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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
23.6% 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
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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
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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Robert Walters
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Diversification And AI Will Drive Future Workforce Transformation
Key Takeaways Expansion into high-fee, flexible staffing and advisory services is fueling growth and margin improvement as these offerings mature. Emphasis on AI efficiencies, structural cost savings, and focused international market penetration boosts resilience and positions the company for outsized earnings growth in recovering markets.
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UK£2.90
FV
53.6% undervalued
intrinsic discount
0.94%
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
3 days ago
author updated this narrative
WEG
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Grid Modernization And Automation Will Fuel Market Opportunities
Key Takeaways Expansion into electrification, automation, and global infrastructure is driving steady growth, resilience, and improved profit margins across diverse markets. Strategic investments and supply chain agility enhance WEG's ability to manage volatility, maintain pricing power, and protect earnings amid shifting trade conditions.
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R$50.66
FV
29.0% undervalued
intrinsic discount
11.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
Siam Cement
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Key Takeaways Over-optimism about sustained growth and green investments overlooks regulatory, competitive, and demographic challenges that may restrain revenue, margins, and market share. Persistent risks from input volatility, capex needs, and limited long-term demand could constrain profitability and challenge the company's valuation assumptions.
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฿204.97
FV
1.9% undervalued
intrinsic discount
6.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
Real Matters
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Mortgage Market Will Benefit From Expanding Client Wins
Key Takeaways Accelerating client wins, scalable operations, and tech-driven market shifts are powering top-line growth and positioning for outperformance as mortgage volumes rebound. Strong cash reserves and no debt support diversification into data-driven services, enhancing long-term stability and industry leadership.
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CA$7.18
FV
19.2% undervalued
intrinsic discount
19.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Swissquote Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Interest Rate Cuts And European Competition Will Pressure Profits Yet AI Investments Will Sustain Performance
Key Takeaways Anticipated revenue pressure from decreased interest rates and limited growth in competitive trading environments may constrain Swissquote's net margins and revenue growth. Planned technology investments and rising compliance costs could increase expenses, challenging Swissquote's profitability goals in a highly competitive market.
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CHF 439.22
FV
19.5% overvalued
intrinsic discount
6.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
Crédit Agricole
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking And Green Finance Will Boost Efficiency Despite Risks
Key Takeaways Digital transformation, green finance, and acquisitions drive operational efficiency, sustainable growth, and recurring revenue expansion across multiple business lines. Strong customer retention and an expanding client base reinforce stable funding, supporting robust loan growth and long-term earnings stability.
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€18.27
FV
6.4% undervalued
intrinsic discount
-6.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
11 days ago
author updated this narrative
Intelligent Protection Management
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cloud Cybersecurity And Digital Transformation Will Unlock Future Momentum
Key Takeaways Expansion in cloud-based services and advanced managed solutions is boosting revenue growth and margins by leveraging regulatory pressures and premium verticals. Integration of acquisitions, strategic partnerships, and operational efficiencies is enhancing recurring revenue streams and supporting profitability improvements.
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US$6.50
FV
70.0% undervalued
intrinsic discount
80.31%
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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Updated
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DroneShield
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Drone Demand Will Transform Defense And Civil Markets
Key Takeaways Surging global demand, regulatory momentum, and diversified defense contracts position DroneShield for robust, recurring revenue growth and greater earnings stability. Proprietary technology, expanding SaaS offerings, and margin improvements bolster competitive advantages and support long-term operating leverage.
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AU$3.70
FV
10.5% overvalued
intrinsic discount
72.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
13 days ago
author updated this narrative
SNDL
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
International Cannabis Legalization And US Expansion Will Open New Markets
Key Takeaways International expansion and vertical integration are driving growth, with strategic acquisitions and high-margin markets enhancing SNDL's revenue and operational performance. Cost discipline, a strong balance sheet, and U.S. market readiness support continued investment, M&A, and resilience against industry volatility.
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US$4.49
FV
55.1% undervalued
intrinsic discount
4.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
3 days ago
author updated this narrative
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