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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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eBay
IN
IndusyHoldings
Community Contributor
Ebay - A second-hand marketplace with large share buyback.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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US$120.98
FV
21.2% undervalued
intrinsic discount
4.40%
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
3 months ago
author updated this narrative
UFP Industries
PA
Panayiotis
Community Contributor
UFP Industries will soar with 200M stock repurchase and cost cuts
Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.
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US$120.00
FV
17.9% undervalued
intrinsic discount
7.59%
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
6 months ago
author updated this narrative
TerraVest Industries
WY
WynTrader
Community Contributor
Steady impressive groth
TSX:TVK (Terravest Industries Inc) Take a look at the TVK 10 years chart and you will be attracted. https://www.tradingview.com/x/U0LnBrGg/ The growth of TVK, with combined periods of one year, two years, three years, five years, and 10 years, reaches an average annual return of 148%.
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CA$354.75
FV
54.3% undervalued
intrinsic discount
38.81%
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
4 months ago
author updated this narrative
Brown
US
UshanDeSilva
Community Contributor
opportunity amidst tariff war
Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.
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LK₨650.06
FV
72.2% undervalued
intrinsic discount
54.05%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
HIVE
HIVE Digital Technologies
PR
prajitdasani
Community Contributor
Buy Rating for HIVE
HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.
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CA$8.45
FV
65.1% undervalued
intrinsic discount
45.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
9 months ago
author updated this narrative
CIC Holdings
KA
kalindu
Community Contributor
Predicting CIC Holdings' Bright Future with a 13.18% Profit Margin Boost
After conducting a detailed analysis, I’ve determined that CIC.X is currently undervalued, with the current market price at Rs. 67.90. Using multiple valuation methods, I calculated the following intrinsic values: Discounted Cash Flow (DCF): Rs. 76.99 Graham’s Valuation: Rs. 207.17 EPS-Based Valuation: Rs. 347.00 DPS-Based Valuation: Rs. 198.00 By consolidating these methods, the intrinsic value I arrived at is Rs. 172.43, significantly higher than the current price.
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LK₨172.00
FV
39.8% undervalued
intrinsic discount
2.06%
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
8 months ago
author updated this narrative
Vontier
JU
julio
Community Contributor
VNT valuation
Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.
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US$54.08
FV
25.4% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 months ago
author updated this narrative
PEXA Group
NO
notsilicon
Community Contributor
Scale out in the UK, Digital solutions — new mgmt.
UK expansion, Digital solutions acquisitions, and growth Mgmt team changes Can the business scale without a significant increase in operating costs? 50m buy-back in progress
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AU$15.15
FV
1.7% overvalued
intrinsic discount
15.00%
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
2 months ago
author updated this narrative
DMCI Holdings
MA
MaVinzky
Community Contributor
DMCI Holdings will shine with a projected fair value of 68.43 in the next 5 years
DMCI Holdings, Inc. is a diversified engineering conglomerate in the Philippines, engaged in construction, real estate, energy, mining, and water services.
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₱68.43
FV
85.0% undervalued
intrinsic discount
62.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
6 months ago
author updated this narrative
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