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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
25.7% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
19
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
4
users have liked this narrative
0
users have commented on this narrative
8
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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
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Extreme Networks
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
AI And Cloud Automation Will Unlock Future Markets
Key Takeaways Expansion of AI, cloud, and new wireless technologies is boosting recurring revenue, margins, and cross-selling opportunities, especially among large enterprises and government clients. Demand for secure, flexible networking driven by hybrid work and advanced infrastructure is expanding the company's market and strengthening long-term growth prospects.
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US$23.17
FV
10.2% undervalued
intrinsic discount
7.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
SSR Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Rising Gold Demand And Reserve Expansion Will Unlock Future Value
Key Takeaways Elevated gold demand from inflation, operational improvements, and asset optimization are expected to support revenue growth and strengthen SSR Mining's cash flow and earnings resilience. Expansion of reserves, disciplined cost management, and secular trends in emerging markets position SSR Mining for higher production, sales, and sustained shareholder value creation.
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CA$22.06
FV
0.8% overvalued
intrinsic discount
20.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
Updated
narrative
TechnoPro Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Into Automotive Software Markets Will Drive Future Success
Key Takeaways Expanding solution offerings and strategic price adjustments could improve margins and drive future revenue growth. Investing in training inexperienced engineers and targeting emerging markets may enhance operational capacity and stabilize costs.
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JP¥3.60k
FV
34.3% overvalued
intrinsic discount
9.61%
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
PagerDuty
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Automation Expansion Will Drive Future Adoption And Efficiency
Key Takeaways Strategic shifts towards multiyear platform partnerships and enhanced sales models are expected to drive revenue growth and improve margins. New AI monetization strategies and a share repurchase program signal confidence in financial position, potentially boosting revenue and earnings.
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US$19.63
FV
21.5% undervalued
intrinsic discount
6.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
EQL Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Pipeline Launches And Global Expansion Will Drive Future Success
Key Takeaways Strategic expansions and acquisitions, including Medilink and non-European market entry, are poised to drive significant revenue and profitability growth. Focus on operational efficiency and high-margin product launches aims to stabilize EBITDA margins, enhancing overall earnings and net margins.
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SEK 95.00
FV
10.1% undervalued
intrinsic discount
30.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
Life Healthcare Group Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Regulatory Burdens And Costs Will Shrink South African Demand
Key Takeaways Long-term revenue growth is threatened by shifts to outpatient care, rising labor costs, and regulatory pressures constraining pricing power and margins. Structural economic and affordability barriers, along with high fixed costs, may limit patient volumes and dampen returns on investment.
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R12.30
FV
12.0% overvalued
intrinsic discount
2.33%
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
9 days ago
author updated this narrative
Tokmanni Group Oyj
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
E-commerce Surge Will Undercut Brick-And-Mortar Margins Despite Integration Gains
Key Takeaways Heavy dependence on physical stores and a concentrated Finnish presence heighten vulnerability to e-commerce, demographic shifts, and regional economic risks. Persistent cost pressures, rising competition, and a volatile low-margin model threaten margins and limit sustainable long-term growth opportunities.
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€8.20
FV
5.3% overvalued
intrinsic discount
4.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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9 days ago
author updated this narrative
Jamf Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Apple-First Security Platform Will Attract Future Clients Across Industries
Key Takeaways Jamf's Apple-first security platform and mobile expansion promise significant revenue growth as industries prioritize security and mobility. Strategic international investments and partnerships, particularly in education projects, are expected to enhance sales efficiency and expand revenue outside the U.S. Declining net retention rates and challenges in revenue sources, alongside market uncertainty and funding concerns, may hinder Jamf's growth and competitive edge.
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US$14.60
FV
43.7% undervalued
intrinsic discount
9.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Updated
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LifeStance Health Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Telehealth And Digital Tools Will Expand Mental Health Access
Key Takeaways Operational efficiencies and digital advancements could drive substantial improvements in margins, cash flow conversion, and overall financial resilience above industry norms. Growing demand and expansion into higher-margin services position the company for sustainable, diversified long-term revenue growth and earnings stability.
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US$10.00
FV
53.4% undervalued
intrinsic discount
16.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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9 days ago
author updated this narrative
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