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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
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
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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.
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
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Acuity
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Electronics Investments And QSC Acquisition Will Expand Global Reach
Key Takeaways Strategic acquisitions and electronic portfolio enhancements are set to drive sales growth, expand margins, and boost market share. Geographic expansion and strategic pricing actions aim to manage costs, while strong cash flow facilitates investment in growth opportunities.
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US$333.38
FV
6.0% undervalued
intrinsic discount
8.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Informatica
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Cloud-Only Strategy And AI Capabilities Will Unlock Future Opportunities In Data Management
Key Takeaways Transitioning to a cloud-only strategy is poised to drive long-term revenue through increased upsell opportunities, despite possible short-term impacts. AI-driven innovations and strategic partnerships are set to unlock substantial revenue growth by targeting a vast addressable market.
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US$23.42
FV
5.4% overvalued
intrinsic discount
5.34%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Carpenter Technology
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Aerospace Demand And Brownfield Expansion Will Open New Markets
Key Takeaways Aerospace and power generation market strength, combined with product innovation, drives robust revenue growth, margin expansion, and stable long-term demand. Strategic investments in capacity, technology, and pricing optimize margins, secure market leadership, and provide resilience against market volatility.
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US$321.43
FV
22.7% undervalued
intrinsic discount
6.91%
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
6 days ago
author updated this narrative
Leonardo DRS
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Elevated US And NATO Budgets Will Spark Defense Technology Advances
Key Takeaways Alignment with defense modernization and geopolitical trends supports premium contracts, expanded programs, and diverse international growth opportunities. Increased R&D and proprietary technologies drive innovation, margin improvement, and competitive positioning in high-value defense sectors.
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US$48.67
FV
14.6% undervalued
intrinsic discount
6.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
DT Midstream
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
North American LNG And Modernization Will Shape Energy Future
Key Takeaways Expanding U.S. LNG exports and surging power demand are boosting pipeline utilization, supporting sustainable revenue and earnings growth for DT Midstream. Long-term contracts, regulatory support, and asset modernization enhance earnings stability, cash flow visibility, and resilience amid increasing energy infrastructure needs.
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US$109.92
FV
5.1% undervalued
intrinsic discount
11.96%
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
6 days ago
author updated this narrative
Sunoco
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Acquisitions And Organic Projects Will Expand US Fuel Distribution
Key Takeaways Strategic acquisitions and market fragmentation strengthen Sunoco's share and drive sustained revenue growth across domestic and expanding international operations. Ongoing high fuel demand, scale advantages, and supportive regulations ensure earnings stability, margin strength, and continued dividend increases.
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US$64.83
FV
22.0% undervalued
intrinsic discount
7.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Range Resources
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
LNG Exports And AI Demand Will Transform Regional Gas Markets
Key Takeaways Rising demand from AI data centers and expanded LNG export capacity are set to boost Range's pricing power and earnings potential. Operational efficiencies, strong capital discipline, and leadership in low-emission gas are driving improved margins, free cash flow, and enhanced shareholder returns.
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US$43.25
FV
21.0% undervalued
intrinsic discount
13.65%
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
Penumbra
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
STORM-PE Trial And New Therapies Will Expand Global Reach
Key Takeaways New clinical trials and innovative product launches are expected to drive market adoption, improve margins, and accelerate growth in large, underpenetrated therapy areas. Expanding globally with an enhanced sales force and continued investment in data and technology supports sustainable earnings, better pricing, and long-term competitive strength.
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US$310.88
FV
23.0% undervalued
intrinsic discount
13.65%
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
Dropbox
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Focusing On Dash AI Search Will Unlock Future Market Potential
Key Takeaways Strategic focus on AI-powered Dash and streamlined operations is expected to drive revenue growth through improved efficiency and expanded market opportunities. Share repurchases and emphasis on high-ROI activities are poised to boost earnings per share and enhance long-term shareholder value.
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US$28.13
FV
4.5% undervalued
intrinsic discount
-1.23%
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
6 days ago
author updated this narrative
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