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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
New
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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
24.3% undervalued
intrinsic discount
9.00%
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
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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
12
users have followed this narrative
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Live Nation Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Chris Brown And Lady Gaga Tours Will Unlock Future Success
Key Takeaways Strategic international expansion and partnerships are set to boost long-term earnings and margin improvement, especially in APAC. Premium pricing strategies aim to enhance revenue growth and margins without impacting ticket sell-through rates.
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US$165.29
FV
3.9% undervalued
intrinsic discount
11.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
Iron Mountain
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Demand And Data Center Expansion Will Transform Digital Workflows
Key Takeaways Growth in data center and digital solutions is driven by rising AI and cloud demand, regulatory compliance needs, and increased recurring, high-margin revenue. Expansion into asset lifecycle management and investment in AI platforms enhances long-term growth prospects, margin improvement, and global market share.
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US$115.30
FV
18.5% undervalued
intrinsic discount
8.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
7 days ago
author updated this narrative
Hewlett Packard Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Potential Synergies From Juniper Acquisition And AI Focus May Be Offset By Regulatory And Market Challenges
Key Takeaways The focus on AI and cloud strategies, including GreenLake, positions HPE for revenue and margin growth with high-margin offerings and AI workload capture. Strategic personnel reductions and the Juniper acquisition synergies aim to streamline operations, enhance margins, and boost earnings and revenue.
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US$23.07
FV
6.5% undervalued
intrinsic discount
9.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
7 days ago
author updated this narrative
International Business Machines
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Hybrid Cloud And GenAI Will Unlock Enduring Digital Opportunities
Key Takeaways Accelerated adoption of AI, hybrid cloud, and modernization in regulated sectors positions IBM for outsized share of expanding digital transformation budgets and long-term profitability. Integration of acquired platforms and innovation in quantum computing and automation enhance high-margin software growth, driving sustained revenue outperformance and premium valuation.
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US$350.00
FV
31.4% undervalued
intrinsic discount
5.98%
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
7 days ago
author updated this narrative
Amgen
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Biosimilars And Targeted Therapies Will Expand Global Chronic Care Markets
Key Takeaways Expanding product volumes and AI-driven R&D advancements position Amgen to exceed revenue and margin expectations through frequent, high-impact new launches across key therapeutic areas. Strong resilience to industry pricing pressures, global expansion, and ample M&A capacity enable Amgen to unlock long-term earnings growth and broaden its market reach.
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US$400.00
FV
27.7% undervalued
intrinsic discount
7.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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7 days ago
author updated this narrative
Teledyne Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Defense And Marine Instrumentation Will Drive Future Industry Leadership
Key Takeaways Strong defense, aerospace, and marine instrumentation demand, along with digital and sustainability trends, supports robust order growth and high-margin opportunities across Teledyne's core segments. Successful acquisition integration and disciplined operational execution are driving higher-margin products, increased scale, and ongoing earnings and margin expansion.
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US$609.41
FV
9.7% undervalued
intrinsic discount
5.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Comcast
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Next-Gen Broadband, Streaming And Parks Will Open Markets Despite Risks
Key Takeaways Simplified bundled offerings and AI-driven home connectivity are set to boost margins, reduce churn, and accelerate growth in both broadband and parks profitability. Vertical integration, next-gen infrastructure, and a unified content strategy position Comcast to capture expanding streaming, advertising, and value-added home network revenue streams.
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US$49.68
FV
33.7% undervalued
intrinsic discount
1.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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7 days ago
author updated this narrative
Molina Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Winning RFPs And Medicaid Adjustments Will Secure Future Healthcare Success
Key Takeaways Molina's successful RFP wins and Medicaid strategy are poised to enhance revenue, EPS growth, and net margins through efficient care coordination. Strategic acquisitions and disciplined medical cost management are expected to stabilize margins and boost future earnings, supporting capital deployment and growth.
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US$202.64
FV
20.4% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
7 days ago
author updated this narrative
Alexandria Real Estate Equities
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Rising Healthcare R&D And Aging Demographics Will Support Future Success
Key Takeaways Premium assets in major innovation clusters secure long-term leases with top tenants, supporting stable cash flows and above-market rent growth. Rising demand for specialized lab space and high entry barriers strengthen Alexandria's competitive position and earnings potential.
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US$98.83
FV
24.1% undervalued
intrinsic discount
0.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
7 days ago
author updated this narrative
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