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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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Solid Power
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
BMW And SK On Ties Will Fuel Potential Despite Risks
Key Takeaways Investor optimism about early market dominance may be misplaced due to risks around slow commercial adoption, ongoing losses, and concentration in key partnerships. Supply chain challenges, high capital needs, and unproven long-term licensing pose threats to profitability and stable revenue growth.
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US$2.50
FV
102.4% overvalued
intrinsic discount
13.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
3 days ago
author updated this narrative
Semrush Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
AI-powered Search And LLM Interfaces Will Unlock Enterprise Potential
Key Takeaways Strong focus on AI-powered enterprise solutions and product expansion positions the company for long-term growth and improved margins. Low enterprise penetration and shifting away from low-value segments create significant opportunity for sustained revenue and customer retention gains.
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US$10.83
FV
30.5% undervalued
intrinsic discount
16.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
Bandwidth
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Enterprise Cloud Migration And AI Voice Applications Will Transform Communications
Key Takeaways Accelerating adoption of AI-powered and cloud-based communications is expanding Bandwidth's market reach, boosting revenue, margin, and contract size through enterprise migration and deeper integrations. Strong demand for secure, integrated APIs and value-added services is increasing deal volume, customer loyalty, and pricing power, supporting sustained growth and improved profitability.
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US$19.60
FV
28.1% undervalued
intrinsic discount
8.16%
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
Warby Parker
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Google Partnership And Retail Expansion Will Unlock New Market Opportunities
Key Takeaways Strategic partnerships, retail expansion, and enhanced eye care services are driving customer growth, higher spending per customer, and improved margins. Leveraging AI-driven wearable technology and digital engagement is expected to boost operational efficiency and open up new high-margin revenue opportunities.
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US$26.23
FV
3.4% overvalued
intrinsic discount
14.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Cibus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Licensing And EU Harmonization Will Open New Markets
Key Takeaways Transitioning to a commercial trait company and leveraging licensing agreements can unlock new revenue streams and enhance market penetration. Proprietary rapid trait development and strategic partnerships position Cibus for increased customer adoption and long-term growth in the gene-edited crop market.
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US$14.40
FV
90.2% undervalued
intrinsic discount
185.54%
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
Updated
narrative
Journey Medical
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Emrosi Launch Will Expand Rosacea Treatment Options
Key Takeaways Emrosi's launch and favorable Phase III results are expected to boost revenue growth and enhance net margins through existing operations. Expansion plans and international licensing opportunities could drive significant long-term revenue and profitability growth.
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US$11.50
FV
39.6% undervalued
intrinsic discount
49.13%
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
Updated
narrative
GEN Restaurant Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New International Outlets And Automation Will Redefine Dining
Key Takeaways Rapid expansion and innovative retail offerings position the brand for diversified growth and increased market share in experiential dining. Automation and efficient capital deployment drive operational improvements, higher margins, and sustained free cash flow with limited debt reliance.
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US$5.67
FV
40.4% undervalued
intrinsic discount
13.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
TechnoPro Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Into Automotive Software Markets Will Drive Future Success
Key Takeaways Expanding solution offerings and strategic price adjustments could improve margins and drive future revenue growth. Investing in training inexperienced engineers and targeting emerging markets may enhance operational capacity and stabilize costs.
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JP¥3.60k
FV
34.3% overvalued
intrinsic discount
9.61%
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
10 days ago
author updated this narrative
Metallus
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Investments And Domestic Sourcing Will Fuel Future Expansion
Key Takeaways Federal investments and regional sourcing trends are fueling growth opportunities for Metallus across infrastructure, clean energy, and defense markets, supporting volume and pricing power. Emphasis on high-margin specialty products, operational efficiency, and strong cash flow are driving improved profitability and enabling greater shareholder returns.
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US$21.00
FV
25.4% undervalued
intrinsic discount
15.24%
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
4 days ago
author updated this narrative
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