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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
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
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
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DoubleVerify Holdings
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
GDPR And AI Threats Will Undermine Digital Ad Markets
Key Takeaways Tighter privacy regulations and tech platform changes threaten DoubleVerify's core ad verification business, potentially shrinking addressable markets and intensifying compliance and operational costs. Shifts toward privacy-first, AI-driven, and cookieless advertising models undermine the relevance of its solutions, leading to risks for sustained revenue and margin growth.
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US$13.00
FV
14.0% overvalued
intrinsic discount
9.58%
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
3 days ago
author updated this narrative
YETI Holdings
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Economic Pressure And Online Rivals Will Undermine Premium Brand Value
Key Takeaways Increased competition and changing consumer spending habits threaten YETI's pricing power, sales growth, and long-term brand loyalty. Sustainability concerns and reliance on core product categories may jeopardize revenue and brand equity if consumer preferences and market trends shift.
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US$30.00
FV
6.2% overvalued
intrinsic discount
3.51%
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
3 days ago
author updated this narrative
Gray Media
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Debt Refinancing Will Improve Financial Flexibility But Advertising Revenue May Soften
Key Takeaways Strategic development projects and expanded sports broadcasting rights are set to strengthen revenue streams and advertising income. Debt management and potential regulatory reforms could improve financial flexibility and competitive edge in broadcasting.
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US$5.10
FV
0.8% undervalued
intrinsic discount
-1.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
Wendy's
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Rising Labor Costs And North American Rivals Will Hinder Performance
Key Takeaways Shifts toward health consciousness and fast food scrutiny weaken demand for core offerings and curb revenue growth in a competitive, saturated market. Persistently rising labor and input costs, plus the disruption from delivery platforms, threaten margins, profitability, and long-term earnings stability.
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US$10.00
FV
3.0% overvalued
intrinsic discount
0.80%
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
3 days ago
author updated this narrative
Scorpio Tankers
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Regulations And Energy Transition Will Challenge Operations Yet Spark Resilience
Key Takeaways Accelerating environmental regulations and new technologies could drive up costs, require rapid investments, and challenge Scorpio's earnings and industry position. Shifting energy demand and decarbonization present significant risks to long-term revenue stability despite current industry supply constraints and robust shareholder returns.
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US$49.00
FV
10.1% undervalued
intrinsic discount
-2.62%
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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3 days ago
author updated this narrative
InterDigital
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Anti-Trust And Open-Source Shifts Will Erode IP Value
Key Takeaways Rising regulatory, legal, and geopolitical risks threaten InterDigital's ability to enforce or monetize its patents, increasing uncertainty and potentially compressing margins. Shifting industry standards and emerging alternative technologies risk undermining the relevance and revenue potential of InterDigital's intellectual property portfolio.
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US$220.00
FV
21.1% overvalued
intrinsic discount
-6.31%
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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3 days ago
author updated this narrative
Broadstone Net Lease
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
E-commerce Trends And Higher Rates Will Erode Portfolio Value
Key Takeaways Shifts in e-commerce, technology, and market competition threaten property demand, occupancy, and stable revenue generation across Broadstone's portfolio. Higher interest rates and rising capital costs are set to squeeze earnings, reduce net asset value, and hinder future portfolio growth.
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US$14.00
FV
18.9% overvalued
intrinsic discount
4.38%
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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3 days ago
author updated this narrative
FormFactor
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Adverse Mix And Tariffs Will Erode Semiconductor Margins
Key Takeaways Margin and earnings growth are constrained by adverse product mix, rising manufacturing costs, and increased capital expenditures, reducing financial flexibility for future investments. Geopolitical tensions, supply chain complexity, and rapid technological shifts threaten revenue growth, pricing power, and long-term market relevance.
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US$23.00
FV
22.7% overvalued
intrinsic discount
6.33%
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
3 days ago
author updated this narrative
Hilton Grand Vacations
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Declining Affordability And Integration Risks Will Drag Performance
Key Takeaways Erosion of core customer base and appeal to younger generations threaten sustained growth and limit long-term top-line expansion. Competitive pressures, high acquisition costs, and acquisition integration risks undermine profitability and compress margins over time.
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US$39.00
FV
11.6% overvalued
intrinsic discount
11.38%
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
3 days ago
author updated this narrative
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