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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
users have liked this narrative
0
users have commented on this narrative
11
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
25.2% undervalued
intrinsic discount
9.00%
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
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
5.0% undervalued
intrinsic discount
8.72%
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
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Smith Micro Software
SO
SoDanSome
Community Contributor
Old, tired, lacking innovation, limited market
Boring, old, fusty SMSI eeking out an existence until the CEO throws in the towel. Ask these questions: What is the market potential for their latest software seeing that their main product is not available on all US networks, it's made for families, needed by one parent, who can be bothered to pay $10-20 (avg.) monthly for a software that their kids WON'T use - max 16m potential shoppers.
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US$1.00
FV
35.2% undervalued
intrinsic discount
6.48%
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
15 days ago
author updated this narrative
Tower
KI
KiwiInvest
Community Contributor
Tower will thrive with a 9% revenue increase and enhance its future prospects
TWR is generally positioned as highly affordable insurance. This gives TWR plenty of headroom, relative to competitors, to increase insurance premiums in response to risk changes from climate change.
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NZ$2.65
FV
35.7% undervalued
intrinsic discount
6.08%
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
16 days ago
author updated this narrative
Nagarro
BR
Broke_Joe
Community Contributor
Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years
Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.
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€88.95
FV
40.2% undervalued
intrinsic discount
10.00%
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
about 1 month ago
author updated this narrative
Intermap Technologies
BR
Broke_Joe
Community Contributor
Geospatial intelligence takes center stage as Intermap anticipates strong revenue surge
Intermap Technologies is a Canadian company operating in the geospatial intelligence sector, specializing in high-resolution 3D mapping data and terrain analytics. The company has built one of the most comprehensive proprietary global elevation datasets and offers its solutions as both data products and recurring software-as-a-service (SaaS) tools.
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CA$0.68
FV
342.7% overvalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 1 month ago
author updated this narrative
Games Workshop Group
RO
Robbo
Community Contributor
For the Emperor: Why Games Workshop Could Be a Star Investment
Let me preface this article by admitting my bias: I’m a big fan of Games Workshop. While I’ve never personally gotten into the tabletop game, I’m deeply drawn to the incredible sci-fi and fantasy universes the company has built.
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UK£160.00
FV
5.2% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
3
users have commented on this narrative
36
users have followed this narrative
about 1 month ago
author updated this narrative
Boss Energy
RO
Robbo
Community Contributor
Long term play for the global energy transition
Despite its somewhat cringe worthy name—ironically the kind Peter Lynch often sought in his hunt for undervaluation—Boss Energy has emerged as a key player in Australia's uranium sector. With macroeconomic trends pointing towards a global pivot away from fossil fuels over coming decades, uranium is well-positioned to benefit.
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AU$3.95
FV
55.2% undervalued
intrinsic discount
99.94%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 1 month ago
author updated this narrative
Sumitomo Electric Industries
PU
pune_mfg
Community Contributor
Risky..Selling Suggestion
The tension stems from Motherson Techno Tools Ltd. (MTTL) — a joint venture between Motherson Group and Sumitomo Electric Hardmetal (Japan) — versus Sumitomo Electric Hardmetal India , which launched independently in early 2023.
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JP¥2.50k
FV
58.1% overvalued
intrinsic discount
1.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 month ago
author updated this narrative
Centene
TM
TMav42
Community Contributor
Centene will surge to a $60 valuation within a year amidst market shifts
CNC market is shortsighted, but understandably cautious. Still, Centene is not going under anytime soon and profits are easily attainable as long as management pulls the right levers and cuts expenses, which they seem keen to do.
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US$41.01
FV
38.4% undervalued
intrinsic discount
10.00%
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
12 days ago
author updated this narrative
Coca-Cola
ST
StjepanK
Equity Analyst and Writer
Coca-Cola Can Draw Minor Benefits from Prolonged Economic Uncertainty
Key Takeaways Coca-Cola is the leading global brand, and it has endured numerous market downturns with its tested business model. The firm's stability, which includes over six decades of raising its dividend and a share price that is half as volatile as the average market, appeals to a certain investor population.
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US$71.00
FV
0.4% undervalued
intrinsic discount
6.64%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
7
users have commented on this narrative
19
users have followed this narrative
4 months ago
author updated this narrative
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