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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
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
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.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
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Prestige Consumer Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Hydralyte's International Expansion Will Drive Future Success
Key Takeaways Strong international and North American growth through brands and innovation drives revenue and gross margin improvement. Debt reduction and strategic investments enhance financial flexibility, increasing EPS and supporting profitability through improved cash flow.
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US$82.80
FV
22.8% undervalued
intrinsic discount
1.00%
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
Updated
narrative
Vontier
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Payment And SaaS Will Transform Fueling Industry
Key Takeaways Expansion of high-margin digital solutions and recurring SaaS services is boosting revenue predictability and margin growth, cementing a strong competitive market position. Operational efficiency initiatives and portfolio optimization are set to further improve profitability and support sustained long-term earnings growth.
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US$47.65
FV
15.3% undervalued
intrinsic discount
4.28%
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
6 days ago
author updated this narrative
Polaris Renewable Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
PR Battery And Punta Lima Wind Farm Will Energize Future
Key Takeaways Strategic acquisitions and projects, like the ASAP Battery Program and Punta Lima wind farm, are expected to significantly increase revenue and earnings. A strong balance sheet and NCIB activities indicate potential for strategic investments and share buybacks, enhancing earnings per share and financial growth.
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CA$23.94
FV
48.1% undervalued
intrinsic discount
10.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
12 days ago
author updated this narrative
Seplat Energy
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Increasing Nigerian Gas Production Will Spur Demand Amid Challenges
Key Takeaways Expansion in gas production and integration of new assets positions Seplat to capture growing demand and increase market share in Nigeria's cleaner energy sector. Operational efficiencies, low leverage, and strong liquidity enable Seplat to pursue acquisitions and maintain sustainable earnings growth.
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UK£3.28
FV
21.6% undervalued
intrinsic discount
11.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Claritev
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Transformation And AI Adoption Will Drive Global Healthcare Expansion
Key Takeaways Accelerated AI adoption, cloud migration, and automation initiatives enhance product development, operational efficiency, and margin stability, supporting long-term cash flow and reinvestment potential. Expansion into international and emerging markets, along with strong client renewals and strategic partnerships, underpins sustainable revenue growth and broadens Claritev's market reach.
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US$49.50
FV
24.5% overvalued
intrinsic discount
3.01%
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
Updated
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Harbour Energy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Oil And Gas Demand Will Power Future Production
Key Takeaways Strategic expansion in global energy markets and portfolio optimization are set to drive sustainable production, operational leverage, and long-term earnings growth. Cost efficiencies, asset transition, and carbon capture investments will support improved margins, regulatory resilience, and enhanced cash flow stability.
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UK£2.75
FV
13.0% undervalued
intrinsic discount
6.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
13 days ago
author updated this narrative
ITT
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Rising Energy Water And Industrial Demand Will Drive Future Expansion
Key Takeaways Continued demand in energy, water, and industrial sectors, combined with innovation and service expansion, positions ITT for sustained revenue and margin growth. Strategic acquisitions and operational enhancements drive competitive advantage, recurring earnings, and strong cash flow prospects through industry cycles.
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US$184.42
FV
10.2% undervalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
NewRiver REIT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Capital & Regional Acquisition Will Expand London Retail Opportunity
Key Takeaways Strategic focus on necessity-led retail and urban expansion enhances occupancy, tenant retention, and resilience against shifting consumer trends and demographic changes. Synergies from acquisitions, low debt costs, and a growing asset management platform support margin expansion and diversified long-term earnings growth.
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UK£0.92
FV
23.9% undervalued
intrinsic discount
-5.02%
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
13 days ago
author updated this narrative
QuickLogic
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Exclusive eFPGA Hard IP On Intel 18A Platform Will Drive Future Returns
Key Takeaways Anticipated eFPGA hard IP contracts and strategic government contracts are set to enhance revenue predictability, profitability, and cash flow. Unique position with Intel 18A eFPGA and experienced VP of IP Sales seeks to drive revenue growth and improve profit margins.
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US$9.10
FV
36.6% undervalued
intrinsic discount
29.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
13 days ago
author updated this narrative
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