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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
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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DiamondRock Hospitality
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Experiential Hotels Will Benefit From Rising Premium Leisure Travel
Key Takeaways Repositioning toward upscale, experiential hotels aligns with rising demand for premium travel, supporting stronger margins and long-term asset value growth. Focused property upgrades, flexible balance sheet management, and catering to “bleisure” trends are driving higher earnings resilience and future dividend potential.
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US$11.27
FV
29.9% undervalued
intrinsic discount
2.61%
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
9 days ago
author updated this narrative
Marex Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digitalization And Global Derivatives Trends Will Unlock New Opportunities
Key Takeaways Marex's rapid growth, operational automation, and strong client retention are driving underestimated revenue acceleration, improved margins, and durable earnings quality. Enhanced capital raising and global diversification position Marex to capture emerging market growth and strengthen its market leadership with reduced earnings volatility.
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US$58.00
FV
39.7% undervalued
intrinsic discount
-4.28%
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
9 days ago
author updated this narrative
Ligand Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Key Takeaways Diverse royalty partnerships, new therapeutic categories, and global healthcare trends boost recurring revenue, earnings visibility, and long-term margin potential. Opportunistic asset-light acquisitions and strong industry positioning underpin margin expansion, pipeline growth, and sustained revenue momentum.
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US$162.25
FV
6.9% undervalued
intrinsic discount
18.94%
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
4 days ago
author updated this narrative
Flywire
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Expansion And Digital Payments Will Drive Future Market Strength
Key Takeaways Growth in non-traditional international markets and client onboarding in new segments is diversifying revenue and expanding Flywire's total addressable market. Investments in technology, automation, and product innovation are improving platform efficiency and enabling premium pricing, supporting continued margin and earnings growth.
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US$14.55
FV
15.0% undervalued
intrinsic discount
14.82%
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
3 days ago
author updated this narrative
Alpha Metallurgical Resources
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Global Steel Demand Will Sustain Metallurgical Coal Pricing
Key Takeaways Strategic focus on high-quality, low-cost mines and export markets positions Alpha for significant margin expansion and operating leverage as industry conditions improve. Tight metallurgical coal supply and global infrastructure demand support sustained pricing power, stable volumes, and lasting top-line growth versus competitors.
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US$171.00
FV
14.2% undervalued
intrinsic discount
6.79%
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
9 days ago
author updated this narrative
Century Communities
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Remote Work And Demographics Will Boost Housing Demand Despite Risks
Key Takeaways Expansion in affordable, entry-level housing and strong operational execution position Century for outsized growth amid favorable demographic and remote work trends. Cost efficiencies, digital sales adoption, and improved build cycle times support margin gains and sector-leading earnings leverage.
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US$70.00
FV
6.5% undervalued
intrinsic discount
0.57%
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
9 days ago
author updated this narrative
Diodes
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Electrification And IoT Will Expand Semiconductor Opportunities
Key Takeaways Gains in automotive, industrial, and AI server segments, along with IoT proliferation, are driving robust, recurring revenue growth and premium margin expansion. A global, flexible manufacturing network and disciplined capital allocation uniquely position the company for enduring market share and earnings growth despite geopolitical risks.
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US$62.00
FV
14.9% undervalued
intrinsic discount
9.30%
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
9 days ago
author updated this narrative
Brinker International
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Suburban Growth And Digital Convenience Will Energize Chili's And Maggiano's
Key Takeaways Menu and operational improvements, plus digital and delivery expansions, are fueling stronger-than-expected sales and margin momentum beyond consensus expectations. Strong brand positioning in key U.S. markets and prudent capital management are setting the stage for durable growth and increased shareholder returns.
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US$212.09
FV
25.4% undervalued
intrinsic discount
8.18%
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
9 days ago
author updated this narrative
Victory Capital Holdings
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital ETFs And ESG Will Shape Global Retirement Trends
Key Takeaways Integration of recent acquisitions and expansion into ETFs and international markets could drive margin growth and broaden Victory Capital's client base beyond current projections. Investment in technology, data analytics, and strategic acquisitions positions the company to outperform industry peers in both organic growth and operational efficiency.
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US$82.00
FV
13.1% undervalued
intrinsic discount
25.20%
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
9 days ago
author updated this narrative
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