Global Weekly Picks

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

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

24.3% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.1% undervalued

8.72%

Revenue growth p.a.

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eBay

AnalystLowTarget

Consensus Narrative from 27 Analysts

Overvalued Marketplace Will Suffer From Digital Disruption

Key Takeaways eBay faces declining relevance due to shifting consumer preferences, stronger competitors, and changing demographics that challenge user growth and engagement. Rising regulatory demands and logistics shortcomings threaten eBay's international expansion, compressing margins and intensifying pressure on earnings growth.

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US$60.06

67.8% overvalued

3.34%

Revenue growth p.a.

4 days ago

Mobileye Global

AnalystLowTarget

Consensus Narrative from 27 Analysts

Global Regulatory Tightening And Competition Will Stall Progress

Key Takeaways Tighter regulations, market commoditization, and shifting OEM strategies threaten Mobileye's margins, recurring revenue, and ability to maintain pricing power. Heightened geopolitical risk and intensifying competition from global carmakers jeopardize Mobileye's market share and long-term growth prospects.

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US$12.00

18.8% overvalued

5.88%

Revenue growth p.a.

4 days ago

PulteGroup

AnalystLowTarget

Consensus Narrative from 13 Analysts

Aging Demographics And Rising Costs Will Erode Margins

Key Takeaways Demographic shifts and persistent affordability challenges threaten long-term demand and revenue growth, increasing margin pressures and risks of prolonged stagnation. Heightened climate, regulatory, and labor-related costs are eroding profitability and operational efficiency, jeopardizing development viability and long-term earnings stability.

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US$101.65

27.8% overvalued

-0.48%

Revenue growth p.a.

4 days ago

Illumina

AnalystLowTarget

Consensus Narrative from 21 Analysts

Rising Regulations And Fierce Competition Will Impede Clinical Sequencing

Key Takeaways Intensifying competition, regulatory scrutiny, and cost pressures threaten Illumina's market position, margin expansion, and future revenue growth as reliance on clinical applications increases. Dependence on a concentrated customer base and geopolitical headwinds expose Illumina to sales volatility, limited market reach, and disruptions in international growth and profitability.

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US$75.00

34.8% overvalued

1.63%

Revenue growth p.a.

4 days ago

Garmin

AnalystLowTarget

Consensus Narrative from 6 Analysts

Market Cannibalization And Regulatory Burdens Will Weaken Wearable Profitability

Key Takeaways Widespread smartphone adoption and rising competition threaten Garmin's device sales, weakening growth prospects and eroding pricing power in core markets. Stricter regulations and reliance on volatile niche sectors increase operating costs and expose revenue streams to greater risk and unpredictability.

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US$167.00

41.7% overvalued

6.94%

Revenue growth p.a.

4 days ago

Ulta Beauty

AnalystLowTarget

Consensus Narrative from 22 Analysts

E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects

Key Takeaways Intensifying online and direct sales competition, along with evolving beauty trends, are pressuring Ulta's profitability and the performance of key product categories. Slow adaptation to sustainability and rising costs from store operations threaten customer loyalty, revenue growth, and returns on capital.

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US$382.04

39.4% overvalued

3.49%

Revenue growth p.a.

4 days ago

Warner Bros. Discovery

AnalystLowTarget

Consensus Narrative from 21 Analysts

Margin Compression And Debt Load Will Cripple Streaming Profitability

Key Takeaways Aggressive streaming expansion and reduced third-party licensing threaten stable cash flows and heighten exposure to persistent subscriber churn and revenue volatility. Rising costs, substantial debt, and fierce streaming competition are compressing margins, limiting investment flexibility, and constraining long-term earnings growth.

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US$10.00

20.5% overvalued

-2.47%

Revenue growth p.a.

4 days ago

Church & Dwight

AnalystLowTarget

Consensus Narrative from 19 Analysts

Rising Reformulation Expenses And Intensifying Competition Will Compress Margins

Key Takeaways Margin pressures are expected due to sustainability demands, rising costs, and inability to fully pass on expenses to consumers. Slowing demand growth, heavy reliance on legacy brands, and rising competition threaten revenue stability and future profitability.

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US$75.67

23.8% overvalued

3.19%

Revenue growth p.a.

4 days ago

Delta Air Lines

AnalystLowTarget

Consensus Narrative from 21 Analysts

Domestic Cabin Demand And Tariffs Will Pressure Operating Margins

Key Takeaways Economic uncertainties and travel demand decrease could stagnate revenues, especially if corporate budgets shrink during tough conditions. Rising non-fuel costs and potential tariff impacts on aircraft could hurt profitability, limiting Delta's growth if expenses persist outpacing revenue.

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US$46.25

28.5% overvalued

1.88%

Revenue growth p.a.

4 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Overvalued Marketplace Will Suffer From Digital Disruption

Global Regulatory Tightening And Competition Will Stall Progress

Aging Demographics And Rising Costs Will Erode Margins

Rising Regulations And Fierce Competition Will Impede Clinical Sequencing

Market Cannibalization And Regulatory Burdens Will Weaken Wearable Profitability

E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects

Margin Compression And Debt Load Will Cripple Streaming Profitability

Rising Reformulation Expenses And Intensifying Competition Will Compress Margins

Domestic Cabin Demand And Tariffs Will Pressure Operating Margins

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Overvalued Marketplace Will Suffer From Digital Disruption

Global Regulatory Tightening And Competition Will Stall Progress

Aging Demographics And Rising Costs Will Erode Margins

Rising Regulations And Fierce Competition Will Impede Clinical Sequencing

Market Cannibalization And Regulatory Burdens Will Weaken Wearable Profitability

E-commerce Pressures And Sustainability Challenges Will Erode Future Prospects

Margin Compression And Debt Load Will Cripple Streaming Profitability

Rising Reformulation Expenses And Intensifying Competition Will Compress Margins

Domestic Cabin Demand And Tariffs Will Pressure Operating Margins

Value any company in seconds

Popular companies