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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
users have followed this narrative
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
users have followed this narrative
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Sappi
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global E-Commerce Trends Will Drive Sustainable Packaging Growth
Key Takeaways Accelerated margin and cash flow gains from efficient project execution, rapid deleveraging, and strategic capital management may exceed expectations and enable greater shareholder returns. Leading innovation and expanded sustainable packaging capacity position Sappi for dominant growth, market share gains, and new revenue streams as industry dynamics shift.
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R72.84
FV
60.3% undervalued
intrinsic discount
6.59%
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
11 days ago
author updated this narrative
Frontdoor
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Housing Recovery And Digital Shift Will Unlock Future Value
Key Takeaways Accelerated growth in home warranty memberships and diversified revenue sources are expected from digital channels, real estate recovery, and expansion of non-warranty offerings. Technology adoption and successful acquisition integration are improving efficiency, service costs, and supporting sustained margin and earnings growth.
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US$59.75
FV
6.2% undervalued
intrinsic discount
7.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Direcional Engenharia
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Brazil Urban Growth And Digital Shift Will Offset Margin Pressures
Key Takeaways Expanded government programs and urbanization trends are expected to significantly boost Direcional's market opportunity, supporting sustained top-line growth and long-term housing demand. Operational leverage, technological advantages, and market consolidation position Direcional for leading margins, robust cash generation, and increasing dominance over competitors.
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R$20.33
FV
33.0% undervalued
intrinsic discount
27.40%
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
11 days ago
author updated this narrative
Nextracker
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline
Key Takeaways Strategic R&D expansion and partnerships reinforce Nextracker's leadership in solar technology, positively impacting long-term revenue and growth. Strong demand and localized supply chain enhance competitive advantage, boosting U.S. market share and financial performance.
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US$69.84
FV
23.0% undervalued
intrinsic discount
11.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
6 days ago
author updated this narrative
MarineMax
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Economic Recovery Will Revitalize Boating And Marina Services
Key Takeaways Diversification into service businesses and digital capabilities is expected to stabilize earnings, boost margins, and support future revenue growth. Strong latent demand and industry inventory adjustments position the company for a sharp rebound in sales and margin expansion as economic conditions improve.
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US$29.17
FV
21.0% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Fractal Gaming Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Refine Chair And Scape Headset Launches Signal Positive Future Prospects
Key Takeaways New product introductions and market expansion are poised to enhance revenue growth and brand portfolio diversification. Effective cost management and strategic initiatives aim to offset tariff impacts and utilize demand fluctuations for revenue growth.
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SEK 36.00
FV
38.9% overvalued
intrinsic discount
1.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
13 days ago
author updated this narrative
Rush Street Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Entertainment Migration Will Expand North And Latin American Markets
Key Takeaways Expansion into online gaming and betting is driving strong user growth and positions the company for revenue increases and broader geographic reach. Proprietary technology and improved marketing efficiency are boosting user engagement and margins, with temporary tax pressures set to ease and enhance profitability.
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US$20.25
FV
8.3% undervalued
intrinsic discount
13.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Amber Enterprises India
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
India Manufacturing Expansion And Diversification Will Secure Supply Chain Success
Key Takeaways Strategic expansions, partnerships, and government incentives are set to improve profitability, operational efficiency, and support sustained long-term growth. Diversification into higher-margin sectors and strengthened client relationships position Amber for broad-based revenue growth and increased market share.
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₹8.60k
FV
20.4% undervalued
intrinsic discount
20.79%
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
5 days ago
author updated this narrative
Robinhood Markets
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Regulatory Delays Will Undercut Tokenized Asset Momentum
Key Takeaways Shifting customer interests and regulatory uncertainty around alternative assets may constrain Robinhood's future growth and product adoption momentum. Intensifying competition, higher marketing costs, and rising compliance expenses may compress margins and limit revenue generation per user.
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US$108.51
FV
4.7% overvalued
intrinsic discount
13.99%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
169
users have followed this narrative
6 days ago
author updated this narrative
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