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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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Bossard Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Smart Factory Adoption And Asian Markets Will Forge Future Value
Key Takeaways Expansion in digitalization, automation, and global markets supports recurring revenue, operational efficiency, and resilience to regional downturns. Focus on high-quality fastening for advanced industries and ESG compliance enhances customer retention, market position, and long-term revenue stability.
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CHF 193.17
FV
16.0% undervalued
intrinsic discount
4.75%
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
NewLake Capital Partners
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Regulatory Uncertainty And Tenant Risks Will Undermine Cannabis Portfolios
Key Takeaways Slowed legalization momentum and ongoing federal prohibition limit NewLake's growth opportunities, tenant demand, and access to affordable capital, compressing margins. Tenant financial stress and weak asset demand heighten vacancy risk and earnings volatility amid challenging market conditions and declining industry expansion.
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US$16.00
FV
10.6% undervalued
intrinsic discount
-8.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
28
users have followed this narrative
3 days ago
author updated this narrative
Playtech
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Snaitech Sale And 308% Caliplay Stake Will Drive B2B Shift
Key Takeaways The sale of Snaitech to Flutter provides capital for special dividends and strategic B2B investments, enhancing shareholder returns. Expanding into U.S. and Brazilian markets and focusing on AI-driven operational efficiency will boost earnings and profitability in the B2B segment.
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UK£5.13
FV
17.8% undervalued
intrinsic discount
1.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Aditya Birla Sun Life AMC
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
India Economic Upturn And Digital Initiatives Will Boost Investment Appeal
Key Takeaways Accelerating mutual fund adoption, broader retail participation, and digital initiatives are steadily expanding the investor base and driving recurring, high-quality asset growth. Diversification into higher-margin products, operational efficiency, and strong distribution partnerships are boosting revenue streams and supporting sustainable improvements in profitability.
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₹914.25
FV
6.5% undervalued
intrinsic discount
9.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Halfords Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Fusion Motoring Services Expansion Will Strengthen Market Position In Future
Key Takeaways Omnichannel optimization and strategic investments are expected to drive profitability and enhance gross margins. Focus on reducing operational costs and enhancing efficiency helps offset inflation while maintaining profitability.
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UK£1.84
FV
26.4% undervalued
intrinsic discount
2.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Odontoprev
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Dental Insurance Expansion Will Harness Exclusive Bradesco Channel
Key Takeaways Expansion into SME and individual markets, aided by exclusive partnerships and growing dental awareness, is driving outperformance and recurring revenue growth. Digital investments and a profitable portfolio shift enhance operational efficiency, boost margins, and reinforce long-term competitive resilience.
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R$12.08
FV
5.9% overvalued
intrinsic discount
4.58%
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
inTEST
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Manufacturing Expansion In Malaysia And Europe Will Create Resilient Diversification
Key Takeaways Geographic expansion and operational efficiencies strengthen inTEST's ability to serve customers, manage supply chain risks, and drive sustainable margin and revenue growth. Diversification into multiple end-markets and innovative product development enhances revenue stability, margin expansion, and positions the company for profitable scaling as industry capital spending rises.
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US$10.00
FV
31.5% undervalued
intrinsic discount
3.62%
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
accesso Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
SaaS Migration And Composable Commerce Will Secure Future Progress
Key Takeaways The transition to SaaS and focus on cost-efficient payments aim to enhance recurring revenue and improve net margins. Investment in technology and cost control efforts aim to boost conversion rates and support long-term profitability.
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UK£5.23
FV
20.5% undervalued
intrinsic discount
1.49%
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
Acme United
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US And Canadian Expansion Will Improve Production Efficiency While Tariff Risks Persist
Key Takeaways Investments in automation, supply chain diversification, and premium branding are enhancing operational efficiency, cost structure, and margins while supporting earnings stability. Expansion in first aid and healthcare products, plus reduced import reliance, positions the company for higher-margin growth and greater market resilience.
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US$50.00
FV
18.2% undervalued
intrinsic discount
6.27%
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
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