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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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SES AI
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
EV And Decarbonization Trends Will Drive Advanced Battery Demand
Key Takeaways Proprietary AI-driven technology and industry-leading battery data give SES AI a durable competitive edge, enabling innovative solutions and premium pricing across growing electrification markets. Integration of key acquisitions and disciplined execution position SES AI to aggressively expand market share and rapidly scale recurring, high-margin revenue streams.
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US$2.00
FV
46.0% undervalued
intrinsic discount
173.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
8x8
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Transformation And AI Will Drive Cloud Communications Demand
Key Takeaways Accelerating product adoption, cross-selling, and an API-driven platform position 8x8 for sustained revenue growth, industry outperformance, and market share gains. Strong operating discipline and global expansion support robust margins, recurring revenue, and resilience against regulatory and macroeconomic challenges.
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US$3.00
FV
38.7% undervalued
intrinsic discount
1.37%
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
1 day ago
author updated this narrative
Kaltura
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Hybrid Work And Digital Learning Will Unlock New Opportunities
Key Takeaways Rapid AI-driven growth, expanded vertical reach, and record customer metrics position Kaltura for sustained revenue acceleration, higher retention, and outsized subscription expansion. Operational efficiencies and strategic market wins set the stage for significant margin improvement, robust profitability, and reliable long-term recurring revenue streams.
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US$4.00
FV
63.2% undervalued
intrinsic discount
4.57%
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
1 day ago
author updated this narrative
Personalis
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Declining Sequencing Costs Will Unlock Precision Oncology Growth
Key Takeaways Personalis' platform and innovation position it for dominant market share, accelerating revenue growth, and sustained clinical adoption as reimbursement and new markets unlock scale. Expanding into high-margin informatics with AI-driven analytics enables ongoing margin improvement and recurring revenue, reducing reliance on biopharma cycles.
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US$9.00
FV
48.9% undervalued
intrinsic discount
25.96%
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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1 day ago
author updated this narrative
BARK
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
E-commerce And Pet Humanization Will Unlock A Vibrant Future
Key Takeaways Expanding premium products and retail partnerships, along with strong brand initiatives, position BARK for accelerated revenue growth and heightened segment profitability. Operational efficiencies and a mission-driven approach enhance customer loyalty, drive recurring revenue, and improve long-term earnings potential.
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US$3.00
FV
73.0% undervalued
intrinsic discount
1.93%
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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1 day ago
author updated this narrative
Zevia PBC
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Clean Label Trends Will Drive Health Beverage Expansion
Key Takeaways Strong brand momentum and expansion into new channels position Zevia for accelerated growth and increased market share versus established competitors. Product innovation, clean ingredients, and favorable regulatory trends are expected to drive premium pricing and higher margins, surpassing current market expectations.
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US$6.00
FV
51.5% undervalued
intrinsic discount
7.31%
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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1 day ago
author updated this narrative
Valens Semiconductor
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Electric Vehicles And IoT Will Drive High-Speed Chipset Adoption
Key Takeaways Valens's expanding OEM partnerships and industry endorsements suggest its technology could attain mass-market adoption, accelerating revenue and margin growth ahead of consensus expectations. Its strong technological differentiation, IP position, and financial flexibility provide durable competitive advantages, enabling entry into new markets and supporting predictable, high-quality recurring earnings.
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US$5.00
FV
57.8% undervalued
intrinsic discount
24.30%
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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1 day ago
author updated this narrative
BlackSky Technology
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Gen-3 And Arrow Constellations Will Capture Accelerating Secular Tailwinds
Key Takeaways Gen-3 satellite adoption and AI-driven platforms are accelerating revenue growth and margins beyond expectations, positioning BlackSky as a clear industry leader. Vertical integration, expanding global demand, and critical infrastructure status are driving strong backlog growth, operating leverage, and potential market dominance across key segments.
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US$31.00
FV
41.4% undervalued
intrinsic discount
30.90%
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
1 day ago
author updated this narrative
REGENXBIO
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Pipeline Launches And Demographic Trends Will Drive Broad Gene Adoption
Key Takeaways The company's advanced manufacturing and strong pipeline provide significant upside for margin expansion, rapid commercialization, and durable revenue growth beyond analyst expectations. Growing opportunities in personalized medicine and technology out-licensing could drive high-margin, recurring income streams and sustain long-term earnings growth.
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US$51.93
FV
83.0% undervalued
intrinsic discount
49.45%
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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1 day ago
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