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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
11
users have liked this narrative
3
users have commented on this narrative
45
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
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
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
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Penumbra
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
STORM-PE Trial And New Therapies Will Expand Global Reach
Key Takeaways New clinical trials and innovative product launches are expected to drive market adoption, improve margins, and accelerate growth in large, underpenetrated therapy areas. Expanding globally with an enhanced sales force and continued investment in data and technology supports sustainable earnings, better pricing, and long-term competitive strength.
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US$310.88
FV
18.6% undervalued
intrinsic discount
13.65%
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
4 days ago
author updated this narrative
Acuity
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Electronics Investments And QSC Acquisition Will Expand Global Reach
Key Takeaways Strategic acquisitions and electronic portfolio enhancements are set to drive sales growth, expand margins, and boost market share. Geographic expansion and strategic pricing actions aim to manage costs, while strong cash flow facilitates investment in growth opportunities.
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US$333.38
FV
5.9% undervalued
intrinsic discount
8.13%
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
4 days ago
author updated this narrative
Dropbox
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI-Driven Cloud Platforms Will Transform Digital Collaboration
Key Takeaways Deeper AI integration and new product tiers aim to boost user monetization, engagement, and long-term recurring revenue amid growing digital collaboration trends. Continued operational efficiency and emphasis on security position Dropbox for stable cash flow, stronger enterprise appeal, and sustainable long-term growth.
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US$28.13
FV
1.1% undervalued
intrinsic discount
-1.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
Comerica
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Sunbelt And Digital Focus Will Define Future Strength
Key Takeaways Growth in Sunbelt markets and digital innovation are expanding Comerica's customer base, supporting long-term revenue gains and operational efficiency. Strong risk management and fee-based business expansion are diversifying income, bolstering earnings stability across economic cycles.
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US$66.65
FV
1.9% overvalued
intrinsic discount
3.14%
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
4 days ago
author updated this narrative
SSD
Simpson Manufacturing
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Mass Timber Construction Will Build Future Resilience
Key Takeaways Product innovation, code-compliance leadership, and digital solutions are strengthening market position, driving margin expansion, and supporting sustained revenue and earnings growth. Geographic diversification and investment in automation are improving supply chain resilience, operating stability, and long-term profitability.
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US$190.00
FV
1.6% undervalued
intrinsic discount
4.97%
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
4 days ago
author updated this narrative
Allison Transmission Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Electrification And Global Expansion Will Unlock Future Opportunities
Key Takeaways Strategic acquisitions and market expansion drive operational synergies, diversified end markets, and greater resilience across economic cycles. Growing focus on electrified and alternative-fuel segments, supported by infrastructure investment, positions the company for long-term margin and revenue growth.
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US$102.11
FV
14.8% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Bath & Body Works
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into New Product Lines And Markets Will Attract Diverse Customers And Enhance Future Prospects
Key Takeaways Product line expansion and tech-driven personalization strategies target younger demographics, aiming for increased customer engagement and long-term revenue growth. International market focus, coupled with operational efficiencies, supports growth in net sales and maintains profitability amid ongoing investments.
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US$41.73
FV
31.3% undervalued
intrinsic discount
2.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Cirrus Logic
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Mixed Signal Expansion Will Capture New Markets Amidst Margin Pressure
Key Takeaways Strategic diversification beyond smartphones and targeted R&D investments are broadening market reach, reducing customer risk, and supporting long-term profit growth. Expansion into laptops, automotive, and IoT leverages innovation to capture new markets, improve margins, and strengthen the company's competitive positioning.
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US$123.33
FV
10.0% undervalued
intrinsic discount
0.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Axalta Coating Systems
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Electric Vehicle Adoption And Digitalization Will Expand Global Coatings
Key Takeaways Growth is driven by innovation in sustainable coatings, digital platforms, and expansion into high-potential regions, supporting greater revenue diversification and premium pricing power. Operational efficiency, cost management, and strategic moves into new market segments position Axalta for sustained margin improvement and incremental long-term earnings growth.
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US$37.44
FV
18.8% undervalued
intrinsic discount
2.34%
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
4 days ago
author updated this narrative
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