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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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Copart
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advancements In AI-Enabled Image Recognition And Title Express Will Improve Efficiency And Operational Capacity
Key Takeaways Artificial intelligence tools and new services like Title Express are set to improve efficiency and boost Copart's insurance revenue by enhancing operational margins. Diversification beyond insurance into sectors like financial institutions and car fleets is expected to drive growth by broadening Copart's customer base and auction liquidity.
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US$58.63
FV
19.2% undervalued
intrinsic discount
13.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
5 days ago
author updated this narrative
Parker-Hannifin
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Automation, Aerospace, And Electrification Will Redefine Industrial Resilience
Key Takeaways Strong demand for automation and electrification, alongside operational improvements, is driving sustainable margin growth and resilience across Parker-Hannifin's core businesses. Expanding order backlogs and increased exposure to recurring aftermarket and longer-cycle revenues support stability and visibility of future earnings.
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US$779.80
FV
5.6% undervalued
intrinsic discount
4.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
5 days ago
author updated this narrative
Public Storage
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Tools And Urban Densification Will Unlock Self Storage Value
Key Takeaways Urban densification and evolving business trends are fueling sustained demand for self-storage, supporting occupancy, cash flow stability, and margin resilience for Public Storage. Strategic expansion, industry consolidation, and digital initiatives are driving operational efficiencies, positioning the company for ongoing growth and strong shareholder returns.
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US$327.53
FV
14.3% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
5 days ago
author updated this narrative
D.R. Horton
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Affordable Home Expansion And Suburban Migration Will Drive Resiliency
Key Takeaways Structural housing demand, favorable demographics, and expansion into entry-level homes support long-term volume growth, resilience, and broadened buyer appeal amid shifting market conditions. Vertical integration, efficient operations, industry consolidation, and disciplined financial management enable cost control, margin protection, and consistent market share gains.
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US$157.71
FV
4.7% overvalued
intrinsic discount
6.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
53
users have followed this narrative
5 days ago
author updated this narrative
American International Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digitalization And Gen AI Will Transform Underwriting Operations
Key Takeaways Advanced digitalization and AI adoption are driving greater efficiency, precision, and product customization, enhancing profitability and sustainable earnings growth. Strategic portfolio optimization, disciplined underwriting, and international diversification position the company for revenue expansion and long-term stability.
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US$88.28
FV
8.9% undervalued
intrinsic discount
4.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
5 days ago
author updated this narrative
PayPal Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 33 Analysts
Transition To Commerce Will Expand Smart Wallet And Venmo Services
Key Takeaways PayPal's transformation into a commerce platform and smart wallet introduction could enhance revenue and improve merchant relationships. Expanded branded experiences, BNPL rollout, and value-added services are driving transaction volume, margin, and earnings growth.
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US$83.05
FV
16.3% undervalued
intrinsic discount
5.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
391
users have followed this narrative
5 days ago
author updated this narrative
Target
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Circle Loyalty Program And Roundel Will Drive Future Success
Key Takeaways Target aims to grow by enhancing stores, supply chains, and digital tools, improving customer experience and potentially boosting margins. Expansion in digital marketplaces and loyalty programs seeks to drive revenue growth while optimizing inventory management and cost efficiency.
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US$103.88
FV
1.0% overvalued
intrinsic discount
1.47%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
128
users have followed this narrative
5 days ago
author updated this narrative
Northrop Grumman
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
US And Allied Defense Budgets Will Unlock New Opportunities
Key Takeaways Elevated defense spending, robust international demand, and leadership in next-generation platforms are strengthening revenue growth and enhancing operating margins. Expansion in high-growth market segments and supportive government actions are improving program execution, cash flow, and long-term earnings stability.
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US$596.79
FV
2.0% undervalued
intrinsic discount
5.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
5 days ago
author updated this narrative
Air Products and Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Hydrogen And Clean Ammonia Projects Will Shape Future Markets
Key Takeaways Expansion in hydrogen, ammonia, and carbon capture, along with long-term contracts, positions Air Products for stable revenue and margin growth as clean energy demand rises. Ongoing productivity improvements, disciplined capital allocation, and focus on stable end-markets reinforce earnings strength and support increasing returns for shareholders.
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US$321.92
FV
10.5% undervalued
intrinsic discount
8.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
59
users have followed this narrative
5 days ago
author updated this narrative
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