Global Weekly Picks

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

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

24.3% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.1% undervalued

8.72%

Revenue growth p.a.

New

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Jubilee Metals Group

AnalystLowTarget

Consensus Narrative from 2 Analysts

South African, Zambian Risks Will Persist Yet Recovery Will Emerge

Key Takeaways Exposure to regulatory, political, and infrastructure risks in key regions could lead to volatile costs and challenge both revenue growth and earnings stability. Heightened environmental compliance costs, supply dependency, and rising competition may pressure long-term profitability and restrict future topline growth.

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UK£0.07

58.4% undervalued

20.16%

Revenue growth p.a.

4 days ago

Objective

AnalystLowTarget

Consensus Narrative from 8 Analysts

Stiff Regulatory Hurdles And Fierce Global Competition Will Weaken Profitability

Key Takeaways Increased regulation, economic fragility, and reliance on government contracts threaten revenue stability, earnings growth, and margins. Heightened competition and geopolitical barriers may erode pricing power and limit international expansion and diversification.

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AU$7.90

146.7% overvalued

5.35%

Revenue growth p.a.

4 days ago

CarTrade Tech

AnalystLowTarget

Consensus Narrative from 7 Analysts

Rising Regulatory Pressures And Mobility Shifts Will Harm Auto Margins

Key Takeaways Disruptive shifts in digital sales, mobility models, and the EV transition threaten CarTrade Tech's core revenue streams and make future growth increasingly uncertain. Rising regulatory costs, crowded market dynamics, and undifferentiated expansion efforts risk sustained margin pressure and declining long-term profitability.

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₹1.08k

116.9% overvalued

15.52%

Revenue growth p.a.

4 days ago

Tracsis

AnalystLowTarget

Consensus Narrative from 3 Analysts

Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress

Key Takeaways Revenue volatility persists due to delayed infrastructure funding, challenging international growth, and heavy reliance on government rail reform timing. Rising competition and compliance costs threaten future margin improvements, despite growing demand for digital and analytics-driven transport solutions.

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UK£5.50

36.4% undervalued

1.90%

Revenue growth p.a.

4 days ago

RateGain Travel Technologies

AnalystLowTarget

Consensus Narrative from 8 Analysts

Rising Data Privacy Regulations And Hospitality Shifts Will Erode Value

Key Takeaways Exposure to hospitality and travel sector volatility and client consolidation threatens long-term revenue stability and bargaining power. Rising data privacy regulations and rapid AI-driven competition could erode product effectiveness, margins, and market share.

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₹450.00

8.8% overvalued

11.43%

Revenue growth p.a.

4 days ago

Woodside Energy Group

AnalystLowTarget

Consensus Narrative from 14 Analysts

Cost Overruns And Regulatory Crackdowns Will Torment Oil Prospects

Key Takeaways Structural demand shifts toward renewables and increased regulatory pressures threaten Woodside's revenue stability, profit margins, and ability to secure new project approvals. High exposure to costly fossil fuel projects, underinvestment in renewables, and growing stakeholder scrutiny heighten financial and strategic risks amid the global energy transition.

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AU$23.34

14.7% overvalued

-3.96%

Revenue growth p.a.

4 days ago

Next 15 Group

AnalystLowTarget

Consensus Narrative from 5 Analysts

Automation And Regulatory Risks Will Compress Margins Though Loyalty Continues

Key Takeaways Industry-wide adoption of AI and automation may lead to service commoditization, price pressure, and challenges in sustaining revenue growth and profitability. Operational complexity from acquisitions and talent competition could weaken efficiency, compress margins, and erode agency relevance amid evolving client and regulatory landscapes.

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UK£3.29

19.5% undervalued

-13.86%

Revenue growth p.a.

4 days ago

Waterdrop

AnalystLowTarget

Consensus Narrative from 4 Analysts

China's Aging Population And Rising Regulations Will Constrain Future Profitability

Key Takeaways Stricter regulations and rising compliance costs, coupled with demographic challenges, threaten Waterdrop's profitability and long-term revenue potential. Competition and evolving policies in insurtech and crowdfunding will increase customer acquisition costs and limit diversification opportunities.

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US$1.36

34.9% overvalued

12.01%

Revenue growth p.a.

4 days ago

Safehold

AnalystLowTarget

Consensus Narrative from 10 Analysts

Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief

Key Takeaways Exposure to macro uncertainty, sector headwinds, and evolving regulations threatens consistent revenue, origination pace, and long-term earnings stability. Ground lease model and inflation-linked cash flows attract investors but face risks from rising funding costs and slow expansion into secondary markets.

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US$16.00

3.8% undervalued

0.62%

Revenue growth p.a.

4 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

South African, Zambian Risks Will Persist Yet Recovery Will Emerge

Stiff Regulatory Hurdles And Fierce Global Competition Will Weaken Profitability

Rising Regulatory Pressures And Mobility Shifts Will Harm Auto Margins

Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress

Rising Data Privacy Regulations And Hospitality Shifts Will Erode Value

Cost Overruns And Regulatory Crackdowns Will Torment Oil Prospects

Automation And Regulatory Risks Will Compress Margins Though Loyalty Continues

China's Aging Population And Rising Regulations Will Constrain Future Profitability

Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

South African, Zambian Risks Will Persist Yet Recovery Will Emerge

Stiff Regulatory Hurdles And Fierce Global Competition Will Weaken Profitability

Rising Regulatory Pressures And Mobility Shifts Will Harm Auto Margins

Delays And Rivalry Will Restrict Rail Digitization Yet Spur Progress

Rising Data Privacy Regulations And Hospitality Shifts Will Erode Value

Cost Overruns And Regulatory Crackdowns Will Torment Oil Prospects

Automation And Regulatory Risks Will Compress Margins Though Loyalty Continues

China's Aging Population And Rising Regulations Will Constrain Future Profitability

Uncertainty Will Constrain Multifamily Leasing But Inflation Hedges Offer Relief

Value any company in seconds

Popular companies