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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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Silicon Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Smart Home And Industrial IoT Will Expand Global Markets
Key Takeaways Expanding IoT deployments and energy-efficient wireless platforms position Silicon Labs for strong revenue growth and improved market share. Focus on high-margin, secure, and diverse IoT solutions enhances earnings sustainability and operational efficiency.
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US$150.44
FV
13.1% undervalued
intrinsic discount
19.16%
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
3 days ago
author updated this narrative
Independence Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Sun Belt Market Dynamics Will Boost Multifamily Rental Stability
Key Takeaways Strong Sun Belt demand, technology adoption, and strategic asset recycling support higher occupancy, improved margins, and resilient revenue growth in multifamily rentals. Elevated homeownership barriers extend renter tenure, reinforcing long-term pricing power, stable cash flows, and enhanced earnings potential.
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US$21.54
FV
19.1% undervalued
intrinsic discount
5.74%
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
3 days ago
author updated this narrative
Kite Realty Group Trust
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Sunbelt Expansion Will Drive Retail Demands Despite Execution Challenges
Key Takeaways Strategic focus on high-growth regions and experiential retail enhances occupancy, tenant quality, and supports strong, durable cash flow growth. Portfolio transformation and favorable market trends boost pricing power, rental growth, and long-term earnings stability.
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US$26.00
FV
17.3% undervalued
intrinsic discount
3.42%
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
3 days ago
author updated this narrative
Comstock Resources
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Refined Western Haynesville Drilling Will Unlock Enduring Resource Potential
Key Takeaways Dominant Western Haynesville positioning and advanced drilling techniques are driving efficiency, higher margins, and expanded sales opportunities. Strategic partnerships, infrastructure investments, and asset monetization are strengthening liquidity, enabling reinvestment, and unlocking new long-term revenue channels.
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US$20.43
FV
22.0% undervalued
intrinsic discount
14.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Repligen
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expanding Dual Manufacturing And APAC Presence Will Drive Future Success
Key Takeaways Increased focus on innovative, higher-margin products and expanded global manufacturing aims to strengthen recurring revenue and drive resilient, long-term growth. Strategic diversification across modalities and regions reduces reliance on any one market, supporting margin expansion and consistent operational performance.
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US$179.72
FV
30.8% undervalued
intrinsic discount
15.65%
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
3 days ago
author updated this narrative
Amer Sports
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Asia-Pacific And Greater China Will Unlock Premium Markets
Key Takeaways Rapid growth in Asia-Pacific, premium positioning, and DTC expansion are driving margin gains and strengthening recurring revenue streams across underpenetrated brands. Brand innovation, category expansion, and omnichannel engagement position Amer Sports for multi-year global market share gains and sustained operating margin improvement.
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US$41.97
FV
7.8% undervalued
intrinsic discount
14.60%
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
3 days ago
author updated this narrative
Waystar Holding
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Cloud-Based RCM And AI Automation Will Transform Healthcare Ecosystem
Key Takeaways Expansion through acquisition and strong AI-driven offerings is boosting market reach, margins, and long-term revenue prospects while outpacing legacy competitors. Rising demand for digital, interoperable RCM solutions drives client wins and recurring revenue, with regulatory complexity supporting pricing power and revenue stability.
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US$50.38
FV
28.4% undervalued
intrinsic discount
9.30%
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
3 days ago
author updated this narrative
Twilio
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Communications And Global Expansion Will Unlock Emerging Markets
Key Takeaways Increasing demand for AI-driven and omnichannel communication tools is expanding Twilio's market, driving higher-margin revenue growth and sustainable customer engagement. Product innovation, international expansion, and operational focus are boosting customer retention, diversifying revenue, and supporting margin and cash flow improvement.
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US$131.31
FV
19.5% undervalued
intrinsic discount
7.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
3 days ago
author updated this narrative
Snap
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Augmented Reality And Mobile Adoption Will Shape Future Digital Markets
Key Takeaways Expansion in AR technology and developer ecosystem is creating new, higher-margin revenue streams from both advertising and subscriptions. Global audience growth and digital ad trends are increasing Snap's ad revenue potential, supported by diversified offerings and improved ad platform effectiveness.
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US$9.41
FV
24.0% undervalued
intrinsic discount
10.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
3 days ago
author updated this narrative
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