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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
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11
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
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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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
1
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Matador Resources
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Robust Global Energy Demand Will Boost Permian And Midstream
Key Takeaways Expanding midstream assets and recurring third-party contracts could transform profitability, boosting margins and long-term earnings beyond initial analyst expectations. Sustained efficiency gains, robust production growth, and disciplined acquisitions position Matador to outperform peers and capture greater market share.
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US$81.78
FV
43.5% undervalued
intrinsic discount
11.71%
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
NOV
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Digital And Renewable Trends Will Expand Market Opportunity
Key Takeaways Rapid digital adoption and offshore energy investments could drive significant margin expansion, recurring revenues, and outsized earnings growth beyond current expectations. Strategic moves in renewables, restructuring, and international markets position NOV for resilient top-line growth and long-term market leadership.
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US$19.69
FV
39.7% undervalued
intrinsic discount
1.85%
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
Norwegian Cruise Line Holdings
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Emerging Middle Class And Sustainable Luxury Vessels Will Expand Cruising
Key Takeaways Major upgrades to key destinations and premium offerings are enhancing NCLH's market share, pricing power, and multi-year earnings growth, especially in the luxury cruise segment. Strategic redeployment, digital innovation, and fleet sustainability are fueling higher demand, increased revenue per guest, and long-term margin improvements.
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US$39.03
FV
39.2% undervalued
intrinsic discount
10.58%
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
Informatica
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Cloud Migration And AI Will Unlock Market Potential
Key Takeaways Cloud migration, AI adoption, and regulation are driving demand for Informatica’s differentiated data management platform, supporting growth and positioning it as mission-critical for enterprises. Transition to a cloud-only model and strategic partnerships are improving recurring revenues, margin expansion, customer retention, and broader market reach.
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US$25.00
FV
1.2% undervalued
intrinsic discount
7.42%
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
4 days ago
author updated this narrative
Range Resources
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
Marcellus Output And LNG Exports Will Fuel Clean Energy Transition
Key Takeaways Range Resources' operational efficiency and inventory depth position it for significant, underappreciated growth, margin expansion, and cash flow beyond market expectations. Leadership in certified low-emission gas and strategic export access enable premium pricing, resilient demand, and long-term revenue visibility with ESG-conscious buyers.
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US$50.00
FV
31.7% undervalued
intrinsic discount
14.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Allison Transmission Holdings
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Urbanization And Hybrid Systems Will Transform Global Mobility
Key Takeaways Expansion into electrified defense systems and hybrid technologies is poised to reshape its market position, driving increased margins and global share gains. Strategic acquisitions and growing aftermarket revenue streams provide long-term operating leverage and durable profit growth through portfolio diversification and premium product adoption.
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US$126.76
FV
30.4% undervalued
intrinsic discount
4.18%
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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4 days ago
author updated this narrative
Bath & Body Works
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
I Expect Self-Care And Gen Z Trends To Reshape Retail
Key Takeaways Expanding into new self-care categories, omni-channel enhancements, and pop culture collaborations are boosting brand relevance, customer engagement, and driving robust long-term revenue growth. Rigorous cost discipline, innovation, and strategic supply chain improvements are optimizing margins and supporting consistent earnings growth with steady shareholder returns.
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US$56.83
FV
50.8% undervalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Ciena
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Data Demand And 5G Trends Will Expand Optical Networks
Key Takeaways Rising demand for advanced optical infrastructure and data connectivity is generating sustained revenue growth and expanding Ciena’s market opportunities across new and existing segments. Technological leadership, product innovation, and global diversification are expected to improve competitive positioning and drive higher margins and recurring revenues.
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US$105.00
FV
11.1% undervalued
intrinsic discount
12.47%
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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4 days ago
author updated this narrative
Lithia Motors
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Aging Vehicles And Digital Retail Will Redefine Aftermarket Services
Key Takeaways Rapid growth in high-margin aftersales, finance, and digital platforms positions the company for outsized earnings and recurring, stable revenue streams. Aggressive M&A and advanced dealership technology provide a structural advantage, enabling accelerated market share and margin expansion beyond consensus expectations.
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US$498.45
FV
41.3% undervalued
intrinsic discount
10.08%
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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4 days ago
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