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

23.6% 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

23.7% 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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Inter & Co

AnalystLowTarget

Consensus Narrative from 10 Analysts

Regulatory Tightening And Competition Will Undermine Prospects Despite Network Effects

Key Takeaways Rising regulatory costs and macroeconomic instability threaten profitability by driving up compliance expenses and loan-loss provisions, diminishing Inter & Co's branchless banking advantage. Intensifying competition and service commoditization pressure margins and engagement, challenging Inter & Co's ability to defend market share and sustain topline growth.

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US$5.31

51.8% overvalued

31.04%

Revenue growth p.a.

2 days ago

Betterware de MéxicoP.I. de

AnalystLowTarget

Consensus Narrative from 2 Analysts

Rising Pricing And Supply Chain Risks Will Erode Margins

Key Takeaways Rising competition from global e-commerce and discount retailers threatens Betterware's margins and challenges the sustainability of its direct sales model. Demographic shifts, regulatory risks, and supply chain disruptions may constrain long-term top-line growth and pressure earnings.

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US$14.98

13.6% undervalued

6.54%

Revenue growth p.a.

2 days ago

MINISO Group Holding

AnalystLowTarget

Consensus Narrative from 14 Analysts

Digital Shift And Rising Costs Will Hinder Offline Retail

Key Takeaways Rising online shopping and digital habits threaten long-term revenue growth and in-store traffic for MINISO's chiefly offline retail model. Expanding internationally amid supply chain, cost, and brand challenges risks earnings volatility, pressure on margins, and weakened market differentiation.

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US$17.37

13.6% overvalued

17.59%

Revenue growth p.a.

2 days ago

Kanzhun

AnalystLowTarget

Consensus Narrative from 21 Analysts

China's Aging Population And Rising Oversight Will Hamper Long-Term Performance

Key Takeaways Demographic decline, regulatory pressures, and domestic market concentration threaten future growth, revenue stability, and long-term earnings potential. Rising competition, evolving AI solutions, and shifting user preferences risk eroding market relevance, pricing power, and user engagement.

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US$15.85

34.8% overvalued

10.82%

Revenue growth p.a.

2 days ago

NIBE Industrier

AnalystLowTarget

Consensus Narrative from 11 Analysts

Cost Inflation And Rising Trade Barriers Will Erode Margins

Key Takeaways Heightened cost pressures, regulatory burdens, and global market shifts threaten NIBE's margins, organic growth, and earnings stability. Intensifying competition and acquisition risks may erode profitability, disrupt expansion, and increase operational challenges over time.

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SEK 24.49

85.4% overvalued

3.76%

Revenue growth p.a.

2 days ago

Lotus Bakeries

AnalystLowTarget

Consensus Narrative from 7 Analysts

Growing Regulatory Burdens Will Undermine Fragile Market Share

Key Takeaways Shifting consumer preferences and tighter health regulations are forcing a move away from profitable core products, threatening long-term growth and profitability. Heavy dependence on Biscoff and escalating supply chain, compliance, and sustainability costs expose the company to increased risks and tighter margins.

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€6.80k

20.0% overvalued

8.09%

Revenue growth p.a.

2 days ago

Indus Towers

AnalystLowTarget

Consensus Narrative from 22 Analysts

Rising Costs And Shifting Demand Will Undermine Revenues In India

Key Takeaways Evolving wireless technologies and alternative connectivity solutions threaten to reduce demand for traditional tower infrastructure, putting long-term core revenues at risk. Rising operating costs, regulatory-driven capex, and heavy reliance on a few telecom partners create persistent margin pressures and heightened earnings uncertainty.

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₹300.00

11.0% overvalued

4.17%

Revenue growth p.a.

2 days ago

Shree Cement

AnalystLowTarget

Consensus Narrative from 40 Analysts

Increasing Environmental Pressures And Overexpansion Will Undermine Margins

Key Takeaways Rising sustainability standards and alternative materials threaten traditional cement demand, risking lost market share and lower growth prospects. Increasing regulations, cost pressures, and industry overcapacity could compress margins and erode the company's historical competitive advantages.

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₹22.98k

32.3% overvalued

4.78%

Revenue growth p.a.

2 days ago

NIO

AnalystLowTarget

Consensus Narrative from 23 Analysts

Rising Global Tariffs Will Worsen EV Expansion Challenges

Key Takeaways Threats from protectionism, subsidy reductions, and intensified competition could limit NIO's international growth and put downward pressure on margins and demand. High R&D and infrastructure spending, along with inventory risks from a new sales model, jeopardize NIO's path to sustainable profitability.

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US$3.00

60.1% overvalued

14.22%

Revenue growth p.a.

2 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

Regulatory Tightening And Competition Will Undermine Prospects Despite Network Effects

Rising Pricing And Supply Chain Risks Will Erode Margins

Digital Shift And Rising Costs Will Hinder Offline Retail

China's Aging Population And Rising Oversight Will Hamper Long-Term Performance

Cost Inflation And Rising Trade Barriers Will Erode Margins

Growing Regulatory Burdens Will Undermine Fragile Market Share

Rising Costs And Shifting Demand Will Undermine Revenues In India

Increasing Environmental Pressures And Overexpansion Will Undermine Margins

Rising Global Tariffs Will Worsen EV Expansion Challenges

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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

Regulatory Tightening And Competition Will Undermine Prospects Despite Network Effects

Rising Pricing And Supply Chain Risks Will Erode Margins

Digital Shift And Rising Costs Will Hinder Offline Retail

China's Aging Population And Rising Oversight Will Hamper Long-Term Performance

Cost Inflation And Rising Trade Barriers Will Erode Margins

Growing Regulatory Burdens Will Undermine Fragile Market Share

Rising Costs And Shifting Demand Will Undermine Revenues In India

Increasing Environmental Pressures And Overexpansion Will Undermine Margins

Rising Global Tariffs Will Worsen EV Expansion Challenges

Value any company in seconds

Popular companies