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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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Exasol
SW
SwissSimon
Community Contributor
Exasol Quick Check
Based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of
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€2.27
FV
42.7% overvalued
intrinsic discount
5.00%
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
IDP Education
SU
Sun
Community Contributor
English will always be needed.
This is a company that has been involved in English teaching processing and examining. As the word trade improves English will need around the world and this company can deliver recent drop not clear.
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AU$6.00
FV
23.8% undervalued
intrinsic discount
19.02%
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
about 2 months ago
author updated this narrative
Okta
ME
mehtomate
Community Contributor
Access allowed to nice potential returns
Current FCF margin 28.5% expanded, revenue accellaration, mature 25x margin
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US$120.50
FV
23.6% undervalued
intrinsic discount
13.00%
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
27 days ago
author updated this narrative
STMicroelectronics
CJ
cjimi
Community Contributor
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
Catalysts EV and renewable energy demand (SiC chips) Growth in AI, IoT, and automation Government incentives for chip production Assumptions Revenue Projection (5 Years) Estimate: ~$22-25 billion by 2029 Reasoning: Current revenue : ~$17 billion Annual growth rate : ~5-6% CAGR (historical + industry trend) Growth drivers : Electric Vehicles (EVs) → SiC demand surging IoT & AI expansion → Increased adoption in smart devices Automotive & industrial electronics → Rising semiconductor integration China market expansion → Key growth opportunity Where do you think earnings will be in 5 years time? and why?
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€34.65
FV
36.4% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 months ago
author updated this narrative
Macy's
JU
julio
Community Contributor
Macys value
Bull Macy’s owns significant real estate that can be sold to provide liquidity, pay down debt, and finance new investments. The firm intends to raise about $600 million-$750 million from real estate sales over the next three years.
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US$24.43
FV
47.6% undervalued
intrinsic discount
5.57%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
2 months ago
author updated this narrative
Etsy
IN
IndusyHoldings
Community Contributor
Etsy - The e-commerce platform for handmade items.
Business model Etsy is a US e-commerce website and online marketplace for buying and selling handmade products founded in 2005. Revenue comes mainly from services, subscriptions and fees.
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US$72.65
FV
8.6% undervalued
intrinsic discount
2.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 months ago
author updated this narrative
Joby Aviation
WA
WaneInvestmentHouse
Community Contributor
Joby Aviation: Operational Momentum and Strategic Developments
Note: Wrong Valuation Joby Aviation has demonstrated continued operational momentum, surpassing flight testing mileage benchmarks across international testing environments. The company has achieved a significant milestone, exceeding 40,000 flight miles across its test fleet.
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US$0.00024
FV
6.9m% overvalued
intrinsic discount
62.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
6
users have followed this narrative
4 months ago
author updated this narrative
Paradox Interactive
SW
SwissSimon
Community Contributor
Paradox Quick Check
DCF based on current analyst estimates of FCF Terminal PE of 30 Using my standard discount rate of 15%
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SEK 145.54
FV
15.4% overvalued
intrinsic discount
5.00%
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
ServiceNow
SW
SwissSimon
Community Contributor
ServiceNow Quick Check
DCF based on current analyst estimates of FCF Terminal PE of 30 Using my standard discount rate of 15%
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US$552.64
FV
56.9% 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
about 2 months ago
author updated this narrative
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