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

23.6% 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

24.2% 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

4.4% undervalued

8.72%

Revenue growth p.a.

New

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PACCAR

AnalystLowTarget

Consensus Narrative from 17 Analysts

Rising Tariffs And Regulatory Pressures Will Compromise Long-Term Competitiveness

Key Takeaways Slow adaptation to electric and autonomous technologies, along with reliance on traditional markets, risks PACCAR falling behind more innovative rivals and suffering unpredictable earnings. Ongoing supply chain disruptions and shifting freight industry dynamics threaten PACCAR's margins, weaken global competitiveness, and could compress its long-term growth prospects.

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US$86.00

14.2% overvalued

-2.48%

Revenue growth p.a.

3 days ago

Freeport-McMoRan

AnalystLowTarget

Consensus Narrative from 19 Analysts

Technological Substitution And Geopolitical Risks Will Undermine Prospects

Key Takeaways Advances in alternative materials, tighter environmental rules, and labor shortages threaten to reduce demand, increase costs, and pressure margins for Freeport-McMoRan. Resource nationalism and regulatory risks in key countries could disrupt operations, increase volatility, and constrain access to critical mineral reserves.

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US$37.57

12.8% overvalued

4.60%

Revenue growth p.a.

3 days ago

lululemon athletica

AnalystLowTarget

Consensus Narrative from 30 Analysts

US Market Adaptation And Cost Controls Will Build Resilience

Key Takeaways Rising operational costs and macroeconomic challenges are constraining gross and net margins, affecting revenue growth projections. Strategic investments in marketing elevate spending, with increased SG&A rates impacting financial leverage.

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US$155.00

28.0% overvalued

4.15%

Revenue growth p.a.

3 days ago

Marvell Technology

AnalystLowTarget

Consensus Narrative from 38 Analysts

AI And Custom Silicon Programs Will Empower Data Center Evolution

Key Takeaways Heavy reliance on AI and custom silicon growth may not meet expectations due to market competition and saturation, affecting revenue. Negative margins and limited visibility into non-GAAP targets may undermine earnings and investor confidence, despite strong cash flows.

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US$64.31

18.5% overvalued

18.99%

Revenue growth p.a.

3 days ago

Amphenol

AnalystLowTarget

Consensus Narrative from 16 Analysts

Global Supply Chain Woes Will Shrink Margins And Raise Costs

Key Takeaways Emerging technologies and heightened competition risk eroding Amphenol's margins, pricing power, and sales growth across core legacy products. Regulatory, supply chain, and R&D pressures are expected to increase costs, straining profitability and free cash flow in the face of uncertain returns.

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US$90.16

21.1% overvalued

12.09%

Revenue growth p.a.

3 days ago

Trane Technologies

AnalystLowTarget

Consensus Narrative from 19 Analysts

Legacy HVAC Demand Will Decline Under Rising Regulatory Pressure

Key Takeaways Accelerating adoption of advanced, energy-efficient technologies and rising regulations threaten Trane's traditional HVAC revenue, raising risk of market share erosion and higher compliance costs. Heavy reliance on North American commercial HVAC and vulnerability to global trade disruptions expose Trane to topline stagnation, margin compression, and increased competition from innovative rivals.

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US$344.71

22.8% overvalued

6.36%

Revenue growth p.a.

3 days ago

Target

AnalystLowTarget

Consensus Narrative from 32 Analysts

Retail Infrastructure And AI Will Modernize Future Operations Despite Risks

Key Takeaways Strategic investments aim to enhance operational efficiency and boost revenue by modernizing stores, supply chain, and technology. Focus on loyalty programs and technology modernization drives market share gains, customer engagement, and improved profitability.

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US$82.00

25.6% overvalued

0.61%

Revenue growth p.a.

3 days ago

PayPal Holdings

AnalystLowTarget

Consensus Narrative from 33 Analysts

Central Bank Digital Currencies Will Jeopardize Payment Revenues

Key Takeaways Rising competition from fintech, big tech, and alternative payment technologies is threatening PayPal's core business and long-term revenue growth. Regulatory pressures and the shift toward integrated super-apps and digital currencies are increasing costs and eroding user acquisition and retention.

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US$62.00

11.7% overvalued

4.40%

Revenue growth p.a.

3 days ago

Arm Holdings

AnalystLowTarget

Consensus Narrative from 33 Analysts

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Key Takeaways Rising in-house chip design by key clients and open-source adoption threaten Arm's traditional licensing and royalty-based revenue streams. Increased R&D spending and changing market dynamics could squeeze margins, while geopolitical tensions risk limiting access to critical growth markets.

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US$85.95

61.6% overvalued

15.88%

Revenue growth p.a.

3 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

Rising Tariffs And Regulatory Pressures Will Compromise Long-Term Competitiveness

Technological Substitution And Geopolitical Risks Will Undermine Prospects

US Market Adaptation And Cost Controls Will Build Resilience

AI And Custom Silicon Programs Will Empower Data Center Evolution

Global Supply Chain Woes Will Shrink Margins And Raise Costs

Legacy HVAC Demand Will Decline Under Rising Regulatory Pressure

Retail Infrastructure And AI Will Modernize Future Operations Despite Risks

Central Bank Digital Currencies Will Jeopardize Payment Revenues

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

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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

Rising Tariffs And Regulatory Pressures Will Compromise Long-Term Competitiveness

Technological Substitution And Geopolitical Risks Will Undermine Prospects

US Market Adaptation And Cost Controls Will Build Resilience

AI And Custom Silicon Programs Will Empower Data Center Evolution

Global Supply Chain Woes Will Shrink Margins And Raise Costs

Legacy HVAC Demand Will Decline Under Rising Regulatory Pressure

Retail Infrastructure And AI Will Modernize Future Operations Despite Risks

Central Bank Digital Currencies Will Jeopardize Payment Revenues

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Value any company in seconds

Popular companies