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Global Community
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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
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11
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
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GoHealth
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Consolidation And Regulation Will Curb Medicare Market And Spur Recovery
Key Takeaways GoHealth faces risks from industry consolidation, regulatory pressures, and insurer moves toward direct sales, which could reduce revenue and erode its market role. Heavy reliance on external funding and diversification efforts may strain financial flexibility while exposing the company to rising costs and inconsistent earnings.
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US$16.00
FV
63.9% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Euroapi
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Inflation And Regulations Will Squeeze European API Margins
Key Takeaways Rising input costs and regulatory burdens are squeezing margins and demanding ongoing high investment, placing pressure on profitability and cash flows. Growing deglobalization and client concentration risk threaten revenue prospects, weaken pricing power, and limit expansion opportunities.
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€2.50
FV
18.2% overvalued
intrinsic discount
-2.06%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Blade Air Mobility
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Delays Will Slow Organ Transport Yet Offer Future Value
Key Takeaways Heavy dependence on organ transport growth and uncertain regulatory or technological adoption pose risks to revenue stability and margin expansion. Delays in eVTOL adoption or high fixed costs could constrain cost savings, while integration and environmental challenges may hamper long-term profit growth.
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US$5.00
FV
15.4% undervalued
intrinsic discount
7.60%
Revenue growth p.a.
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0
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0
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0
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Forge Global Holdings
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Secular Trends And Fintech Integration Will Revolutionize Private Market Platforms
Key Takeaways Scalable technology and network effects position Forge for significant margin gains, recurring revenues, and accelerated user and transaction growth beyond analyst expectations. Regulatory changes and product innovations uniquely position Forge to capture new investor segments, unlock high-margin revenue, and sustain above-average growth as private markets expand.
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US$60.00
FV
62.7% undervalued
intrinsic discount
20.19%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Sight Sciences
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Aging Demographics And Emerging Markets Will Expand Eye Care Access
Key Takeaways Rapid product innovation and strong clinical adoption could drive significant revenue growth, gross margin expansion, and near-monopoly positioning in minimally invasive eye care. International expansion, potential litigation windfalls, and demographic trends create multiple underappreciated opportunities for diversified growth and enhanced long-term profitability.
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US$5.00
FV
17.6% undervalued
intrinsic discount
20.28%
Revenue growth p.a.
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0
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0
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0
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Atos
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital, Cloud And Cyber Trends Will Boost Services Despite Risks
Key Takeaways Streamlined focus on high-value digital and cybersecurity services, alongside rapid restructuring, positions the company for stronger growth and higher margins ahead of expectations. Improved client engagement and robust sales pipeline enable Atos to leverage industry demand, supporting sustainable top-line expansion and increased financial flexibility for future investments.
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€41.00
FV
13.0% undervalued
intrinsic discount
1.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Deezer
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Smartphone Proliferation And Digital Consumption Will Drive Streaming Expansion
Key Takeaways Innovative features, growing ancillary revenues, and AI-powered initiatives are positioning Deezer for accelerated subscriber gains, margin expansion, and premium market differentiation. Ongoing cost transformation and low capital intensity create strong leverage, supporting sustainable profitability and potential for disproportionately higher earnings from further revenue growth.
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€2.50
FV
52.0% undervalued
intrinsic discount
8.54%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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Wallbox
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerating Global EV Adoption Will Boost Smart Charging Demand
Key Takeaways Advanced bidirectional charging and strategic partnerships position Wallbox for rapid market share gains and long-term high-margin software and grid services revenue growth. Lean operations, expanding market demand, and first-mover advantages enable Wallbox to outperform peers and drive resilience through economic cycles.
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US$9.00
FV
51.2% undervalued
intrinsic discount
54.87%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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American Well
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Health Demand Will Accelerate Converge Platform Adoption
Key Takeaways Large government contracts, platform integration, and AI-driven efficiencies are positioning Amwell for long-term margin expansion and recurring software revenue growth. Shift toward digital-first healthcare and value-based models increases customer stickiness, expanding Amwell's market opportunity beyond traditional industry cycles.
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US$12.00
FV
40.3% undervalued
intrinsic discount
5.92%
Revenue growth p.a.
Set Fair Value
0
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