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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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Ujjivan Small Finance Bank
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Digital Competition And Margin Erosion Will Inhibit Growth
Key Takeaways Rising competition from digital and larger banks threatens customer retention, compresses margins, and makes revenue growth increasingly vulnerable. Heavy reliance on microloans and branch-led operations exposes profitability to regulatory changes, economic downturns, and cost inefficiencies.
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₹41.00
FV
1.6% overvalued
intrinsic discount
24.40%
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
16 days ago
author updated this 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
32.7% 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
19 days ago
author updated this narrative
Chemring Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
US And UK Political Shifts Will Threaten Defense Contracts
Key Takeaways Heavy dependence on government defense spending and limited diversification exposes Chemring to political, regulatory, and technological risks that could hinder growth and profitability. Heightened ESG scrutiny and evolving contract structures may pressure margins, increasing compliance costs while masking underlying challenges in recurring profit generation.
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UK£4.90
FV
9.2% overvalued
intrinsic discount
8.79%
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
16 days ago
author updated this narrative
Artisan Partners Asset Management
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Investment Strategies Will Squeeze Net Margins
Key Takeaways Expansion into more investment teams and strategies may strain resources and increase operational costs, impacting net margins. New launches and a focus on private wealth markets could compress margins, despite potential revenue growth, due to higher marketing and operational complexity.
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US$45.63
FV
1.7% overvalued
intrinsic discount
8.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
CEMEX. de
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Tightening Climate Regulation And Volatile FX Will Erode Value
Key Takeaways Tightening global climate policies and decarbonization efforts are likely to increase costs and reduce profitability for traditional cement operations. Rising competition from alternative materials and high debt could limit growth, sustainability progress, and long-term market share.
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Mex$14.99
FV
6.8% overvalued
intrinsic discount
2.37%
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
16 days ago
author updated this narrative
PolyNovo
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Global Cost Pressures And Regulatory Risks Will Cripple Future Prospects
Key Takeaways Mounting cost pressures, regulatory hurdles, and supply chain risks threaten profitability and growth despite ongoing expansion and innovation efforts. Growing competition and limited diversification beyond the core platform may erode market share and lead to volatile revenue and earnings.
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AU$1.15
FV
2.6% overvalued
intrinsic discount
20.39%
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
16 days ago
author updated this narrative
PCBL Chemical
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Carbon Reliance Will Shrink Margins Amid EV And Excess Supply
Key Takeaways Overdependence on traditional carbon black faces rising threats from decarbonization, alternative fillers, and recycled materials, risking market share and profitability. Regulatory pressures and persistent global overcapacity intensify cost, compliance, and price competition challenges, jeopardizing margin stability and expansion returns.
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₹394.00
FV
4.0% undervalued
intrinsic discount
7.48%
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
16 days ago
author updated this narrative
Fox Factory Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Premium Product Launches And Global Expansion Will Secure Success
Key Takeaways Investment in premium product innovation and new market segments positions the company for sustained demand, margin growth, and competitive pricing power. Strategic international expansion, OEM partnerships, and structural cost improvements create new growth drivers and set the stage for long-term earnings acceleration.
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US$33.00
FV
10.3% undervalued
intrinsic discount
5.76%
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
4 days ago
author updated this narrative
WESCO International
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Data Center Demand And Electrification Will Drive Enduring Expansion
Key Takeaways Explosive data center and electrification demand, coupled with expanding value-added services, are fueling sustained revenue growth and margin expansion opportunities. Improved financial flexibility from balance sheet actions and strong cash flow enable further strategic investments, M&A, and potential upside to earnings.
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US$228.27
FV
9.7% undervalued
intrinsic discount
5.18%
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
4 days ago
author updated this narrative
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