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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
34
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
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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
15
users have followed this narrative
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Ciena
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Growing AI And Cloud Demand Will Drive Future Market Share With WaveLogic 6 Extreme
Key Takeaways Ciena's strong demand from cloud providers and AI workloads is driving revenue and market share growth, enhancing its position in scalable network solutions. Expansion of its optical portfolio, especially WaveLogic technology, is bolstering customer traction and is predicted to double pluggable product revenues, boosting earnings.
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US$86.25
FV
9.8% overvalued
intrinsic discount
10.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 16 hours ago
author updated this narrative
Axalta Coating Systems
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Electric Vehicle Adoption And Digitalization Will Expand Global Coatings
Key Takeaways Growth is driven by innovation in sustainable coatings, digital platforms, and expansion into high-potential regions, supporting greater revenue diversification and premium pricing power. Operational efficiency, cost management, and strategic moves into new market segments position Axalta for sustained margin improvement and incremental long-term earnings growth.
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US$37.44
FV
17.9% undervalued
intrinsic discount
2.34%
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
about 16 hours ago
author updated this narrative
Hamilton Lane
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Distribution And Diversified Funds Will Secure Future Success
Key Takeaways Expansion of specialized fund offerings and global distribution is driving strong growth in fee-generating assets and client base, especially among institutional and high-net-worth clients. Technology investment and a solid pipeline of customized solutions are enhancing operational efficiency, recurring revenues, and potential for higher incentive fees.
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US$160.25
FV
0.4% overvalued
intrinsic discount
13.25%
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 16 hours ago
author updated this narrative
Weatherford International
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced Technologies And Lean Processes Will Drive Oilfield Transformation
Key Takeaways Advanced technology solutions and a shift to higher-margin services position the company for margin expansion amid rising industry complexity and evolving customer needs. Balance sheet strength and disciplined capital allocation enable investment in innovation, cost optimization, and attractive market opportunities, enhancing resilience and long-term returns.
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US$68.63
FV
16.1% undervalued
intrinsic discount
-0.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 16 hours ago
author updated this narrative
Bright Horizons Family Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Employer Childcare Demand Will Boost UK And Global Expansion
Key Takeaways Expanding employer-sponsored childcare and government incentives drive resilient revenue growth, strong client retention, and a diverse, less U.S.-centric earnings base. Efficiency gains through technology, center improvements, and international expansion are increasing margins and supporting sustained long-term profitability.
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US$140.89
FV
15.1% undervalued
intrinsic discount
7.53%
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
about 16 hours ago
author updated this narrative
FMC
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Global Expansion And Sustainable Farming Will Drive Opportunity
Key Takeaways Strong demand for proprietary products and biologicals, along with expansion in high-growth regions, supports robust revenue growth and margin improvement. Cost restructuring and strategic market shifts enhance efficiency, free up capital, and position the company for long-term earnings growth.
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US$48.94
FV
23.3% undervalued
intrinsic discount
5.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
about 16 hours ago
author updated this narrative
Pinterest
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
AI-driven Visual Search And Commerce Will Expand Engagement While Confronting Pricing Challenges
Key Takeaways AI-driven personalization and expanded commerce features are boosting user engagement, conversions, and revenue diversification across regions. Enhanced ad products and growing international presence support sustainable revenue and margin growth while reducing regional risk.
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US$43.01
FV
16.8% undervalued
intrinsic discount
14.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
85
users have followed this narrative
about 18 hours ago
author updated this narrative
Hess Midstream
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Energy Demand Will Sustain Bakken Throughput Into New Horizons
Key Takeaways The company benefits from stable, fee-based revenues and strong growth potential due to essential infrastructure and long-term contracts in key U.S. energy markets. Conservative financial management and ongoing investments support rising dividends, robust cash flow, and increased shareholder returns even under inflationary pressures.
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US$45.83
FV
8.1% undervalued
intrinsic discount
9.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 16 hours ago
author updated this narrative
FTI Consulting
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Regulatory Trends Will Expand International Service Markets
Key Takeaways Expanding regulatory complexity and rising digital risks fuel strong demand for FTI's specialized consulting services, supporting revenue growth and higher-margin, recurring client mandates. Strategic investments in talent, proprietary technology, and global presence enhance FTI's ability to capture premium business and benefit from industry consolidation.
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US$185.00
FV
8.6% undervalued
intrinsic discount
5.32%
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
about 16 hours ago
author updated this narrative
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