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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
New
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Arlo Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Home Security Adoption And ADT Partnership Will Expand Ecosystem
Key Takeaways Growing subscriber base, premium service adoption, and big new product launches are driving increased recurring revenue and expanding Arlo's overall addressable market. Strategic partnerships and operational efficiencies are strengthening margins, supporting future growth, and reinforcing the company's pathway to improved profitability.
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US$23.20
FV
29.0% undervalued
intrinsic discount
7.57%
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
3 days ago
author updated this narrative
Elmos Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
China Demand And Cost Cuts Will Shape Automotive Future Risks
Key Takeaways Growing demand in China and expanding design wins in advanced automotive sensors are strengthening market position and boosting pricing power for future growth. Cost optimization efforts and increased localization are improving margins and supply chain resilience, supporting sustained earnings despite external headwinds.
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€97.17
FV
9.9% undervalued
intrinsic discount
8.58%
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
3 days ago
author updated this narrative
Fraport
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Emerging Markets And Terminal Expansions Will Unlock Value
Key Takeaways Expansion in emerging markets and new terminal investments are fueling higher retail revenues and setting the stage for sustained long-term growth. Focus on non-aeronautical income streams and operational efficiencies is improving cash flow, margins, and shareholder return potential.
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€71.42
FV
9.6% overvalued
intrinsic discount
3.43%
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
Bora Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US CDMO Expansion And Specialty Focus Will Strengthen Position
Key Takeaways Operational recovery and strategic expansion in higher-value pharmaceuticals and CDMO capacity position Bora for stronger margins and recurring, long-term revenue growth. Enhanced client base, project wins, and operational efficiencies increase visibility, stability, and sustained profitability for future earnings.
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NT$847.46
FV
7.6% undervalued
intrinsic discount
22.23%
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
Red Rock Resorts
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Local Migration And Upgrades Will Energize Las Vegas Resorts
Key Takeaways Expansion into fast-growing neighborhoods and upgraded properties is attracting younger, higher-value guests, boosting market share and margins. Local population growth, tax benefits, and a robust land pipeline position the company for sustained revenue growth and financial flexibility.
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US$63.23
FV
6.6% undervalued
intrinsic discount
2.82%
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
4 days ago
author updated this narrative
Ibotta
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Commerce Will Falter As Walmart And Instacart Drive Saturation
Key Takeaways Growth projections may be overly optimistic due to potential market saturation, slowed user growth, and manual platform operations limiting expected profitability improvements. Heavy reliance on a few clients and intense competition raise risks to long-term margins and revenue, particularly if data regulations tighten or rivals gain traction.
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US$59.63
FV
59.6% undervalued
intrinsic discount
11.60%
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
19 days ago
author updated this narrative
Ultimate Products
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EU Expansion And Amazon Sales Will Boost Future Prospects
Key Takeaways Expansion into European markets and rebranding efforts are set to boost market share, consumer recognition, and positively impact revenue and margins. Investment in automation and online sales strategies aims to enhance productivity, visibility, and sales growth, stabilizing earnings in fluctuating market conditions.
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UK£1.10
FV
45.5% undervalued
intrinsic discount
-3.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
Updated
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Materion
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Semiconductor, Energy And Defense Sectors Will Unlock Future Opportunities
Key Takeaways Strong demand from semiconductor, energy, and aerospace sectors-combined with strategic acquisitions-is driving sustained revenue growth and market share expansion. Operational efficiencies, superior product mix, and focus on value-added solutions are fueling margin expansion and improved long-term profitability.
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US$124.00
FV
9.7% undervalued
intrinsic discount
7.24%
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
4 days ago
author updated this narrative
BOK Financial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sun Belt And Midwest Trends Will Unlock Enduring Lending And Wealth Management Opportunities
Key Takeaways Strategic expansion into growth regions and enhanced digital banking drive operational efficiencies, increased loan activity, and resilient earnings diversification. Robust wealth management fueled by demographic trends and strong fee income streams supports sustained, stable growth amid shifting economic conditions.
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US$115.10
FV
9.4% undervalued
intrinsic discount
5.89%
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
4 days ago
author updated this narrative
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