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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
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
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
users have followed this narrative
New
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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
users have followed this narrative
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5N Plus
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
North American Supply Chain Will Secure A Clean Energy Future
Key Takeaways Strengthened supply agreements, capacity expansions, and backlogs in key markets drive long-term revenue growth, earnings stability, and reduce risk from customer concentration. Strategic investments in next-gen materials and supply chain integrity enhance margins, pricing power, and market share amid increasing global focus on clean energy and ESG.
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CA$18.45
FV
18.0% undervalued
intrinsic discount
15.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
Haemonetics
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Shift To High-Margin Interventional Technologies Will Strengthen Future Prospects
Key Takeaways Strategic divestitures and focus on high-margin segments expected to enhance profitability and drive revenue and margin growth. New agreements and innovations in Blood Management Technologies position Haemonetics for significant market share increases and global technology adoption.
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US$85.18
FV
38.4% undervalued
intrinsic discount
2.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Oscar Health
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
ACA Uncertainties And Digital Efficiencies Will Shape Future Outcomes
Key Takeaways Higher claims costs and evolving policy risks threaten profitability and future membership growth, despite efforts to reprice plans and leverage digital adoption trends. Regulatory shifts and industry consolidation could inflate expenses and hinder Oscar's ability to realize anticipated technology-driven cost advantages and margin improvements.
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US$11.29
FV
38.3% overvalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
87
users have followed this narrative
6 days ago
author updated this narrative
Tapestry
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Brand Investments Will Fortify Customer Engagement In Europe And Greater China
Key Takeaways Targeting Gen Z and millennials, alongside strategic brand investments, aims to boost long-term growth and customer retention through elevated revenues. Cost efficiencies and product line expansion intend to enhance gross margins and market share, supporting diversified growth across Tapestry's brand portfolio.
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US$106.39
FV
1.5% overvalued
intrinsic discount
2.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
Updated
narrative
Banco Santander-Chile
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Chilean Banking Will Stumble Amid Sustained Loan Headwinds
Key Takeaways Loan growth remains sluggish amid weak corporate demand, regulatory caps, and demographic challenges, limiting future revenue and client base expansion. Elevated credit risk and compressed net interest margins may weigh on asset quality and earnings, with non-interest income growth further restricted by regulation.
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CL$60.16
FV
3.6% undervalued
intrinsic discount
11.41%
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
5 days ago
author updated this narrative
Main Street Capital
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Shifting Focus And Rising Credit Issues Signal Turbulence Ahead For Growth
Key Takeaways Shifting focus to new lower middle market platforms may risk the quality and performance of investments, potentially affecting future income and asset value. Strategic changes, including portfolio adjustments and internal resource re-allocation, could lead to income fluctuation and operational efficiency challenges.
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US$56.25
FV
17.3% overvalued
intrinsic discount
1.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
14 days ago
author updated this narrative
Cushman & Wakefield
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Hybrid Work And Leasing Demand Will Drive Value
Key Takeaways Expertise in workplace strategy and high client retention are driving strong engagement, recurring revenue growth, and sustained earnings stability. Operational efficiencies, debt reduction, and broad market momentum are improving margins, financial flexibility, and long-term growth prospects.
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US$14.44
FV
6.5% undervalued
intrinsic discount
5.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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Updated
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Chroma ATE
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Accelerating AI And 5G Trends Will Drive Industry Expansion
Key Takeaways Accelerating demand from AI, high-performance computing, and electrification trends is fueling strong order growth and expanding market opportunities. Emphasis on advanced, proprietary testing platforms and disciplined margin management supports pricing power, technology leadership, and sustained profitability improvements.
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NT$501.67
FV
0.7% overvalued
intrinsic discount
14.64%
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
5 days ago
author updated this narrative
Imerys
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
EMILI Lithium And EV Demand Will Shape Future Markets
Key Takeaways Strategic focus on high-value, innovative materials and sustainability is fueling margin expansion and positioning for growth in EV and eco-friendly markets. Operational efficiencies, divestment of low-margin assets, and favorable trade policies are strengthening competitive standing and supporting robust profit and cash flow resilience.
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€28.40
FV
22.5% undervalued
intrinsic discount
3.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
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