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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
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Applied Industrial Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Hydradyne And IRIS Acquisitions Will Boost Fluid Power Markets
Key Takeaways Strategic acquisitions and improved order trends in the automation sector are expected to drive future revenue growth and earnings. Active M&A and share buybacks, supported by a strong balance sheet, aim to enhance EPS and shareholder value.
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US$280.71
FV
6.5% undervalued
intrinsic discount
4.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
Brixmor Property Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Grocery Anchored Centers Will Sustain Strong Occupancy Despite Tenant Volatility
Key Takeaways Robust demand for grocery-anchored centers and strategic tenant upgrades position Brixmor for sustained high occupancy, stronger rents, and long-term earnings growth. disciplined capital recycling and proactive redevelopments support financial flexibility, margin expansion, and portfolio strength across changing market cycles.
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US$30.11
FV
14.3% undervalued
intrinsic discount
4.18%
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
6 days ago
author updated this narrative
Webster Financial
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Healthcare Legislation And Digital Banking Will Unlock Future Opportunities
Key Takeaways Expansion in healthcare banking, digital transformation efforts, and partnerships are expected to drive long-term deposit growth, recurring fee income, and higher operational efficiency. Favorable demographics and improved credit quality support greater demand for wealth management, reduced risk, and sustained earnings growth.
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US$70.07
FV
21.2% undervalued
intrinsic discount
10.94%
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
6 days ago
author updated this narrative
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
8.3% 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
6 days 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
21.6% undervalued
intrinsic discount
-0.80%
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
6 days 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
16.7% 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
6 days 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
4.8% undervalued
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
6 days 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$48.89
FV
28.1% undervalued
intrinsic discount
5.39%
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
6 days ago
author updated this narrative
OGE Energy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Robust Infrastructure Investments Will Shape A Dynamic Energy Future
Key Takeaways Sustained customer growth, electrification trends, and major projects are driving higher revenue and expanding opportunities, especially with data centers and large industrial clients. Strategic investments in infrastructure, favorable policies, and a strong financial position support stable earnings, improved margins, and long-term profitability.
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US$45.72
FV
1.2% undervalued
intrinsic discount
2.77%
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
6 days ago
author updated this narrative
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