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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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Tokyo Electron
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Next-generation AI Servers Will Ignite Semiconductor Demand
Key Takeaways Accelerating demand for advanced semiconductor equipment and digital transformation trends strengthen long-term growth and recurring revenues for Tokyo Electron. Temporary customer investment delays are expected to resolve, while ongoing innovation and service sales support higher margins and earnings resilience.
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JP¥28.88k
FV
25.5% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
Updated
narrative
Information Services
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Workflow Automation Will Shape Future Markets
Key Takeaways Enhanced operational efficiency, platform innovation, and expanding recurring-revenue lines are driving sustainable growth, customer retention, and higher-margin opportunities. Greater financial flexibility and industry consolidation positioning support acquisitions, market expansion, and a diversified revenue base for long-term stability.
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CA$35.05
FV
8.7% undervalued
intrinsic discount
5.93%
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
Beyond
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
E-commerce And Luxury Retail Trends Will Unlock Value
Key Takeaways Enhanced online platform and luxury product expansion are driving higher customer value, loyalty, and strengthening revenue and margin profiles. Operational efficiencies, omni-channel growth, and tech investments position the company for improved profitability and future value opportunities.
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US$10.90
FV
21.9% undervalued
intrinsic discount
6.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
Columbia Sportswear
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Tariff Uncertainty And Climate Change Will Erode US Margins
Key Takeaways Rising input and compliance costs, along with tariff uncertainty and climate impacts, threaten margins and earnings visibility while increasing inventory and revenue risks. Market share erosion, digital underperformance, and weak emerging brand growth limit diversification and long-term top-line growth potential.
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US$56.13
FV
11.9% undervalued
intrinsic discount
2.34%
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
6 days ago
author updated this narrative
Certara
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
EMA Approval And AI Integration Will Drive Biosimulation Despite Risks
Key Takeaways Regulatory approvals and industry trends are boosting demand for Certara's biosimulation platforms, expanding its market and supporting stronger revenue streams. Product innovation, strategic acquisitions, and cloud-based SaaS models increase customer retention, cross-selling, and margins, enhancing long-term profitability and earnings stability.
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US$14.11
FV
25.8% undervalued
intrinsic discount
8.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Sharda Cropchem
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Robust Registration Pipeline Will Unlock Further Market Expansion
Key Takeaways Expanding product registrations and continued investment in growth initiatives support new launches, broader market reach, and sustained revenue momentum. Diverse segment growth, pricing flexibility, and operational resilience position the company to maintain stable margins and withstand macroeconomic pressures.
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₹1.13k
FV
13.2% undervalued
intrinsic discount
13.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
Narayana Hrudayalaya
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrated Care And Oncology Expansion Will Shape India's Future
Key Takeaways Expansion in integrated care, insurance, and oncology businesses leverages demographic trends, aiming for more stable, diversified, and less-volatile revenue streams. Focus on digitalization, new facilities, and asset-light growth should boost operational efficiency, margin expansion, and position the company for increased market demand.
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₹1.79k
FV
1.2% overvalued
intrinsic discount
12.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
28
users have followed this narrative
Updated
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Rigel Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expansion And Clinical Pipeline Will Drive Future Opportunities Despite Risks
Key Takeaways Expansion of the commercial portfolio, improved patient affordability, and strategic partnerships position Rigel for sustained revenue growth and enhanced market presence. Advancing a diversified clinical pipeline with expedited regulatory pathways supports future earnings potential and aligns with the shift to targeted precision medicine.
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US$38.33
FV
12.7% undervalued
intrinsic discount
3.50%
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
Updated
narrative
Burford Capital
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Robust Portfolio Recovery And Litigation Finance Will Drive Future Opportunities
Key Takeaways Burford Capital's impressive portfolio recovery and case conclusions support future revenue and cash flow growth, enhancing net margins and earnings potential. Transitioning to U.S. filing standards aims to improve transparency, attract investors, and positively influence stock valuation and earnings per share.
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UK£14.84
FV
31.1% undervalued
intrinsic discount
12.43%
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
14 days ago
author updated this narrative
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