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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
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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First Capital Holdings
KI
Kiru
Community Contributor
First Capital Holdings set to rally with 23% revenue boost
And did I mentioned the employers almost doubled from 90 to 160.. Since 2023 -
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LK₨69.81
FV
43.1% undervalued
intrinsic discount
27.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Solid Försäkringsaktiebolag
MO
Money_Island
Community Contributor
High dividend small cap with growth + share buybacks
The non-life insurance company Solid Försäkring sells various types of niche insurance. Over 50 percent of the company's earnings come from various security insurance policies linked to unsecured loans at the former parent company Resurs.
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SEK 88.00
FV
15.1% undervalued
intrinsic discount
4.64%
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
14 days ago
author updated this narrative
Metsä Board Oyj
EV
evgenispap
Community Contributor
Metsä Board Oyj's dividend could reach 4% if shares hit 2.75EUR
Equity 1.6 BEUR, meaning 4.97EUR per share. Average FCF from 2014 ca 70MEUR.
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€6.00
FV
46.3% undervalued
intrinsic discount
24.59%
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
Scandinavian Tobacco Group
KA
kapirey
Community Contributor
Challenging Future for STG as Organic Sales Decline by 8.8%
Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.
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DKK 93.14
FV
2.8% undervalued
intrinsic discount
-7.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 2 months ago
author updated this narrative
A.P. Møller - Mærsk
TI
TimB
Community Contributor
A steady ship in a sea of volatile revenues
Revenue and earnings are very unpredictable in short time-frames, and the current stock price reflects this. However, management has demonstrated that they can run it very effectively over the long run.
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DKK 15.57k
FV
5.8% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 1 month ago
author updated this narrative
1911 Gold
AG
Agricola
Community Contributor
A case for TSXV:AUMB to reach USD$2.69 (CAD$3.70) by 2030 (15X).
Stock Analysis: 1911 Gold Corporation (TSXV:AUMB) Company Overview 1911 Gold Corporation is a Canada-based junior mining company focused on gold exploration and development, primarily in Manitoba’s Rice Lake greenstone belt. Its flagship asset is the True North Complex in Bissett, Manitoba, which includes a past-producing mine and mill with over 2 million ounces of historical gold production.
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CA$3.70
FV
93.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 2 months ago
author updated this narrative
Microsoft
BR
Broke_Joe
Community Contributor
Microsoft's Evolution Will Drive Revenue to New Heights Fueled by AI
Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.
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US$360.00
FV
44.9% overvalued
intrinsic discount
12.98%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
2
users have commented on this narrative
50
users have followed this narrative
3 months ago
author updated this narrative
Pinterest
BR
Broke_Joe
Community Contributor
Pinterest will surge as advertising innovations ignite revenue growth
Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.
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US$42.63
FV
19.8% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
3 months ago
author updated this narrative
Diginex
YI
yiannisz
Community Contributor
Diginex Accelerates Value Creation Through AI-Powered ESG Strategy
In a landscape where ESG is often treated as a compliance formality, Diginex (DGNX) is redefining the market, transforming sustainability data into a core growth engine powered by AI, with recent acquisitions marking a bold evolution into a full‑stack data activation leader. Its recent $2 billion purchase of Resulticks , a real-time customer engagement and AI analytics firm, is proof of an extreme shift: from an ESG software provider to an all-stack data activation leader.
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US$50.00
FV
7.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 2 months ago
author updated this narrative
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