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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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Unity Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
High Interest Burdens And Market Saturation Will Erode Fiber Value
Key Takeaways High leverage and reliance on government funding expose Uniti to financial strain, margin compression, and vulnerability if credit or subsidy conditions worsen. Saturated markets, increasing competition from alternative broadband tech, and customer concentration undermine long-term revenue growth and stability.
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US$4.00
FV
59.3% overvalued
intrinsic discount
49.38%
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
Ithaca Energy
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Global Decarbonisation And North Sea Aging Will Erode Valuations
Key Takeaways Accelerating decarbonisation and regulatory pressures threaten Ithaca's revenue growth, access to capital, and ability to invest for future expansion. Reliance on aging North Sea assets exposes Ithaca to rising costs, declining output, operational risks, and long-term concentration dangers.
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UK£1.00
FV
78.2% overvalued
intrinsic discount
5.95%
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
SiriusPoint
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Specialty Reinsurance Margins Will Falter Amid Catastrophes Yet Improve
Key Takeaways Strong premium growth and margin focus position the company well, but catastrophe volatility and competition could destabilize underwriting and compress margins. Adoption lag in technology and increased regulatory complexity may hinder long-term revenue growth and raise compliance costs, impacting profitability.
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US$21.00
FV
13.0% undervalued
intrinsic discount
6.71%
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
Minerva
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Export Risks And Integration Hurdles Will Enable Slight Margin Recovery
Key Takeaways Structural risks from climate regulation, trade barriers, and shifting consumer preferences threaten revenue stability and long-term profitability. Currency volatility, political instability, and supply chain scrutiny in key markets present persistent challenges to growth and capital returns.
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R$5.60
FV
12.3% undervalued
intrinsic discount
5.62%
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
Whirlpool of India
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Global E-Commerce Pressures And Regulatory Costs Will Erode Margins
Key Takeaways Limited product diversification and lagging innovation expose the company to stagnation and erode its ability to command premium pricing against rising low-cost competitors. Environmental regulations, shifting consumer preferences, and volatile input costs threaten margins and increase the risk of stranded inventory in legacy product lines.
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₹1.10k
FV
12.9% overvalued
intrinsic discount
9.91%
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
NOTE
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Persisting Tech Headwinds And Rising Regulation Will Erode Margins
Key Takeaways Elevated costs from inflation, regulation, and R&D investments are eroding margins and reducing the stability of earnings and free cash flow. Increasing competition, reliance on volatile segments, and ongoing compliance pressures jeopardize sustainable revenue growth and future profitability.
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SEK 127.00
FV
45.3% overvalued
intrinsic discount
6.25%
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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1 day ago
author updated this narrative
Secure Trust Bank
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
UK Banking Risks And Fintech Competition Will Constrain Prospects But Automation Savings Will Offer Relief
Key Takeaways Strong digital adoption and niche lending drive growth, but limited scale and heavy sector reliance create challenges against larger competitors and economic shifts. Regulatory uncertainty, rising compliance costs, and interest rate sensitivity threaten margins and could increase earnings volatility.
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UK£14.20
FV
19.4% undervalued
intrinsic discount
18.18%
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
1 day ago
author updated this narrative
Capital
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Emerging Market And Contract Risks Will Weaken Prospects, Allowing Upside
Key Takeaways Heavy reliance on a concentrated customer base and emerging markets exposes the company to significant operational and revenue risks. Limited bargaining power and industry-wide cost pressures constrain the ability to expand profit margins despite operational improvements and service diversification.
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UK£0.99
FV
9.3% undervalued
intrinsic discount
7.01%
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
AB Dynamics
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Automotive Testing Will Suffer As Digital Tools Ease Setbacks
Key Takeaways Growing demand for advanced vehicle testing supports expansion, but digital transformation and increased competition threaten traditional equipment sales and long-term margins. Customer concentration and global macroeconomic risks may cause volatile revenue and challenge stable, profitable growth despite diversification and operational improvements.
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UK£16.20
FV
11.7% undervalued
intrinsic discount
6.73%
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
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