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Community Investing Ideas
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
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11
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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.
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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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SPIE
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Accelerated Energy Transition And Digitalization Will Transform Infrastructure
Key Takeaways SPIE's leadership in energy transition and specialty services, combined with skilled labor shortages, positions it for sustained margin expansion, pricing power, and exceptional profitability. Its rapid integration of high-value bolt-ons and focus on recurring outsourcing contracts underpin resilient cash flows, compounding growth, and the potential for superior shareholder returns.
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€62.00
FV
12.8% undervalued
intrinsic discount
7.32%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
TEP
Teleperformance
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Transformation And AI Will Expand Global Markets
Key Takeaways Accelerated AI integration and digital platform leverage position Teleperformance for margin expansion and revenue growth beyond market expectations. Strategic focus on resilient verticals and regulatory expertise supports sustained demand, premium pricing, and stable long-term earnings above peers.
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€167.76
FV
58.6% undervalued
intrinsic discount
3.48%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
Sage Therapeutics
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Rising Mental Health Awareness Will Boost ZURZUVAE Adoption
Key Takeaways Rapid adoption of the PPD treatment and strong commercial partnerships may lead to revenue growth and profitability surpassing current expectations. Focused cost management and a promising neurological pipeline position the company for sustainable, long-term growth and expanding market opportunities.
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US$11.27
FV
23.0% undervalued
intrinsic discount
52.50%
Revenue growth p.a.
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0
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0
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0
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Swissquote Group Holding
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Investing And AI Advancements Will Shape Global Markets
Key Takeaways Ongoing investments in AI and platform innovation are boosting organic client growth and expanding both revenue and profit margins despite perceived margin pressures. International diversification and successful scaling of new products, including crypto and neobanking, are increasing market reach and earnings stability.
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CHF 620.00
FV
10.6% undervalued
intrinsic discount
9.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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4 days ago
author updated this narrative
Canadian Apartment Properties Real Estate Investment Trust
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Canadian Urban Growth And Supply Constraints Will Drive Rentals
Key Takeaways Strategic asset rotation, operational efficiency, and disciplined capital allocation position CAPREIT for long-term earnings growth and outsized cash flow. Favorable industry dynamics, including robust rental demand and limited new supply, empower CAPREIT to achieve superior rent growth and margin expansion.
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CA$71.76
FV
42.2% undervalued
intrinsic discount
2.28%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
Koninklijke Vopak
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Hydrogen And LNG Investments Will Fuel Terminal Demand
Key Takeaways Early leadership in energy transition infrastructure and strategic positioning amid rising buffer inventories enable Vopak to command premium pricing and stronger recurring revenues. Disciplined portfolio management and digitalization drive operational efficiency, margin expansion, and faster earnings growth versus peers.
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€59.00
FV
29.5% undervalued
intrinsic discount
2.15%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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4 days ago
author updated this narrative
Bachem Holding
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Expanding Facilities And Secular Trends Will Fuel Peptide Therapeutics Demand
Key Takeaways Rapid facility ramp-ups and integrated process innovations could drive substantial, underestimated margin and efficiency gains, outpacing analyst expectations for growth and profitability. Leadership in advanced peptide and oligonucleotide manufacturing, coupled with regulatory and ESG strengths, uniquely positions Bachem to capture market share and secure recurring revenue.
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CHF 100.00
FV
31.9% undervalued
intrinsic discount
24.50%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
2
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4 days ago
author updated this narrative
Quanterix
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Ultra-sensitive Proteomics Will Revolutionize Early Disease Detection Worldwide
Key Takeaways Simoa technology upgrades and operational realignment position the company for dominance in high-margin proteomics and spatial biology markets through expanded adoption and recurring revenue. Aggressive innovation, strategic acquisitions, and cost synergies are expected to accelerate earnings, margins, and new pharma partnerships while capturing a rapidly expanding diagnostics market.
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US$18.00
FV
74.6% undervalued
intrinsic discount
20.04%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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Container Corporation of India
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Indian DFC Expansion Will Unlock Rail Container Opportunities
Key Takeaways Expanded double-stack rail corridors, technological upgrades, and modal shift from road are set to drive transformative gains in volumes and margins far beyond analyst projections. New logistics offerings, terminal additions, and surging demand in key commodities position CONCOR for significant outperformance and upward earnings revisions.
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₹769.24
FV
29.6% undervalued
intrinsic discount
16.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
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