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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
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
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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
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New
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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
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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
32.8% undervalued
intrinsic discount
27.07%
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
6 days ago
author updated this narrative
Zoom Communications
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Custom AI Companion May Boost Productivity But Faces Adoption Uncertainties
Key Takeaways Zoom's shift to an AI-first platform and agentic AI capabilities could enhance customer productivity and create new revenue opportunities. Strategic partnerships and enterprise market focus aim to expand user base and enterprise growth, improving revenue and margins.
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US$91.07
FV
23.4% undervalued
intrinsic discount
3.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
62
users have followed this narrative
6 days 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
15.6% undervalued
intrinsic discount
5.09%
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
6 days 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
14.9% undervalued
intrinsic discount
12.03%
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
6 days ago
author updated this narrative
DraftKings
AN
AnalystConsensusTarget
Consensus Narrative from 33 Analysts
US Gaming Legalization Will Expand Future Opportunities In Live Betting And Digital Lottery
Key Takeaways Expansion of online gaming legalization in more states could significantly boost DraftKings' revenue and growth prospects. Leveraging expertise in live betting and new verticals like digital lottery could enhance customer engagement and future revenue.
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US$53.59
FV
20.3% undervalued
intrinsic discount
22.27%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
6 days ago
author updated this narrative
Genuine Parts
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Investments And Global Expansion Will Reshape Auto Parts Distribution
Key Takeaways Aging global vehicle fleets and rising vehicle complexity support sustained demand for high-value replacement parts, boosting Genuine Parts' long-term growth prospects and margins. Strategic investments in digital transformation, supply chain optimization, and global expansion diversify revenue streams and enhance operational efficiency.
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US$137.43
FV
2.9% undervalued
intrinsic discount
3.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
6 days ago
author updated this narrative
Steel Dynamics
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Key Takeaways Accelerating infrastructure, reshoring, and favorable trade policies drive strong demand, pricing power, and profit growth in steel and aluminum. Investments in sustainable production and integrated recycling enhance competitiveness, cost control, and appeal to customers seeking low-carbon materials.
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US$149.21
FV
18.0% undervalued
intrinsic discount
8.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 days ago
author updated this narrative
Airbnb
AN
AnalystHighTarget
Consensus Narrative from 35 Analysts
Remote Work And Globalization Will Expand Alternative Stays Worldwide
Key Takeaways Flexible travel trends and emerging market growth are expanding Airbnb’s market share and providing a foundation for sustained global revenue acceleration. Investments in technology, user experience, and service diversification are driving higher customer loyalty, improved margins, and broader revenue streams.
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US$184.09
FV
35.7% undervalued
intrinsic discount
13.93%
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
6 days ago
author updated this narrative
Gilead Sciences
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Lenacapavir And Trodelvy Launches Will Serve A Growing Aging Market
Key Takeaways Multiple new product launches and innovation in oncology and HIV therapy strongly position Gilead to expand into larger, diversified markets and drive sustained revenue growth. Strength in core HIV and liver portfolios, robust R&D, and minimal competition risks support stable cash flows and enable long-term margin and earnings expansion.
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US$140.00
FV
14.0% undervalued
intrinsic discount
5.64%
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
6 days ago
author updated this narrative
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