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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
2
users have commented on this narrative
41
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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Southern Copper
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Renewable Trends And Tía María Projects Will Shape Copper Markets
Key Takeaways Major new projects, green technology demand, and supply chain trends position the company for production growth, strong sales, and reduced risk exposure. Leading cost efficiency, operational discipline, and ESG investments are expected to strengthen margins, stakeholder support, and valuation.
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US$125.65
FV
23.7% undervalued
intrinsic discount
4.81%
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
about 12 hours ago
author updated this narrative
Trane Technologies
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Urbanization And Decarbonization Will Boost HVAC Demand
Key Takeaways Rapid acceleration in high-value solutions and digital service adoption positions Trane for outsized, sustained revenue and margin expansion far above consensus expectations. Alignment with global decarbonization trends and early investments in smart building technology enable Trane to lead in retrofits and capture new, high-growth revenue streams.
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US$544.00
FV
22.2% undervalued
intrinsic discount
9.22%
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
about 12 hours ago
author updated this narrative
Amphenol
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Connected IoT Adoption Will Drive EV And Data Center Expansion
Key Takeaways Amphenol's leadership in next-gen infrastructure, broad customer base, and strong AI adoption position it for multi-year revenue and earnings growth above current expectations. Diversified end markets, operational agility, and disciplined execution are driving higher margins, robust cash flow, and further accretive M&A beyond market assumptions.
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US$126.00
FV
13.3% undervalued
intrinsic discount
15.20%
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
about 12 hours ago
author updated this narrative
PayPal Holdings
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Global E-commerce Surge Will Ignite Digital Payments And Venmo
Key Takeaways Expanding integration with global wallets, BNPL, and new demographics is set to accelerate PayPal's branded checkout adoption, user growth, and profit margins. AI-driven commerce, advertising, and cross-border features like PYUSD will boost merchant demand, operating efficiency, and recurring fee revenue.
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US$106.16
FV
34.8% undervalued
intrinsic discount
8.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
about 12 hours ago
author updated this narrative
Target
AN
AnalystHighTarget
Consensus Narrative from 32 Analysts
Beauty, Apparel And Toy Sectors Will Benefit From New Investments
Key Takeaways Target's investment in store upgrades and tech aims to boost efficiency, potentially enhancing margins and profits. Digital expansion and loyalty initiatives could significantly drive revenue, supporting growth and customer retention.
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US$131.05
FV
21.4% undervalued
intrinsic discount
2.63%
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 12 hours ago
author updated this narrative
Sherwin-Williams
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Urbanization And Eco-Friendly Coatings Will Expand Market Opportunities
Key Takeaways Aggressive investment, direct distribution, and sustainability focus uniquely position Sherwin-Williams to gain share, boost margins, and outperform peers as macro trends and regulations shift. Efficiency drives, automation, and competitor instability provide opportunities for margin expansion, recurring revenue, and long-term earnings growth beyond current market expectations.
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US$420.00
FV
13.2% undervalued
intrinsic discount
5.13%
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
about 12 hours ago
author updated this narrative
Arm Holdings
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
AI And IoT Trends Will Expand Global Licensing Horizons
Key Takeaways Explosive revenue and margin growth expected due to accelerating data center adoption, higher royalty rates, and advancement in customizable chip solutions. Dominance in edge AI, vast software ecosystem, and expansion into subsystems position Arm for durable, compounding high-margin earnings across multiple industries.
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US$210.00
FV
33.9% undervalued
intrinsic discount
27.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 12 hours ago
author updated this narrative
Cadence Design Systems
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
AI And IoT Advances Will Stimulate Next-Generation Chip Design
Key Takeaways Accelerating adoption of AI and advanced chiplet IP is driving structural growth and margin expansion, positioning Cadence well above current market expectations. Expanding into system-level design and high-growth verticals, alongside robust recurring revenue and strong cash deployment, supports long-term earnings and capital returns.
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US$410.00
FV
14.7% undervalued
intrinsic discount
12.12%
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
about 12 hours ago
author updated this narrative
Airbnb
AN
AnalystHighTarget
Consensus Narrative from 35 Analysts
Remote Work And Urbanization Will Ignite An Alternative Accommodations Boom
Key Takeaways Rapid gains in new international markets and expansion into Experiences and Services could outpace expectations, significantly diversifying revenue streams and boosting long-term earnings potential. Investments in remote work offerings, AI-driven personalization, and strong brand loyalty enable efficiency gains, margin expansion, and sustained share growth over competitors.
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US$182.60
FV
31.5% undervalued
intrinsic discount
12.36%
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 12 hours ago
author updated this narrative
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