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Global Community
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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
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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Access Holdings
WA
WaneInvestmentHouse
Community Contributor
Access Holdings Delivers Resilient Q1 2025 Earnings Despite Margin Pressure
Access Holdings posted a pre-tax profit of ₦222.78 billion in Q1 2025, up 9.89% year-on-year , demonstrating a resilient bottom line amid a turbulent cost environment and margin compression. This performance was powered largely by robust non-interest income , offsetting the steep erosion in net interest margins.
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₦28.00
FV
1.6% undervalued
intrinsic discount
65.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
6
users have commented on this narrative
12
users have followed this narrative
2 months ago
author updated this narrative
Delta Air Lines
PI
PittTheYounger
Community Contributor
Delta loses shine after warning of falling travel demand, but still industry leader
Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.
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US$59.84
FV
10.6% undervalued
intrinsic discount
3.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 1 month ago
author updated this narrative
Proximus
RE
RecMag
Community Contributor
Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.
Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.
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€17.13
FV
58.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
11 days ago
author updated this narrative
West Red Lake Gold Mines
AG
Agricola
Community Contributor
A case for CAD$ 11.28 (USD $8.30) by 2029
Below is an analysis of West Red Lake Gold Mines Ltd. (TSXV: WRLG) assuming a successful restart of the Madsen mine and Rowan property, a precious metals bull market, and specific economic conditions.
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CA$11.28
FV
92.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
about 2 months ago
author updated this narrative
Argan
KE
Kerry
Community Contributor
Argan's Revenue Set to Soar with a 13.31% Growth in the Coming Decade
RECENT PAST AGX has consistently delivered robust revenue growth, with fiscal year 2025 revenue rising 53% year-over-year to $874.2 million and net income surging 164% to $85.5 million. In recent quarters, revenue growth has exceeded 60% year-over-year, particularly fueled by performance in its Power Services segment.
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US$284.68
FV
19.9% undervalued
intrinsic discount
13.31%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
3
users have commented on this narrative
24
users have followed this narrative
2 months ago
author updated this narrative
Pro Medicus
RO
Robbo
Community Contributor
Great Company.... but so expensive!
Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.
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AU$133.68
FV
126.8% overvalued
intrinsic discount
-9.04%
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 1 month ago
author updated this narrative
Whitecap Resources
ST
StjepanK
Equity Analyst and Writer
WhiteCap Is Positioned To Profit Regardless Of Trump's Policy
Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.
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CA$22.60
FV
55.5% undervalued
intrinsic discount
3.51%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
8
users have commented on this narrative
117
users have followed this narrative
3 months ago
author updated this narrative
Advanced Micro Devices
CO
codepoet
Community Contributor
A formidable player in AI and enterprise computing.
1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.
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US$155.00
FV
11.1% overvalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
Silo Pharma
CM
CMCVentures
Community Contributor
Groundbreaking therapies that could change the treatment landscape for PTSD, fibromyalgia, MS & Alzheimer’s
Key Takeaways Silo Pharma is advancing a diversified pipeline of innovative therapies aimed at major health challenges in Central Nervous System (CNS) disorders like PTSD, fibromyalgia, Alzheimer’s, and multiple sclerosis (MS). The company’s unique approach of combining traditional drugs with psychedelic-inspired therapies positions it to address significant gaps in the treatment landscape.
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US$6.20
FV
89.8% undervalued
intrinsic discount
234.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
6
users have commented on this narrative
95
users have followed this narrative
2 months ago
author updated this narrative
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