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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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Altice USA
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Competitor Pressure And Debt Hurdles Will Diminish Margins
Key Takeaways Intensifying competition and persistent cord-cutting are expected to erode revenue growth, margins, and customer base stability. High debt levels and underinvestment restrict Altice's ability to upgrade infrastructure, limiting competitiveness and future growth opportunities.
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US$1.00
FV
137.0% overvalued
intrinsic discount
-4.78%
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
1 day ago
author updated this narrative
Fastly
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Price Cuts And Regulatory Hurdles Will Strangle Profitability
Key Takeaways Intensifying competition, client concentration, and regulatory challenges threaten Fastly's market share, pricing power, and revenue stability. High investment needs and operational costs in new areas may prevent sustainable profitability without faster adoption or improved expense management.
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US$6.00
FV
15.8% overvalued
intrinsic discount
5.51%
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
1 day ago
author updated this narrative
Xencor
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
IBD Competition Will Limit Pipeline Progress Despite Early Promise
Key Takeaways Increasing competition and pricing pressures threaten Xencor's revenue growth and long-term profitability despite innovative therapies and a strong pipeline. Dependence on successful clinical trials, prolonged development timelines, and tight funding conditions may create earnings volatility and risk to shareholder value.
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US$8.67
FV
11.4% undervalued
intrinsic discount
-7.54%
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
1 day ago
author updated this narrative
Coursera
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Legal Barriers And AI Uncertainty Will Undermine Online Learning
Key Takeaways Declining willingness to pay and rising competition from free educational resources threaten Coursera's pricing power, revenue, and long-term profitability. AI-driven content obsolescence and increased regulatory hurdles are expected to raise costs, constrain international expansion, and pressure margins.
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US$9.08
FV
31.2% overvalued
intrinsic discount
4.67%
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
1 day ago
author updated this narrative
Kornit Digital
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Slow Digital Adoption Will Restrain Sales Though Margins Will Stabilize
Key Takeaways Slow adoption by traditional customers and weak short-term revenues are delaying expected growth, despite long-term industry trends favoring Kornit's digital solutions. Customer hesitancy and competition from internal or alternative technologies may limit market expansion and slow the ramp-up of recurring and system sales.
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US$20.00
FV
25.0% undervalued
intrinsic discount
7.31%
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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Immunocore Holdings
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
European Price Controls Will Erode Immunotherapy Viability
Key Takeaways Reliance on favorable drug pricing and a single lead product increases vulnerability to future regulatory and market shifts, risking income and growth stability. Escalating competition and regulatory hurdles threaten both technology relevance and clinical pipeline progress, undermining long-term commercial viability.
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US$24.93
FV
31.9% overvalued
intrinsic discount
3.73%
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
1 day ago
author updated this narrative
Sphere Entertainment
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Mounting Fixed Cost Burdens And Eroding Demand Will Hurt Outlook
Key Takeaways Shifting consumer preferences toward digital entertainment and economic pressures threaten Sphere's revenue, pricing power, and long-term growth in live, premium experiences. Significant capital outlays, increased competition, and rising compliance costs heighten financial risks, margin pressure, and limit international expansion opportunities.
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US$35.00
FV
13.9% overvalued
intrinsic discount
5.88%
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
1 day ago
author updated this narrative
AMC Entertainment Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Intensifying Streaming And Debt Will Undermine Theater Viability
Key Takeaways Shifting consumer preferences toward digital entertainment and reduced theater attendance threaten AMC's long-term revenue and profit margins. High debt levels and costly infrastructure demands limit innovation and expose AMC to financial and operational risks.
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US$2.60
FV
15.4% overvalued
intrinsic discount
3.75%
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
1 day ago
author updated this narrative
6855
Ascentage Pharma Group International
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Takeda Payments Will Undermine Revenue Amid China NRDL Pressures
Key Takeaways Over-reliance on non-recurring partnership payments and pipeline-stage products renders future revenue and earnings highly uncertain amidst rising competition and healthcare cost pressures. Intensifying regulatory, geopolitical, and funding challenges threaten global expansion, product launches, and long-term financial sustainability, exposing the company to dilution and operational cutbacks.
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HK$51.97
FV
65.7% overvalued
intrinsic discount
-3.72%
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
1 day ago
author updated this narrative
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