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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
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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
24.3% undervalued
intrinsic discount
9.00%
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
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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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
12
users have followed this narrative
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LivePerson
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Inflated Valuation Will Crumble Under Competitive And Regulatory Pressures
Key Takeaways Intensifying competition and integrated alternatives are shrinking LivePerson's market share and long-term revenue opportunities. Ongoing losses and high customer churn threaten recurring revenue, necessitating reliance on costly external financing.
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US$0.85
FV
18.8% overvalued
intrinsic discount
-15.10%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Quest Resource Holding
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Industrial Weakness Will Squeeze Earnings But Spur Margin Recovery
Key Takeaways Operational and digital improvements may boost efficiency and retention, but near-term profitability faces pressure from client demands and a competitive environment. Growth opportunities exist due to ESG trends and urbanization, yet customer concentration and industrial market cycles limit revenue consistency and scalability.
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US$2.25
FV
24.4% undervalued
intrinsic discount
-3.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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NN
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Automotive And Supply Risks Will Weigh Margins Yet Spark Hope
Key Takeaways Cyclical market exposure, trade uncertainties, and volatile product demand create risks for stable growth and could pressure margins due to external shocks. Operational improvements and diversification help, but supply chain instability, intense competition, and ramp-up challenges threaten near-term earnings and long-term potential.
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US$4.00
FV
38.8% undervalued
intrinsic discount
4.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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LightPath Technologies
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Persistent Supply And Geopolitical Risks Will Undermine BlackDiamond Value
Key Takeaways Heavy dependence on defense and government contracts, along with integration challenges and project delays, poses significant risks to future revenue stability and profitability. Competitive threats from rapid technological change and increasing regulatory pressures could compress margins and hinder long-term growth and shareholder returns.
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US$3.00
FV
24.3% overvalued
intrinsic discount
32.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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SKYX Platforms
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Regulatory Hurdles And Competition Will Limit Adoption While Prospects Brighten
Key Takeaways Rapid regulatory changes and slow builder adoption may delay revenue growth and limit the company's ability to achieve sustained market penetration. Intense price competition and narrow product focus could erode margins and leave future earnings vulnerable to technological and competitive risks.
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US$2.00
FV
36.0% undervalued
intrinsic discount
25.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Forge Global Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Fierce Regulation And Intense Competition Will Stifle Future Value
Key Takeaways Heightened regulation, macroeconomic pressures, and shifting investor preferences threaten to suppress transaction growth, reduce demand, and constrain Forge's platform earnings. Intensifying competition and irregular transaction volumes could compress margins, drive earnings volatility, and challenge Forge's path to sustainable profitability.
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US$18.00
FV
20.2% overvalued
intrinsic discount
15.63%
Revenue growth p.a.
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0
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0
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0
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Sight Sciences
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Restrictive Reimbursement Will Undermine Ophthalmic Margins While Slow Recovery Emerges
Key Takeaways Narrow product focus and vulnerability to reimbursement restrictions threaten Sight Sciences' revenue growth and long-term margin stability. Persistent unprofitability, high expenses, and technological disruption risks may drive continued shareholder dilution and declining market relevance.
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US$3.60
FV
18.1% overvalued
intrinsic discount
4.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Atos
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Automation And Compliance Costs Will Crush Legacy Revenues
Key Takeaways Rapid automation, AI, and cloud migration are eroding Atos' legacy revenues and market share, with client retention and contract renewals proving increasingly challenging. Regulatory pressures, reputational concerns, high leverage, and persistent restructuring limit Atos' ability to invest for growth and threaten long-term margin stability.
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€20.60
FV
68.1% overvalued
intrinsic discount
-3.41%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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Deezer
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Limited Global Reach Will Constrain Revenues But Margins May Recover
Key Takeaways Weak international traction and brand awareness hinder Deezer's ability to capitalize on global digital trends and expand its subscriber base. Margin gains from partnerships and cost controls are vulnerable to intense competition, regulatory pressures, and declining core partnership revenues.
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€1.50
FV
19.3% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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