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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
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
4.3% 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
17
users have followed this narrative
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UFP Technologies
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Aging Global Population And Nearshoring Will Fuel MedTech Demand
Key Takeaways Robust pipeline, recurring revenues, and MedTech leadership position UFP for sustained, above-market growth and long-term competitive advantage. Efficiency gains, vertical integration, and M&A drive expanding profit margins and enable significant share capture in high-growth, regulated healthcare markets.
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US$370.00
FV
40.7% undervalued
intrinsic discount
5.85%
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
2 days ago
author updated this narrative
International Seaways
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Fleet Renewal And Asian Demand Will Boost Trade Despite Volatility
Key Takeaways Aggressive fleet modernization and strategic commercial partnerships position the company for higher margins, improved revenue stability, and resilience amid tightening environmental regulations. Underestimated industry demand drivers and early adoption of alternative-fuel capabilities enable long-term structural advantages and sustained outperformance versus peers.
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US$64.00
FV
34.9% undervalued
intrinsic discount
6.05%
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
2 days ago
author updated this narrative
Marriott Vacations Worldwide
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Global Wealth And Remote Work Will Spur Vacation Demand
Key Takeaways Underestimated automation, first-time buyer growth, and AI-driven digital channels could drive much stronger revenue and margin gains than current forecasts suggest. Favorable demographic trends and growth in emerging markets position the company for long-term, multi-generational demand and premium revenue opportunities.
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US$128.00
FV
41.4% undervalued
intrinsic discount
21.98%
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
2 days ago
author updated this narrative
Spectrum Brands Holdings
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global Pet Humanization And Eco Living Trends Will Reshape Sectors
Key Takeaways Streamlined supply chain, cost reductions, and strategic inventory moves set up market share and margin expansion amid shifting consumer demand and tariffs. Growth in pet care and innovation-focused home products position Spectrum to outpace the industry, with M&A fueling further earnings acceleration.
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US$95.00
FV
40.4% undervalued
intrinsic discount
1.48%
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
2 days ago
author updated this narrative
Oceaneering International
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Emerging Offshore Trends Will Expand ROV Services Despite Industry Risks
Key Takeaways Strong positioning in offshore and defense markets, with pricing power, digital services, and robotics fueling sustainable revenue growth, margin expansion, and diversification opportunities. Advanced robotics and automation capabilities enable outperformance in recurring revenues and free cash flow, especially as infrastructure aging and security mandates drive demand for inspection and integrity services.
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US$25.00
FV
10.5% undervalued
intrinsic discount
4.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Ardent Health
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Aging Demographics And Medicaid Expansion Will Transform US Healthcare
Key Takeaways Strong demand, tech-driven operational efficiency, and an improved payer mix position Ardent for sustained margin and earnings expansion, surpassing consensus expectations. Stable supplemental Medicaid revenues and a proactive joint venture M&A strategy offer resilience and outsized growth compared to peers amid industry consolidation.
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US$23.00
FV
45.7% undervalued
intrinsic discount
6.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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2 days ago
author updated this narrative
ANI Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding ACTH Potential And Rare Disease Markets Will Evolve
Key Takeaways Multiyear revenue growth is driven by expanding Cortrophin Gel potential, new product launches, and increasing adoption among previously untapped prescribers. Strategic investments in U.S. manufacturing, rare diseases, and complex generics strengthen margins, diversify the portfolio, and support resilience against supply chain and regulatory risks.
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US$90.50
FV
3.3% undervalued
intrinsic discount
9.58%
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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Updated
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LCI Industries
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Vertical Integration And Secular Tailwinds Will Fuel RV Expansion
Key Takeaways Rapid innovation and expanding into new transportation segments could drive revenue growth and outperformance beyond consensus expectations, especially as demographic and lifestyle shifts boost demand. Ongoing cost-saving measures, facility optimization, and market localization are likely to support higher margins and more stable, structurally improved profitability over the long term.
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US$135.00
FV
23.4% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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2 days ago
author updated this narrative
Albany International
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Digitalization And Sustainability Will Expand Advanced Composites
Key Takeaways Operational improvements, innovative composites, and sustainability focus position Albany International for major margin and market share gains in aerospace and industrial sectors. Strong executive leadership and successful plant consolidations will drive superior capital allocation, cost discipline, and capture transformative aerospace growth opportunities.
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US$79.00
FV
20.3% undervalued
intrinsic discount
5.24%
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
2 days ago
author updated this narrative
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