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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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Array Technologies
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
OmniTrack And SkyLink Will Drive Secular Solar Growth
Key Takeaways Rapid adoption of new, premium products and full domestic content offerings are expanding margins, revenue consistency, and addressable markets beyond market expectations. Vertical integration and innovative solutions position Array to capture new high-growth markets, accelerate market share gains, and benefit from secular solar industry tailwinds.
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US$13.00
FV
41.4% undervalued
intrinsic discount
13.88%
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
2 days ago
author updated this narrative
Amalgamated Financial
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
ESG Banking And Fintech Trends Will Unlock Market Dominance
Key Takeaways Mission-driven deposit growth and brand leadership uniquely position Amalgamated for outsized market share gains, stable funding, and superior long-term earnings growth. First-mover advantages in climate finance and advanced digital banking should enable structural loan growth, operating leverage, and dominance in the expanding ESG lending market.
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US$39.00
FV
26.1% undervalued
intrinsic discount
12.59%
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
New
narrative
Himax Technologies
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
OLED And AR Drivers Will Fuel Global Digitization
Key Takeaways Dominant market position, deep customer engagement, and proprietary AI-driven technologies are driving above-industry growth, market share expansion, and robust, recurring revenue streams. Leadership in next-generation products like CPO and smart glasses positions Himax for significant margin expansion and long-term earnings growth as adoption accelerates across diverse sectors.
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US$11.60
FV
36.0% undervalued
intrinsic discount
7.18%
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
2 days ago
author updated this narrative
Gray Media
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Aggressive M&A Will Accelerate US Media Erosion
Key Takeaways Expectations for sustained earnings and margin expansion may be overly optimistic, given industry headwinds from digital disruption and possible M&A integration risks. Heavy reliance on political ad cycles, local market strength, and retranmission revenues could mask declining core ad growth and increase future revenue volatility.
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US$5.92
FV
0.6% undervalued
intrinsic discount
-2.85%
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
4 days ago
author updated this narrative
ODP
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Hybrid Work And ESG Trends Will Fuel Office Evolution
Key Takeaways Rapid hospitality market penetration, recent B2B wins, and rising hybrid work demand are driving accelerated, margin-resilient top-line growth and recurring revenue. Operational discipline, digital transformation, and ESG-focused solutions are strengthening cash flow, supporting reinvestment, and enabling higher-margin, stickier customer relationships.
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US$41.00
FV
48.6% undervalued
intrinsic discount
-3.43%
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
2 days ago
author updated this narrative
FIGS
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Asia Expansion And Rising Healthcare Workforce Will Drive Demand
Key Takeaways Rapid international expansion, omnichannel strategies, and strong healthcare brand affinity position FIGS for outsized growth in both customer base and recurring revenues. Optimized logistics, sustainable cost reductions, and institutional sales expansion support durable margin improvement and above-expectation earnings potential.
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US$8.00
FV
13.4% undervalued
intrinsic discount
5.51%
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
2 days ago
author updated this narrative
Digi International
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Transformation And IoT Adoption Will Redefine Industry Dynamics
Key Takeaways Accelerated transition to higher-margin, recurring revenue is strengthening Digi's earnings profile and enabling earlier strategic acquisitions amid robust cash flow and deleveraging. Leadership in IoT, supply chain agility, and mission-critical solutions positions Digi to outperform peers on growth, margins, and competitive advantage as digital infrastructure demand surges.
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US$50.00
FV
35.5% undervalued
intrinsic discount
3.99%
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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2 days ago
author updated this narrative
IMAX
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Immersive Technology And Asia-Pacific Demand Will Fuel Premium Experiences
Key Takeaways IMAX's dominant position in premium content and rapid network expansion are driving underestimated recurring and installation-related revenue opportunities. Strong consumer demand for immersive experiences and new content formats positions IMAX for higher margins, new revenue streams, and sustained long-term growth.
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US$38.00
FV
33.4% undervalued
intrinsic discount
9.80%
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
2 days ago
author updated this narrative
Adecoagro
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digitalization And Renewable Demand Will Transform Brazil And Argentina Agribusiness
Key Takeaways Tether partnership could enable transformational expansion, digitalization, and financial innovation, positioning Adecoagro as a dominant, high-margin agribusiness and renewable energy leader. Superior climate resilience, crop productivity, and exposure to rising food and renewable energy demand provide unique advantages for sustained pricing power, growth, and stronger earnings quality.
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US$17.00
FV
46.4% undervalued
intrinsic discount
-1.48%
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
2 days ago
author updated this narrative
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