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Global Community
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Community Investing Ideas
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
8
users have liked this narrative
0
users have commented on this narrative
34
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
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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
15
users have followed this narrative
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Outlook Therapeutics
RE
RedBaronRick
Community Contributor
Outlook Therapeutics will stay static with a 0% revenue change in the 5-year forecast
Rests on the FDA. With that said, OTLK was close to approval last round...
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US$0
FV
n/a
intrinsic discount
0%
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
about 2 months ago
author updated this narrative
NVIDIA
PW
Pwr_Strngs
Community Contributor
ToDo calculate IV using below
Meaning; Moat: Management: Margin of safety (50% of IV, DR=15%) $ IV = median 5yr FCF , GR= FCF GR & CROIC for DCF Or mkt Cap < 8yr sum of FCF
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US$189.82
FV
4.3% undervalued
intrinsic discount
19.39%
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
about 1 month ago
author updated this narrative
Shakti Pumps (India)
SA
Sagat
Community Contributor
Shakti Pumps Vs Oswal Pumps
Any views on Shakti Pumps based on the IPO launch of Oswal Pumps?
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₹1.51k
FV
42.8% undervalued
intrinsic discount
27.28%
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
about 1 month ago
author updated this narrative
Ambertech
JK
jkfamily
Community Contributor
Upside at 0.17
Insider buying activity (no selling) by board at around 0.18
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AU$0.20
FV
7.5% undervalued
intrinsic discount
13.22%
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
16 days ago
author updated this narrative
Dn Agrar Group
AN
Andrei95
Community Contributor
DN Agrar Group will aim for a 7.34% profit margin increase by 2027
As of April 1, 2025, DN Agrar Group shares (stock symbol: DN) were trading at a price of 1.505 lei per share, registering a 0.33% decrease compared to the previous session. (primet.ro) Regarding analysts' target prices for DN Agrar shares, several evaluations exist: In August 2024, analysts from BRK Financial Group estimated a target price of 1.85 lei per share for the next 12 months, representing an approximate 22% increase from the price at that time.
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RON 1.77
FV
49.3% overvalued
intrinsic discount
0%
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
4 months ago
author updated this narrative
Bronco Resources
WS
WST
Community Contributor
High upside if gold / silver is found
Potentially 10k oz gold and 50k oz silver production per year.
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CA$4.70
FV
98.8% undervalued
intrinsic discount
0%
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
about 1 month ago
author updated this narrative
Nebius Group
HE
HedgeY
Community Contributor
Clear path to profitability
Nebius Group (NASDAQ: NBIS) is a high-growth AI infrastructure provider with a clear path to profitability and strong competitive advantages. Firm created by Volozh who led Yandex, by carving out the non-Russia operations of Yandex.
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US$45.62
FV
54.8% overvalued
intrinsic discount
17.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
36
users have followed this narrative
6 months ago
author updated this narrative
Cenovus Energy
WA
WaneInvestmentHouse
Community Contributor
Cenovus Energy Inc. (TSX:CVE) has successfully completed its acquisition of Gear Energy Ltd. (TSX:GXE)
Cenovus Energy Inc. (TSX:CVE) has successfully completed its acquisition of Gear Energy Ltd.
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CA$24.00
FV
13.7% undervalued
intrinsic discount
9.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 months ago
author updated this narrative
Sitio Royalties
EV
Evren
Community Contributor
My Fair Value
Sprott
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US$16.59
FV
13.5% overvalued
intrinsic discount
0.60%
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
15 days ago
author updated this narrative
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