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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
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New
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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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Deckers Outdoor
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Rising Tariffs And Supply Bottlenecks Will Squeeze Future Margins
Key Takeaways Rising costs, shifting consumer preferences, and supply chain disruptions are likely to compress margins and challenge Deckers' long-term revenue growth. Increased spending on direct-to-consumer channels, sustainability, and compliance may further pressure profitability amid strong competition and higher regulatory expectations.
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US$97.00
FV
6.1% overvalued
intrinsic discount
6.36%
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
18 days ago
author updated this narrative
Quanta Services
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Intensifying Competition And Rising Costs Will Deter Long-Term Prospects
Key Takeaways Rising competition, labor shortages, and sector commoditization threaten to compress margins and undermine long-term profitability. Heavy dependence on large projects increases vulnerability to delays, cancellations, and regulatory complexities, driving earnings volatility.
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US$263.34
FV
44.6% overvalued
intrinsic discount
9.27%
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
18 days ago
author updated this narrative
Vulcan Materials
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Shifting Urbanization And Sustainability Will Erode Traditional Aggregates
Key Takeaways Shifting sustainability trends, stricter regulations, and alternative building methods threaten core demand and profitability by pressuring volumes, margins, and operational flexibility. Slowing urbanization and declining aggregate reserves could weaken long-term growth, forcing strategic pivots or investments that may strain future returns.
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US$239.78
FV
21.6% overvalued
intrinsic discount
8.00%
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
18 days ago
author updated this narrative
Williams Companies
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Decarbonization Pressures Will Undermine Heavy Pipeline Investments
Key Takeaways Shifting energy policies and rapid renewable adoption threaten Williams Companies' core natural gas business, risking underutilized assets and margin compression. Regulatory hurdles, high capital spending, and US market concentration expose the company to elevated financial and operational risks amid energy transition trends.
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US$49.47
FV
16.1% overvalued
intrinsic discount
-1.52%
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
18 days ago
author updated this narrative
Kraft Heinz
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Consumer Shifts And Regulatory Costs Will Disrupt Processed Food Sales
Key Takeaways Shifting consumer trends and rising health regulations threaten the relevance and profitability of Kraft Heinz's heavily processed product portfolio. Fierce competition from private labels and e-commerce brands, combined with supply chain obstacles, continue to strain market share and earnings potential.
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US$26.00
FV
6.4% overvalued
intrinsic discount
-0.41%
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
18 days ago
author updated this narrative
Microchip Technology
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
A 9-Point Plan Will Optimize Operations And Inventory Management
Key Takeaways Operational improvements like fab consolidation are expected to enhance efficiency and gross margins. Incentivized channel strategies aim to boost new product sales, enhancing revenue and competitive pricing.
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US$57.00
FV
15.3% overvalued
intrinsic discount
11.93%
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
18 days ago
author updated this narrative
Gilead Sciences
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Biktarvy And Lenacapavir Launches Will Drive Cautious Future Progress
Key Takeaways Expected headwinds from Medicare Part D redesign may hinder HIV treatment revenue, leading to flat sales projections. Increased competition in oncology and cell therapy could affect revenue growth across diverse product lines.
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US$91.83
FV
28.9% overvalued
intrinsic discount
1.59%
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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18 days ago
author updated this narrative
Merck
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Global Pricing Pressures Will Erode Margins Amid Rising Regulatory Scrutiny
Key Takeaways Reliance on a small number of flagship drugs and pricing pressures threaten Merck's long-term revenue and margin prospects. Regulatory challenges and increased competition from generics and biosimilars could hamper the company's growth and profitability.
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US$82.00
FV
2.7% overvalued
intrinsic discount
2.79%
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
18 days ago
author updated this narrative
Bunge Global
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Viterra Merger Will Expand Global Agricultural And Renewable Footprint
Key Takeaways The Viterra merger and strategic investments expand Bunge's global reach, drive higher-margin growth, and boost competitiveness in high-growth and specialty markets. Rising demand for renewable fuels and sustainability initiatives increase vegetable oil consumption, reduce operational risks, and enhance long-term earnings quality and market appeal.
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US$87.63
FV
6.7% undervalued
intrinsic discount
3.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
18 days ago
author updated this narrative
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