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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
1
users have commented on this narrative
39
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
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NanoGroup
FI
fis_wse
Community Contributor
Expect big change: Nanogroup's NanOX system will tackle global kidney shortages
Overview of Nanogroup and the NanOX Project Nanogroup is focused on addressing the critical shortage of organs for transplantation, particularly kidneys, which are essential for treating end-stage renal disease. The organization has developed an innovative solution known as the NanOX system , designed to improve the availability, preservation, and success rates of kidney transplants.
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zł0
FV
82.0% undervalued
intrinsic discount
0%
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
8 months ago
author updated this narrative
Afya
NA
NateF
Community Contributor
AFYA Market Outlook
Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.
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US$14.86
FV
3.8% overvalued
intrinsic discount
9.72%
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
7 months ago
author updated this narrative
MINISO Group Holding
SU
SuEric
Community Contributor
Top Pick for Multi-bagger
Strong Q1 2024 Performance In Q1 2024, $MNSO revenue surged 26% year-on-year to $515.7 million, with adjusted EBITDA margin expanding by 200 basis points to 25.9%. This growth was fueled by a robust strategy of opening new stores globally.
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US$44.06
FV
55.7% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
20
users have commented on this narrative
23
users have followed this narrative
7 months ago
author updated this narrative
Five Point Holdings
TO
TomHu
Community Contributor
Five Point Holdings, LLC (FPH): A Bull Case Theory
Five Point Holdings (FPH) has delivered a remarkable turnaround, as evidenced by its Q4 results and 2025 guidance that far exceeded expectations. Under the leadership of a consistently strong management team, the company has made impressive strides in property sales, debt reduction, and operational efficiency, while unlocking significant value from its real estate portfolio.
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€12.00
FV
61.3% undervalued
intrinsic discount
23.86%
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
7 months ago
author updated this narrative
Comcast
WA
WallStreetWontons
Community Contributor
Broadband Giant is Significantly Undervalued
Catalysts Total Revenue Growth : In Q1 2024, Comcast’s total revenue increased by 1% to $30.1 billion. This growth is a positive sign for the company.
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US$68.19
FV
51.8% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 year ago
author updated this narrative
Magnora
BO
Bonywall
Community Contributor
Investment Case Magnora ASA
Key Takeaways Magnora ASA, a company listed on the Oslo Stock Exchange, has been actively transitioning its legacy royalty business towards renewable energy development projects and companies. Their diverse portfolio includes investments in entities such as Helios Nordic Energy AB, Kustvind AB, and Magnora Offshore Wind AS, reflecting a strategic pivot to sustainable energy solutions.
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NOK 57.55
FV
59.5% undervalued
intrinsic discount
37.85%
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
about 1 year ago
author updated this narrative
Tesla
GR
grew
Community Contributor
Tesla's Future Valuation Soars with 35x PE by 2030?
Tesla’s Future Valuation: A Deep Dive into 2030 Predictions 1. Introduction: Why This Matters Tesla is no longer just an automaker—it’s evolving into a technology powerhouse with AI, robotics, energy, and software.
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US$2.71k
FV
87.6% undervalued
intrinsic discount
77.00%
Revenue growth p.a.
Set Fair Value
46
users have liked this narrative
26
users have commented on this narrative
105
users have followed this narrative
6 months ago
author updated this narrative
FVI
Fortuna Mining
RO
RockeTeller
Community Contributor
$100 silver, $4,000 gold
To estimate the potential stock price of Fortuna Mining based on a predicted silver price of $100 per ounce, we can follow a systematic approach, focusing on their silver production and how the higher silver price could impact their revenue. Key Financial Metrics Current Production : Gold Production : 325,000 oz Silver Production : 6.5 million oz Total Production for 2024 : 475,000 oz AUEQ Revenue Contribution : Approximately 2/3 of revenue comes from gold and 1/3 from silver.
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CA$31.00
FV
67.6% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
11 months ago
author updated this narrative
Costco Wholesale
MA
Maritta
Community Contributor
Kaufempfehlung zum Preis von 610
Costco Wholesale Corporation (COST) ist ein amerikanisches multinationales Unternehmen, das eine Kette von Mitgliederclubs betreibt, die eine breite Palette von Waren zu relativ niedrigen Preisen anbieten. Potenzielle Katalysatoren für Umsatz- und Ertragswachstum: Expansion in neue Märkte: Costco expandiert weiter in neue Märkte, insbesondere in Asien und Europa.
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€610.00
FV
38.7% overvalued
intrinsic discount
1.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
12 months ago
author updated this narrative
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