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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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Ulta Beauty
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future
Key Takeaways Expanding brand offerings and digital enhancements are key to driving growth through increased customer engagement and revenue. Cost optimization and operational efficiencies aim to boost margins and long-term profitability.
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US$507.95
FV
2.6% overvalued
intrinsic discount
4.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
4 days ago
author updated this narrative
Trip.com Group
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Promoting Inbound Travel And Rural Revitalization In China Will Support Sustainable Long-Term Growth
Key Takeaways AI-driven travel tools enhance user engagement, boosting customer acquisition and revenue growth through personalized service experiences. Strategic capital returns and market expansion strengthen financial health, attract shareholders, and diversify revenue in growth markets, enhancing net margins.
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US$76.53
FV
18.5% undervalued
intrinsic discount
13.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
WEC Energy Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Data Centers And Renewables Will Drive Future Energy Infrastructure
Key Takeaways Surging power demand and grid modernization efforts position WEC for sustained top-line and earnings growth, supported by infrastructure investments and a favorable regulatory environment. Accelerated investment in renewables and battery storage secures long-term benefits from the energy transition and strengthens regulated earnings as decarbonization intensifies.
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US$109.65
FV
2.1% undervalued
intrinsic discount
4.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Church & Dwight
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
E-commerce And Consumer Health Trends Will Expand Global Reach
Key Takeaways E-commerce growth and strong consumer demand in health and wellness categories are boosting margins, supporting sustained revenue and earnings momentum. Innovation, new product launches, and strategic acquisitions are driving higher market penetration and international diversification, strengthening future growth prospects.
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US$100.05
FV
7.6% undervalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
CBRE Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
60% Resilience And M&A Will Forge Future Success
Key Takeaways Strategic realignment, resilient business focus, and integration of acquisitions enhance growth, margins, and operational synergies, driving stable revenue despite market uncertainties. Strong cash flow supports aggressive investments, M&A, and share repurchases, promising EPS growth and increased shareholder value amid favorable market conditions.
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US$162.64
FV
2.3% undervalued
intrinsic discount
9.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Tractor Supply
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Diversified Supply Chains And PetRx Integration Will Secure Future Success
Key Takeaways Diversifying the supply chain away from China may improve margins and earnings, mitigating tariff impacts. Strong demand and strategic initiatives like PetRx integration could drive customer engagement, boosting revenue and margins.
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US$62.59
FV
3.4% undervalued
intrinsic discount
7.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
Delta Air Lines
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Long-Term MRO Partnership And Cost Management Will Secure Future Success
Key Takeaways Delta's strategy includes maintaining flat capacity growth and aligning supply with demand, positively impacting net margins through cost management. Emphasizing premium services and strategic partnerships supports revenue resilience and growth, enhancing market differentiation and customer loyalty.
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US$65.87
FV
8.5% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
4 days ago
author updated this narrative
Edison International
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Electrification And Grid Modernization Will Expand Potential Amid Wildfire Exposures
Key Takeaways Decarbonization policies and electrification trends drive long-term grid demand, enabling revenue growth and large-scale investment opportunities for grid modernization and renewables. Regulatory advances in wildfire risk and rate recovery reduce liabilities, support stable cash flows, and enhance long-term earnings and dividend prospects.
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US$66.02
FV
15.9% undervalued
intrinsic discount
5.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
4 days ago
author updated this narrative
Cardinal Health
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Pharmaceutical Demand And Automation Will Expand Distribution Reach
Key Takeaways Growth in pharmaceuticals and specialty distribution is driven by demographic trends, with diversification into specialty and home healthcare strengthening future earnings potential. Efficiency gains from automation and portfolio optimization are expected to improve margins, cash flow, and profit resilience amid ongoing healthcare industry changes.
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US$180.46
FV
17.1% undervalued
intrinsic discount
8.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
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