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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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Limoneira
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Precision Agriculture Will Unlock Global Healthy Produce Markets
Key Takeaways Strategic partnerships, technological innovation, and an integrated supply chain position Limoneira to outperform peers in efficiency, margin growth, and global market reach. Early avocado productivity, asset monetization, and strengthened financial flexibility accelerate growth opportunities and enable rapid response to surging demand and industry consolidation.
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US$31.00
FV
50.4% undervalued
intrinsic discount
-9.44%
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
NewtekOne
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Online Banking And Lending Will Redefine SMB Financial Services
Key Takeaways Accelerating digital adoption and integrated services position NewtekOne to capture a dominant share of small business customers, driving exceptional recurring revenue growth and client retention. First-mover scale in tech-driven business lending enables NewtekOne to shape industry standards and achieve superior margins despite rising competition and consolidation.
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US$18.30
FV
34.3% undervalued
intrinsic discount
-4.56%
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
Denny's
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Trends And Demographic Tailwinds Will Spark All-Day Dining
Key Takeaways Digital enhancements, loyalty platform, and menu innovation are expected to drive higher traffic, larger check sizes, and sustained margin expansion. Accelerated cost-saving measures, off-premise growth, and Keke's market expansion position the company for robust profitability and lower operating risk.
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US$6.00
FV
31.5% undervalued
intrinsic discount
4.93%
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
Aviat Networks
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
5G And IoT Trends Will Power Sustainable Wireless Backhaul
Key Takeaways Integration of recent acquisitions and expansion of software-driven solutions are driving margin gains, recurring revenue, and a shift to more visible, stable earnings streams. Flexible manufacturing and disciplined cost management position the company to win U.S.-centric contracts and sustain strong profit growth despite macro disruptions.
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US$42.00
FV
48.7% undervalued
intrinsic discount
5.70%
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
Manitowoc Company
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Renewables Will Drive Heavy Lifting Amid Supply Risks
Key Takeaways Expanding service capabilities and advanced asset tracking promise higher recurring, high-margin revenue and enhanced earnings stability across economic cycles. Global infrastructure growth and demand for specialized cranes position Manitowoc for sustained market share gains, premium pricing, and elevated revenue momentum.
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US$16.00
FV
42.9% undervalued
intrinsic discount
4.43%
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
Resources Connection
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Remote Work And AI Will Unlock Global Opportunities
Key Takeaways Strategic cross-border focus and digital transformation investments position RGP to capture sustained, premium growth as global client demand for high-value expertise accelerates. Deepening client relationships, recurring contracts, and disciplined capital allocation could significantly boost revenue visibility, profitability, and long-term shareholder returns.
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US$15.00
FV
69.1% undervalued
intrinsic discount
3.78%
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
Concrete Pumping Holdings
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Accelerating Urbanization And Government Initiatives Will Boost Construction Demand
Key Takeaways Strong infrastructure spending and delayed project backlogs may drive sustained outsized revenue and margin growth as market conditions improve. Industry labor shortages and new building technologies favor the company's specialized services, enabling greater pricing power and long-term profitability.
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US$8.00
FV
15.1% undervalued
intrinsic discount
0.46%
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
Voyager Therapeutics
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Gene Therapy Advances Will Unlock Neurodegenerative Markets
Key Takeaways Innovative gene therapy platforms and a growing pipeline position Voyager for long-term growth and expanded partnership opportunities in neurodegenerative disease treatment. Advancing clinical programs and industry partnerships enhance de-risking, commercial prospects, and recurring revenue streams as regulatory and market acceptance rises.
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US$28.93
FV
87.1% undervalued
intrinsic discount
47.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
2 days ago
author updated this narrative
Lovesac
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Remote Work And Sustainability Will Drive Modular Furniture Demand
Key Takeaways Upcoming category launches, digital investments, and modular strategies could accelerate revenue and market share, especially as sustainability and brand loyalty gain importance with younger consumers. Supply chain changes and rapid scaling are positioned to drive sustainable margin expansion and cost leadership, strengthening earnings and resilience against shifting consumer preferences.
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US$38.00
FV
48.9% undervalued
intrinsic discount
13.05%
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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