Global Weekly Picks

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

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.0% undervalued

8.72%

Revenue growth p.a.

New

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8x8

AnalystLowTarget

Consensus Narrative from 8 Analysts

Microsoft And Cisco Will Intensify Pricing And Compliance Pressures

Key Takeaways Intensifying competition and lack of product differentiation threaten market share, pricing power, and customer retention, keeping growth below peers. Rising compliance and marketing costs are squeezing margins and delaying the path to sustained profitability.

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US$1.50

23.3% overvalued

-0.12%

Revenue growth p.a.

New

Kaltura

AnalystLowTarget

Consensus Narrative from 5 Analysts

Rising Data Privacy Costs And Open-Source Shifts Will Constrain Outlook

Key Takeaways Increasing regulatory and competitive pressures, along with industry consolidation, threaten Kaltura's differentiation, pricing power, and ability to sustain revenue growth. Reliance on the education and media sectors, combined with risk of technological obsolescence, leaves Kaltura vulnerable to market downturns and declining long-term relevance.

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US$1.50

0.7% overvalued

2.82%

Revenue growth p.a.

New

Personalis

AnalystLowTarget

Consensus Narrative from 8 Analysts

Delays And Scrutiny Will Limit Revenue But Enable Future Adaptation

Key Takeaways Growing demand for precision medicine drives long-term opportunity, but delayed pharma projects and reimbursement challenges threaten near-term revenue stability and margin expansion. Intensifying competition, regulatory pressures, and persistent operating losses risk constraining profitability and may force cost cuts or future shareholder dilution.

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US$5.00

6.8% undervalued

16.88%

Revenue growth p.a.

New

BARK

AnalystLowTarget

Consensus Narrative from 3 Analysts

Rising Costs And Rivalry Will Limit Gains As Niches Emerge

Key Takeaways Inflation and cost pressures threaten discretionary spending and subscription growth, limiting BARK's ability to fully capture demand from trends in pet wellness and customization. Difficulty scaling new product categories, high competition, and persistent subscriber churn challenge revenue diversification, margin expansion, and long-term profitability.

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US$2.00

58.9% undervalued

2.09%

Revenue growth p.a.

New

Zevia PBC

AnalystLowTarget

Consensus Narrative from 6 Analysts

Heightened Skepticism Will Erode Beverage Pricing Though Retail Gains Persist

Key Takeaways Rising consumer skepticism of sweeteners and the shift toward functional beverages threaten Zevia's brand relevance and future sales growth. Reliance on major retailers, high expenses, and potential consumer trade-down behavior expose Zevia to margin pressure and uncertain profitability.

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US$2.50

20.4% overvalued

6.20%

Revenue growth p.a.

New

Valens Semiconductor

AnalystLowTarget

Consensus Narrative from 4 Analysts

Tariff Uncertainty Will Limit Automotive Revenues But Benefit Margins

Key Takeaways Heavy reliance on automotive sector exposes Valens to risks from industry volatility, shifting design standards, and customer concentration. Rising competition and regulatory costs threaten profitability, with potential pricing pressure and increased expenses from sustainable manufacturing requirements.

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US$3.00

29.0% undervalued

17.41%

Revenue growth p.a.

New

BlackSky Technology

AnalystLowTarget

Consensus Narrative from 8 Analysts

Rising Regulatory Risks And Capital Burn Will Hinder Prospects

Key Takeaways Stricter regulations and rising compliance costs threaten international growth, revenue stability, and long-term profitability amid growing surveillance and data privacy concerns. Intense competition, costly satellite projects, and reliance on emerging AI heighten risks of margin compression, accelerated cash burn, and product obsolescence.

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US$17.00

6.9% overvalued

26.81%

Revenue growth p.a.

New

REGENXBIO

AnalystLowTarget

Consensus Narrative from 12 Analysts

Regulatory Hurdles Will Burden Gene Therapy Yet Sustain Modest Optimism

Key Takeaways Reliance on a few pivotal programs and regulatory uncertainties could hinder top-line growth and threaten margins if setbacks occur. High R&D costs and funding challenges may force further dilution, with competitive pressures risking both revenue growth and long-term profitability.

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US$14.00

35.3% undervalued

16.99%

Revenue growth p.a.

New

WideOpenWest

AnalystLowTarget

Consensus Narrative from 2 Analysts

Contracting Broadband And Debt Will Constrain Performance Yet Spur Upturn

Key Takeaways Accelerating competition from alternative broadband providers, high leverage, and a shrinking subscriber base pose risks to revenue growth and long-term profitability. Operational efficiencies offset some challenges, but slow fiber upgrades and pressure on margins threaten reinvestment capacity and market retention.

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US$4.80

5.4% overvalued

-4.90%

Revenue growth p.a.

New

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Microsoft And Cisco Will Intensify Pricing And Compliance Pressures

Rising Data Privacy Costs And Open-Source Shifts Will Constrain Outlook

Delays And Scrutiny Will Limit Revenue But Enable Future Adaptation

Rising Costs And Rivalry Will Limit Gains As Niches Emerge

Heightened Skepticism Will Erode Beverage Pricing Though Retail Gains Persist

Tariff Uncertainty Will Limit Automotive Revenues But Benefit Margins

Rising Regulatory Risks And Capital Burn Will Hinder Prospects

Regulatory Hurdles Will Burden Gene Therapy Yet Sustain Modest Optimism

Contracting Broadband And Debt Will Constrain Performance Yet Spur Upturn

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Microsoft And Cisco Will Intensify Pricing And Compliance Pressures

Rising Data Privacy Costs And Open-Source Shifts Will Constrain Outlook

Delays And Scrutiny Will Limit Revenue But Enable Future Adaptation

Rising Costs And Rivalry Will Limit Gains As Niches Emerge

Heightened Skepticism Will Erode Beverage Pricing Though Retail Gains Persist

Tariff Uncertainty Will Limit Automotive Revenues But Benefit Margins

Rising Regulatory Risks And Capital Burn Will Hinder Prospects

Regulatory Hurdles Will Burden Gene Therapy Yet Sustain Modest Optimism

Contracting Broadband And Debt Will Constrain Performance Yet Spur Upturn

Value any company in seconds

Popular companies