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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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Upbound Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Financial Access And Innovating In E-Commerce Fuels Growth And Efficiency
Key Takeaways Expansion through new Acima Credit products and merchant partnerships is set to widen customer base and increase revenue. Technology investments and operational streamlining aimed at enhancing customer experience and efficiency may boost profitability.
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US$36.25
FV
35.8% undervalued
intrinsic discount
7.38%
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
19 days ago
author updated this narrative
Resideo Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Smart Home Integration And Safety Will Expand Energy Efficiency
Key Takeaways Growth driven by strong demand for smart home products, expanded integration partnerships, and a broader product pipeline, supporting higher revenue and margin expansion. Portfolio optimization and financial flexibility enable strategic focus, innovation funding, and targeted acquisitions, boosting earnings growth and diversification.
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US$35.00
FV
10.3% undervalued
intrinsic discount
2.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
NerdWallet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Finance And AI Will Unlock New Opportunities
Key Takeaways Digital-first financial adoption, AI-driven personalization, and strategic integrations are driving higher user engagement, recurring revenue, and new monetization channels. Operational efficiencies from AI, reduced costs, and optimized marketing are expanding margins and supporting sustainable, strong free cash flow growth.
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US$14.50
FV
30.5% undervalued
intrinsic discount
4.88%
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
3 days ago
author updated this narrative
Welspun
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Infrastructure Cycles Will Erode US, India And Saudi Capacity
Key Takeaways Future growth and profitability are exposed to risks from project delays, global policy shifts, and unproven demand assumptions for infrastructure and energy. Expanding capacity and reliance on local manufacturing may not offset vulnerabilities to competitive threats, protectionism, or adverse regulatory and cost pressures.
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₹1.09k
FV
19.0% undervalued
intrinsic discount
24.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
13 days ago
author updated this narrative
Kornit Digital
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Printing Expansion Will Unlock Sustainable Apparel Opportunities
Key Takeaways Rising digital adoption, sustainability trends, and innovative offerings are expanding Kornit's addressable market, strengthening its position against traditional competitors. Recurring revenue growth from its installed base and AIC model is improving margin stability and revenue predictability.
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US$23.92
FV
37.3% undervalued
intrinsic discount
6.79%
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
Craftsman Automation
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Electric Mobility Will Erode ICE Revenue And Raise Costs
Key Takeaways Heavy reliance on ICE components and limited diversification make the company vulnerable to rapid industry and regulatory changes. Elevated debt and tightening margins restrict the ability to invest in technology, threatening long-term competitiveness and earnings stability.
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₹5.00k
FV
41.9% overvalued
intrinsic discount
17.46%
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
19 days ago
author updated this narrative
Stove Kraft
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Revenue Pressures Will Hinder Profits Though Transitions Will Stabilize
Key Takeaways Execution risks tied to new product transitions and greater dependence on exports may limit near-term revenue growth and margin expansion. Elevated costs, delayed efficiency gains, and store maturation challenges are likely to constrain improvements in profitability despite ambitious expansion and integration efforts.
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₹660.00
FV
10.0% undervalued
intrinsic discount
14.62%
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
19 days ago
author updated this narrative
Alten
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Automation And Offshoring Will Pressure Automotive And Aerospace Margins
Key Takeaways Shift to offshoring and automation pressures revenue and margins, as clients demand cost reductions and AI integration, compressing project pricing and profitability. Rising costs, talent shortages, and ineffective M&A constrain global expansion while localization trends and sector concentration increase long-term earnings volatility.
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€66.82
FV
2.6% overvalued
intrinsic discount
-0.31%
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
19 days ago
author updated this narrative
Laxmi Organic Industries
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Tightening ESG Mandates Will Harm Legacy Chemicals Despite Capacity Expansion
Key Takeaways Rapidly evolving sustainability trends and stricter environmental rules threaten traditional product demand and could increase overall operating costs. Heavy dependence on core chemical segments and execution risks with new projects leave revenue growth and earnings highly vulnerable.
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₹172.00
FV
6.4% overvalued
intrinsic discount
27.38%
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
19 days ago
author updated this narrative
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