Global Weekly Picks

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

23.6% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

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

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Collins Foods

AnalystLowTarget

Consensus Narrative from 13 Analysts

Australian And European Mandates Will Squeeze Margins Amid Cost Hikes

Key Takeaways Regulatory changes, rising labor and supply costs, and sustainability mandates are compressing margins and increasing operational risks for Collins Foods. Shifting consumer preferences and growing competition from healthier and digital-first concepts threaten sales growth and heighten single-brand dependency vulnerabilities.

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AU$8.50

12.2% overvalued

4.32%

Revenue growth p.a.

2 days ago

Truecaller

AnalystLowTarget

Consensus Narrative from 6 Analysts

Mounting Regulatory Risks Will Limit Digital Opportunities Yet Elevate Value

Key Takeaways Regulatory tightening and evolving platform policies could restrict core service functionality, raising compliance costs and threatening user retention and future revenue growth. Heavy dependence on select geographies and rising competition from device makers and telecom carriers risks eroding both market share and recurring earnings.

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SEK 60.00

21.3% undervalued

18.03%

Revenue growth p.a.

2 days ago

Marqeta

AnalystLowTarget

Consensus Narrative from 10 Analysts

Embedded Finance Competition Will Choke Margins Amid Escalating Compliance Costs

Key Takeaways Intensifying competition, customer concentration, and emerging payment technologies threaten Marqeta's market position, revenue stability, and future relevance. Regulatory pressures, high compliance costs, and economic downturn risks constrain profitability, international expansion, and long-term growth prospects.

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US$5.75

8.0% overvalued

16.82%

Revenue growth p.a.

2 days ago

Scandic Hotels Group

AnalystLowTarget

Consensus Narrative from 7 Analysts

Weak Nordic Demand And Rising Costs Will Erode Margins

Key Takeaways Shifts in work habits and alternative lodging options are weakening hotel demand and pricing power, putting ongoing pressure on Scandic's occupancy and profitability. Rising costs, regulatory burdens, and sustainability demands are straining margins, increasing financial risk, and limiting future earnings growth opportunities.

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SEK 55.00

57.5% overvalued

3.29%

Revenue growth p.a.

2 days ago

Yduqs Participações

AnalystLowTarget

Consensus Narrative from 13 Analysts

Brazil's Decline And Competition Will Shrink Enrollment But Prompt Recovery

Key Takeaways Growth prospects face demographic risks and rising competition from alternative credentials, potentially limiting student base expansion and reducing demand for traditional programs. Margin improvements may be challenged by online competitors, regulatory uncertainties, and financial accessibility issues, impacting long-term earnings and scalability.

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R$14.00

6.8% undervalued

5.93%

Revenue growth p.a.

2 days ago

Valeura Energy

AnalystLowTarget

Consensus Narrative from 4 Analysts

Southeast Offshore Assets Will Face Decarbonization Risks Yet Retain Liquidity

Key Takeaways Reliance on Southeast Asian assets and fossil fuels exposes Valeura to regulatory, political, and decarbonization risks, threatening future earnings and capital access. Operational strengths and reserve additions may not offset headwinds from ESG regulation, shrinking demand, and declining long-term profitability in the oil and gas sector.

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CA$11.00

25.1% undervalued

-4.88%

Revenue growth p.a.

2 days ago

FACC

AnalystLowTarget

Consensus Narrative from 4 Analysts

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Key Takeaways Ongoing supply chain fragility, rising material costs, and limited pricing flexibility are squeezing margins and delaying production scaling despite supportive industry demand trends. High reliance on a few major customers and the threat of OEM insourcing could create revenue volatility and challenge long-term growth prospects.

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€7.40

5.5% undervalued

7.77%

Revenue growth p.a.

2 days ago

Lovisa Holdings

AnalystLowTarget

Consensus Narrative from 15 Analysts

Store Saturation And Rising Costs Will Strain Margins

Key Takeaways Aggressive physical store expansion brings risks of market saturation, store cannibalization, and exposure to shifting consumer habits toward online and digital-native brands. Heightened sustainability concerns, volatile input costs, and changing fashion trends threaten margin stability and earnings through increased expenses and inventory risks.

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AU$22.87

52.8% overvalued

14.77%

Revenue growth p.a.

2 days ago

Bemobi Mobile Tech

AnalystLowTarget

Consensus Narrative from 3 Analysts

GDPR Will Curtail Ad Income As Fintech Reveals Slight Upside

Key Takeaways Regulatory shifts and competition threaten Bemobi's data-driven revenues and primary billing channel, risking core business disruption and limiting future growth potential. Geographic concentration and consumer fatigue expose Bemobi to earnings volatility, margin pressure, and limits to expanding its user base and recurring revenues.

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R$18.00

19.2% overvalued

-18.69%

Revenue growth p.a.

2 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Australian And European Mandates Will Squeeze Margins Amid Cost Hikes

Mounting Regulatory Risks Will Limit Digital Opportunities Yet Elevate Value

Embedded Finance Competition Will Choke Margins Amid Escalating Compliance Costs

Weak Nordic Demand And Rising Costs Will Erode Margins

Brazil's Decline And Competition Will Shrink Enrollment But Prompt Recovery

Southeast Offshore Assets Will Face Decarbonization Risks Yet Retain Liquidity

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Store Saturation And Rising Costs Will Strain Margins

GDPR Will Curtail Ad Income As Fintech Reveals Slight Upside

Value any company in seconds

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Australian And European Mandates Will Squeeze Margins Amid Cost Hikes

Mounting Regulatory Risks Will Limit Digital Opportunities Yet Elevate Value

Embedded Finance Competition Will Choke Margins Amid Escalating Compliance Costs

Weak Nordic Demand And Rising Costs Will Erode Margins

Brazil's Decline And Competition Will Shrink Enrollment But Prompt Recovery

Southeast Offshore Assets Will Face Decarbonization Risks Yet Retain Liquidity

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Store Saturation And Rising Costs Will Strain Margins

GDPR Will Curtail Ad Income As Fintech Reveals Slight Upside

Value any company in seconds

Popular companies