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Global Community
Our community narratives are driven by numbers and valuation.
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Community Investing Ideas
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
2
users have commented on this narrative
42
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
5
users have liked this narrative
0
users have commented on this narrative
15
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
16
users have followed this narrative
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narrative
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Coursera
JP
jproschinger
Community Contributor
Online education for the curious ones who seek knowledge
Education is broken. Public schools have become battlegrounds that serve the lowest common denominator.
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US$9.77
FV
21.9% overvalued
intrinsic discount
14.00%
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
11 months ago
author updated this narrative
ITM Power
PT
Ptr_Plne
Community Contributor
Future project landscape will ITM help to find its place.
The number of project ideas in the world has been consistently high for years. The number of sharp projects is increasing each quarter.
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UK£1.00
FV
31.8% undervalued
intrinsic discount
80.32%
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
about 1 month ago
author updated this narrative
Bath & Body Works
JU
julio
Community Contributor
BBWI VALUATION
Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.
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US$64.56
FV
55.6% undervalued
intrinsic discount
5.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
2 months ago
author updated this narrative
Golden Ocean Group
MR
MrMoneyMan
Community Contributor
Golden Ocean Group will increase exposure to dry bulk with CMB.TECH merger
Avtal om samgående med CMB.TECH Efter stängningen i New York igår meddelade det belgiska shippingkonglomeratet CMB.TECH (Vi har en Behåll-rekommendation med en riktkurs 8,75 EUR), att det har tecknat ett avtal med avsikt att gå samman med Golden Ocean. Det offentliggjorda utbytesförhållandet är 0,95/1 CMB.TECH-aktie/Golden Ocean-aktie och baseras på ett substansvärde på 15,23 USD respektive 14,49 USD, vilket kan jämföras med våra senast publicerade substansvärde på 14,7 USD respektive 14,1 USD (baserat på siffrorna i Q4) och ett implicit utbytesförhållande om 0,96/1.
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NOK 165.00
FV
50.9% undervalued
intrinsic discount
32.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
Exasol
SW
SwissSimon
Community Contributor
Exasol Quick Check
Based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of
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€2.27
FV
42.7% overvalued
intrinsic discount
5.00%
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
about 2 months ago
author updated this narrative
IDP Education
SU
Sun
Community Contributor
English will always be needed.
This is a company that has been involved in English teaching processing and examining. As the word trade improves English will need around the world and this company can deliver recent drop not clear.
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AU$6.00
FV
23.8% undervalued
intrinsic discount
19.02%
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
about 2 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
WA
WaneInvestmentHouse
Community Contributor
Taiwan Semiconductor Manufacturing: A Stable Outlook
Note: Wrong Valuation Taiwan Semiconductor Manufacturing (NYSE: TSM) has received significant institutional investment, with $9.8 billion invested in the past quarter and an additional $16 million in the current quarter. This confidence is reflected in the stock's recent performance.
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US$39.05
FV
511.7% overvalued
intrinsic discount
14.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
SentinelOne
ME
mehtomate
Community Contributor
Emerging quality company?
e
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US$24.60
FV
31.7% undervalued
intrinsic discount
23.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
26 days ago
author updated this narrative
VusionGroup
IN
IndusyHoldings
Community Contributor
VusionGroup - AI for Walmart.
Catalysts Almost 90% of sales come from electronic shelf labels. For the digitalization of supermarkets, solutions such as digital shelf monitoring or price automation are needed.
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€210.79
FV
5.5% overvalued
intrinsic discount
26.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 months ago
author updated this narrative
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