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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
12
users have liked this narrative
6
users have commented on this narrative
48
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
7
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
4.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
New
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Saudi Cement
DE
defefef
Community Contributor
The company has growth potential
The company has growth potential
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ر.س40.00
FV
2.8% undervalued
intrinsic discount
15.77%
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
Updated
narrative
Arabian Internet and Communication Services
DE
defefef
Community Contributor
The company has growth potential
The company has growth potential
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ر.س260.00
FV
5.3% undervalued
intrinsic discount
15.76%
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
Updated
narrative
Saudi Telecom
DE
defefef
Community Contributor
The company has growth potential
The company has growth potential
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ر.س42.00
FV
2.5% overvalued
intrinsic discount
17.24%
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
Updated
narrative
Microsoft
BR
Broke_Joe
Community Contributor
Microsoft's Evolution Will Drive Revenue to New Heights Fueled by AI
Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.
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US$360.00
FV
44.5% overvalued
intrinsic discount
12.98%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
2
users have commented on this narrative
50
users have followed this narrative
3 months ago
author updated this narrative
Pinterest
BR
Broke_Joe
Community Contributor
Pinterest will surge as advertising innovations ignite revenue growth
Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.
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US$42.63
FV
16.1% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
3 months ago
author updated this narrative
Apple
GE
geshan
Community Contributor
Apple's Future PE Ratio Will Rise to 32x Amid 24% Profit Margins
Apple's future pe ration is good.
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US$204.13
FV
13.5% overvalued
intrinsic discount
5.35%
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
about 1 month ago
author updated this narrative
Brambles
RO
Robbo
Community Contributor
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.
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AU$21.90
FV
6.5% overvalued
intrinsic discount
14.24%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 months ago
author updated this narrative
Little Green Pharma
BA
Babylonas
Community Contributor
Little Green Pharma set to double revenue amidst European expansion
Forecasts for Growth, Future Revenue, Net Profit, and Key Metrics Forecasting LGP’s future performance involves assumptions based on FY2024 trends, market conditions, and strategic plans. Below are speculative projections for key metrics: Revenue Growth: FY2024 Baseline: $25.6 million, up 29% from $19.9 million in FY2023.
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AU$0.42
FV
72.6% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
23
users have followed this narrative
3 months ago
author updated this narrative
SHIP
Tufton Assets
ZE
zeg0at
Community Contributor
Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount
Executive Summary Tufton Assets Limited (LSE: SHPP) presents a rare and compelling opportunity in public markets: a high-yield, NAV-discounted, actively managed vehicle with a clearly defined end-of-life wind-down strategy. The company's structure, execution history, and exposure to shipping segments aligned with geopolitical and macroeconomic dislocation make it uniquely suited for investors seeking inflation-protected income, asymmetric upside from trade realignments, and built-in downside mitigation through real asset monetization.
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US$1.40
FV
18.9% undervalued
intrinsic discount
20.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
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