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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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Morgan Advanced Materials
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Clean Energy And Digitalization Will Unlock Advanced Materials Potential
Key Takeaways Aggressive restructuring, digital transformation, and manufacturing consolidation could drive stronger margin expansion and operational leverage than currently forecast. Advancements in proprietary technology, exposure to clean energy, and strategic R&D position Morgan for premium growth across semiconductors, renewables, and specialized high-margin sectors.
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UK£3.40
FV
40.1% undervalued
intrinsic discount
1.23%
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
14 days ago
author updated this narrative
Universal Health Services
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Lower Medicaid Payments And Rising Costs Will Erode Margins
Key Takeaways Increased reliance on government payers and new legislation will drive lower reimbursement rates and greater exposure to policy risks, tightening margins over time. Persistent labor cost pressures and shifts to outpatient and telehealth care threaten revenue growth and undermine historical earnings stability.
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US$165.00
FV
8.2% overvalued
intrinsic discount
4.77%
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
14 days ago
author updated this narrative
Bentley Systems
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Fiscal Constraints And Open-Source Competition Will Erode Margins
Key Takeaways Reductions in global infrastructure spending and increased competition from open-source and established rivals threaten Bentley's growth, pricing power, and long-term customer retention. Rising compliance, cybersecurity costs, and demands for AI-driven, cloud-native solutions could erode margins, require significant reinvestment, and put legacy products at risk.
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US$42.00
FV
26.5% overvalued
intrinsic discount
9.69%
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
14 days ago
author updated this narrative
Semler Scientific
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Aging Population Will Drive Non-Invasive Diagnostic Adoption
Key Takeaways Rapid expansion into new diagnostic and digital asset markets could drive substantial revenue, asset growth, and earnings leverage beyond mainstream expectations. The shift to value-based care and remote diagnostics positions Semler to capture outsized market share and operational efficiency in chronic disease management.
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US$101.00
FV
66.5% undervalued
intrinsic discount
-23.40%
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
14 days ago
author updated this narrative
Columbus McKinnon
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Automation And E-Commerce Trends Will Drive Market Expansion
Key Takeaways Integration synergies, automation, and cross-selling opportunities position the company for faster-than-expected margin and revenue growth. Leadership in automation and global safety trends, plus geographic expansion, support premium pricing and long-term sales diversification.
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US$34.00
FV
57.9% undervalued
intrinsic discount
3.55%
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
14 days ago
author updated this narrative
Paylocity Holding
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Digital Transformation And Remote Work Will Expand Cloud HR
Key Takeaways Rapid AI-driven innovation and platform integrations can boost Paylocity's revenue growth and margins well beyond current analyst expectations. Growing demand for cloud HR, compliance automation, and remote work tools positions Paylocity to lead in SMB workforce management, driving superior client retention and market share gains.
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US$270.00
FV
36.3% undervalued
intrinsic discount
10.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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14 days ago
author updated this narrative
Zeta Global Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI Marketing Automation Will Expand Omnichannel Personalization
Key Takeaways Rapid enterprise adoption of AI-driven marketing and focus on first-party data are fueling Zeta's growth, differentiation, and strong client retention. Expansion among agency clients and continued AI innovation are boosting revenue, efficiency, and profitability while improving earnings predictability.
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US$26.67
FV
28.3% undervalued
intrinsic discount
18.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
3 days ago
author updated this narrative
Popular
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Infrastructure And Puerto Rico Projects Will Improve Efficiency
Key Takeaways Investments in digital platforms and infrastructure modernization are set to improve operational efficiency, customer growth, and long-term revenue expansion. Strong regional presence and prudent risk management position Popular to benefit from rising loan demand, financial inclusion, and consistent earnings growth.
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US$135.38
FV
12.8% undervalued
intrinsic discount
10.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Amalgamated Financial
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
ESG Banking And Digital Modernization Will Boost Future Value
Key Takeaways Focus on ESG-driven deposit growth, digital modernization, and expansion into high-growth markets is expected to enhance revenue stability and operational efficiency. Strategic relationship-building and scalable infrastructure investments support reliable balance sheet growth and position the company strongly amid industry consolidation.
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US$33.00
FV
12.7% undervalued
intrinsic discount
12.30%
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
4 days ago
author updated this narrative
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