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

23.9% 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.

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Camil Alimentos

AnalystLowTarget

Consensus Narrative from 6 Analysts

Extreme Weather And Regulatory Burdens Will Strain Margins

Key Takeaways Vulnerability to climate risks, shifting consumer preferences, and commodity price volatility threaten both profit margins and long-term revenue growth. Regulatory pressures and lack of innovation or brand differentiation limit operational efficiency and the effectiveness of international expansion efforts.

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R$4.12

8.9% overvalued

2.88%

Revenue growth p.a.

5 days ago

Locaweb Serviços de Internet

AnalystLowTarget

Consensus Narrative from 10 Analysts

Brazil Volatility Will Challenge Performance Yet Foster Resilience

Key Takeaways Over-reliance on the Brazilian market and increased regulatory and integration risks may squeeze margins and create income volatility despite sector growth. Intensifying competition from global SaaS providers threatens Locaweb's efforts to expand its market share and sustain recurring revenue amid slowing core growth.

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R$4.10

1.7% undervalued

10.87%

Revenue growth p.a.

5 days ago

NFON

AnalystLowTarget

Consensus Narrative from 4 Analysts

Decentralized Communications Growth Will Undermine Legacy Cloud PBX Revenue

Key Takeaways Larger competitors bundling unified communications threaten NFON's growth, profitability, and ability to differentiate its cloud PBX offerings. Reliance on a narrow product focus and limited geographic footprint exposes the company to revenue risk amid shifting technological and regulatory landscapes.

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€5.50

15.5% overvalued

11.07%

Revenue growth p.a.

5 days ago

DNO

AnalystLowTarget

Consensus Narrative from 3 Analysts

Rising Renewables And Political Risks Will Depress North Sea Earnings

Key Takeaways Overdependence on oil and operations in politically unstable regions exposes DNO to volatile cash flows and earnings risk. Rising regulatory pressures and costs threaten margins, while limited diversification and maturing assets undermine long-term value.

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NOK 12.50

13.3% overvalued

12.98%

Revenue growth p.a.

5 days ago

Super Retail Group

AnalystLowTarget

Consensus Narrative from 14 Analysts

E-commerce Competition And Rising Costs Will Erode Margins

Key Takeaways Growing e-commerce competition and shifting consumer values threaten traditional retail formats and less sustainable product lines, putting revenue and margins at risk. Rising labor, rental, and logistics costs, alongside fixed-cost exposure from store expansion, could compress profitability as sales growth moderates.

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AU$11.00

46.1% overvalued

4.10%

Revenue growth p.a.

5 days ago

Conduit Holdings

AnalystLowTarget

Consensus Narrative from 5 Analysts

North American Climate Events And Fierce Competition Will Squeeze Margins

Key Takeaways Increased climate-related claims, intensifying competition, and limited global scale are driving earnings volatility and constraining premium growth, threatening sustained profitability. Elevated catastrophe exposure, high expenses, and ongoing regulatory pressures are compressing margins and limiting the company's ability to improve long-term earnings or efficiency.

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UK£3.00

6.9% undervalued

-4.66%

Revenue growth p.a.

5 days ago

AlzChem Group

AnalystLowTarget

Consensus Narrative from 5 Analysts

Rising Environmental Mandates And Input Costs Will Squeeze Margins

Key Takeaways Growing regulatory and sustainability trends, along with rising costs and pricing pressures, threaten AlzChem's profitability and competitive stance in global specialty chemicals markets. Heavy reliance on core products and lack of diversification exposes the company to significant risks from market shifts, technological disruption, and intensified industry competition.

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€97.00

56.1% overvalued

8.07%

Revenue growth p.a.

5 days ago

Swiss Re

AnalystLowTarget

Consensus Narrative from 15 Analysts

Rising Catastrophe Losses And Regulatory Pressures Will Hurt Margins

Key Takeaways Escalating climate risks, competitive pressures, and regulatory changes threaten Swiss Re's profitability, earnings stability, and market share. Ongoing low investment returns and softening reinsurance pricing challenge the company's revenue growth and long-term margins.

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CHF 102.22

42.3% overvalued

2.73%

Revenue growth p.a.

5 days ago

American Airlines Group

AnalystLowTarget

Consensus Narrative from 21 Analysts

Rising Costs And Declining Demand Will Undermine Profitability

Key Takeaways Increasing regulatory, labor, and sustainability pressures are driving up costs and limiting margin flexibility despite ongoing investments in fleet and premium offerings. Structural declines in business travel and shifting demographics threaten long-term revenue growth and hinder the effectiveness of premium and expansion strategies.

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US$8.00

60.3% overvalued

3.69%

Revenue growth p.a.

5 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

Extreme Weather And Regulatory Burdens Will Strain Margins

Brazil Volatility Will Challenge Performance Yet Foster Resilience

Decentralized Communications Growth Will Undermine Legacy Cloud PBX Revenue

Rising Renewables And Political Risks Will Depress North Sea Earnings

E-commerce Competition And Rising Costs Will Erode Margins

North American Climate Events And Fierce Competition Will Squeeze Margins

Rising Environmental Mandates And Input Costs Will Squeeze Margins

Rising Catastrophe Losses And Regulatory Pressures Will Hurt Margins

Rising Costs And Declining Demand Will Undermine Profitability

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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

Extreme Weather And Regulatory Burdens Will Strain Margins

Brazil Volatility Will Challenge Performance Yet Foster Resilience

Decentralized Communications Growth Will Undermine Legacy Cloud PBX Revenue

Rising Renewables And Political Risks Will Depress North Sea Earnings

E-commerce Competition And Rising Costs Will Erode Margins

North American Climate Events And Fierce Competition Will Squeeze Margins

Rising Environmental Mandates And Input Costs Will Squeeze Margins

Rising Catastrophe Losses And Regulatory Pressures Will Hurt Margins

Rising Costs And Declining Demand Will Undermine Profitability

Value any company in seconds

Popular companies