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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
8
users have commented on this narrative
51
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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Cinemark Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Urbanization And Premium Formats Will Shape Vibrant Multiplex Communities
Key Takeaways Focus on premium experiences and enhanced concessions is boosting margins and per-patron earnings, while urban growth supports higher theater revenue. Expansion of loyalty programs and strong box office trends are driving customer retention and supporting stable, recurring revenue growth.
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US$37.00
FV
29.5% undervalued
intrinsic discount
10.56%
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
26 days ago
author updated this narrative
Alaska Air Group
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Domestic Travel Trends And Digital Upgrades Will Shape Premium Travel
Key Takeaways Expansion into key leisure, business, and premium markets, plus integration of Hawaiian Airlines, is boosting revenue growth, margins, and network connectivity. Investments in digital innovation and fleet modernization are improving cost efficiency, customer loyalty, and revenue diversification beyond ticket sales.
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US$81.04
FV
29.2% undervalued
intrinsic discount
10.83%
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
26 days ago
author updated this narrative
Rayonier
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Decarbonization And Urbanization Will Reshape Timber Amid Challenges
Key Takeaways Growing demand for decarbonization and new real estate monetization strategies are creating higher-margin revenue streams, supporting future earnings growth and land value appreciation. Strategic capital redeployment and tech-driven forest management are improving operational efficiency, enhancing cash flow, and maximizing shareholder value through targeted investments and buybacks.
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US$37.67
FV
30.6% undervalued
intrinsic discount
-29.07%
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
26 days ago
author updated this narrative
California Resources
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
California Population Surge And Carbon Capture Will Unlock New Horizons
Key Takeaways Expansion into carbon capture and storage, supported by major partnerships and regulatory tailwinds, positions CRC for strong revenue growth insulated from oil market cycles. Integrated power generation with CCS and merger-driven cost savings enable high-margin revenue streams, margin expansion, and stable cash flow for shareholder returns.
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US$64.00
FV
24.6% undervalued
intrinsic discount
2.50%
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
26 days ago
author updated this narrative
META
Meta Platforms
AN
AnalystHighTarget
Consensus Narrative from 61 Analysts
Increased Global Digitization And AI Investments Will Expand Digital Commerce
Key Takeaways Expansion of AI capabilities and messaging monetization is unlocking new, high-margin revenue streams and more personalized user experiences. Growth in user base and digital ad demand, especially in emerging markets, fuels sustained long-term revenue and earnings potential.
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US$908.35
FV
15.5% undervalued
intrinsic discount
17.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
26 days ago
author updated this narrative
Life Time Group Holdings
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urban And Digital Trends Will Drive Holistic Wellness Expansion
Key Takeaways Expansion into urban and suburban markets and new living and working concepts is broadening the customer base and supporting enduring revenue growth. Focus on digital platforms and high-margin wellness services is increasing member engagement, revenues, and profit margins while reducing member turnover.
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US$45.00
FV
37.3% undervalued
intrinsic discount
12.42%
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
26 days ago
author updated this narrative
Olin
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Global Urbanization And Electrification Will Expand Specialty Chemicals Markets
Key Takeaways Strategic expansion in PVC, specialty epoxies, and military ammunition positions Olin to benefit from global infrastructure, electrification, and defense trends. Focus on pricing power, operating flexibility, and cost reductions boosts margins, cash flow, and capacity for growth investments and shareholder returns.
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US$29.33
FV
27.4% undervalued
intrinsic discount
6.11%
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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26 days ago
author updated this narrative
Hexcel
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Global Air Travel And Decarbonization Will Drive Composite Demand
Key Takeaways Accelerating demand for advanced composites in commercial and defense aerospace positions Hexcel for sustained revenue growth, margin expansion, and reduced earnings volatility. Strong supplier relationships, existing capacity, and operational efficiencies enable further gains in profitability as aircraft production volumes recover and grow.
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US$71.00
FV
13.3% undervalued
intrinsic discount
12.94%
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
26 days ago
author updated this narrative
TAL Education Group
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
China's Urbanization And AI Integration Will Elevate Digital Education
Key Takeaways Expansion into enrichment learning centers and integration of AI-driven tools positions the company for increased enrollment, digital adoption, and improved operating efficiency. Diversifying into STEAM and international programs, alongside brand-building and omnichannel strategies, supports higher-margin growth and greater market share in a consolidating industry.
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US$14.90
FV
26.2% undervalued
intrinsic discount
33.21%
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
26 days ago
author updated this narrative
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