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Global Community
Our community narratives are driven by numbers and valuation.
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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
1
users have commented on this narrative
39
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
New
narrative
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LyondellBasell Industries
ID
Idle
Community Contributor
Great dividend return, poor stock price grower
Petrochemicals material company based in Netherland.
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US$50.00
FV
6.6% overvalued
intrinsic discount
-3.60%
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
13 days ago
author updated this narrative
SAP
TO
Tokyo
Community Contributor
EU#1 - From German Startup to EU’s Biggest Company
In the world of enterprise software, few names carry as much weight as SAP. What started as a small German startup has evolved into the largest publicly listed company in Europe by market capitalization.
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€248.62
FV
3.6% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
6
users have commented on this narrative
28
users have followed this narrative
2 months ago
author updated this narrative
Stryker
TO
Tokyo
Community Contributor
Investing in Stryker (SYK) should be an easy ride
Investing in Stryker (SYK) should be an easy ride Key “Take aways”: - Solid balance sheet - Earnings recovered, with positive outlook. - SYK is fair priced.
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US$323.52
FV
17.0% overvalued
intrinsic discount
6.00%
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
about 1 year ago
author updated this narrative
Xiaomi
CH
CH1
Community Contributor
Xiaomi's Bright Future with 17% Revenue Growth?
Valuation Where do you think the business will be in 3, 5 or 10 years time? What do you think the valuation multiple will be in the future?
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HK$120.37
FV
56.1% undervalued
intrinsic discount
17.04%
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
about 1 month ago
author updated this narrative
MINISO Group Holding
WA
WaneInvestmentHouse
Community Contributor
MINISO’s Q1 Earnings Reveal Growth Momentum Overshadowed by Profitability Concerns
Miniso Group Holding (NYSE: MNSO; HKEX: 9896), the Japanese lifestyle retailer known for its affordable and design-forward everyday goods, reported mixed Q1 results that led to a sharp market reaction, with U.S.-listed shares plunging 17.6% — the steepest single-day drop in over two years. Despite strong revenue growth and continued global expansion, investor concerns over profit margins and rising costs weighed heavily on sentiment.
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US$18.55
FV
5.2% overvalued
intrinsic discount
17.02%
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
3 months ago
author updated this narrative
Dn Agrar Group
AN
Andrei95
Community Contributor
DN Agrar Group will aim for a 7.34% profit margin increase by 2027
As of April 1, 2025, DN Agrar Group shares (stock symbol: DN) were trading at a price of 1.505 lei per share, registering a 0.33% decrease compared to the previous session. (primet.ro) Regarding analysts' target prices for DN Agrar shares, several evaluations exist: In August 2024, analysts from BRK Financial Group estimated a target price of 1.85 lei per share for the next 12 months, representing an approximate 22% increase from the price at that time.
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RON 1.77
FV
49.3% overvalued
intrinsic discount
0%
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
5 months ago
author updated this narrative
Blackstone
GI
Gil96
Community Contributor
Overvalued
Overvalued
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US$125.00
FV
39.7% overvalued
intrinsic discount
20.74%
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
Secure Trust Bank
JA
jas5
Community Contributor
Secure Trust Bank will shine with 13.25 fair value promise
what are its prospects in next couple of months?
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UK£13.25
FV
7.9% undervalued
intrinsic discount
17.58%
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
Ambertech
JK
jkfamily
Community Contributor
Upside at 0.17
Insider buying activity (no selling) by board at around 0.18
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AU$0.20
FV
7.5% undervalued
intrinsic discount
13.22%
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
16 days ago
author updated this narrative
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