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Community Investing Ideas
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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1&1
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Proprietary 5G Network Expansion Will Strengthen European Digital Connectivity
Key Takeaways Transition to an independent 5G network will reduce long-term costs, improve margins, and boost future earnings despite short-term churn and elevated expenses. Rising data demand and regulatory support for local infrastructure will expand 1&1's market share and revenue potential, enhancing its competitive and financial stability.
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€20.64
FV
9.7% undervalued
intrinsic discount
1.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Grupo Argos
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Despite Expected Revenue Decline, Celsia's Renewable Energy And Odinsa's Infrastructure May Improve Future Prospects
Key Takeaways The strategic shift towards construction materials and infrastructure, complemented by a focus on financial flexibility, aims to enhance Grupo Argos's operational efficiency and growth potential. Investments in high-value geographies and renewable energy strengthen growth prospects, while reducing debt risks, positioning the company for improved profitability.
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Col$21.05k
FV
17.4% undervalued
intrinsic discount
-10.40%
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
18 days ago
author updated this narrative
Peraso
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
mmWave Expansion Will Unlock Fixed Wireless And Defense Markets
Key Takeaways Strong growth in shipments, market expansion, and cost discipline position Peraso for sustained revenue gains and improved profitability. Increasing presence in high-growth sectors and advanced applications expands opportunities and diversifies revenue streams for greater stability and margin potential.
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US$3.31
FV
73.3% undervalued
intrinsic discount
18.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Tokyo Electron
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Next-generation AI Servers Will Ignite Semiconductor Demand
Key Takeaways Accelerating demand for advanced semiconductor equipment and digital transformation trends strengthen long-term growth and recurring revenues for Tokyo Electron. Temporary customer investment delays are expected to resolve, while ongoing innovation and service sales support higher margins and earnings resilience.
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JP¥28.88k
FV
25.5% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Columbia Sportswear
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Tariff Uncertainty And Climate Change Will Erode US Margins
Key Takeaways Rising input and compliance costs, along with tariff uncertainty and climate impacts, threaten margins and earnings visibility while increasing inventory and revenue risks. Market share erosion, digital underperformance, and weak emerging brand growth limit diversification and long-term top-line growth potential.
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US$56.13
FV
4.8% undervalued
intrinsic discount
2.34%
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
4 days ago
author updated this narrative
indie Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
ADAS Design Wins And Licensing Will Broaden Future Market Reach
Key Takeaways Expansion in radar, vision, and photonics technologies positions the company to benefit from rising demand for safer and more connected vehicles. Addition of high-margin software and diversified manufacturing strengthens profitability and shields against industry risks.
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US$6.17
FV
26.7% undervalued
intrinsic discount
24.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
Updated
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DXP Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Sales And E-Commerce Will Expand Industrial Markets
Key Takeaways Digital investments and e-commerce expansion are boosting sales efficiency, higher-margin transactions, and long-term margin growth as buyers shift online. Diversification, recurring revenue growth, and industry consolidation trends are strengthening top-line growth, customer retention, and revenue visibility.
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US$125.00
FV
6.4% undervalued
intrinsic discount
4.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
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Hanesbrands
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Urbanization And E-commerce Will Unlock Australia And Japan Markets
Key Takeaways International expansion, e-commerce growth, and product innovation are fueling revenue gains and boosting margins through premium offerings and improved channel mix. Supply chain improvements, brand reinvestment, and deleveraging efforts are strengthening profitability, cash flow, and financial flexibility for future growth.
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US$6.26
FV
2.8% overvalued
intrinsic discount
0.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Sensys Gatso Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US, Australia And Ghana Expansion Will Deliver Recurring TRaaS Value
Key Takeaways Expansion into U.S., Australia, and Ghana could boost revenue with a strong order intake and market growth. High-margin TRaaS business and strategic partnerships ensure stable, predictable revenues, enhancing net margins and future earnings.
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SEK 62.50
FV
29.6% undervalued
intrinsic discount
17.12%
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
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