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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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Avnet
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Direct Supply Chain Shifts And Digital Competition Will Erode Margins
Key Takeaways Direct supply chain adoption, digitalization, and new competitors threaten Avnet's distribution model, causing persistent margin pressure and weakened profitability. Increasing supply chain complexity and dependence on volatile end markets make Avnet's revenue and earnings more unpredictable and susceptible to downturns.
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US$43.00
FV
24.3% overvalued
intrinsic discount
3.98%
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
1 day ago
author updated this narrative
TriNet Group
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Falling WSE Volumes Will Undermine PEO Services Despite Efficiency Gains
Key Takeaways Automation, AI tools, and digital HR platforms may diminish TriNet's market relevance, impacting future client retention and earnings growth. Sector overconcentration and rise of gig work could increase earnings volatility and limit long-term revenue and margin expansion.
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US$67.00
FV
2.5% undervalued
intrinsic discount
-49.78%
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
1 day ago
author updated this narrative
Flowers Foods
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Shifting Consumer Trends Will Cripple Legacy Bakery Brands
Key Takeaways Structural shifts in consumer preferences and demographics are shrinking the core market and restraining both revenue growth and operating leverage. Regulatory risks, intense competition, and slow innovation are putting sustained pressure on profit margins and Flowers Foods' ability to maintain market share.
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US$14.00
FV
12.1% overvalued
intrinsic discount
1.30%
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
1 day ago
author updated this narrative
Madison Square Garden Sports
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Declining Local Fees Will Dampen Performance But Enable Cautious Recovery
Key Takeaways Heavy reliance on Knicks and Rangers increases earnings volatility, especially if team performance or fan engagement declines amid shifting media landscape and rising costs. Challenges in adapting to digital consumption and constrained local media revenue growth may limit high-margin income and long-term franchise value appreciation.
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US$220.00
FV
10.2% undervalued
intrinsic discount
0.57%
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
1 day ago
author updated this narrative
Brunswick
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Shifting Demographics And Environmental Regulations Will Undermine Boating Demand
Key Takeaways Generational shifts, urbanization, and alternative leisure trends threaten to shrink Brunswick's customer base and suppress long-term revenue growth. Environmental regulations, market concentration, and new boat-sharing models increase exposure to higher costs, margin pressure, and vulnerability in traditional sales channels.
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US$51.00
FV
24.1% overvalued
intrinsic discount
2.64%
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
1 day ago
author updated this narrative
AeroVironment
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising Regulation And Export Limits Will Shrink Drone Markets
Key Takeaways Shifting government budgets and increased regulation threaten future demand, market access, and revenue diversification for AeroVironment. Rising competition, technology risks, and dependency on a few contracts could erode margins and make earnings highly unpredictable.
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US$181.47
FV
35.9% overvalued
intrinsic discount
46.67%
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
1 day ago
author updated this narrative
PVH
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Legacy Brand Erosion And Shrinking Markets Will Challenge Stability
Key Takeaways Erosion of brand relevance and changing consumer values threaten PVH's pricing power, revenue stability, and long-term brand equity. Reliance on legacy wholesale channels and shrinking core markets heighten margin pressure and earnings volatility amid rapid industry disruption.
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US$64.00
FV
20.1% overvalued
intrinsic discount
0.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Exponent
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Automation And Regulation Will Compress Margins Yet Offer Respite
Key Takeaways Advances in automation and AI may reduce demand for Exponent's specialized consulting, increasing competition and pressuring both pricing and long-term revenue growth. Regulatory changes, compliance costs, and industry commoditization threaten Exponent's profit margins and traditional revenue stability despite efforts to diversify and invest in technology.
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US$76.00
FV
8.9% undervalued
intrinsic discount
6.45%
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
1 day ago
author updated this narrative
KB Home
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Falling US Homebuyer Demand And Rising Costs Will Curtail Prospects
Key Takeaways Reliance on first-time homebuyers leaves the company vulnerable to demographic shifts, affordability challenges, and exposure to regulatory and macroeconomic headwinds. Rising costs, competition, and regulatory burdens threaten profitability, compressing margins and limiting opportunities for sustainable long-term growth.
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US$49.00
FV
28.3% overvalued
intrinsic discount
-3.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
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