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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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Craftsman Automation
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Plants And Automation Will Power India's Manufacturing Expansion
Key Takeaways Strong demand for lightweight, high-precision components and plant expansions position the company for sustained growth and improved operating efficiency. Diversified product segments and government policy support enhance revenue stability, margin resilience, and reduce dependence on any single market.
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₹7.35k
FV
3.6% undervalued
intrinsic discount
14.81%
Revenue growth p.a.
Set Fair Value
1
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
Beachbody Company
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Omnichannel Retail And Digital Integration Will Redefine Wellness Experiences
Key Takeaways Omnichannel expansion, tech-enabled personalization, and influencer partnerships position Beachbody to capitalize on holistic wellness trends and drive higher recurring revenue and margins. Operational restructuring, reduced costs, and cross-marketed product launches support improved profitability, expanded market share, and sustainable long-term growth.
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US$8.50
FV
38.6% undervalued
intrinsic discount
-22.97%
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
3 days ago
author updated this narrative
Yatharth Hospital & Trauma Care Services
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
India's Urbanization And Demographics Will Drive Healthcare Expansion
Key Takeaways Strong demand from urbanization, aging population, and rising insurance access is set to fuel sustained revenue growth and higher-margin specialty service expansion. Strategic capacity additions, technology investments, and focus on efficient payer mix are likely to enhance profitability, operational efficiency, and returns.
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₹780.00
FV
8.7% undervalued
intrinsic discount
32.04%
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
3 days ago
author updated this narrative
CarTrade Tech
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Platforms Will Transform India's Vehicle Market
Key Takeaways Expanding digital adoption and enhanced product offerings are driving increased user engagement, higher conversion rates, and ongoing revenue and margin growth. CarTrade Tech benefits from market formalization and cross-platform synergies, strengthening its competitive position and supporting long-term market share gains.
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₹2.05k
FV
13.2% overvalued
intrinsic discount
16.83%
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
10 days ago
author updated this narrative
Health Catalyst
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Modular AI Solutions Will Transform Value-Based Healthcare
Key Takeaways Expansion of AI-driven solutions and proprietary data assets, along with industry trends, will drive margin growth, premium pricing, and sustained revenue gains. Platform migration and cost restructuring set the stage for improved profitability, operating leverage, and consistent technology segment growth.
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US$5.33
FV
45.3% undervalued
intrinsic discount
8.42%
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
Updated
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NRG Energy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Electrification And Digital Integration Will Shape Future Position
Key Takeaways Strong positioning for long-term recurring revenue growth through data center demand, electrification trends, and premium-margin power agreements. Integration of smart home and virtual power plant technologies is driving higher customer retention, operational efficiency, and incremental revenue opportunities.
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US$173.06
FV
14.1% undervalued
intrinsic discount
5.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
4 days ago
author updated this narrative
Aeon
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape
Key Takeaways Structural demographic and cost challenges in Japan, coupled with aggressive expansion in riskier markets, threaten Aeon's ability to grow profitably and sustainably. Slow adaptation to digitalization and heightened price competition may further erode margins, with store optimization and private brand efforts offering only limited relief.
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JP¥3.66k
FV
48.6% overvalued
intrinsic discount
4.64%
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
Frontdoor
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Housing Recovery And Digital Shift Will Unlock Future Value
Key Takeaways Accelerated growth in home warranty memberships and diversified revenue sources are expected from digital channels, real estate recovery, and expansion of non-warranty offerings. Technology adoption and successful acquisition integration are improving efficiency, service costs, and supporting sustained margin and earnings growth.
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US$60.25
FV
2.3% 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
6
users have followed this narrative
4 days ago
author updated this narrative
Amber Enterprises India
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
India Manufacturing Expansion And Diversification Will Secure Supply Chain Success
Key Takeaways Strategic expansions, partnerships, and government incentives are set to improve profitability, operational efficiency, and support sustained long-term growth. Diversification into higher-margin sectors and strengthened client relationships position Amber for broad-based revenue growth and increased market share.
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₹8.57k
FV
19.5% undervalued
intrinsic discount
20.77%
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
3 days ago
author updated this narrative
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