Global Weekly Picks

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

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Vertex Pharmaceuticals

AnalystLowTarget

Consensus Narrative from 26 Analysts

Regulatory Scrutiny And High Costs Will Hinder Gene Therapy Progress

Key Takeaways Intensifying regulatory pressures and high treatment costs threaten Vertex's pricing power and market expansion, leading to margin compression and limited revenue growth. Heavy R&D demands, a narrowly focused pipeline, and rising competition increase earnings volatility and risk significant erosion of market share and profitability.

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US$351.84

10.9% overvalued

2.91%

Revenue growth p.a.

6 days ago

NextEra Energy

AnalystLowTarget

Consensus Narrative from 18 Analysts

Rising Costs And Fading Credits Will Hamper Outlook Despite Demand

Key Takeaways Expiring renewables tax credits, higher interest rates, and regulatory hurdles threaten project returns, earnings growth, and consistent revenue conversion for NextEra Energy. Rising adoption of distributed energy resources and high debt levels risk eroding traditional revenue streams and put pressure on credit quality and dividend growth expectations.

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US$59.60

21.2% overvalued

6.88%

Revenue growth p.a.

6 days ago

United Parcel Service

AnalystLowTarget

Consensus Narrative from 30 Analysts

Trade Policy Uncertainty And Cost Pressures Will Lower Margins

Key Takeaways Global trade uncertainty, increased nearshoring, and e-commerce competition threaten to reduce parcel volumes, revenue growth, and pricing power. Rising sustainability, automation, and labor costs are driving higher expenses, squeezing margins and limiting UPS's ability to adapt nimbly to market changes.

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US$77.62

14.1% overvalued

-0.64%

Revenue growth p.a.

6 days ago

International Business Machines

AnalystLowTarget

Consensus Narrative from 19 Analysts

Hyperscale Cloud Competition Will Erode Legacy Revenue Streams

Key Takeaways Competitive pressures from leading cloud providers and shifts toward cloud-native solutions threaten IBM's core business and limit prospects for sustainable revenue and margin growth. Ongoing operational challenges, including rising compliance costs and debt, constrain IBM's ability to invest organically and jeopardize its longer-term financial strength.

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US$198.00

19.8% overvalued

4.46%

Revenue growth p.a.

6 days ago

Amgen

AnalystLowTarget

Consensus Narrative from 27 Analysts

Aging Blockbusters And Pricing Pressures Will Erode Profitability

Key Takeaways Heavy dependence on aging therapies and patent expirations exposes Amgen to revenue and margin declines amid increasing biosimilar and innovative competition. Regulatory and pricing pressures, combined with acquisition integration risks and escalating costs, may restrict profitability and challenge sustainable long-term growth.

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US$222.44

30.5% overvalued

-0.34%

Revenue growth p.a.

6 days ago

Comcast

AnalystLowTarget

Consensus Narrative from 27 Analysts

Stagnant Broadband Growth And Rising Costs Will Erode Valuation

Key Takeaways Broadband and legacy media revenues are under pressure from market saturation, cord-cutting, digital ad shifts, and fierce competition in offerings and pricing. Rising costs, heavy capital spending, and regulatory risks threaten margins, growth prospects, and shareholder returns as Comcast pivots amid industry disruption.

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US$31.00

6.1% overvalued

0.027%

Revenue growth p.a.

6 days ago

Advanced Micro Devices

AnalystLowTarget

Consensus Narrative from 44 Analysts

US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

Key Takeaways Escalating export restrictions and geopolitical tensions threaten AMD's access to crucial markets and could increase compliance costs, limiting long-term revenue and earnings growth. Heavy dependence on third-party manufacturing, rising R&D costs, and growing competition from in-house chip development risk compressing margins and undermining optimistic growth projections.

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US$131.06

38.1% overvalued

14.17%

Revenue growth p.a.

6 days ago

JPMorgan Chase

AnalystLowTarget

Consensus Narrative from 21 Analysts

Higher Credit Losses And Expenses Will Impair Future Profitability

Key Takeaways Increased credit loss allowances and higher expenses signal challenges to net and operating margins, potentially straining future earnings. Anticipated rate cuts and cautious investment banking outlook could reduce net interest income and advisory revenue, impacting profitability.

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US$246.40

19.4% overvalued

4.04%

Revenue growth p.a.

6 days ago

Philip Morris International

AnalystLowTarget

Consensus Narrative from 16 Analysts

Regulatory Hurdles And Declining Demand Will Undermine Prospects

Key Takeaways Intensifying public health sentiment and regulatory hurdles threaten both traditional and next-generation product growth, challenging future revenue and operating margins. ESG-driven divestment and heavy investment requirements are increasing costs and margin pressure, especially if consumer adoption or regulatory approvals disappoint.

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US$151.00

9.5% overvalued

6.70%

Revenue growth p.a.

6 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Regulatory Scrutiny And High Costs Will Hinder Gene Therapy Progress

Rising Costs And Fading Credits Will Hamper Outlook Despite Demand

Trade Policy Uncertainty And Cost Pressures Will Lower Margins

Hyperscale Cloud Competition Will Erode Legacy Revenue Streams

Aging Blockbusters And Pricing Pressures Will Erode Profitability

Stagnant Broadband Growth And Rising Costs Will Erode Valuation

US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

Higher Credit Losses And Expenses Will Impair Future Profitability

Regulatory Hurdles And Declining Demand Will Undermine Prospects

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Regulatory Scrutiny And High Costs Will Hinder Gene Therapy Progress

Rising Costs And Fading Credits Will Hamper Outlook Despite Demand

Trade Policy Uncertainty And Cost Pressures Will Lower Margins

Hyperscale Cloud Competition Will Erode Legacy Revenue Streams

Aging Blockbusters And Pricing Pressures Will Erode Profitability

Stagnant Broadband Growth And Rising Costs Will Erode Valuation

US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

Higher Credit Losses And Expenses Will Impair Future Profitability

Regulatory Hurdles And Declining Demand Will Undermine Prospects

Value any company in seconds

Popular companies