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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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Arista Networks
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Reliance On Hyperscale Customers And Rising Pressures Will Undermine Prospects
Key Takeaways Heavy dependence on large cloud and AI customers, shifting industry technology, and hyperscaler in-house hardware pose risks to revenue stability and margin resilience. Global protectionism, sustainability pressures, and intensifying competition may increase costs, limit market expansion, and compress future profitability.
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US$106.82
FV
28.5% overvalued
intrinsic discount
14.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
1 day ago
author updated this narrative
Airbnb
AN
AnalystLowTarget
Consensus Narrative from 35 Analysts
Rising Regulatory Hurdles And Market Saturation Will Bar Recovery
Key Takeaways Regulatory headwinds, negative public sentiment, and housing market criticisms threaten Airbnb's growth prospects and restrict market expansion. Rising competition, compliance costs, and market saturation erode profit margins and challenge efforts to sustain revenue growth.
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US$99.00
FV
26.4% overvalued
intrinsic discount
8.59%
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
1 day ago
author updated this narrative
Bristol-Myers Squibb
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Debt And Patent Expiries Will Erode US Pharma Margins
Key Takeaways Loss of exclusivity and pricing pressures will erode revenue and margin growth, posing significant long-term financial headwinds. High debt, execution risk, and tougher regulatory climate restrict flexibility, increase costs, and threaten sustainable profitability.
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US$35.86
FV
35.1% overvalued
intrinsic discount
-6.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
1 day ago
author updated this narrative
Regeneron Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
US Healthcare Reforms And Biosimilars Will Erode Margins
Key Takeaways Reliance on a few key products and increasing biosimilar competition threaten revenue growth and earnings stability as healthcare reforms pressure pricing power. Rising R&D expenses and demographic headwinds may limit the long-term growth potential and sustainability of current revenue streams.
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US$543.00
FV
6.9% overvalued
intrinsic discount
1.19%
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
1 day ago
author updated this narrative
Vertex Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Regulatory Scrutiny And High Costs Will Hinder Gene Therapy Progress
Key Takeaways Intensifying regulatory pressures and high treatment costs threaten Vertex's pricing power and market expansion, leading to margin compression and limited revenue growth. Heavy R&D demands, a narrowly focused pipeline, and rising competition increase earnings volatility and risk significant erosion of market share and profitability.
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US$347.89
FV
12.9% overvalued
intrinsic discount
2.96%
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
NextEra Energy
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising Costs And Fading Credits Will Hamper Outlook Despite Demand
Key Takeaways Expiring renewables tax credits, higher interest rates, and regulatory hurdles threaten project returns, earnings growth, and consistent revenue conversion for NextEra Energy. Rising adoption of distributed energy resources and high debt levels risk eroding traditional revenue streams and put pressure on credit quality and dividend growth expectations.
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US$59.28
FV
27.2% overvalued
intrinsic discount
9.31%
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
United Parcel Service
AN
AnalystLowTarget
Consensus Narrative from 30 Analysts
Trade Policy Uncertainty And Cost Pressures Will Lower Margins
Key Takeaways Global trade uncertainty, increased nearshoring, and e-commerce competition threaten to reduce parcel volumes, revenue growth, and pricing power. Rising sustainability, automation, and labor costs are driving higher expenses, squeezing margins and limiting UPS's ability to adapt nimbly to market changes.
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US$77.00
FV
14.9% overvalued
intrinsic discount
-0.63%
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
1 day ago
author updated this narrative
International Business Machines
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Hyperscale Cloud Competition Will Erode Legacy Revenue Streams
Key Takeaways Competitive pressures from leading cloud providers and shifts toward cloud-native solutions threaten IBM's core business and limit prospects for sustainable revenue and margin growth. Ongoing operational challenges, including rising compliance costs and debt, constrain IBM's ability to invest organically and jeopardize its longer-term financial strength.
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US$198.00
FV
21.1% overvalued
intrinsic discount
4.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Comcast
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Stagnant Broadband Growth And Rising Costs Will Erode Valuation
Key Takeaways Broadband and legacy media revenues are under pressure from market saturation, cord-cutting, digital ad shifts, and fierce competition in offerings and pricing. Rising costs, heavy capital spending, and regulatory risks threaten margins, growth prospects, and shareholder returns as Comcast pivots amid industry disruption.
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US$31.00
FV
7.9% overvalued
intrinsic discount
0.035%
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
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