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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
users have commented on this narrative
11
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New
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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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
5.0% 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
1
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Calfrac Well Services
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Low-Emissions Fleets And Argentina Expansion Will Unlock Demand Amid Uncertainty
Key Takeaways Accelerated fleet modernization and geographic expansion, especially in Argentina, could drive significant gains in margins, contract wins, and regional growth beyond current expectations. Investments in low-emission equipment and flexible operations position Calfrac for enhanced customer retention and outperformance amid rising industry standards and global energy demand.
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CA$5.00
FV
26.6% undervalued
intrinsic discount
-6.19%
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
4 days ago
author updated this narrative
Megaworld
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Integrated Sustainable Townships Will Energize Philippine Urban Development
Key Takeaways Aggressive expansion, premium market focus, and disciplined project execution position Megaworld for revenue and profit growth outpacing industry expectations. Integrated township strategy and strong regional project pipeline enable recurring high-margin income and leadership in fast-growing real estate segments.
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₱3.34
FV
38.0% undervalued
intrinsic discount
4.23%
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
4 days ago
author updated this narrative
Solaria Energía y Medio Ambiente
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Climate Trends Will Drive Iberian Solar Expansion
Key Takeaways Rapid expansion in data centers, real estate, and battery storage could exceed expectations, accelerating revenue growth and boosting margins beyond current analyst forecasts. Vertical integration and high-quality contracts position Solaria to capture significant market share, ensure stable earnings, and benefit from clean energy demand and regulatory support.
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€18.01
FV
33.9% undervalued
intrinsic discount
16.83%
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
4 days ago
author updated this narrative
TF1
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Ongoing Digitization And Local Content Will Expand Media Audiences
Key Takeaways TF1+ is poised for strong digital revenue and margin growth, driven by rising user engagement, successful monetization strategies, and premium content partnerships. Market leadership in localized French content and advanced ad technology positions TF1 to sustain long-term growth amid rising industry competition and shifting advertiser demand.
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€13.50
FV
36.8% undervalued
intrinsic discount
3.21%
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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4 days ago
author updated this narrative
Flywire
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Payments And Cross-Border Education Will Open Global Markets
Key Takeaways Flywire's Sertifi acquisition, AI enhancements, and global expansion position it for rapid multi-vertical, high-margin growth and significant competitive moat in the payments industry. Regulatory barriers and digital transformation trends grant Flywire long-term pricing power, recurring revenue strength, and a path to industry leadership in enterprise and healthcare payments.
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US$18.00
FV
35.2% undervalued
intrinsic discount
17.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Marshalls
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
UK Urbanisation And Green Building Will Fuel Market Demand
Key Takeaways Portfolio simplification, new leadership, and innovative trading agreements position Marshalls for faster-than-expected revenue and margin growth, particularly via Viridian Solar's international expansion. Strong alignment with green infrastructure investment and sustainability trends gives Marshalls a competitive edge in premium product lines, driving margin leadership and market share gains.
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UK£4.20
FV
51.9% undervalued
intrinsic discount
5.62%
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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4 days ago
author updated this narrative
Kinross Gold
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Persistent Inflation And ESG Focus Will Secure Robust Gold Markets
Key Takeaways Strong project developments and expanding resource bases are expected to significantly boost production, extend mine life, and enhance operating margins. Robust financials, sector-leading ESG performance, and rising gold demand position Kinross for sustained shareholder returns and improved market valuation.
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CA$34.36
FV
23.3% undervalued
intrinsic discount
6.64%
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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4 days ago
author updated this narrative
São Martinho
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Clean Energy Trends Will Drive Sugarcane Ethanol Expansion
Key Takeaways Expansion in corn ethanol capacity, operational improvements, and advanced crop strategies position São Martinho for significant, sustained margin and earnings growth above industry peers. Early adoption of sustainable technologies and industry consolidation trends provide recurring revenue streams and enhanced market power, supporting long-term competitiveness and premium pricing.
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R$40.00
FV
58.6% undervalued
intrinsic discount
6.79%
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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4 days ago
author updated this narrative
Hostelworld Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Monetizable Social Features Will Capture Global Youth Travel
Key Takeaways Rapid expansion of social features and increased commission rates could enable higher-than-expected margin and revenue growth through enhanced user adoption and cross-selling. Strong balance sheet and aggressive capital deployment empower consolidation and expansion, positioning Hostelworld to lead in the youth and budget travel sectors globally.
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UK£2.36
FV
52.5% undervalued
intrinsic discount
12.57%
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
4 days ago
author updated this narrative
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