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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this 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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
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Norwegian Cruise Line Holdings
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Tighter Environmental Rules And Heavy Debt Will Squeeze Margins
Key Takeaways Escalating environmental regulations and social pressures threaten profitability through higher costs, weakened demand, and restricted access to high-value routes. Persistent debt and generational shifts limit reinvestment, dampen earnings, and restrict future customer base growth.
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US$23.00
FV
6.9% overvalued
intrinsic discount
8.23%
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
10 days ago
author updated this narrative
Allison Transmission Holdings
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Deteriorating ICE Market Will Restrain Future Outlook With Limited Relief
Key Takeaways Heavy reliance on internal combustion transmissions and slow electrification expose the company to declining revenue and heightened competitive threats amid industry shifts. High customer concentration and recent debt-financed acquisitions add financial risk and earnings volatility, especially as demand for legacy products potentially erodes.
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US$84.00
FV
5.2% overvalued
intrinsic discount
2.10%
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
10 days ago
author updated this narrative
FMC
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising Agrochemical Bans And Shifting Trends Will Erode Market Viability
Key Takeaways Regulatory bans and shifts to organic farming are shrinking demand and challenging FMC's conventional crop protection business, intensifying margin and growth pressures. Limited R&D spending and reliance on aging specialty products expose FMC to competitive, patent, and innovation risks, threatening future earnings and market position.
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US$37.00
FV
2.6% overvalued
intrinsic discount
2.90%
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
10 days ago
author updated this narrative
MKS
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Tariff Hikes And Integration Woes Will Erode Semiconductor Margins
Key Takeaways Rising trade barriers and geopolitical instability are disrupting global supply chains, eroding margins, and limiting future earnings and cash flow potential. Customer localization, integration issues, and in-house equipment development threaten MKS's market share, long-term revenue growth, and margin sustainability.
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US$92.09
FV
9.8% overvalued
intrinsic discount
4.76%
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
10 days ago
author updated this narrative
Antero Resources
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Decarbonization And ESG Limits Will Squeeze US Gas Margins
Key Takeaways Long-term demand and pricing for natural gas and NGLs are at risk due to decarbonization, renewables adoption, and market volatility, impacting revenue and earnings stability. Increasing regulatory, ESG, and regional pressures could raise costs, restrict production, and constrain future growth and profitability.
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US$31.07
FV
2.9% undervalued
intrinsic discount
3.39%
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
10 days ago
author updated this narrative
Light & Wonder
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Regulatory Hurdles And Digital Disruptors Will Shrink Margins
Key Takeaways Increasing global regulation and shifting consumer preferences toward digital entertainment threaten to restrict growth, compress margins, and erode Light & Wonder's traditional market share. High dependency on a few regions and the rise of agile competitors expose the company to volatility and force heavier spending to maintain its position.
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US$81.00
FV
8.9% overvalued
intrinsic discount
6.05%
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
10 days ago
author updated this narrative
Chord Energy
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Global Decarbonization And Williston Basin Risks Will Depress Margins
Key Takeaways Rapid adoption of renewables, stricter regulation, and new technologies threaten Chord Energy's revenue growth and long-term earnings stability. High operational exposure in one region and limited access to capital may further constrain production and increase financing challenges.
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US$105.00
FV
3.1% undervalued
intrinsic discount
-8.33%
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
10 days ago
author updated this narrative
Teleflex
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Cost Pressures And Supply Risks Will Shrink Healthcare Prospects
Key Takeaways Margin pressure and reduced revenue outlook stem from cost containment, supply chain risks, and heavy dependence on commoditized, mature product lines. Shifts toward telemedicine and operational challenges from acquisitions threaten long-term growth and amplify risks to earnings and profitability.
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US$120.00
FV
0.1% undervalued
intrinsic discount
6.09%
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
10 days ago
author updated this narrative
CNH Industrial
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Rising R&D Costs And Autonomous Threats Will Erode Margins
Key Takeaways Shift to sustainable agriculture and high input costs will pressure margins, requiring heavy investment and challenging earnings stability. Lagging in autonomous and precision tech adoption could weaken CNH's competitive position and erode long-term revenue streams.
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US$11.50
FV
6.1% overvalued
intrinsic discount
0.64%
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
10 days ago
author updated this narrative
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