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

4.0% undervalued

8.72%

Revenue growth p.a.

New

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Select Water Solutions

AnalystLowTarget

Consensus Narrative from 6 Analysts

Escalating Regulations Will Constrain Oilfield Water Infrastructure But Allow Resilience

Key Takeaways Exposure to oilfield cycles, regulatory shifts, and rising competition may constrain long-term growth and increase earnings volatility despite infrastructure expansion and integration. High capital demands, evolving water rights regulations, and potential overcapacity could pressure margins and limit free cash flow even as recycling trends and digital optimization improve efficiency.

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US$10.00

20.9% undervalued

-2.34%

Revenue growth p.a.

2 days ago

WisdomTree

AnalystLowTarget

Consensus Narrative from 5 Analysts

Low-fee Platforms And Strict Regulations Will Weigh On Performance

Key Takeaways Rising competition from low-cost investment options and large asset managers is constraining WisdomTree's revenue growth and capacity to maintain premium pricing. Expansion into digital assets and niche acquisitions adds significant risk and volatility to earnings, especially under tightening regulatory conditions.

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US$11.50

16.6% overvalued

8.92%

Revenue growth p.a.

2 days ago

Veritex Holdings

AnalystLowTarget

Consensus Narrative from 5 Analysts

Rising Regulatory Demands And Texas CRE Risks Will Stifle Progress

Key Takeaways Heavy reliance on commercial real estate lending and limited geographic diversification heighten exposure to regional downturns, increasing credit risk and constraining future earnings. Increasing regulatory demands, tech investments, and acquisition costs are pressuring margins and limiting profitability despite management's efficiency efforts.

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US$27.00

18.3% overvalued

6.65%

Revenue growth p.a.

2 days ago

Kimbell Royalty Partners

AnalystLowTarget

Consensus Narrative from 5 Analysts

Decarbonization And Regulation Will Erode Royalty Cash Flows

Key Takeaways Structural decarbonization trends and regulatory pressures threaten future royalty revenue, production growth, and earnings stability. Intensifying competition, consolidation, and ESG focus may raise acquisition costs, limit capital access, and suppress long-term unitholder returns.

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US$12.00

19.5% overvalued

5.53%

Revenue growth p.a.

2 days ago

Olaplex Holdings

AnalystLowTarget

Consensus Narrative from 7 Analysts

Declining Specialty Retail Will Challenge Turnaround Though Some Upside Persists

Key Takeaways Olaplex's premium, science-backed brand and digital growth are challenged by shifting consumer habits, intensifying competition, and risks of market saturation and product fatigue. Heavy reliance on discretionary spending, variable international execution, and exposure to economic pressures create uncertainty for sustainable revenue and margin expansion.

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US$1.50

6.0% undervalued

1.86%

Revenue growth p.a.

2 days ago

Helios Technologies

AnalystLowTarget

Consensus Narrative from 5 Analysts

Traditional Components Will Struggle Under Digital And Regulatory Pressures

Key Takeaways Industry shifts toward electrification and digitalization threaten Helios' traditional core products, limiting revenue growth and necessitating costly adaptation. Concentrated market exposure, integration hurdles, and rising competition amplify risks of margin compression and revenue underperformance.

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US$45.00

14.2% overvalued

3.90%

Revenue growth p.a.

2 days ago

Dole

AnalystLowTarget

Consensus Narrative from 3 Analysts

Extreme Weather Crop Diseases And Regulatory Risks Will Impair Profitability

Key Takeaways Exposure to extreme weather, crop diseases, and lack of diversification creates persistent risk to supply, costs, and revenue stability. Increasing regulatory, consumer, and retailer pressures threaten pricing power, margin strength, and future earnings growth.

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US$14.00

0.1% overvalued

0.96%

Revenue growth p.a.

2 days ago

Papa John's International

AnalystLowTarget

Consensus Narrative from 10 Analysts

Rising Costs And Consumer Shifts Will Diminish Future Prospects

Key Takeaways Shifting consumer preferences and rising costs are driving long-term pressure on Papa John's revenue and profitability despite efforts to innovate and streamline operations. Dependence on third-party delivery and ongoing store closures risk weakening brand equity and limiting systemwide sales and royalty income growth.

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US$42.00

13.3% overvalued

0.30%

Revenue growth p.a.

2 days ago

Getty Images Holdings

AnalystLowTarget

Consensus Narrative from 2 Analysts

Generative AI Advances And Legal Risks Will Erode Margins

Key Takeaways Generative AI, free imagery, and creator-driven ecosystems are eroding Getty's pricing power, shrinking its addressable market, and undermining top-line revenue growth. Heightened legal and compliance risks, especially from AI content, are driving up operational costs and threatening long-term profitability.

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US$1.85

2.2% undervalued

1.22%

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

Escalating Regulations Will Constrain Oilfield Water Infrastructure But Allow Resilience

Low-fee Platforms And Strict Regulations Will Weigh On Performance

Rising Regulatory Demands And Texas CRE Risks Will Stifle Progress

Decarbonization And Regulation Will Erode Royalty Cash Flows

Declining Specialty Retail Will Challenge Turnaround Though Some Upside Persists

Traditional Components Will Struggle Under Digital And Regulatory Pressures

Extreme Weather Crop Diseases And Regulatory Risks Will Impair Profitability

Rising Costs And Consumer Shifts Will Diminish Future Prospects

Generative AI Advances And Legal Risks Will Erode Margins

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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

Escalating Regulations Will Constrain Oilfield Water Infrastructure But Allow Resilience

Low-fee Platforms And Strict Regulations Will Weigh On Performance

Rising Regulatory Demands And Texas CRE Risks Will Stifle Progress

Decarbonization And Regulation Will Erode Royalty Cash Flows

Declining Specialty Retail Will Challenge Turnaround Though Some Upside Persists

Traditional Components Will Struggle Under Digital And Regulatory Pressures

Extreme Weather Crop Diseases And Regulatory Risks Will Impair Profitability

Rising Costs And Consumer Shifts Will Diminish Future Prospects

Generative AI Advances And Legal Risks Will Erode Margins

Value any company in seconds

Popular companies