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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
34
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
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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
15
users have followed this narrative
New
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Blue Bird
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Government Funding And Fleet Renewal Will Drive Future Electrification
Key Takeaways Ongoing government incentives and societal momentum toward cleaner transportation support Blue Bird's long-term revenue and volume growth in alternative-fuel school buses. Operational improvements and increased high-margin EV and alt-fuel sales are expected to drive sustainable margin expansion and greater earnings resilience.
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US$56.57
FV
0.2% undervalued
intrinsic discount
4.01%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
40
users have followed this narrative
Updated
narrative
Huntsman
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Sustainability Trends Will Advance Specialty Chemicals Demand
Key Takeaways Shift toward specialty chemicals and eco-friendly products is expected to improve margins, strengthen market position, and reduce earnings volatility. Efficiency measures and strategic asset closures are aimed at boosting free cash flow and enhancing profitability as markets recover.
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US$11.69
FV
13.3% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
Parex Resources
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Colombian Production Will Expand As Gas Monetization Unfolds
Key Takeaways Enhanced efficiency and cost reductions support resilient earnings and margins, strengthening the company's position amid changing oil prices and energy market dynamics. Expansion into new reserves, gas monetization, and a focus on low-emission operations drive growth, revenue diversification, and improved investor appeal.
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CA$17.00
FV
5.9% undervalued
intrinsic discount
0.61%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
about 8 hours ago
author updated this narrative
Vital Farms
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Seymour Expansion And Ethical Food Demand Will Unlock Value
Key Takeaways Strong brand, premium positioning, and effective marketing drive loyalty, allowing for higher prices and growth without weakening demand or margins. Expanded production, improved distribution, and operational efficiencies support increased capacity, lower costs, and enhanced profitability.
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US$51.60
FV
7.5% undervalued
intrinsic discount
22.46%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
Updated
narrative
Globe Life
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Underwriting And Agent Expansion Will Shape Insurance Future
Key Takeaways Digital automation and agent growth are set to improve sales and marketing efficiency, driving revenue and future top-line growth. Strong underwriting margins, demographic tailwinds, and new reinsurance strategies are supporting earnings and enhancing financial flexibility for future investments.
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US$159.73
FV
13.0% undervalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 16 hours ago
author updated this narrative
RPC
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And Cleaner Services Will Transform Oilfield Operations
Key Takeaways Emphasis on advanced technology and diversified, environmentally friendly service offerings enhances differentiation, operational efficiency, and stability in revenue and margins. Strong financial flexibility enables strategic acquisitions and asset upgrades, supporting sustainable growth and improved shareholder returns throughout industry cycles.
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US$6.09
FV
24.3% undervalued
intrinsic discount
5.37%
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
15 days ago
author updated this narrative
RPT
Rithm Property Trust
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Commercial Real Estate Trends Will Unlock Long-Term Value
Key Takeaways Strong real estate market opportunities and prudent capital deployment are expected to drive revenue growth and boost long-term earnings. Operational efficiencies, disciplined risk management, and non-dilutive capital strategies support sustainable margin expansion and scalable growth.
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US$4.00
FV
32.8% undervalued
intrinsic discount
148.24%
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
about 14 hours ago
author updated this narrative
Welspun Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
India Infrastructure Boom Will Fuel Water And Tunneling Success
Key Takeaways Diversification into high-margin infrastructure segments and digital transformation is expanding margins, reducing cyclicality, and enhancing long-term earnings quality. Strong government investment and sustainability initiatives position Welspun to secure premium projects, supporting revenue growth and boosting competitive advantage.
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₹509.00
FV
11.3% undervalued
intrinsic discount
8.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
Armstrong World Industries
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Decarbonization And Digital Integration Will Shape Commercial Construction
Key Takeaways Energy-efficient product innovation and digital platforms are driving market expansion, higher sales, and improved profit margins amid growing demand for sustainable building solutions. Strategic acquisitions and deepening project integration broaden the market, enable cross-selling, and support sustained revenue, margin, and earnings growth.
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US$191.78
FV
2.3% overvalued
intrinsic discount
6.95%
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
about 16 hours ago
author updated this narrative
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