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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
3
users have commented on this narrative
45
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
17
users have followed this narrative
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Heritage Global
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Adoption And Asset Sales Will Fuel Market Expansion
Key Takeaways Expansion in distressed asset sales, digital platforms, and regulatory-driven deal flow is fueling revenue growth, improved earnings visibility, and stronger market positioning. Strategic acquisitions and share repurchases are enhancing diversification, operational scale, and long-term margin expansion for greater profitability.
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US$3.83
FV
50.2% undervalued
intrinsic discount
9.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Gorilla Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Expansion And AI Will Fuel National Infrastructure Projects
Key Takeaways Global expansion and secured contracts indicate potential for enhanced revenue and earnings growth from long-term projects and recurring streams. Workforce expansion for large-scale, AI-focused projects suggests significant operational scale-up and improved net margins.
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US$31.00
FV
43.6% undervalued
intrinsic discount
29.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
4 days ago
author updated this narrative
VirTra
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Renewed Government Funding And XR Trends Will Expand Market Reach
Key Takeaways Expanding recurring, high-margin revenue through strategic contracts, XR adoption, and innovation positions VirTra for greater earnings stability and margin improvement. Partnerships and integration with leading simulation platforms drive international and defense market growth, reinforcing competitive strength and operating leverage.
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US$8.25
FV
34.8% undervalued
intrinsic discount
11.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
Forian
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Integrated Healthcare Data And AI Will Revolutionize Life Sciences
Key Takeaways Enhanced healthcare data integration, AI-driven product innovation, and strong contract renewals are boosting Forian's scalability, customer base, and long-term recurring revenue growth. Strategic acquisitions and a solid financial position position Forian to expand its market reach, drive topline growth, and improve profitability through both organic and inorganic means.
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US$5.00
FV
60.0% undervalued
intrinsic discount
24.00%
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
4 days ago
author updated this narrative
Spero Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Positive Phase III Efficacy Will Unlock Expanded Antibiotic Markets
Key Takeaways Successful late-stage results and strategic partnerships could propel revenue growth, reduce fixed costs, and stabilize near-term cash flow. Favorable regulatory landscape and market demand for novel antibiotics position the company for sustained expansion and margin improvement.
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US$5.00
FV
61.8% undervalued
intrinsic discount
-10.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
4 days ago
author updated this narrative
BGSF
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
AI And Digitalization Will Advance Property Management Facing Cyclical Volatility
Key Takeaways Adoption of automation and exclusive agreements boosts efficiency, client retention, and recurring revenue, improving earnings predictability and margin expansion. Property management focus, disciplined cost controls, and a debt-free position enable reinvestment in technology and support future cash flow and EBITDA growth.
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US$10.50
FV
45.0% undervalued
intrinsic discount
-64.25%
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
4 days ago
author updated this narrative
Stabilis Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
LNG Offtake Agreements Will Expand Multi-Sector Energy Capacity
Key Takeaways New long-term contracts and customer diversification reduce revenue volatility and increase earnings visibility across key energy-related sectors. Strategic investments in capacity and strong balance sheet position support expansion into high-margin markets, leveraging rising demand for LNG-powered infrastructure.
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US$9.50
FV
52.9% undervalued
intrinsic discount
12.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Saga Communications
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital And Hyper-Local Advertising Will Shape Future US Media
Key Takeaways Blended digital and traditional advertising, hyper-local content, and community focus are driving higher-margin revenue growth and predictable earnings despite industry challenges. Cost reductions, asset sales, and disciplined capital allocation are improving profitability, enhancing shareholder returns, and maintaining business resilience amid digital transition.
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US$18.00
FV
25.3% undervalued
intrinsic discount
2.66%
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
4 days ago
author updated this narrative
Sensus Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Increased CMS Reimbursement And International Expansion Will Unlock Demand
Key Takeaways Favorable regulatory changes and expanded global distribution channels are expected to significantly boost sales and broaden the company's market presence. Strategic partnerships and continued innovation position the company for higher recurring revenue and improved long-term margins.
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US$8.40
FV
60.1% undervalued
intrinsic discount
21.15%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
4 days ago
author updated this narrative
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