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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
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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
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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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GrafTech International
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Green Steel Will Drive Electrode Demand
Key Takeaways Strengthened market position and pricing strategies signal potential for substantial margin and earnings recovery, with an edge from vertical integration and raw material control. Regulatory tailwinds and decarbonization trends could unlock sustained demand growth, positioning the company as a vital supplier to Western steel and battery markets.
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US$2.00
FV
36.0% undervalued
intrinsic discount
28.15%
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
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Ballard Power Systems
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Global Decarbonization Will Accelerate Hydrogen Adoption Despite Headwinds
Key Takeaways Faster-than-expected cost reductions and focus on high-value markets could drive stronger margins, recurring revenue, and earnings stability. Expanding hydrogen infrastructure and sectoral decarbonization may lead to revenue growth surpassing current projections, reinforcing market leadership and long-term growth potential.
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CA$2.00
FV
38.2% overvalued
intrinsic discount
35.85%
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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ChargePoint Holdings
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Rising EV Adoption And Urbanization Will Spark Charging Network Expansion
Key Takeaways Strong Eaton partnership, next-gen hardware, and rapid EV adoption position ChargePoint for margin expansion and accelerated growth in untapped markets. Industry consolidation and integrated energy solutions enhance ChargePoint's pricing power and recurring revenue streams, supporting long-term profitability.
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US$51.62
FV
76.9% undervalued
intrinsic discount
30.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Diversified Healthcare Trust
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Aging Populations And Telehealth Trends Will Uplift Facilities
Key Takeaways Divesting underperforming assets and repositioning towards higher-quality properties is set to rapidly improve portfolio quality, margins, and long-term revenue growth. Strategic refinancing, favorable demographic trends, and robust institutional investor interest are expected to drive sustainable earnings upside and support long-term asset value appreciation.
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US$4.50
FV
25.1% undervalued
intrinsic discount
3.03%
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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Senseonics Holdings
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Telehealth Growth And Aging Populations Will Expand Glucose Monitoring
Key Takeaways Accelerating patient adoption, expanded provider networks, and new reimbursement pathways could drive revenue and margin growth well above current analyst expectations. Integration with connected diabetes technologies and long-term innovation plans position Senseonics to benefit from rising demand for advanced, user-friendly health wearables.
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US$2.00
FV
76.4% undervalued
intrinsic discount
88.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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EyePoint Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Aging Population And Diabetes Will Expand Ocular Therapies
Key Takeaways EyePoint's rapid clinical execution, manufacturing readiness, and global strategy position it for unmatched early market penetration and accelerated revenue growth ahead of competitors. Proprietary sustained-release technology, expanding indications, and demographic trends provide strong long-term revenue visibility, risk diversification, and enhanced attractiveness for strategic partnerships.
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US$59.30
FV
81.3% undervalued
intrinsic discount
67.35%
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
Fulgent Genetics
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Rapid Genomic Medicine Advances Will Reshape The Diagnostics Landscape
Key Takeaways Rapid expansion, proprietary technology, and early adoption in genomics position the company for sustained organic growth, first-mover advantage, and robust margin improvements. Automation, managed care expansion, and differentiated therapeutic pipelines enable superior scalability, recurring revenue stability, and significant upside in high-margin markets.
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US$30.00
FV
29.1% undervalued
intrinsic discount
10.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Ouster
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Autonomous Vehicles And AI Will Revolutionize Lidar Markets
Key Takeaways Ouster's advanced AI-driven software and expanding distributor network position it to outpace market expectations, capturing significant market share and driving substantial recurring revenue growth. Innovations in proprietary silicon and scalable platforms unlock new, high-margin markets beyond lidar, enabling sustained expansion with minimal additional operating costs.
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US$49.14
FV
29.3% undervalued
intrinsic discount
40.78%
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
RxSight
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Entry Into European And Asian Markets Will Unlock New Opportunities
Key Takeaways Strategic realignment and international expansion target higher adoption, utilization, and new revenue streams, leveraging demographic trends and a growing emphasis on vision correction. Investments in innovation, education, and clinical support aim to broaden market share, enhance margins, and build long-term pricing power within the premium IOL segment.
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US$8.89
FV
5.2% undervalued
intrinsic discount
1.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
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