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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
11
users have liked this narrative
2
users have commented on this narrative
41
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
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narrative
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LPP
PH
Phetuvov
Community Contributor
Family-owned company with potential for long-term growth
In 5 years, the company should significantly expand its portfolio of stores in countries other than Poland, open up to new markets, and introduce e-commerce and applications of its brands to new countries. Due to the fact that it has five brands, each targeting a different audience, the company has a wide scope for action and further development, as the brands it has are not in competition with each other, but complement each other perfectly.
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zł15.86k
FV
3.3% overvalued
intrinsic discount
9.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
4
users have followed this narrative
10 months ago
author updated this narrative
Pfizer
FR
Francisco
Community Contributor
Pfizer's Future Depends on Oncology Growth, New Products and operational efficiency
I think that Pfizer has a strong pipeline. The aquisition of seagen added many new oncology products that will continue to grow by 14% partially offseting the decline on sales of the covid-19 vaccines.
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US$30.62
FV
17.9% undervalued
intrinsic discount
11.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
5 months ago
author updated this narrative
Seacrest Petroleo Bermuda
IM
Imthetxarbi
Community Contributor
Seacrest Petroleo Bermuda is worth 0
Everything that could have gone wrong, went wrong. The assets are now owned by the bank and creditors Poorly managed company with very slow decission making , unable to react that have wasted a Great future.
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NOK 0.000001
FV
13.8m% overvalued
intrinsic discount
-72.73%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
7 months ago
author updated this narrative
Yubico
LI
Lillemalt
Community Contributor
Yubico aims for 25% revenue growth with a new strategic direction
Assumptions Prognos och värdering Tillväxt: För innevarande år bör tillväxten landa på drygt 30%. Efter det räknar vi på 25% och sedan 20%, totalt något under bolagets mål om 25% tillväxt.
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SEK 338.62
FV
60.4% undervalued
intrinsic discount
25.00%
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
6 months ago
author updated this narrative
Aviva
NA
Nathan
Community Contributor
Aviva narrative
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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UK£9.25
FV
27.6% undervalued
intrinsic discount
7.00%
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 2 months ago
author updated this narrative
Electrosteel Castings
RO
ronit_2010
Community Contributor
Electrosteel castings Ltd. Future Outlook
Electrosteel castings is the leading Ductile pipes manufacturer with 40% market share and multiple competitive advantages including international accredations, with rising incomes and infra projects, electro should be able maintain healthy order books and above market margins, the company has focused on reducing debt in the last year or so and i believe it should be able to either a) payout to their shareholders i.e dividends ( Unlikely), or b) develop a capacity/portfolio expansion strategy which should further fortify Electro as a leader in the industry. Their focus on increasing exports should allow electro to tap into new markets and expand over the next few years.
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₹312.78
FV
68.3% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
about 1 year ago
author updated this narrative
Prudential
WA
WaneInvestmentHouse
Community Contributor
Prudential PLC's 2027 Vision Promises Over 10% Growth in 2025
Prudential PLC's full-year 2024 financial results show promising growth and progress toward its 2027 strategic objectives. Here are the key highlights: - New Business Profit: Up 11% to $3,078 million - Operating Free Surplus: Steady at $2,642 million - Adjusted Operating Profit: - Before tax: Up 10% to $3,129 million - After tax: Up 7% to $2,582 million - Earnings Per Share: 89.7 cents per share, an 8% increase from 2023 - Group EEV Equity: $44.2 billion - Free Surplus Ratio: 234% - Share Buybacks: Completed $1,045 million under its $2 billion program, expected to finish by end-2025 - Dividend: 23.13 cents per share, a 13% increase - Total Shareholder Returns: $1.4 billion for FY24 Looking ahead to 2025, Prudential expects growth of over 10% in new business profit, basic earnings per share, and operating free surplus.
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UK£8.83
FV
11.9% overvalued
intrinsic discount
16.00%
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
5 months ago
author updated this narrative
Southwest Airlines
ST
steingar
Community Contributor
Testing for analysis
test test again
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US$2.70k
FV
98.8% undervalued
intrinsic discount
59.00%
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
lululemon athletica
MS
mschoen25
Community Contributor
Bullish case for Lululemon Athletica (LULU)
Lululemon (LULU) appears to be undervalued based on current analysis. The stock is trading around $281.35, with analysts predicting a consensus price target of $354.94, indicating about a 26% upside potential.
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US$225.76
FV
12.1% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
3 months ago
author updated this narrative
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