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Global Community
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Community Investing Ideas
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
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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
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
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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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Star Entertainment Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Physical Casino Decline And Regulatory Tightening Will Undermine Future Outlook
Key Takeaways Declining demand for physical venues, regulatory burdens, and social shifts are eroding Star's core business and limiting future growth potential. Liquidity strain, high leverage, and unresolved compliance issues threaten operational stability, sustainable earnings, and pose ongoing risks to shareholder value.
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AU$0.09
FV
22.2% overvalued
intrinsic discount
-8.61%
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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Gossamer Bio
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Biotech Regulation And Cash Burn Will Constrain Future Prospects
Key Takeaways Heightened regulatory scrutiny, macroeconomic instability, and escalating competition threaten Gossamer Bio's pricing power, funding stability, and future earnings potential. Uncertain clinical outcomes and regulatory hurdles could delay or diminish revenue opportunities, while looming patent cliffs and biosimilar rivals restrict long-term profitability.
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US$1.25
FV
56.8% overvalued
intrinsic discount
18.14%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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i-80 Gold
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Nevada Risks Will Hamper Production Although Promise Endures
Key Takeaways Ambitious expansion and in-house processing offer growth potential, but execution risks and escalating capital needs threaten near-term margins and earnings. Heavy Nevada focus increases regulatory and environmental vulnerability, while industry competition and shifting investor preferences introduce persistent demand and cost uncertainties.
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CA$1.20
FV
20.3% undervalued
intrinsic discount
55.99%
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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Companhia Brasileira De Distribuicao
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Digital Shift Will Undermine Brazil's Outdated Supermarket Formats
Key Takeaways Ongoing shift to e-commerce, lagging digital innovation, and rising competition threaten legacy retail formats and long-term revenue stability. Persistent economic headwinds, operational challenges, and restructuring have compressed margins and weakened prospects for sustainable market recovery.
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R$1.89
FV
50.4% overvalued
intrinsic discount
6.24%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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ATN International
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Rural Connectivity Challenges Will Persist Though Fiber Adoption Will Expand
Key Takeaways Revenue stability is challenged by government funding uncertainties and competition from larger, urban-focused and satellite providers targeting ATN's traditional markets. High capital investments in climate-exposed regions and reliance on legacy revenue create ongoing risks to margins and long-term earnings growth.
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US$21.00
FV
26.7% undervalued
intrinsic discount
1.28%
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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Sangamo Therapeutics
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Funding Needs Will Threaten Fabry Trials And Inspire Hope
Key Takeaways Significant financial constraints, high operating expenses, and uncertain partnership prospects threaten commercialization and the ability to sustain late-stage and pipeline program development. Competitive pressures, regulatory changes, and pricing uncertainties may compress future margins and limit both market share and earnings growth despite strong technology and market opportunities.
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US$1.50
FV
61.3% undervalued
intrinsic discount
-33.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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SIG
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Weak European Demand Will Complicate Recovery Yet Spur Efficiency
Key Takeaways Structural weakness in key markets and slow digital transformation threaten SIG's revenue growth and ability to compete with advanced rivals. Shifts toward modular construction and manufacturer consolidation risk undermining SIG's distribution role and long-term margin potential.
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UK£0.13
FV
11.7% undervalued
intrinsic discount
2.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Telos
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Global Privacy Demands Will Erode Cybersecurity Margins
Key Takeaways Increasing compliance costs, rapid tech innovation, and intense competition challenge Telos's ability to maintain margins and stay ahead in cybersecurity markets. Dependence on a few major government contracts and unpredictable revenue recognition undermine Telos's earnings stability and valuation prospects.
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US$4.00
FV
38.8% overvalued
intrinsic discount
38.64%
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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Pulmonx
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
US Hospital Workflows Will Delay Progress Yet Recovery Will Follow
Key Takeaways Slow adoption, complex referral pathways, and hospital constraints in the U.S. could delay Pulmonx's revenue growth and near-term earnings improvement. Global cost pressures, long sales cycles, and challenges in clinical adoption may restrict scalability, margin expansion, and timely realization of new market opportunities.
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US$2.50
FV
37.6% undervalued
intrinsic discount
11.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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