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Global Community
Our community narratives are driven by numbers and valuation.
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Community Investing Ideas
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
6
users have commented on this narrative
46
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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IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
8.3% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
38
users have followed this narrative
23 days ago
author updated this narrative
Zenith Bank
WA
WaneInvestmentHouse
Community Contributor
Zenith Bank Delivers Solid Q1 2025 Earnings on Higher Interest Income and Cost Efficiency
Zenith Bank Plc reported a robust 21% year-on-year growth in profit after tax to ₦311.83 billion in Q1 2025, reflecting a resilient financial performance driven by the high-interest rate environment and disciplined cost management. The bank’s gross earnings surged 22% to ₦950 billion , up from ₦781 billion in Q1 2024, marking continued momentum in core banking operations.
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₦61.81
FV
17.1% overvalued
intrinsic discount
15.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
13 days ago
author updated this narrative
United Bank for Africa
WA
WaneInvestmentHouse
Community Contributor
UBA Delivers Solid Q1 2025 Results Amid Rising Costs—Strong Core, Strategic Rebalancing
United Bank for Africa (UBA) kicked off 2025 with a 30.65% jump in pre-tax profit to ₦204.27 billion and a 33.15% rise in net profit to ₦189.84 billion , underlining the strength of its core banking operations and resilient income streams despite intensifying cost pressures. Key Highlights (Q1 2025 vs.
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₦50.62
FV
5.2% undervalued
intrinsic discount
15.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
8
users have followed this narrative
13 days ago
author updated this narrative
KPIT Technologies
SN
SNKRRMGM
Community Contributor
KPIT Technologies will grow revenue by 12.6% over the next 5 years
Has raised its dividend for seven consecutive years
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₹1.31k
FV
7.6% undervalued
intrinsic discount
18.11%
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
8 days ago
author updated this narrative
Indraprastha Medical
SN
SNKRRMGM
Community Contributor
Indraprastha Medical will have a 24.6x future PE due to strategic moves
Has raised its dividend for three consecutive years
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₹409.31
FV
11.5% overvalued
intrinsic discount
10.58%
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
8 days ago
author updated this narrative
Karnataka Bank
SN
SNKRRMGM
Community Contributor
Karnataka Bank's Profits Will Climb 28.9708% Defying Market Predictions
Has raised its dividend for four consecutive years
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₹206.60
FV
17.8% undervalued
intrinsic discount
19.46%
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
8 days ago
author updated this narrative
Microsoft
AN
andre_santos
Community Contributor
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
☁️ Business Overview Founded in 1975, Microsoft began as a personal computing software pioneer but has since undergone a profound transformation. Once defined by Windows and Office , the company has strategically reinvented itself through bold investments in cloud computing, AI infrastructure, and platform ecosystems like GitHub and LinkedIn. Today, Microsoft’s core growth engine is Azure , its cloud platform, which—alongside enterprise SaaS products like Office 365 and Dynamics —is driving both scalability and profitability.
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US$494.83
FV
5.1% overvalued
intrinsic discount
11.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
16 days ago
author updated this narrative
Brightcom Group
SN
SNKRRMGM
Community Contributor
Brightcom Group will show stunning 13.8% profit surge with future potential
HOLDS MORE CASH THAN DEBT ON ITS BALANCE SHEET.
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₹23.81
FV
36.6% undervalued
intrinsic discount
22.78%
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
8 days ago
author updated this narrative
Perseus Mining
RE
Redxr6
Community Contributor
Perseus Mining will see a 31.92% profit surge in the coming years
This is shaping to be a very solid company, and they won't lose anything by having ex Newcrest CEO Craig Jones as their new CEO.
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AU$4.60
FV
21.7% undervalued
intrinsic discount
14.15%
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
12 days ago
author updated this narrative
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