Global Weekly Picks

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

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.0% undervalued

8.72%

Revenue growth p.a.

New

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ICON

AnalystLowTarget

Consensus Narrative from 15 Analysts

Margin Erosion And Geopolitical Risks Will Hinder Clinical Trials

Key Takeaways Heightened competition, regulatory pressures, and client cost-cutting are expected to compress ICON's margins and diminish its pricing power across key service areas. Geopolitical risks and deglobalization trends threaten ICON's international growth, potentially increasing client concentration and slowing revenue diversification.

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US$163.85

7.6% overvalued

0.57%

Revenue growth p.a.

15 days ago

Deckers Outdoor

AnalystLowTarget

Consensus Narrative from 21 Analysts

Rising Tariffs And Supply Bottlenecks Will Squeeze Future Margins

Key Takeaways Rising costs, shifting consumer preferences, and supply chain disruptions are likely to compress margins and challenge Deckers' long-term revenue growth. Increased spending on direct-to-consumer channels, sustainability, and compliance may further pressure profitability amid strong competition and higher regulatory expectations.

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US$97.00

9.8% overvalued

6.36%

Revenue growth p.a.

15 days ago

Quanta Services

AnalystLowTarget

Consensus Narrative from 24 Analysts

Intensifying Competition And Rising Costs Will Deter Long-Term Prospects

Key Takeaways Rising competition, labor shortages, and sector commoditization threaten to compress margins and undermine long-term profitability. Heavy dependence on large projects increases vulnerability to delays, cancellations, and regulatory complexities, driving earnings volatility.

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US$263.34

44.3% overvalued

9.27%

Revenue growth p.a.

15 days ago

Vulcan Materials

AnalystLowTarget

Consensus Narrative from 22 Analysts

Shifting Urbanization And Sustainability Will Erode Traditional Aggregates

Key Takeaways Shifting sustainability trends, stricter regulations, and alternative building methods threaten core demand and profitability by pressuring volumes, margins, and operational flexibility. Slowing urbanization and declining aggregate reserves could weaken long-term growth, forcing strategic pivots or investments that may strain future returns.

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US$239.78

23.3% overvalued

8.00%

Revenue growth p.a.

15 days ago

Dow

AnalystLowTarget

Consensus Narrative from 17 Analysts

Decarbonization Will Squeeze Legacy Chemical Margins In Overcapacity

Key Takeaways Global decarbonization trends and regulatory pressures are undermining demand for Dow's traditional products, compressing margins and threatening long-term profitability. Industry overcapacity and the need for heavy reinvestment are depressing earnings, restricting cash flow, and limiting shareholder returns.

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US$20.00

14.6% overvalued

-1.13%

Revenue growth p.a.

15 days ago

IQVIA Holdings

AnalystLowTarget

Consensus Narrative from 19 Analysts

Rising Regulatory Burdens And High Debt Will Limit Operations

Key Takeaways Tighter data privacy laws and public scrutiny may restrict growth in analytics platforms and reduce client spending on clinical research services. Rising competition, heavy reliance on debt, and industry consolidation threaten contract wins, financial flexibility, and long-term earnings expansion.

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US$168.00

13.2% overvalued

4.88%

Revenue growth p.a.

15 days ago

Williams Companies

AnalystLowTarget

Consensus Narrative from 19 Analysts

Decarbonization Pressures Will Undermine Heavy Pipeline Investments

Key Takeaways Shifting energy policies and rapid renewable adoption threaten Williams Companies' core natural gas business, risking underutilized assets and margin compression. Regulatory hurdles, high capital spending, and US market concentration expose the company to elevated financial and operational risks amid energy transition trends.

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US$49.47

17.0% overvalued

-1.52%

Revenue growth p.a.

15 days ago

Kraft Heinz

AnalystLowTarget

Consensus Narrative from 20 Analysts

Consumer Shifts And Regulatory Costs Will Disrupt Processed Food Sales

Key Takeaways Shifting consumer trends and rising health regulations threaten the relevance and profitability of Kraft Heinz's heavily processed product portfolio. Fierce competition from private labels and e-commerce brands, combined with supply chain obstacles, continue to strain market share and earnings potential.

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US$26.00

7.8% overvalued

-0.41%

Revenue growth p.a.

15 days ago

Microchip Technology

AnalystLowTarget

Consensus Narrative from 24 Analysts

A 9-Point Plan Will Optimize Operations And Inventory Management

Key Takeaways Operational improvements like fab consolidation are expected to enhance efficiency and gross margins. Incentivized channel strategies aim to boost new product sales, enhancing revenue and competitive pricing.

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US$57.00

15.4% overvalued

11.93%

Revenue growth p.a.

15 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Margin Erosion And Geopolitical Risks Will Hinder Clinical Trials

Rising Tariffs And Supply Bottlenecks Will Squeeze Future Margins

Intensifying Competition And Rising Costs Will Deter Long-Term Prospects

Shifting Urbanization And Sustainability Will Erode Traditional Aggregates

Decarbonization Will Squeeze Legacy Chemical Margins In Overcapacity

Rising Regulatory Burdens And High Debt Will Limit Operations

Decarbonization Pressures Will Undermine Heavy Pipeline Investments

Consumer Shifts And Regulatory Costs Will Disrupt Processed Food Sales

A 9-Point Plan Will Optimize Operations And Inventory Management

Value any company in seconds

Popular companies

Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Margin Erosion And Geopolitical Risks Will Hinder Clinical Trials

Rising Tariffs And Supply Bottlenecks Will Squeeze Future Margins

Intensifying Competition And Rising Costs Will Deter Long-Term Prospects

Shifting Urbanization And Sustainability Will Erode Traditional Aggregates

Decarbonization Will Squeeze Legacy Chemical Margins In Overcapacity

Rising Regulatory Burdens And High Debt Will Limit Operations

Decarbonization Pressures Will Undermine Heavy Pipeline Investments

Consumer Shifts And Regulatory Costs Will Disrupt Processed Food Sales

A 9-Point Plan Will Optimize Operations And Inventory Management

Value any company in seconds

Popular companies