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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Bega Cheese

AnalystLowTarget

Consensus Narrative from 10 Analysts

Rising Plant-Based Adoption Will Undermine Core Dairy Fundamentals

Key Takeaways Growing preference for plant-based alternatives and escalating climate regulations are eroding traditional dairy demand and raising Bega Cheese's operating costs. Intensifying competition, commodity price volatility, and private-label dominance are challenging Bega's pricing power, margin expansion, and long-term earnings predictability.

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AU$4.53

15.8% overvalued

1.73%

Revenue growth p.a.

6 days ago

Exxaro Resources

AnalystLowTarget

Consensus Narrative from 7 Analysts

Accelerating Net-Zero Mandates Will Erode Coal Revenues

Key Takeaways Reliance on coal exposes Exxaro to long-term demand decline, margin compression, and asset write-downs amid slow renewable diversification and accelerating global energy transition. Heightened ESG pressures, rising compliance costs, and tightening financing conditions threaten investment, profitability, and earnings stability.

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R145.00

13.4% overvalued

2.19%

Revenue growth p.a.

6 days ago

Temple & Webster Group

AnalystLowTarget

Consensus Narrative from 12 Analysts

Aggressive Discounting And Supply Chain Pressures Will Erode Margins

Key Takeaways Sustained cost pressures and aggressive market competition threaten margins, profit growth, and the company's long-term value proposition as the market matures. Shifts in consumer behavior and rising compliance demands risk shrinking the addressable market and driving up operational costs, undermining future revenue expansion.

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AU$15.50

61.5% overvalued

22.04%

Revenue growth p.a.

6 days ago

Haypp Group

AnalystLowTarget

Consensus Narrative from 3 Analysts

Regulatory Risks And Rising Costs Will Squeeze Margins

Key Takeaways Heightened regulatory and public health pressures threaten core market stability, risking long-term revenue and profitability erosion. Inefficient expansion and rising competition in new markets may compress margins and undermine sustainable growth.

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SEK 90.00

66.7% overvalued

19.28%

Revenue growth p.a.

6 days ago

Vistra

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Key Takeaways Rising electricity demand, strategic contracts, and expanding into storage and renewables position Vistra for strong, diversified growth and improved profitability. Disciplined capital allocation and favorable market conditions enhance shareholder value, reduce risk, and support sustained earnings expansion.

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US$215.84

6.2% undervalued

9.75%

Revenue growth p.a.

125

Updated

Bonheur

AnalystLowTarget

Consensus Narrative from 2 Analysts

Higher Borrowing Costs And Supply Disruptions Will Strangle Wind Expansion

Key Takeaways Rising financing costs, supply disruptions, and increased competition threaten Bonheur's margins and earnings stability across core wind and infrastructure projects. Operational, technical, and technological pressures risk unpredictable cash flow, higher costs, and possible long-term competitive disadvantage.

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NOK 250.00

5.6% undervalued

-0.062%

Revenue growth p.a.

6 days ago

Acadia Healthcare Company

AnalystLowTarget

Consensus Narrative from 14 Analysts

Regulation And Telehealth Competition Will Erode Behavioral Margins

Key Takeaways Rising regulatory scrutiny, labor shortages, and payment program risks threaten profitability, wage costs, and the stability of Acadia's revenue and cash flows. Newer telehealth models and shifting demographics undermine demand for traditional facility-based services, challenging Acadia's growth and facility utilization.

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US$20.00

3.3% overvalued

6.86%

Revenue growth p.a.

6 days ago

LandBridge

AnalystLowTarget

Consensus Narrative from 7 Analysts

Permian Concentration Will Strain Performance Though Opportunity Emerges

Key Takeaways Heavy reliance on the Permian Basin and sector concentration expose LandBridge to regulatory shifts, decarbonization trends, and potential downturns in industrial activity. Expansion into renewables and digital infrastructure faces slow customer adoption and delayed earnings, risking uneven revenue and asset impairments if development lags.

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US$65.00

17.5% undervalued

24.89%

Revenue growth p.a.

6 days ago

Elgi Equipments

AnalystLowTarget

Consensus Narrative from 4 Analysts

Decarbonization Trends And Tariff Hikes Will Erode Industrial Demand

Key Takeaways Transition to less compressor-dependent and automated processes puts sustained revenue and margin growth at risk amid global decarbonization and factory optimization trends. Exposure to trade barriers, sector downturns, and aggressive competition may disrupt supply chains, squeeze margins, and intensify earnings volatility.

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₹410.00

20.3% overvalued

11.43%

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

Rising Plant-Based Adoption Will Undermine Core Dairy Fundamentals

Accelerating Net-Zero Mandates Will Erode Coal Revenues

Aggressive Discounting And Supply Chain Pressures Will Erode Margins

Regulatory Risks And Rising Costs Will Squeeze Margins

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Higher Borrowing Costs And Supply Disruptions Will Strangle Wind Expansion

Regulation And Telehealth Competition Will Erode Behavioral Margins

Permian Concentration Will Strain Performance Though Opportunity Emerges

Decarbonization Trends And Tariff Hikes Will Erode Industrial Demand

Value any company in seconds

Popular companies

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

Rising Plant-Based Adoption Will Undermine Core Dairy Fundamentals

Accelerating Net-Zero Mandates Will Erode Coal Revenues

Aggressive Discounting And Supply Chain Pressures Will Erode Margins

Regulatory Risks And Rising Costs Will Squeeze Margins

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Higher Borrowing Costs And Supply Disruptions Will Strangle Wind Expansion

Regulation And Telehealth Competition Will Erode Behavioral Margins

Permian Concentration Will Strain Performance Though Opportunity Emerges

Decarbonization Trends And Tariff Hikes Will Erode Industrial Demand

Value any company in seconds

Popular companies