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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
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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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
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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
32.5% 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
6 days ago
author updated this narrative
W. R. Berkley
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Global Complexity And Digital Shifts Will Empower Specialty Insurance
Key Takeaways Strong specialty focus and agile underwriting enable W. R.
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US$72.07
FV
2.9% undervalued
intrinsic discount
-0.017%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 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
28.7% 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
users have followed this narrative
6 days ago
author updated this narrative
Entergy
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Gulf South Infrastructure And Renewables Will Drive Future Resilience
Key Takeaways Strong growth in electricity demand and regulatory support, combined with major capital investments, are set to drive higher revenues and improve earnings consistency. Focus on renewables, grid resilience, and operational efficiency positions Entergy to benefit from decarbonization trends and sustain profitability despite rising costs.
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US$92.13
FV
2.2% undervalued
intrinsic discount
8.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
6 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
36.8% 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
users have followed this narrative
6 days ago
author updated this narrative
Rollins
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Saela Pest Control Acquisition And Investments Will Improve Efficiency
Key Takeaways Strategic acquisitions and multi-brand approach enhance revenue growth, earnings, and competitive advantage throughout economic fluctuations. Investing in sales, marketing, and operational efficiency drives organic and commercial division growth, boosting margins and recurring revenue.
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US$58.73
FV
0.5% undervalued
intrinsic discount
8.80%
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
6 days ago
author updated this narrative
Advanced Micro Devices
AN
AnalystHighTarget
Consensus Narrative from 44 Analysts
AI And Cloud Computing Will Revolutionize Digital Infrastructure
Key Takeaways Accelerated AI-driven data center adoption, sovereign deals, and advanced architecture position AMD for outperformance in revenue growth, market share, and gross margins. Full-stack solutions and deepening hyperscaler partnerships expand operational leverage, customer attach rates, and long-term profit potential across diversified end markets.
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US$216.07
FV
20.3% undervalued
intrinsic discount
27.25%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
64
users have followed this narrative
6 days ago
author updated this narrative
J.B. Hunt Transport Services
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Technology And Capacity Investments Will Unlock New Markets
Key Takeaways Improved equipment utilization and cost optimization efforts enhance operational efficiencies, positively affecting net margins and profitability. Strategic investments in technology and capacity expansion support long-term revenue growth by accessing large addressable markets.
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US$159.29
FV
13.5% undervalued
intrinsic discount
5.12%
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
6 days ago
author updated this narrative
Salesforce
AN
AnalystHighTarget
Consensus Narrative from 50 Analysts
Digital Transformation And AI Will Shape Global Engagement
Key Takeaways Strong AI integration and platform unification are driving customer retention, product differentiation, and expanding long-term revenue opportunities worldwide. Operational efficiency and global market expansion are supporting sustained margin and earnings growth across diverse industries and geographies.
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US$437.30
FV
46.8% undervalued
intrinsic discount
12.94%
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
6 days ago
author updated this narrative
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