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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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Kratos Defense & Security Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Defense Modernization Will Drive Demand For Unmanned Systems
Key Takeaways Kratos is capitalizing on global defense modernization, with strong contract momentum, first-mover advantage in unmanned systems, and increased demand for proprietary technologies. Investments in production capacity and strategic partnerships are driving revenue visibility, higher margins, and long-term earnings growth across diverse defense platforms.
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US$69.79
FV
1.8% undervalued
intrinsic discount
19.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
57
users have followed this narrative
Updated
narrative
C.H. Robinson Worldwide
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Digital Navisphere And AI Will Expand Global E-commerce Fulfillment
Key Takeaways Structural AI-driven automation and digital tools are enabling sustained margin expansion, headcount decoupling, and earnings growth beyond analyst expectations. Robust tech innovation, resilient contract wins, and disciplined capital strategies position C.H. Robinson for long-term leadership and shareholder value creation in evolving supply chains.
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US$135.00
FV
10.2% undervalued
intrinsic discount
4.68%
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
2 days ago
author updated this narrative
Jones Lang LaSalle
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Urbanization And Proptech Will Drive Sustainable Real Estate Transformation
Key Takeaways Technology-driven platform and proprietary data position JLL to surpass market growth expectations through high-margin, recurring revenue from digital real estate solutions. Global expansion, contract momentum, and sustainability-driven project demand unlock structural and sustained profit growth, outpacing more leveraged competitors.
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US$378.00
FV
22.2% undervalued
intrinsic discount
11.18%
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
2 days ago
author updated this narrative
Bio-Techne
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Rising Healthcare Spending And Aging Population Will Expand Biotech Markets
Key Takeaways Rapid adoption of essential platforms and high-margin consumables, plus targeted portfolio investments, position Bio-Techne for outsized revenue and earnings growth as market conditions improve. Global expansion, recurring consumables revenues, and focus on next-generation therapeutics provide structural tailwinds, supporting margin resilience and sustained cash flow growth.
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US$75.00
FV
28.5% undervalued
intrinsic discount
10.24%
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
2 days ago
author updated this narrative
New Oriental Education & Technology Group
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
China's Rising Middle Class And AI Will Revolutionize Education
Key Takeaways Continued rollout in new cities and technology-driven personalized offerings position the company for revenue growth beyond current expectations. Untapped financial resources enable strategic expansion, M&A, and innovation, supporting long-term profitability and market leadership.
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US$76.58
FV
36.8% undervalued
intrinsic discount
14.84%
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
2 days ago
author updated this narrative
Franklin Resources
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Secular Trends Will Drive Digital Tokenization And Alternative Expansion
Key Takeaways Strong institutional inflows, innovative product expansion, and global reach position Franklin Resources for outsized asset growth and new revenue streams ahead of market expectations. Early leadership in alternatives, blockchain, and retirement solutions is set to boost margins, outpace competitors, and unlock high-margin, recurring fee opportunities worldwide.
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US$31.00
FV
18.3% undervalued
intrinsic discount
2.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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2 days ago
author updated this narrative
Comfort Systems USA
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Sunbelt Urbanization And ESG Mandates Will Drive Retrofit Demand
Key Takeaways Structural shifts toward higher margins and recurring revenue streams underpin long-term earnings growth and enhanced profitability across cycles. Strategic focus on modular construction and skilled labor retention secures competitive advantage and positions the company to benefit from evolving industry demand.
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US$810.00
FV
15.9% undervalued
intrinsic discount
11.65%
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
2 days ago
author updated this narrative
Medpace Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Biopharma Outsourcing And Decentralized Trials Will Redefine Markets
Key Takeaways Accelerated backlog conversion and operational execution position Medpace for sustained revenue and earnings growth well above consensus expectations. Unique technology investments and strong industry demand support long-term margin expansion, client retention, and flexible capital deployment.
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US$510.00
FV
10.2% undervalued
intrinsic discount
15.69%
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
2 days ago
author updated this narrative
Sanmina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum
Key Takeaways Recent strategic acquisitions and investments in automation position Sanmina to capitalize on robust demand for advanced electronics manufacturing in high-growth sectors. Expansion of capabilities and a strong financial position enable sustained margin improvement, operational efficiency, and long-term earnings growth across diverse markets.
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US$114.50
FV
2.2% overvalued
intrinsic discount
6.38%
Revenue growth p.a.
Set Fair Value
1
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
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