Global Weekly Picks

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

25.7% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

25.2% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.1% undervalued

8.72%

Revenue growth p.a.

New

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FACC

AnalystLowTarget

Consensus Narrative from 4 Analysts

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Key Takeaways Ongoing supply chain fragility, rising material costs, and limited pricing flexibility are squeezing margins and delaying production scaling despite supportive industry demand trends. High reliance on a few major customers and the threat of OEM insourcing could create revenue volatility and challenge long-term growth prospects.

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€7.40

5.4% undervalued

7.72%

Revenue growth p.a.

4 days ago

Lovisa Holdings

AnalystLowTarget

Consensus Narrative from 15 Analysts

Store Saturation And Rising Costs Will Strain Margins

Key Takeaways Aggressive physical store expansion brings risks of market saturation, store cannibalization, and exposure to shifting consumer habits toward online and digital-native brands. Heightened sustainability concerns, volatile input costs, and changing fashion trends threaten margin stability and earnings through increased expenses and inventory risks.

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AU$22.87

53.0% overvalued

14.69%

Revenue growth p.a.

4 days ago

Bemobi Mobile Tech

AnalystLowTarget

Consensus Narrative from 3 Analysts

Smartphone Decline And Regulatory Push Will Squeeze Profit Margins

Key Takeaways Slowing smartphone adoption and data privacy regulations are expected to constrain user growth, revenue potential, and increase compliance costs for Bemobi. Platform consolidation and the shift away from carrier billing expose Bemobi to margin pressures, intensified competition, and diminishing long-term profitability.

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R$18.00

12.7% overvalued

-18.64%

Revenue growth p.a.

4 days ago

Yubico

AnalystLowTarget

Consensus Narrative from 4 Analysts

Hardware Headwinds Will Hamper Margins While Subscriptions Will Gain Traction

Key Takeaways Shifting authentication technologies and native platform solutions threaten the long-term demand and margin sustainability of Yubico's proprietary hardware products. Price sensitivity and dependence on volatile enterprise contracts could constrain growth, posing challenges to recurring revenue and market expansion, particularly in emerging markets.

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SEK 160.00

13.5% undervalued

17.35%

Revenue growth p.a.

4 days ago

Resolute Mining

AnalystLowTarget

Consensus Narrative from 5 Analysts

West African Factors Will Test Margins Yet Spark Cautious Promise

Key Takeaways Exposure to regulatory changes and permitting risks in West Africa could impact revenue growth, margins, and access to capital despite favorable gold market fundamentals. Cost pressures, operational execution challenges, and future funding needs may offset benefits from efficiency improvements and exploration-driven growth prospects.

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AU$0.75

8.0% undervalued

-5.63%

Revenue growth p.a.

4 days ago

Cury Construtora e Incorporadora

AnalystLowTarget

Consensus Narrative from 11 Analysts

Rising Rates And Tighter Credit Will Erode Brazil's Housing Prospects

Key Takeaways Tighter credit conditions and demographic shifts threaten sales, market size, and revenue stability, while geographic and policy reliance increases vulnerability to local downturns. Rising environmental costs and client income volatility risk compressing margins, complicating operations, and undermining long-term profitability.

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R$24.97

28.9% overvalued

18.70%

Revenue growth p.a.

4 days ago

SoFi Technologies

AnalystLowTarget

Consensus Narrative from 18 Analysts

Rising Blockchain Regulation And Fintech Competition Will Erode Profitability

Key Takeaways Mounting regulatory, interest rate, and policy shifts threaten core lending and emerging segments, pressuring margins and complicating expansion of SoFi's digital-focused business model. Fierce competition, customer acquisition costs, and high equity compensation risk eroding profitability through shareholder dilution, ongoing expense pressure, and muted earnings per share growth.

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US$8.84

167.4% overvalued

17.17%

Revenue growth p.a.

4 days ago

Ser Educacional

AnalystLowTarget

Consensus Narrative from 7 Analysts

Declining Demographics And Rising Edtech Competition Will Squeeze Margins

Key Takeaways Declining demographics and rising demand for alternative credentials threaten traditional enrollment and revenue growth. Limited geographic presence and increasing competition expose the company to volatile earnings and shrinking profitability.

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R$5.00

84.0% overvalued

5.93%

Revenue growth p.a.

4 days ago

Centrus Energy

AnalystLowTarget

Consensus Narrative from 14 Analysts

Government Contract Dependence And Nuclear Transition Will Erode Value

Key Takeaways Heavy dependence on a small group of clients and evolving global energy trends could create significant revenue uncertainty and threaten future growth. Advancing competitor technologies, stricter regulations, and rising ESG scrutiny may increase costs, limit expansion, and put long-term profitability at risk.

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US$108.00

101.3% overvalued

1.36%

Revenue growth p.a.

4 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Store Saturation And Rising Costs Will Strain Margins

Smartphone Decline And Regulatory Push Will Squeeze Profit Margins

Hardware Headwinds Will Hamper Margins While Subscriptions Will Gain Traction

West African Factors Will Test Margins Yet Spark Cautious Promise

Rising Rates And Tighter Credit Will Erode Brazil's Housing Prospects

Rising Blockchain Regulation And Fintech Competition Will Erode Profitability

Declining Demographics And Rising Edtech Competition Will Squeeze Margins

Government Contract Dependence And Nuclear Transition Will Erode Value

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Store Saturation And Rising Costs Will Strain Margins

Smartphone Decline And Regulatory Push Will Squeeze Profit Margins

Hardware Headwinds Will Hamper Margins While Subscriptions Will Gain Traction

West African Factors Will Test Margins Yet Spark Cautious Promise

Rising Rates And Tighter Credit Will Erode Brazil's Housing Prospects

Rising Blockchain Regulation And Fintech Competition Will Erode Profitability

Declining Demographics And Rising Edtech Competition Will Squeeze Margins

Government Contract Dependence And Nuclear Transition Will Erode Value

Value any company in seconds

Popular companies