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Global Community
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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
users have liked this narrative
0
users have commented on this narrative
11
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
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
users have followed this narrative
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First Mining Gold
AG
Agricola
Community Contributor
First Mining Gold's competitive advantages in the mining sector.
First Mining Gold Corp. (TSX:FF) has several advantages over other companies in the gold mining and exploration sector, particularly due to its focus on large-scale, advanced-stage projects in Canada and its strategic business model.
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CA$5.00
FV
96.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
6
users have commented on this narrative
16
users have followed this narrative
4 months ago
author updated this narrative
Investor
IN
Investingwilly
Community Contributor
The "Boring" Money Printer
Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.
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SEK 350.00
FV
17.5% undervalued
intrinsic discount
18.55%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
13
users have commented on this narrative
116
users have followed this narrative
3 months ago
author updated this narrative
Clear Secure
NA
NateF
Community Contributor
YOU Market Outlook
Operates primarily in the biometric security and identity verification market, focusing on areas such as airport security, venue access, and membership-based identity solutions. Sector: Technology Industry: Software - Application, Travel, Biometric security, identity verification Market Capitalization: $3.8b (Mid Cap) Major Competitors: TSA PreCheck (Transportation Security Administration): A government-operated trusted traveler program that competes directly with Clear Secure in the airport security space.
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US$20.05
FV
60.2% overvalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 months ago
author updated this narrative
CleanSpark
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights: Record Revenue and Strategic Growth
Release Date: February 06, 2025 Revenue: $162.3 million, a 120% increase compared to the same period last year. Net Income: $246.8 million, or $0.85 per basic share.
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US$8.26
FV
19.5% overvalued
intrinsic discount
20.15%
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
5 months ago
author updated this narrative
Geron
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights: Navigating Revenue Challenges and Strategic amid investor court case
Release Date: May 07, 2025 Q1 RYTELO Net Revenues: $39.4 million, down $8 million from Q4. Cash and Marketable Securities: Approximately $457.5 million as of March 31, 2025.
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US$2.42
FV
43.8% undervalued
intrinsic discount
98.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
DigitalOcean Holdings
NE
Nenad
Community Contributor
DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition
1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.
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US$50.00
FV
40.9% undervalued
intrinsic discount
18.62%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
5
users have commented on this narrative
35
users have followed this narrative
7 months ago
author updated this narrative
ADMA Biologics
PI
pizzitaxi
Community Contributor
Valuation analysis
11-NOV-2024 Actual company guidance: 2024: 415 MUSD revenue (S24) and net income 120 MUSD (E24), 2025: 465 MUSD (S25), 165 MUSD net income (E25) Market cap of 5.35 BUSD (P) at 22.62/share: P/S24 = 12.9, P/E24 = 44.6, P/S25 = 11.5 and P/E25 = 32.4) My assumptions: ADMA will be highly profitable due to high ratio of hyperimmunes (maybe eventually they will only manufacture hyperimmunes if S. pneumonia is successful and provided they can source the required amount of hyperimmune plasma).
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US$20.93
FV
21.7% undervalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
9 months ago
author updated this narrative
Clear Secure
BR
Brogers
Community Contributor
Strong potential through partnerships, international expansion and wider application of biometrics
Key Takeaways Clear Secure (YOU) has strong potential for future growth, particularly if it successfully diversifies its offerings and expands its digital identity services beyond airports. The company’s success hinges on its ability to scale internationally, as its current US-centric focus limits its addressable market.
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US$46.66
FV
31.2% undervalued
intrinsic discount
12.58%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 months ago
author updated this narrative
Rheinmetall
JO
Jonh
Community Contributor
Rheinmetall will soar as revenue grows by 30% annually riding a defense wave
Key Takeaways Strategic alliances and joint ventures are set to amplify technological advancements, revenue, and profitability. Robust backlog and defense focus are likely to sustain profitability and enhance future revenue streams.
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€2.64k
FV
40.7% undervalued
intrinsic discount
19.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 months ago
author updated this narrative
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