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

23.6% 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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Ashmore Group

AnalystLowTarget

Consensus Narrative from 10 Analysts

Passive Investment Shifts Will Erode Management Fee Margins

Key Takeaways Declining interest in emerging markets and passive investing trends are reducing Ashmore's asset base, fees, and profit margins. Industry consolidation, poor relative performance, and lagging digital adaptation threaten Ashmore's competitiveness and long-term earnings.

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UK£1.20

44.8% overvalued

-6.89%

Revenue growth p.a.

2 days ago

Fairfax Financial Holdings

AnalystLowTarget

Consensus Narrative from 6 Analysts

Rising Climate And Tech Risks Will Erode Underwriting Margins

Key Takeaways Heightened climate risks, new regulations, and digital disruption threaten underwriting profitability, increase costs, and challenge Fairfax's ability to grow profitably. Volatile markets and concentrated investments risk unstable returns and diminished investor confidence, pressuring the company's long-term value and financial flexibility.

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CA$1.72k

38.5% overvalued

3.38%

Revenue growth p.a.

2 days ago

G8 Education

AnalystLowTarget

Consensus Narrative from 5 Analysts

Slowing Childcare Demand Will Test Profitability Yet Inspire Efficiency

Key Takeaways Government support and operational improvements are offset by declining birth rates and families opting for informal care, which may restrict long-term revenue growth. Persistent sector-wide staffing challenges, regulatory pressures, and alternative care models threaten to compress margins and limit future scalability.

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AU$1.15

18.7% undervalued

2.85%

Revenue growth p.a.

2 days ago

Wilh. Wilhelmsen Holding

AnalystLowTarget

Consensus Narrative from 2 Analysts

Stricter Emissions Mandates And Overcapacity Will Cripple Shipping

Key Takeaways Rising decarbonization costs and unpredictable demand threaten margins and cash flow, limiting flexibility for investment and shareholder returns. Technological disruption and aggressive competition risk eroding pricing power and profitability, further challenging long-term earnings growth.

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NOK 523.79

4.4% undervalued

2.91%

Revenue growth p.a.

2 days ago

Glanbia

AnalystLowTarget

Consensus Narrative from 9 Analysts

Plant-based Trends And ESG Pressures Will Weaken Dairy Demand

Key Takeaways Rising demand for plant-based proteins and regulatory scrutiny on environmental impact threaten Glanbia's core dairy business and increase operational costs. Consumer spending pressures and volatility in dairy inputs put sustained revenue growth and future profitability at significant risk.

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€12.27

16.5% overvalued

2.07%

Revenue growth p.a.

2 days ago

Robinsons Retail Holdings

AnalystLowTarget

Consensus Narrative from 10 Analysts

Digital Surge In The Philippines Will Erode Brick-And-Mortar Margins

Key Takeaways Slow digital transformation and outdated retail formats risk declining sales and market share as consumer habits shift toward online and value-focused shopping. Persistent margin pressure comes from low-margin store formats, higher costs, rising competition, and insufficient adaptation to changing labor and regulatory environments.

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₱31.00

22.6% overvalued

5.06%

Revenue growth p.a.

2 days ago

AutoStore Holdings

AnalystLowTarget

Consensus Narrative from 12 Analysts

Increasing Protectionism And Onshoring Will Diminish Warehouse Relevance

Key Takeaways Global trade barriers and shifting customer logistics models threaten AutoStore's revenue growth and market expansion. Heavy dependence on a narrow client base and intensified competition risk rapid revenue drops and margin erosion.

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NOK 5.20

75.0% overvalued

-3.02%

Revenue growth p.a.

2 days ago

EVT

AnalystLowTarget

Consensus Narrative from 7 Analysts

Rising Costs At Thredbo And Digital Shift Will Impair Margins

Key Takeaways Secular decline in cinema and persistent cost pressures threaten profitability, while high capital needs and asset maintenance may strain cash flow and dividends. Growth relies on hotel development and property sales, but non-earning assets and execution risks could hinder earnings and returns amid intense digital competition.

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AU$12.80

36.7% overvalued

5.27%

Revenue growth p.a.

2 days ago

Cettire

AnalystLowTarget

Consensus Narrative from 3 Analysts

Direct-to-consumer Shift Will Erode Margins Though Emerging Markets Offer Hope

Key Takeaways Direct-to-consumer moves by luxury brands and ongoing supplier reliance threaten Cettire's access to inventory, squeezing margins and limiting revenue growth. Regulatory pressures, shifting consumer sentiment, and increased promotions are set to erode margins, dampen brand loyalty, and restrict long-term market potential.

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AU$0.20

52.5% overvalued

4.62%

Revenue growth p.a.

2 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

Passive Investment Shifts Will Erode Management Fee Margins

Rising Climate And Tech Risks Will Erode Underwriting Margins

Slowing Childcare Demand Will Test Profitability Yet Inspire Efficiency

Stricter Emissions Mandates And Overcapacity Will Cripple Shipping

Plant-based Trends And ESG Pressures Will Weaken Dairy Demand

Digital Surge In The Philippines Will Erode Brick-And-Mortar Margins

Increasing Protectionism And Onshoring Will Diminish Warehouse Relevance

Rising Costs At Thredbo And Digital Shift Will Impair Margins

Direct-to-consumer Shift Will Erode Margins Though Emerging Markets Offer Hope

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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

Passive Investment Shifts Will Erode Management Fee Margins

Rising Climate And Tech Risks Will Erode Underwriting Margins

Slowing Childcare Demand Will Test Profitability Yet Inspire Efficiency

Stricter Emissions Mandates And Overcapacity Will Cripple Shipping

Plant-based Trends And ESG Pressures Will Weaken Dairy Demand

Digital Surge In The Philippines Will Erode Brick-And-Mortar Margins

Increasing Protectionism And Onshoring Will Diminish Warehouse Relevance

Rising Costs At Thredbo And Digital Shift Will Impair Margins

Direct-to-consumer Shift Will Erode Margins Though Emerging Markets Offer Hope

Value any company in seconds

Popular companies