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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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Helen of Troy
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
E-commerce And Wellness Trends Will Expand Global Premium Markets
Key Takeaways Supply chain transformation and premium brand focus position Helen of Troy for industry-leading margins, pricing power, and resilience as competitors face greater cost and supply volatility. Strong e-commerce growth, rapid product innovation, and global expansion drive lasting demand, premiumization, and multi-year compounding revenue growth across core and emerging markets.
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US$60.00
FV
61.6% 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
0
users have followed this narrative
2 days ago
author updated this narrative
Upwork
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Remote Work Adoption Will Drive AI Matching Amid Risks
Key Takeaways AI-driven product innovation and acquisitions are poised to expand Upwork's enterprise reach and unlock significant revenue and margin growth potential. Evolving monetization strategies and internal automation are supporting operating leverage, margin expansion, and strong long-term earnings growth.
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US$23.68
FV
41.7% undervalued
intrinsic discount
6.40%
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
2 days ago
author updated this narrative
Vital Energy
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Advanced Drilling And Global Energy Demand Will Fuel Permian Momentum
Key Takeaways Innovative drilling, asset sales, and advanced automation position the company for structurally superior margins and long-term earnings growth versus peers. Strategic portfolio optimization and debt reduction make Vital Energy an attractive consolidator or acquisition target, unlocking potential shareholder value.
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US$29.00
FV
47.2% undervalued
intrinsic discount
5.46%
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
2 days ago
author updated this narrative
VTEX
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Growing Mobile Internet And Composable Commerce Will Expand Global Markets
Key Takeaways Rapid adoption by flagship customers and innovative AI-driven products are accelerating VTEX's revenue growth, margins, and operational efficiency well beyond analyst expectations. Expanding global partnerships and advanced automation bolster international deployment, reduce costs, and strengthen customer retention, positioning VTEX for significant market share gains.
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US$12.00
FV
65.9% undervalued
intrinsic discount
20.78%
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
2 days ago
author updated this narrative
ScanSource
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Cloud Solutions Will Unlock Secular Potential
Key Takeaways Accelerating supplier onboarding and integration of high-margin advisory businesses create outsized margin expansion and a powerful network effect driving substantial revenue opportunities. Robust demand from digital transformation, disciplined capital allocation, and value-added programs cement recurring, high-margin growth, strengthening long-term earnings and channel relationships.
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US$58.00
FV
26.6% undervalued
intrinsic discount
5.31%
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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2 days ago
author updated this narrative
Opera
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
We Expect Mobile, Privacy And E-Commerce Trends Will Empower Markets
Key Takeaways Strong growth in e-commerce and AI-driven ad revenues, complemented by privacy features, enhance monetization and attract both users and advertisers seeking performance and security. Innovation in products and disciplined cost control support premium market expansion, brand differentiation, and ongoing improvement in margins and profitability.
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US$32.26
FV
49.4% undervalued
intrinsic discount
17.86%
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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2 days ago
author updated this narrative
Par Pacific Holdings
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Global Energy Demand Will Advance Refining In Hawaii And Rockies
Key Takeaways Strategic partnerships and industry consolidation are driving margin expansion, premium pricing power, and increased market share across Par Pacific's refining and retail operations. Management's high-return optimization projects and integrated logistics support resilient, robust cash flows, enabling aggressive capital returns despite feedstock or market volatility.
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US$39.00
FV
25.6% undervalued
intrinsic discount
-1.17%
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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2 days ago
author updated this narrative
Angi
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Adoption And Demographic Shifts Will Power Platform Evolution
Key Takeaways Technology investments in AI and platform unification, along with a strategic shift toward higher-value revenue, are expected to accelerate margins, retention, and long-term earnings growth. Increasing home services digitization and an expanded market focus position Angi for ongoing demand growth, deeper market penetration, and a stronger competitive moat.
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US$32.00
FV
42.8% undervalued
intrinsic discount
2.72%
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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2 days ago
author updated this narrative
MFA Financial
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Underwriting And Rising Homeownership Will Transform Mortgage REIT Opportunities
Key Takeaways Redeploying capital from securitizations and rapid loan growth positions MFA for strong earnings and economic value expansion above current forecasts. Technological upgrades and shifts in mortgage market share from banks to non-bank REITs will enhance efficiency, margins, and long-term growth opportunities.
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US$29.51
FV
67.1% undervalued
intrinsic discount
-4.21%
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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2 days ago
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