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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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GEO Group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Aging US Demand And Global Outsourcing Will Reshape Corrections Services
Key Takeaways Substantial growth potential from expanded ICE detention, electronic monitoring, and specialized rehabilitation services, supported by underutilized facilities and federal policy shifts. Diversifying internationally and leveraging public-private partnerships reduce US regulatory risks, expand market opportunities, and enhance revenue stability and margin visibility.
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US$45.00
FV
53.3% undervalued
intrinsic discount
24.08%
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
2 days ago
author updated this narrative
Verint Systems
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
AI And Cloud Trends Will Foster Digital Transformation
Key Takeaways Strong enterprise AI momentum and innovative cloud strategy position Verint for accelerated SaaS growth, market expansion, and enhanced profitability through network effects and platform stickiness. Deep industry integration, data compliance strengths, and an open platform fuel high-margin cross-sell opportunities, reduced churn, and sustained recurring revenue expansion.
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US$40.00
FV
51.3% undervalued
intrinsic discount
7.86%
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
Hillman Solutions
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Aging Housing And Omnichannel Demand Will Transform Distribution
Key Takeaways Accelerated supply chain shifts and tech-driven automation are set to boost margins, productivity, and provide a long-term cost advantage over competitors. Exclusive retailer partnerships and strong logistics position Hillman to capitalize on home improvement demand, recurring sales, and strengthen market share as industry consolidates.
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US$15.00
FV
35.0% undervalued
intrinsic discount
7.33%
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
PROG Holdings
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
AI And Gig Economy Will Drive Alternative Finance Amid Risks
Key Takeaways AI-driven underwriting and digital initiatives are set to structurally expand margins, reduce credit losses, and steadily improve long-term earnings power. Expanding demand from underserved consumers and growing acceptance of alternative financing will further accelerate revenue growth and market share gains.
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US$45.00
FV
25.8% undervalued
intrinsic discount
4.67%
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
CABO
Cable One
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Increasing Remote Work And IoT Will Drive Broadband Demand
Key Takeaways Digital transformation and integration efforts are set to unlock significant margin expansion, enabling more dynamic product launches and greater cost savings than expected. Strategic moves in premium offerings, mobile bundling, and targeted rural expansion position Cable One to drive stronger ARPU, revenue, and long-term customer growth.
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US$421.00
FV
63.4% undervalued
intrinsic discount
-1.90%
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
Tripadvisor
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Rising Global Middle Class And AI Will Fuel Travel Transformation
Key Takeaways Deeper integration, AI advancements, and direct booking expansion position Tripadvisor for accelerated marketplace growth, higher margins, and superior earnings compared to current expectations. Proprietary content and global brand strength give Tripadvisor a unique edge to capture surging travel demand, while operational efficiencies drive sustainable profit outperformance.
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US$24.70
FV
28.7% undervalued
intrinsic discount
8.79%
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
Semrush Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Accelerating Digital Transformation Will Expand MarTech Markets
Key Takeaways Accelerating growth in enterprise and AI segments, along with rapid adoption of new AI capabilities, signal long-term upside in profitability and core financial metrics. Strategic focus on high-value customers, innovation, and global expansion is expected to strengthen revenue diversity and drive durable improvement in margins.
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US$13.00
FV
42.1% undervalued
intrinsic discount
18.22%
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
2 days ago
author updated this narrative
Adient
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
EV Growth And Rising Middle-Class Will Boost Premium Interiors
Key Takeaways Aggressive operational improvements, higher-margin programs, and innovative seating tech position Adient for accelerated revenue and margin growth above current predictions. Strong OEM partnerships, sustainable manufacturing, and disciplined capital strategy support premium market positioning and robust, compounding earnings growth.
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US$52.45
FV
55.0% undervalued
intrinsic discount
2.32%
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
Edgewell Personal Care
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Hawaiian Tropic And Cremo Will Thrive On Rising Middle Class
Key Takeaways International strength, margin improvements from productivity, and modernized U.S. operations position Edgewell for outsized revenue and earnings growth despite macro headwinds. Digital expansion and favorable industry trends support sustained demand, higher margins, and long-term market share gains across diverse consumer segments.
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US$32.00
FV
28.3% undervalued
intrinsic discount
2.53%
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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