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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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Peabody Energy
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US Policy Tailwinds Will Strengthen Domestic Coal Fundamentals
Key Takeaways Favorable U.S. policies and domestic demand, along with operational efficiencies, enhance Peabody's competitive position and support stronger margins and cash flow. Optimized asset portfolio and global supply constraints enable Peabody to capitalize on higher coal prices and growing long-term demand, especially in Asia-Pacific.
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US$18.64
FV
5.8% undervalued
intrinsic discount
8.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
Empire State Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Modern Office Leasing Will Shape Midtown Markets Amid Risks
Key Takeaways Strong leasing activity and sustainability initiatives enhance competitive positioning, driving revenue growth and attracting high-quality tenants seeking premium, modern office space. Diversified income from multifamily and Observatory units complements stable financials and supports resiliency against market fluctuations and cyclical downturns.
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US$8.97
FV
17.1% undervalued
intrinsic discount
2.04%
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
4 days ago
author updated this narrative
Atmus Filtration Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Emissions Trends Will Drive Advanced Filtration Demand
Key Takeaways Accelerating environmental regulations and industrial modernization are fueling recurring demand, margin expansion, and broader market opportunities for Atmus through advanced filtration solutions and OEM partnerships. Improved supply chain flexibility, expanding aftermarket and industrial presence, and investments in innovation position Atmus for sustainable earnings growth and stronger shareholder returns.
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US$45.80
FV
5.1% undervalued
intrinsic discount
4.49%
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
4 days ago
author updated this narrative
LCI Industries
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Demographic Shifts And RV Trends Will Shape Future Markets
Key Takeaways Diversification into adjacent markets, product innovation, and evolving travel trends are enhancing LCI Industries' revenue stability and growth opportunities beyond the core RV segment. Strategic supply chain shifts, cost controls, and recurring aftermarket demand are expected to strengthen margins and support long-term earnings resilience.
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US$104.75
FV
1.3% undervalued
intrinsic discount
4.65%
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
4 days ago
author updated this narrative
Quaker Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sustainable Chemistries And Asia Expansion Will Empower Manufacturing Automation
Key Takeaways Growth in advanced, sustainable chemistries and digital solutions drives higher margins, customer retention, and recurring revenue in automation, energy storage, and greener industry segments. Strategic investments and acquisitions in Asia, along with cost-saving initiatives, strengthen competitiveness and position the company for future margin and earnings growth.
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US$151.20
FV
10.5% undervalued
intrinsic discount
3.91%
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
4 days ago
author updated this narrative
Avista
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Capital Investments And Grid Expansion Will Transform Energy Delivery
Key Takeaways Accelerating electrification and favorable regulatory outcomes position Avista for rate base, revenue, and earnings growth driven by investments in grid expansion and clean energy. Near-term results are pressured by clean tech investments, but sector recovery and public policy could boost non-regulated earnings and book value.
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US$41.00
FV
9.0% undervalued
intrinsic discount
3.00%
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
4 days ago
author updated this narrative
American States Water
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
California Expansion Will Secure Future Water Infrastructure Resilience
Key Takeaways Expansion in a new California community and infrastructure investment support larger customer growth, higher asset returns, and long-term revenue increases. Regulatory and legislative trends, alongside water scarcity, favor stable earnings, more predictable cash flow, and justification for ongoing rate increases.
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US$81.50
FV
8.0% undervalued
intrinsic discount
6.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Greif
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Asset Sales And Cost Initiatives Will Reduce Debt And Strengthen Financial Position
Key Takeaways Cost optimization and facility closures aim to enhance margins, profitability, and efficiency, positively impacting EBITDA and cash flow. Strategic divestitures and focus on high-growth markets intend to improve balance sheet, EPS, and revenue from outperforming segments.
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US$76.40
FV
11.5% undervalued
intrinsic discount
3.59%
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
4 days ago
author updated this narrative
Alliance Resource Partners
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Energy Tailwinds And Robust Demand Will Sustain Coal Resilience
Key Takeaways Favorable regulatory shifts and persistent reliance on baseload power are supporting stable coal demand and revenue resilience for Alliance Resource Partners. Expanding oil & gas royalties and operational improvements are boosting margins, diversifying earnings, and insulating cash flow from coal market volatility.
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US$30.50
FV
19.7% undervalued
intrinsic discount
1.15%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
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