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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
25.7% 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
15
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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
4
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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Pinterest
GO
Goran_Damchevski
Equity Analyst
Leading Idea Discovery Makes Pinterest A Durable Software Business
Key Takeaways Pinterest has a differentiated and growing discovery business, catering to young shoppers. The project-driven platform attracts close to 500M high-intent MAUs. The company is shifting focus to profitability with its lower-funnel tools.
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US$30.00
FV
16.0% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 1 year ago
author updated this narrative
IREN
DA
Dark_Oli
Community Contributor
IREN will achieve a 51% revenue surge in the next 5 years
Pour calculer la valeur intrinsèque d'IREN dans un scénario conservateur, on peut utiliser une méthode de valorisation telle que les flux de trésorerie actualisés (DCF). Voici un aperçu basé sur les données disponibles : Points clés : Prix actuel de l'action : 7,15 $US.
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US$11.00
FV
62.1% overvalued
intrinsic discount
35.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 months ago
author updated this narrative
Caterpillar
WA
WallStreetWontons
Community Contributor
Increased Infrastructure projects will continue, but not rapidly with current geopolitical and cyclical challenges
Catalysts Infrastructure Investment : Governments and private sectors worldwide are increasingly investing in infrastructure projects. CAT’s construction equipment, machinery, and services play a vital role in building roads, bridges, airports, and other critical infrastructure.
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US$359.84
FV
14.7% overvalued
intrinsic discount
5.03%
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
about 1 year ago
author updated this narrative
Alphabet
CO
Compounder
Community Contributor
GOOGL Valuation
Looking ahead, I believe Alphabet's net profit margin will likely stabilize in the 20-25% range over the next five years, with potential for modest improvement: Alphabet's core advertising business faces some headwinds from increasing competition and a maturing market, which could pressure margins. However, the company is showing more cost discipline with slowing headcount growth and office space optimization, which should help support profitability 3 7.
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US$165.53
FV
22.8% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 1 year ago
author updated this narrative
Intuitive Surgical
UN
Unike
Community Contributor
Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Adoption of Robotic Surgery: Hospitals and surgical centers continue to adopt Intuitive Surgical’s da Vinci systems as clinical evidence shows improved outcomes and reduced recovery times. Expansion into more surgical specialties (e.g., gynecology, urology, general surgery) drives near-term revenue growth.
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US$325.55
FV
46.9% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
19
users have followed this narrative
5 months ago
author updated this narrative
HF Sinclair
ST
StickmanCyborg
Community Contributor
HF Sinclair Corp: A Nuanced Investment Case
HF Sinclair Corporation represents an intricate investment proposition in the ever-shifting dynamics of the energy sector. Against the background of recent underperformance, a combination of factors suggests probable undervaluation, for which a closer look might be warranted.
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US$98.48
FV
55.0% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 months ago
author updated this narrative
Smith Micro Software
NA
NateF
Community Contributor
SMSI Market Outlook
Smith Micro Software, Inc. (SMSI) specializes in developing software solutions for wireless service providers, focusing on digital lifestyle and security technologies.
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US$0.64
FV
6.7% overvalued
intrinsic discount
28.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
22
users have followed this narrative
7 months ago
author updated this narrative
T-Mobile US
WA
WallStreetWontons
Community Contributor
TMUS: Fairly Priced with Growing Margins Among its Peers, Verizon and AT&T
Catalysts Products or Services Impacting Sales or Earnings T-Mobile (TMUS) has several key products and services that could significantly impact its sales and earnings: 5G Network Expansion : T-Mobile’s aggressive rollout of its 5G network is a major growth driver. The company has been leading in 5G coverage and performance, which attracts more customers and increases service revenues.
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US$201.69
FV
25.1% overvalued
intrinsic discount
4.30%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
10 months ago
author updated this narrative
Tencent Holdings
PA
Panayiotis
Community Contributor
Tencent's robust growth prospects will have a 22x impact on their future PE ratio
Catalysts Fueling Tencent's Future: Expansion of Cloud Services : Tencent Cloud is rapidly growing, capitalizing on the global surge in digital transformation. As businesses increasingly migrate to the cloud for scalability and efficiency, Tencent's robust infrastructure and advanced AI capabilities position it as a formidable contender in cloud computing, both within China and internationally.
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HK$508.40
FV
10.1% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
6 months ago
author updated this narrative
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