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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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OPKO Health
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Regulations And Competition Will Strain Diagnostics But Hope Will Prevail
Key Takeaways Margin improvement and sustained profitability are uncertain due to reliance on operational streamlining and vulnerability to regulatory and reimbursement pressures. Growth from new therapeutics and digital health is offset by high capital needs, competitive pressures, and persistent risks in product development.
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US$2.00
FV
31.5% undervalued
intrinsic discount
-0.29%
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
Opendoor Technologies
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Interest Rates And Debt Will Erode Profitability
Key Takeaways Macroeconomic challenges and demographic trends threaten to reduce housing market activity and compress Opendoor's long-term growth prospects. Ongoing profitability and liquidity risks are compounded by intense competition, regulatory exposure, and reliance on external capital.
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US$0.70
FV
352.9% overvalued
intrinsic discount
-13.33%
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
RealReal
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Regulations Will Cripple Secondhand Luxury Despite AI Assistance
Key Takeaways Tightening regulations, rising compliance costs, and shifting demographic trends threaten profitability and revenue growth by pressuring margins and changing demand for secondhand luxury goods. Intensifying competition, persistent high operational costs, and luxury brands moving into resale risk eroding market share, inventory quality, and long-term growth prospects.
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US$2.40
FV
222.1% overvalued
intrinsic discount
9.76%
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
Eutelsat Communications
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Terrestrial Networks And Operational Risks Will Erode Satellite Value
Key Takeaways Proliferation of terrestrial and low Earth orbit competitors threatens Eutelsat's pricing power, future growth, and margins across both connectivity and video segments. Integration challenges, regulatory pressures, and evolving media consumption trends could undermine revenue, cash flow stability, and overall profit recovery.
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€1.20
FV
158.8% overvalued
intrinsic discount
1.06%
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
Weimob
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Heavy WeChat Dependence And Tough Regulations Will Undermine Profitability
Key Takeaways Over-reliance on the WeChat ecosystem and regulatory pressures threaten revenue stability, customer acquisition, and the effectiveness of Weimob's AI-driven offerings. Intensifying competition, required investment in R&D, and international constraints are likely to prolong financial losses and limit future market expansion.
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HK$1.53
FV
62.1% overvalued
intrinsic discount
13.74%
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
1 day ago
author updated this narrative
Syndax Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Regulatory And Pricing Risks Will Curb Prospects Yet Kindle Hope
Key Takeaways Heavy dependence on a few lead assets exposes Syndax to significant clinical, competitive, and regulatory risks that could disrupt future revenue and margin growth. Sustained expansion and profitability rely on overcoming payer, regulatory, and clinical adoption hurdles, with high R&D costs posing ongoing pressure on margins.
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US$19.00
FV
17.2% undervalued
intrinsic discount
78.72%
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
1 day ago
author updated this narrative
Myriad Genetics
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tightening Privacy Laws And Fierce Competition Will Undermine Genetic Testing
Key Takeaways Tightening regulations, shifting payer dynamics, and rapid technological change threaten Myriad's revenue, margins, and competitiveness. Increased competition and product commoditization risk eroding market share while forcing higher R&D investment, challenging future profitability.
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US$3.50
FV
63.1% overvalued
intrinsic discount
2.59%
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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1 day ago
author updated this narrative
Planet Labs PBC
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising Regulations And Cost Pressures Will Constrain Geospatial Markets
Key Takeaways Regulatory and data sovereignty challenges threaten recurring revenue growth and global market share, especially as clients grow wary of data privacy and compliance issues. Profitability struggles persist due to high operating costs and reliance on a few government contracts, increasing vulnerability to budget shifts and new market entrants.
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US$4.50
FV
50.7% overvalued
intrinsic discount
16.66%
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
Curaleaf Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Intensified Global Regulation Will Squeeze Cannabis Margins Despite European Hopes
Key Takeaways Intensifying regulatory scrutiny, price compression, and new competitors threaten margins, market share, and long-term profitability. Heavy investment and macroeconomic headwinds risk ongoing negative cash flow and shrinking shareholder value.
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CA$2.65
FV
38.6% overvalued
intrinsic discount
4.14%
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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