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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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Photronics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To High-End IC Markets Will Offset Challenges From Industry Softness
Key Takeaways Shifting to higher-end IC markets and expanding US capacity could enhance margins and capitalize on regional opportunities. AI-driven demand and strong cash position enable strategic investments and revenue growth potential.
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US$31.00
FV
33.2% undervalued
intrinsic discount
1.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
4 days ago
author updated this narrative
Skyward Specialty Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Risks And Specialty Insurance Will Unlock Opportunities
Key Takeaways Investment in technology and AI allows Skyward to capitalize on emerging risks and underserved markets, supporting strong growth and margin expansion. Selective underwriting, data-driven cycle management, and strategic partnerships enable high-quality, sustainable earnings insulated from commoditized market pressures.
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US$59.22
FV
19.5% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Steelcase
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modernized Workspace Demand And ERP Implementation Will Transform Operations
Key Takeaways Strong demand for modernized workspaces and growth in education and healthcare sectors supports potential revenue growth. Implementing operational efficiencies and new technologies aims to reduce costs and improve competitiveness, boosting margins and earnings.
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US$16.25
FV
0.6% undervalued
intrinsic discount
2.78%
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
4 days ago
author updated this narrative
Navios Maritime Partners
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Eco-Friendly Technology Will Improve Efficiency, But Slowing Growth In China May Affect Future Operations
Key Takeaways Diversified fleet and contracted revenue provide stability and reduce risks from market volatility and geopolitical disruptions. Fleet modernization with eco-friendly tech and unit repurchase program target cost reduction and higher shareholder value.
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US$65.50
FV
34.4% undervalued
intrinsic discount
-7.52%
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
4 days ago
author updated this narrative
DorianG
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US LPG Exports Will Power Future VLGC Fleet Success
Key Takeaways Rising LPG demand and decarbonization trends position the company for strong utilization, favorable rates, and improved margins. Prudent fleet management and a robust financial foundation support operational efficiency and flexible capital allocation.
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US$34.25
FV
12.2% undervalued
intrinsic discount
2.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
4 days ago
author updated this narrative
Diebold Nixdorf
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Advanced ATMs And Smart Retail Automation Will Expand Markets
Key Takeaways Expanding automation solutions and managed services across banking and retail is driving recurring high-margin revenue and improved profitability. Localized manufacturing and operational streamlining strengthen supply chain, reduce costs, and support sustainable long-term growth and margin expansion.
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US$75.67
FV
18.2% undervalued
intrinsic discount
4.29%
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
MYR Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Utility Agreements And Grid Upgrades Will Boost Infrastructure Momentum
Key Takeaways Expanding multi-year contracts, focus on electrification, and higher-margin projects are driving increased demand, revenue visibility, and steady margin improvement. Strong balance sheet and strategic investments, including skilled workforce development and acquisitions, support growth, pricing power, and enhanced shareholder returns.
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US$210.00
FV
13.8% undervalued
intrinsic discount
7.50%
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
La-Z-Boy
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Century Vision Strategy Will Expand Brand And Network For Sustainable Success
Key Takeaways La-Z-Boy's strategic growth initiatives focus on retail expansion and supply chain improvements for sustainable revenue increases and gross margin expansion. The company's robust financial position enables capital return to shareholders, potentially boosting EPS through share buybacks and dividends.
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US$46.00
FV
16.0% undervalued
intrinsic discount
3.06%
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
Napco Security Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Introducing MVP Hosted Access And Prima Security Systems Will Drive Future Market Expansion
Key Takeaways NAPCO's focus on wireless solutions and school security systems suggests potential for significant revenue growth and market expansion. Innovative product introductions and increased R&D investments signal strong future earnings and enhanced competitiveness in the security technology market.
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US$30.08
FV
1.4% overvalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
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