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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
1
users have commented on this narrative
39
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
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narrative
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META
Meta Platforms
BA
Bailey
Equity Analyst
Reality Labs Will Be A Costly And Unfruitful Bet, Impacting Earnings Power
Key Takeaways Reality Labs will continue to see underwhelming active user numbers despite unit sales growth Metaverse software like Horizon Worlds will struggle to take off due to concerns of an overly digital modern world Developer support for Metaverse apps will remain weak New user data measures will impact targeted advertising effectiveness Cost of revenue will increase on ad-related revenue streams due to a switch to AI Apps like Instagram and Facebook will begin to see a plateau in user growth in the US and Europe Catalysts Reality Labs & The Metaverse Is A High-Cost Bet with Diminishing Returns The company formerly known as Facebook took an undeniably ambitious leap into the future with its transformation into a metaverse-focused company. The strategic realignment was so significant, that the company decided to abandon the name it was known throughout the world as to now be known as Meta Platforms.
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US$527.02
FV
48.4% overvalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
3
users have commented on this narrative
16
users have followed this narrative
11 months ago
author updated this narrative
Burberry Group
US
User
Community Contributor
Load Up on $BRBY - Mid/Longterm
Investing in Burberry Group plc ($BRBY) currently offers several compelling advantages, especially when considering its brand value, long-term outlook, and potential for passive income. Here are five reasons, supported by recent financial metrics: 1.
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UK£4.39
FV
152.6% overvalued
intrinsic discount
-1.39%
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
PATL
Patria Logistica Fundo De Investimento Imobiliario
SA
SandroM
Community Contributor
NOK - Desconto bom, boa geracao de renda, localizacao ruim, mono-inquilino, RG atrasado.
Take away: Desconto bom, boa geracao de renda, porem localizacao dos imovies, monoinquilino nos imoveis de Jundia e relatorio gerencial atrasado fazem com que esse fundo nao atenda os criterios minimos para investimento. O Fundo tem por objetivo a obtenção de renda e eventual ganho de capital, a serem obtidos mediante investimento de, no mínimo, 2/3 do seu PL: (i) diretamente, mediante a aquisição de imóveis logísticos ou industriais, construídos ou em construção localizados no território nacional, e/ou direitos reais sobre tais imóveis, (b) cotas de FIIs, que invistam no mínimo 2/3 do seu PL em Imóveis, de forma direta ou de forma indireta, por meio da aquisição de SPE que invista em Imóveis; (c) cotas de FIPs, que invistam em SPE que tenha por objeto investir em Imóveis; (d) CRIs, e (e) outros valores mobiliários 22-09-2024 Preco: OK - desconto de 38%.
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R$98.34
FV
43.4% 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
11 months ago
author updated this narrative
SSF Home Group Berhad
ON
Ontological
Community Contributor
Cozy Comfort for a Portfolio-SSF Home Group Bhd
Catalysts 1. SSF Home Group Berhad (Bursa Malaysia: 0287) listed on the Bursa Malaysia 12 October 2023 2.
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RM 0.48
FV
18.8% undervalued
intrinsic discount
20.00%
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
8 months ago
author updated this narrative
Roche Holding
BA
bazza
Community Contributor
Roche Holding will see a 4.2576% revenue growth shaking the market
Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.
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CHF 302.06
FV
17.2% undervalued
intrinsic discount
5.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 months ago
author updated this narrative
Advanced Micro Devices
YI
yiannisz
Community Contributor
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.
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US$200.00
FV
9.5% undervalued
intrinsic discount
15.01%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
9 months ago
author updated this narrative
Dolly Varden Silver
RO
RockeTeller
Community Contributor
Silver at $100/oz
Dolly Varden Silver: Valuation and Potential Analysis Key Metrics: Resource Estimate: Dolly Varden: 50M oz silver (300 gpt). Homestake Ridge: 1M oz gold (4.5 gpt) + 20M oz silver.
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CA$20.00
FV
75.3% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
2
users have commented on this narrative
5
users have followed this narrative
8 months ago
author updated this narrative
AT&T
GO
Goran_Damchevski
Equity Analyst
Stabilization And Incremental Progress Will Unlock Value
Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.
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US$32.12
FV
10.5% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
12
users have followed this narrative
about 1 year ago
author updated this narrative
Spotify Technology
RI
Richard_Bowman
Equity Analyst and Writer
Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows
Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.
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US$222.00
FV
214.6% overvalued
intrinsic discount
17.45%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
11 months ago
author updated this narrative
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