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Community Investing Ideas
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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
users have commented on this narrative
11
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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
0
users have liked this narrative
0
users have commented on this narrative
3
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
5.0% undervalued
intrinsic discount
8.72%
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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G8 Education
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising Workforce Engagement And Urban Growth Will Boost Childcare Demand
Key Takeaways Improving enrollment conversion, digitalization, and labor efficiency position G8 for stronger occupancy and margin expansion than currently anticipated. Structural industry growth and resilient, policy-supported revenue streams enable G8 to outperform peers and drive earnings through targeted acquisitions.
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AU$1.70
FV
45.3% undervalued
intrinsic discount
5.80%
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
4 days ago
author updated this narrative
Wilh. Wilhelmsen Holding
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Global Trade And Green Shipping Will Transform Maritime Services
Key Takeaways Strong expansion in maritime and new energy, along with scale and acquisitions, positions the company for industry-leading margin and earnings growth. Early focus on green shipping, digitalization, and financial strength enables superior contract wins, cost efficiency, and bold M&A-driven value creation.
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NOK 732.32
FV
32.1% undervalued
intrinsic discount
2.88%
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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4 days ago
author updated this narrative
Glanbia
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Health And Wellness Trends Will Transform Performance Nutrition Landscape
Key Takeaways Accelerated transformation, efficient supply chain management, and digitalization create potential for higher-than-expected margin expansion and earnings resilience. Strong positioning in health, wellness, and next-generation nutrition enables long-term revenue growth and market share gains, driven by innovation and strategic acquisitions.
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€20.60
FV
40.8% undervalued
intrinsic discount
5.68%
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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4 days ago
author updated this narrative
Robinsons Retail Holdings
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Growth And Urbanization Will Drive Retail Expansion
Key Takeaways Rising private label penetration and digital initiatives are driving significant margin improvement and positioning the company for sustained, high-margin revenue growth. Expansion into underserved markets and strong performance from new subsidiaries unlock potential for outsized profit and top-line growth beyond analyst forecasts.
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₱86.90
FV
55.7% undervalued
intrinsic discount
8.79%
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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4 days ago
author updated this narrative
ADTRAN Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Rates And Trade Tension Will Weaken Telecom Markets
Key Takeaways Reliance on telecom investment cycles, supply chain uncertainties, and shifting technology trends create significant risks to revenue growth and margin stability. Integration challenges and aggressive market competition threaten profitability by driving up costs and compressing margins despite ongoing adaptation efforts.
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US$9.00
FV
4.9% undervalued
intrinsic discount
13.09%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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AutoStore Holdings
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Global E-Commerce Surge Will Expand Automated Warehousing Solutions
Key Takeaways AutoStore's transition to a platform offering full-spectrum automation and AI positions it for strong, recurring revenues and margin expansion via high customer stickiness and premium solutions. Rapid growth in e-commerce and automation needs, supported by a sizeable installed base, creates strong network effects and positions AutoStore for outsized market share gains and operating leverage.
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NOK 15.01
FV
53.8% undervalued
intrinsic discount
15.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
EVT
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digitization And Urbanization Will Fuel Premier Leisure Experiences
Key Takeaways Reinvesting unlocked capital from property divestments, alongside operational efficiencies, could accelerate revenue and earnings growth beyond market expectations. Demographic shifts and advances in hospitality technology position EVT for structurally higher demand, improved margins, and reliable top-line revenue expansion.
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AU$19.00
FV
10.4% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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4 days ago
author updated this narrative
CTT
Cettire
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Rising E-Commerce And Emerging Markets Will Fuel Luxury Expansion
Key Takeaways Unmatched supplier relationships and early-stage international investments position Cettire for accelerated growth and a structural earnings advantage over competitors. Proprietary technology and an asset-light model fuel margin expansion and rapid market consolidation, capitalizing on global digital luxury demand.
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AU$1.18
FV
73.3% undervalued
intrinsic discount
4.59%
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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4 days ago
author updated this narrative
Viant Technology
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
CTV Adoption And Privacy Shift Will Redefine Ad Landscape
Key Takeaways Viant's advanced CTV capabilities, privacy-driven products, and automation-focused model position it for outsized growth amid industry shifts and rising regulatory complexity. Rapid customer upgrades, AI-driven efficiencies, and antitrust actions present the potential for sudden, transformative gains in both revenue and profitability.
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US$26.00
FV
53.8% undervalued
intrinsic discount
55.33%
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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4 days ago
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