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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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Safehold
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urbanization And Densification Will Expand Ground Lease Market Opportunities
Key Takeaways Rapid expansion in multifamily and affordable housing, combined with strong origination capacity, is set to drive sustained revenue growth and recurring cash flows. Data-driven underwriting, portfolio scale, and increased institutional adoption of ground leases enhance margins, returns, and long-term valuation potential.
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US$28.00
FV
45.5% undervalued
intrinsic discount
9.03%
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
2 days ago
author updated this narrative
Studio Dragon
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Global Streaming Ascendancy Will Empower Korean Drama Franchises
Key Takeaways Accelerated international platform expansion, drama localization, and entry into new markets position Studio Dragon for significant high-margin global revenue and IP monetization upside. Increasing cost-plus and pre-sold contracts with global platforms enables high margin visibility, while diversification beyond drama supports resilient, structurally higher long-term net margins.
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₩71.00k
FV
35.3% undervalued
intrinsic discount
25.22%
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
2 days ago
author updated this narrative
Unity Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Accelerating Digital Demand Will Expand Fiber Infrastructure Nationwide
Key Takeaways AI infrastructure growth, hyperscaler demand, and rural fiber dominance are set to significantly boost recurring revenues and strengthen Uniti's competitive positioning versus urban peers. A streamlined capital structure and reduced financing costs will enable transformative balance sheet improvements, accelerating free cash flow and supporting substantial margin expansion.
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US$14.93
FV
57.3% undervalued
intrinsic discount
53.83%
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
2 days ago
author updated this narrative
Ithaca Energy
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Asset Consolidation And Digital Efficiency Will Secure North Sea Value
Key Takeaways Consolidation of core assets, superior production efficiency, and minimal integration risk are set to enhance growth, cash flow stability, and profit margins. Strategic drilling and a strong North Sea gas position secure resilient revenues and sustained long-term demand despite wider industry challenges.
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UK£2.02
FV
11.7% undervalued
intrinsic discount
9.03%
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
2 days ago
author updated this narrative
SiriusPoint
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Climate Shifts And Digital Trends Will Redefine Risk Transfer
Key Takeaways SiriusPoint's disciplined underwriting, specialty focus, and expanding MGA partnerships position it for stronger revenue and margin outperformance than current market expectations. Strategic premium mix shifts and undervalued MGA assets create both stable growth and flexible capital deployment for high-return opportunities, enhancing shareholder value.
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US$30.00
FV
39.1% undervalued
intrinsic discount
8.72%
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
2 days ago
author updated this narrative
Minerva
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Growing Middle Class And Urbanization Will Drive Premium Beef Demand
Key Takeaways Rapid synergy realization and operational efficiency are set to drive outperformance in earnings, margin resilience, and cash flow ahead of initial expectations. Strategic geographic diversification and emphasis on premium, sustainable products position Minerva for durable growth and industry-leading profitability despite market and geopolitical volatility.
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R$8.84
FV
44.5% undervalued
intrinsic discount
13.72%
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
2 days ago
author updated this narrative
Whirlpool of India
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Urban Migration And Smart Homes Will Spur Appliance Demand
Key Takeaways Margin expansion is driven by cost initiatives, capacity growth, and autonomy, enabling strong operational efficiency and greater strategic investment flexibility. Broad-based market share gains and premium, innovative products position Whirlpool to lead as Indian appliance ownership and digital adoption rapidly accelerate.
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₹2.00k
FV
37.8% undervalued
intrinsic discount
14.94%
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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2 days ago
author updated this narrative
NOTE
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital And Contactless Payments Will Drive Secure Cash Management Worldwide
Key Takeaways Expanding digital payments and rising regulatory demands are fueling resilient demand for NOTE's secure transaction and authentication solutions, supporting strong revenue momentum. Advanced automation and a shift to software-based, recurring revenue streams are enabling industry-leading margins and setting the stage for sustainable outperformance.
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SEK 210.00
FV
12.1% undervalued
intrinsic discount
10.41%
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
2 days ago
author updated this narrative
Secure Trust Bank
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Transformation And Demographic Shifts Will Fuel Sustainable Lending
Key Takeaways Strong digitalization and operational efficiency are set to propel revenue, margins, and market share well above consensus expectations. Niche positioning and integrated ESG focus enable outsized gains from industry shifts, attracting lucrative new customer segments and diversifying income streams.
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UK£21.70
FV
47.2% undervalued
intrinsic discount
24.91%
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
2 days ago
author updated this narrative
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