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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
27.8% undervalued
intrinsic discount
12.00%
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
New
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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.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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
5.0% undervalued
intrinsic discount
8.72%
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
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Pulmonx
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanded Lung Screening And Aging Trends Will Unlock Opportunities
Key Takeaways Increased early detection, demographic trends, and strategic partnerships are expanding the patient base and supporting sustained demand and revenue growth for Pulmonx. Clinical validation, reimbursement stability, and geographic expansion are driving broader adoption, improving margins, and strengthening Pulmonx's earnings stability and growth prospects.
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US$6.75
FV
77.0% undervalued
intrinsic discount
17.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Axon Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Next-generation AI And Drones Will Transform Public Safety
Key Takeaways Adoption of advanced tech and premium bundled SaaS offerings is boosting customer value, margins, and recurring revenue growth as agencies modernize and upgrade. Global expansion and rising public safety challenges are broadening the addressable market, supporting growth and reducing reliance on any single region or product.
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US$873.67
FV
6.3% undervalued
intrinsic discount
23.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
Updated
narrative
Katapult Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Marketplace Model And KPay Will Open Future Opportunities
Key Takeaways Transitioning to a two-sided marketplace aims to boost revenue by enhancing merchant partnerships and cross-selling opportunities. Increased customer engagement and strategic marketing initiatives aim to improve revenue and profitability by driving application volume and cost-effective customer acquisition.
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US$8.00
FV
65.5% overvalued
intrinsic discount
16.11%
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
13 days ago
author updated this narrative
JB Hi-Fi
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Supply Chain Improvements And E&S Acquisition Will Strengthen Future Operations
Key Takeaways Acquisition of e&s and strategic memberships are set to boost revenue growth and expand JB Hi-Fi's customer base. Supply chain improvements and cost management should enhance net margins and protect profitability amidst competition.
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AU$94.85
FV
20.0% overvalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
14 days ago
author updated this narrative
Amkor Technology
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced Packaging And AI Adoption Will Forge A Thriving Future
Key Takeaways Accelerating AI adoption and next-gen devices are driving advanced packaging demand, boosting Amkor's revenue growth, margin expansion, and long-term profitability prospects. Strategic global investments and operational rationalization improve resilience, attract key partners, and optimize margins through enhanced capacity, diversification, and cost structure.
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US$24.38
FV
5.0% undervalued
intrinsic discount
6.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
6 days ago
author updated this narrative
Installed Building Products
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Energy Codes And Remodeling Will Drive Demand Yet Challenge Margins
Key Takeaways Growth in energy efficiency demand, housing remodels, and new product categories is expected to support stable revenue and earnings diversification. Ongoing acquisitions and operational improvements aim to boost margins, free cash flow, and long-term profitability.
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US$220.55
FV
14.4% overvalued
intrinsic discount
0.80%
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
Updated
narrative
Van Lanschot Kempen
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integration Of Robeco And Accuro And European Expansion Will Strengthen Future Position
Key Takeaways Strategic focus on Private Banking and investment in client-facing talent and technology are set to drive scalable growth, enhancing revenue and earnings. Inorganic growth and private equity fund launches contribute to increased assets under management, commission income, and potentially higher revenue growth and profitability.
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€50.75
FV
15.9% overvalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
14 days ago
author updated this narrative
Tega Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Chile And African Mining Capacity Will Unlock Markets
Key Takeaways Expanding global footprint and product innovation in sustainability-oriented consumables position Tega to benefit from rising mining activity and evolving ESG requirements. Recurring aftermarket demand and strong operational efficiencies enhance earnings resilience, supporting stable margins and improved long-term revenue visibility.
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₹2.00k
FV
9.6% undervalued
intrinsic discount
20.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Ninety One Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sanlam Transaction Will Dilute Margins Amid Rising Costs
Key Takeaways Overoptimism about the Sanlam partnership and cost-saving initiatives may not offset near-term earnings dilution and persistent structural margin pressure. Shifting investor preferences, regulatory tightening, and emerging market volatility present continued risks to asset flows, fees, and overall revenue stability.
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UK£1.82
FV
5.8% overvalued
intrinsic discount
8.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
14 days ago
author updated this narrative
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