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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
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
6
users have commented on this narrative
46
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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Taiwan Semiconductor Manufacturing
WA
WaneInvestmentHouse
Community Contributor
Taiwan Semiconductor Manufacturing: A Stable Outlook
Note: Wrong Valuation Taiwan Semiconductor Manufacturing (NYSE: TSM) has received significant institutional investment, with $9.8 billion invested in the past quarter and an additional $16 million in the current quarter. This confidence is reflected in the stock's recent performance.
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US$39.05
FV
511.7% overvalued
intrinsic discount
14.71%
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 months ago
author updated this narrative
Bronco Resources
WS
WST
Community Contributor
High upside if gold / silver is found
Potentially 10k oz gold and 50k oz silver production per year.
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CA$4.70
FV
98.9% undervalued
intrinsic discount
0%
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
about 1 month ago
author updated this narrative
ZTO Express (Cayman)
WA
WaneInvestmentHouse
Community Contributor
ZTO Delivers Solid Volume Growth Amid Margin Pressures in Q1 2025
ZTO Express kicked off 2025 with a strong operational performance, highlighted by a 19.1% year-over-year surge in parcel volume to 8.5 billion —a clear reflection of robust market demand and the company's deepening competitive moat in China’s express delivery landscape. The company reiterated its full-year volume growth guidance of 20% to 24% , underscoring management's confidence in sustained momentum.
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US$20.00
FV
0.4% undervalued
intrinsic discount
15.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
GREE
Green Landscaping Group
CO
conservative_value
Community Contributor
Unlock value through strategic pivot towards descentralised model.
Green Landscape est un réseau décentralisé de micro-champions locaux dans la gestion des espaces verts, offrant un service de proximité à haute valeur ajoutée dans un marché fragmenté à forte barrière à l’entrée. Après des années d’intégration top-down peu performante, le groupe opère un pivot stratégique vers une structure agile, focalisée sur la rentabilité et la satisfaction client locale.
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SEK 83.92
FV
32.6% undervalued
intrinsic discount
4.00%
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 months ago
author updated this narrative
Investigator Resources
RO
RockeTeller
Community Contributor
If silver hits $100 per ounce
To estimate Investigator Resources' stock price if silver hits $100 per ounce, let's consider the following factors based on the data provided: ### Key Inputs: - Annual silver production : 4 million ounces per year. - AISC (All-In Sustaining Cost) : $13 per ounce.
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AU$1.80
FV
98.5% undervalued
intrinsic discount
0%
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
10 months ago
author updated this narrative
ITM Power
PT
Ptr_Plne
Community Contributor
Future project landscape will ITM help to find its place.
The number of project ideas in the world has been consistently high for years. The number of sharp projects is increasing each quarter.
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UK£1.00
FV
31.8% undervalued
intrinsic discount
80.32%
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
about 1 month ago
author updated this narrative
Bath & Body Works
JU
julio
Community Contributor
BBWI VALUATION
Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.
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US$64.56
FV
55.6% undervalued
intrinsic discount
5.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
2 months ago
author updated this narrative
STMicroelectronics
CJ
cjimi
Community Contributor
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
Catalysts EV and renewable energy demand (SiC chips) Growth in AI, IoT, and automation Government incentives for chip production Assumptions Revenue Projection (5 Years) Estimate: ~$22-25 billion by 2029 Reasoning: Current revenue : ~$17 billion Annual growth rate : ~5-6% CAGR (historical + industry trend) Growth drivers : Electric Vehicles (EVs) → SiC demand surging IoT & AI expansion → Increased adoption in smart devices Automotive & industrial electronics → Rising semiconductor integration China market expansion → Key growth opportunity Where do you think earnings will be in 5 years time? and why?
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€34.65
FV
36.4% undervalued
intrinsic discount
9.00%
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
6 months ago
author updated this narrative
SentinelOne
ME
mehtomate
Community Contributor
Emerging quality company?
e
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US$24.60
FV
31.7% undervalued
intrinsic discount
23.23%
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
28 days ago
author updated this narrative
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