civitas for long-term growth, leveraging operational improvements and environmental compliance for stable earnings.
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US$43.14
FV
28.7% undervalued
intrinsic discount
-3.18%
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
6 days ago
author updated this narrative
MGIC Investment
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Millennial And Gen Z Entry Will Advance Mortgage Insurance Demand
Key Takeaways Growing demand from younger homebuyers and urbanization trends will drive sustained revenue growth for MGIC's mortgage insurance offerings. Solid credit performance, conservative capital management, and ongoing efficiency initiatives will support higher margins, profitability, and shareholder returns.
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US$27.17
FV
0.6% overvalued
intrinsic discount
2.70%
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
6 days ago
author updated this narrative
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