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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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
25.2% undervalued
intrinsic discount
9.00%
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
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
5.0% undervalued
intrinsic discount
8.72%
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
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Alphabet
DA
davidlsander
Community Contributor
alphabet: Long Term Strategic Powerhouse
Alphabet, the parent company of Google, has consistently demonstrated its prowess in innovation and strategic foresight. While the recent quarterly results have showcased impressive financial performance, it's the company's relentless pursuit of long-term value creation that truly sets it apart.
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US$265.00
FV
24.2% undervalued
intrinsic discount
14.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 months ago
author updated this narrative
Tesla
FR
Friso
Community Contributor
Elon Musk is a scam
It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.
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US$67.45
FV
402.6% overvalued
intrinsic discount
15.66%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
56
users have commented on this narrative
50
users have followed this narrative
5 months ago
author updated this narrative
Montage Gold
RO
RockeTeller
Community Contributor
15x Speculative Bet for Next 5 Years
Montage Gold – Overview (Côte d’Ivoire) Project : Kone + Gbongogo Land Package : 500,000 acres Resource : 5 million oz (4M oz reserves) Production Plan : Starts at 300,000 oz/year Capex : $900M (fully funded via $700M streaming deal + $125M debt) AISC : ~$1,000/oz First Pour : Q2 2027 Stream Deal : 23% of production at low fixed prices – hurts profitability 2023 Drill Highlights (Gbongogo) 113.25m @ 2.30 g/t 48.00m @ 1.72 g/t 45.75m @ 1.90 g/t 20.50m @ 10.95 g/t 17.00m @ 8.56 g/t Valuation at $4,000 Gold Let’s estimate using 300,000 oz/year: Streamed Production (23%) : 69,000 oz (minimal profit) Unstreamed Production (77%) : 231,000 oz FCF per oz : $4,000 - $1,000 = $3,000 Total FCF : 231,000 × $3,000 = $693M/year Valuation (10x FCF) : $6.93 billion Stock Price Potential If FCF is $693M and we apply a 10x multiple , the valuation = $6.93B If they have ~200M shares (estimate): Stock Price = $6.93B ÷ 200M = $34.65 per share Conclusion At $4,000 gold , Montage Gold could be worth $30–35/share , even with the streaming deal. Strong team, solid project, and multi-mine potential.
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CA$49.00
FV
89.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
4 months ago
author updated this narrative
Docebo
IN
IndusyHoldings
Community Contributor
Docebo - Customer and employee training
Catalysts 94% of revenue comes from subscriptions, which is Docebo's core business. The e-learning services industry expects an annual growth of approximately 19% until 2030, which could provide strong tailwind.
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CA$65.18
FV
34.0% undervalued
intrinsic discount
24.80%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Fresnillo
RO
RockeTeller
Community Contributor
If silver reaches $100 per oz
To calculate the potential stock price of Fresnillo if silver reaches $100 per oz, we can follow these steps: ### Assumptions and Inputs 1. Annual Silver Production: 55 million oz (projected for 2025).
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UK£35.00
FV
50.4% undervalued
intrinsic discount
46.11%
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
11 months ago
author updated this narrative
Panasian Power
US
UshanDeSilva
Community Contributor
High growth company
Panasian Power Plc INTRODUCTION Panasian power plc is a pioneering supplier of clean and renewable energy which commenced operations in 2002 and has since become a leader in the renewable energy industry. PAP produces clean renewable energy from hydro, solar and other renewables sources in Asia and Africa.
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LK₨32.07
FV
47.0% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 months ago
author updated this narrative
NatWest Group
WA
WaneInvestmentHouse
Community Contributor
NatWest Partners with OpenAI to Revolutionize Customer Experience and Productivity
NatWest Group is teaming up with OpenAI to bring generative artificial intelligence (GenAI) to its customer service and productivity. This partnership marks the first time a UK-based bank has joined forces with OpenAI.
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UK£4.80
FV
11.8% overvalued
intrinsic discount
1.29%
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
5 months ago
author updated this narrative
Interloop
AM
AMV
Community Contributor
Interloop (ILP)
ILP is a good growth-oriented company dealing mainly in the export sector. The company came under pressure when tax exemptions on exports were withdrawn in the year 2024, thereby impacting its revenue and net profits.
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PK₨64.49
FV
16.5% overvalued
intrinsic discount
19.59%
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 months ago
author updated this narrative
Sampath Bank
KA
kalindu
Community Contributor
Sampath Bank (SAMP.N): A Potentially Undervalued Gem?
Sampath Bank PLC, one of Sri Lanka’s leading commercial banks, appears to be significantly undervalued based on intrinsic valuation models. Our analysis, incorporating the Dividend Discount Model (DDM), Excess Capital Model, and Adjusted Book Value + ROE Growth, suggests a weighted intrinsic value of Rs. 176.35 per share compared to its current market price of Rs. 121.5. This indicates a 31.1% margin of safety , signaling a compelling investment opportunity.
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LK₨176.35
FV
17.9% undervalued
intrinsic discount
26.32%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
4 months ago
author updated this narrative
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