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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
13
users have liked this narrative
8
users have commented on this narrative
50
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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Peloton Interactive
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Declining Hardware Sales And Cost Pressures Will Curb Future Prospects
Key Takeaways Plateauing sales and market saturation, combined with vulnerability to supply chain costs, threaten future revenue, margins, and cash flow. Shifts toward holistic wellness and tech innovation, plus regulatory and privacy pressures, erode Peloton's competitive advantage and long-term profitability.
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US$5.00
FV
70.4% overvalued
intrinsic discount
-2.46%
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
2 days ago
author updated this narrative
Rumble
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Regulatory Risks And Competition Will Limit Revenue But B2B Will Revive
Key Takeaways Heavy reliance on niche branding and creator incentives may pressure margins amid rising regulatory and content moderation risks. Growth is challenged by intense competition and advertiser hesitation, limiting mainstream appeal and potential revenue scale.
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US$9.00
FV
12.2% undervalued
intrinsic discount
20.86%
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
2 days ago
author updated this narrative
Ultragenyx Pharmaceutical
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Rising Clinical Risks Will Depress Biotech Pipeline Yet Invite Rebound
Key Takeaways Ultragenyx's promising late-stage pipeline and orphan drug approvals face significant risks from clinical setbacks, pricing pressures, and high R&D costs, impacting future profitability. Heavy reliance on a limited product portfolio, potential biosimilar competition, and challenges in global commercialization threaten long-term revenue growth and margin expansion.
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US$38.23
FV
22.3% undervalued
intrinsic discount
14.08%
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
2 days ago
author updated this narrative
Sweetgreen
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Costs And Oversaturation Will Constrain Margins And Spur Efficiency
Key Takeaways Rising input and labor costs, along with execution missteps, threaten profit recovery and may hinder growth despite automation and digital initiatives. Fast expansion risks oversaturating markets, while competitive pressures and volatile costs could limit margin improvement and long-term earnings potential.
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US$10.00
FV
8.1% undervalued
intrinsic discount
13.76%
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
2 days ago
author updated this narrative
PROCEPT BioRobotics
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Competitive Pressures Will Hinder Urologic Procedures Yet Spur Progress
Key Takeaways Growth potential driven by demographic trends and innovation faces threats from competition, pricing pressure, and possible market shifts to non-device treatments. Expansion and recurring revenue are promising, but high costs, reimbursement risks, and geopolitical factors could constrain margins and profitability.
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US$51.00
FV
18.5% undervalued
intrinsic discount
26.48%
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
2 days ago
author updated this narrative
C3.ai
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Open-source AI Will Erode Revenue And Margins
Key Takeaways Proliferation of open-source AI and vertical integration by large clients threaten C3.ai's market relevance and revenue growth prospects. Increasing compliance costs, talent shortages, and persistent losses challenge C3.ai's profitability and long-term competitiveness.
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US$13.00
FV
37.3% overvalued
intrinsic discount
11.33%
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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2 days ago
author updated this narrative
Liberty Global
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Cord Cutting And European Competition Will Undermine Legacy Networks
Key Takeaways Shrinking legacy video revenues and intense competition from low-cost rivals are steadily eroding pricing power, compressing margins, and increasing subscriber churn. Heavy investment needs, rising debt costs, and tightening regulations are straining earnings, cash flow, and long-term growth flexibility across core markets.
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US$9.90
FV
16.5% overvalued
intrinsic discount
-1.83%
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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2 days ago
author updated this narrative
Asana
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Data Privacy Laws And Stiff Rivals Will Hamper Expansion
Key Takeaways Stricter data privacy regulation, weak IT budgets, and increasing competition threaten Asana's growth, pricing power, and ability to differentiate its products. Limited success in expansion beyond core offerings, along with global operational challenges, could curb international growth and constrain profitability.
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US$10.00
FV
38.5% overvalued
intrinsic discount
8.26%
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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2 days ago
author updated this narrative
Braze
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising Costs And Competition Will Hamper SaaS Yet Spur Resilience
Key Takeaways Heavy reliance on a concentrated enterprise customer base and elevated operating costs could constrain revenue growth, net retention, and margin expansion amid economic or competitive pressures. Increasing competition, potential commoditization, and mounting product complexity may weaken pricing power, strain scalability, and limit long-term operating income improvements.
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US$38.00
FV
32.9% undervalued
intrinsic discount
18.57%
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
2 days ago
author updated this narrative
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