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Community Investing Ideas
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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Cosan
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Debt Burdens Will Restrict Operations While Brazil Decarbonization Will Uplift
Key Takeaways High leverage, negative earnings, and persistent capital expenditure needs challenge profitability despite favorable positioning for long-term decarbonization trends. Regulatory, political, and execution risks could drive higher costs, revenue swings, and delays in earnings recovery across diversified business segments.
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R$8.00
FV
31.5% undervalued
intrinsic discount
62.73%
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
1 day ago
author updated this narrative
Inmobiliaria Colonial SOCIMI
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Paris Madrid Barcelona Offices Will Suffer Under Concentration Risks
Key Takeaways Reliance on prime office properties in limited markets increases vulnerability to local economic shifts, oversupply risks, and limits diversification benefits. Structural changes in work trends, sustainability demands, and persistent monetary tightening erode margins, compress earnings, and threaten long-term competitiveness.
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€5.14
FV
12.3% overvalued
intrinsic discount
2.38%
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
1 day ago
author updated this narrative
Türkiye Sise Ve Cam Fabrikalari
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Persisting Cost Hikes And Competition Will Weaken Glass Margins
Key Takeaways Rising costs, currency risks, and capital intensity threaten profitability and financial flexibility, despite efforts to improve efficiency and expand exports. Competition from alternative packaging and shifting regulations could erode glass's market share, limiting long-term growth opportunities.
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₺40.00
FV
0.05% undervalued
intrinsic discount
30.77%
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
1 day ago
author updated this narrative
Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Global Regulations And Supply Shocks Will Squeeze Margins
Key Takeaways Greater regulation, health trends, and extreme weather are pressuring margins, restricting sales growth, and challenging operational stability. Overreliance on core geographies and intensifying competition are heightening risks and undermining revenue and profitability.
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₺16.00
FV
8.1% overvalued
intrinsic discount
26.68%
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
1 day ago
author updated this narrative
Ola Electric Mobility
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Lithium And Rare Earth Volatility Will Erode Margins
Key Takeaways Exposure to raw material supply risks and rapid technology shifts could threaten profitability, asset values, and competitiveness. Reliance on scaling in-house battery production and government incentives leaves margins and growth vulnerable to operational delays and policy changes.
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₹30.00
FV
37.7% overvalued
intrinsic discount
24.91%
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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New
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Aditya Birla Fashion and Retail
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
E-Commerce Dominance And ESG Challenges Will Undermine Brick-and-Mortar
Key Takeaways Rising e-commerce competition, shifting consumer preferences, and sustainability pressures threaten traditional store performance, revenue growth, and earnings stability. High leverage, ongoing capital needs, and brand portfolio complexity could constrain profitability and diminish long-term brand equity.
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₹63.81
FV
17.5% overvalued
intrinsic discount
12.73%
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
1 day ago
author updated this narrative
5021
Cosmo Energy Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Heavy Petroleum Exposure Will Suppress Margins But Renewables Will Revive
Key Takeaways Heavy reliance on petroleum and slow renewable scaling heighten vulnerability to climate policies, electrification, and margin erosion as global energy transitions accelerate. High capital expenditures and regulatory pressures, along with refining overcapacity and limited geographic diversification, threaten long-term profitability and earnings stability.
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JP¥6.76k
FV
4.9% overvalued
intrinsic discount
-8.67%
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
1 day ago
author updated this narrative
Alpha Bank
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Fintech Surge And Aging Demographics Will Undermine Banking Models
Key Takeaways Growing competition from fintech and neobanks threatens Alpha Bank's revenue from fees, commissions, and lending spreads, challenging its traditional banking model. Weak interest margins, demographic headwinds, and legacy non-performing loans could further limit loan growth, compress profits, and add risk to future earnings.
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€2.62
FV
36.4% overvalued
intrinsic discount
14.73%
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
1 day ago
author updated this narrative
Wacker Chemie
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Global Emission Costs And Overcapacity Will Hurt Operating Margins
Key Takeaways Rising regulatory requirements and soft market demand are compressing margins and increasing cost pressures across Wacker Chemie's core, energy-intensive businesses. Recent expansion and modernization risk worsening cash flow and debt levels, as trade barriers and global overcapacity dampen revenue growth and utilization.
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€52.00
FV
28.2% overvalued
intrinsic discount
1.03%
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
1 day ago
author updated this narrative
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