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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
34
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
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
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Progressive
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Adoption And Big Data Will Expand Market Opportunities
Key Takeaways Advanced analytics, digital adoption, and scalable acquisition are driving sustained margin improvement, market share gains, and superior profitability across personal and commercial lines. Ongoing investment in telematics and data-driven underwriting positions the company for long-term growth and adaptability amid changing industry and regulatory conditions.
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US$336.00
FV
25.8% undervalued
intrinsic discount
10.19%
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
15 days ago
author updated this narrative
Alight
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AI And Goldman Sachs Collaboration Will Expand Market Reach
Key Takeaways AI-driven automation, expanded partnerships, and a shift to cloud-based recurring revenue are driving higher profitability, revenue stability, and market expansion. Increased demand for integrated HR solutions, improved commercial execution, and a robust sales pipeline support long-term growth and greater earnings visibility.
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US$8.50
FV
54.4% undervalued
intrinsic discount
3.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
MDA Space
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
LEO Manufacturing Expansion Will Power Global Satellite Demand
Key Takeaways MDA Space's strong backlog, vertical integration, and operational leverage position it for higher profitability and rapid growth, outpacing current market expectations. Demand for digital satellites and sovereign constellations gives MDA unique opportunities for recurring contracts, long-term revenue visibility, and expanding market share.
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CA$46.00
FV
5.4% undervalued
intrinsic discount
24.21%
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
15 days ago
author updated this narrative
Vivid Seats
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
International Expansion And Efficiency Will Unlock Future Value
Key Takeaways Early international growth, cost reductions, and technology investments position the company to expand margins and unlock new revenue sources as digital ticketing adoption grows. Focus on seller tools and loyalty programs aims to improve retention, reduce acquisition costs, and capitalize on rising demand for live experiences amid industry normalization.
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US$26.33
FV
31.0% undervalued
intrinsic discount
-1.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 14 hours ago
author updated this narrative
ACS Actividades de Construcción y Servicios
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Infrastructure And Demographic Trends Will Expand Horizons
Key Takeaways Demand for digital and social infrastructure is fueling ACS's revenue growth, with strong pipelines and diversification across sectors and geographies supporting future expansion. Strategic investments in recurring assets and technology-driven efficiencies are improving margins, stabilizing earnings, and reducing business risk.
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€57.49
FV
13.9% overvalued
intrinsic discount
4.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
Crocs
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Asia And Europe Expansion Will Secure Lasting Market Strength
Key Takeaways Strong international expansion and innovative product strategies are diversifying revenue and growing brand appeal, reducing dependence on North America. Direct-to-consumer focus and disciplined cost management are enhancing profitability, while sustainability initiatives support long-term brand strength and pricing power.
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US$90.92
FV
8.3% undervalued
intrinsic discount
-1.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
Updated
narrative
Mitsubishi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Renewable Fuels And LNG Will Shape A Global Energy Transition
Key Takeaways Strategic investments in energy transition, food sectors, and digital transformation position Mitsubishi for recurring revenue growth and improved margins. Active portfolio optimization and capital allocation support stronger earnings, enhanced operational efficiency, and higher returns to shareholders.
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JP¥2.98k
FV
4.4% overvalued
intrinsic discount
2.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 12 hours ago
author updated this narrative
ArcticZymes Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Biomanufacturing Advances Will Unlock Global Market Access
Key Takeaways Expanding presence in high-growth biomanufacturing and drug development markets, driven by strong customer acquisition, innovation, and targeted commercial strategies. Diversification across geographies and product segments reduces reliance on single customers, supporting stable revenues and long-term margin improvements.
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NOK 17.50
FV
44.0% overvalued
intrinsic discount
15.53%
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
about 8 hours ago
author updated this narrative
Sunrise Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Commercial Real Estate And Urban Housing Will Fuel Demand
Key Takeaways Strategic focus on transitional real estate in high-growth markets positions the company to benefit from sustained rental demand and long-term portfolio expansion. Enhanced liquidity and flexible, diversified financing options support stable dividends, efficient capital deployment, and greater earnings potential.
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US$12.69
FV
15.0% undervalued
intrinsic discount
61.34%
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
about 9 hours ago
author updated this narrative
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