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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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STAAR Surgical
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Growing Myopia And Aging Population Will Expand Vision Correction Opportunities
Key Takeaways Strong demand drivers and strategic innovation position the company for sustained growth and expanding market share, especially as clinical adoption and patient awareness increase. Manufacturing expansion and targeted market development in Asia-Pacific are expected to drive higher profits, improved margins, and operational efficiency.
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US$28.00
FV
1.3% overvalued
intrinsic discount
25.70%
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
Skyward Specialty Insurance Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Advanced AI And Climate Trends Will Transform Underwriting
Key Takeaways Rapid execution in less cycle-exposed segments and digital innovation could drive structurally higher revenue growth and operational outperformance versus peers. Conservative reserving and unique specialty market focus position Skyward for multi-year earnings beats and significant margin expansion.
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US$70.00
FV
31.9% undervalued
intrinsic discount
12.89%
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
Harmonic
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Streaming And Cloud Demand Will Expand Markets Despite Legacy Hurdles
Key Takeaways Regulatory incentives and global network modernization efforts could create outsized revenue growth and operating leverage for several years. Diversifying customer base and leadership in cloud-native streaming tech positions Harmonic for stable, high-margin recurring revenue beyond traditional media.
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US$12.50
FV
28.2% undervalued
intrinsic discount
0.99%
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
Blue Bird
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Accelerated Electrification And Decarbonization Will Revitalize Student Transit Systems
Key Takeaways An understated replacement demand, strong electrification position, and innovative tech adoption poise Blue Bird for sustained revenue growth and margin expansion. Diversification into new markets and automation efforts support higher-margin, less cyclical revenue streams while boosting competitiveness in technology-rich vehicle segments.
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US$68.00
FV
15.6% undervalued
intrinsic discount
4.38%
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
REV Group
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Urban Expansion And Electrification Will Boost Specialty Vehicle Demand
Key Takeaways Operational efficiency, domestic manufacturing, and strategic investments are driving market share gains, margin expansion, and revenue growth well ahead of industry peers. Rising demand in specialty vehicles and ambulance segments, coupled with aftermarket and portfolio expansion, support sustained profit growth and higher potential stock valuation.
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US$55.00
FV
4.9% undervalued
intrinsic discount
7.94%
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
MannKind
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Inhaled Therapies Will Expand Global Diabetes And Pulmonary Markets
Key Takeaways MannKind is poised for significant revenue and margin growth driven by strong product portfolio momentum, aggressive commercialization, and favorable market trends in inhaled therapeutics. The company's cash position and unique platform enable rapid expansion, portfolio evolution, and potential transformative partnerships, with consensus underestimating its long-term profitability.
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US$12.00
FV
68.9% undervalued
intrinsic discount
23.05%
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
LiveRamp Holdings
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Cloud Adoption And AI Will Drive Privacy Focused Transformation
Key Takeaways Expansion into new industries and adoption of usage-based pricing could unlock rapid platform growth, customer diversification, and outsized revenue potential beyond current expectations. Regulatory trends and AI adoption are strengthening LiveRamp's competitive position, supporting premium pricing, customer retention, margin expansion, and sustained cash flow for strategic investments.
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US$53.00
FV
49.8% undervalued
intrinsic discount
8.97%
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
Fox Factory Holding
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization And Electrification Will Drive Premium Outdoor Recreation
Key Takeaways Structural margin gains and free cash flow acceleration are likely, driven by cost reductions, supply chain optimization, and premium product pricing. Strategic expansion into new segments and geographies, along with strong innovation, positions the company for outperformance and resilient long-term growth.
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US$38.00
FV
22.1% undervalued
intrinsic discount
7.42%
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
Andersons
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Renewable Fuels And Digitalization Will Drive Agribusiness Opportunity
Key Takeaways Strategic acquisitions, infrastructure investments, and supply chain innovations position Andersons for outsized growth, superior margins, and premium revenue streams in evolving global agricultural markets. Disciplined portfolio management and strong financial flexibility support further expansion, enabling margin gains and increased market share as the industry consolidates and digitalizes.
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US$55.00
FV
30.7% undervalued
intrinsic discount
4.91%
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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