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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
8
users have followed this narrative
New
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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
25.6% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
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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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PDS
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Sourcing In India And Egypt Will Boost Industry Resilience
Key Takeaways Diversified sourcing, regional expansion, and strengthened retailer partnerships position PDS for revenue growth, reduced volatility, and improved customer diversification. Investments in AI, value-added services, and cost optimization are designed to drive margin expansion, operational efficiency, and earnings resilience despite industry disruptions.
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₹620.00
FV
48.0% undervalued
intrinsic discount
11.29%
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
4 days ago
author updated this narrative
Murphy USA
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Fuel Convenience Expansion Will Support Future Suburban Growth
Key Takeaways Expansion in high-growth markets and a strong value-focused fuel model support revenue growth and resilient customer traffic, even during economic downturns. Digital loyalty, operational efficiencies, and industry consolidation are boosting margins, profitability, and supporting higher sales of non-fuel, higher-margin products.
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US$446.71
FV
15.2% undervalued
intrinsic discount
9.59%
Revenue growth p.a.
Set Fair Value
0
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
MAIR
Maire
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Sustainable Infrastructure And Green Hydrogen Will Fuel Future Expansion
Key Takeaways Expansion into sustainable technologies and key global regions drives robust revenue visibility, margin improvement, and earnings stability from diversified, higher-value project pipelines. Increased focus on proprietary solutions and recurring, high-margin technology licensing is reducing project risk and supporting stronger, more predictable earnings performance.
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€13.11
FV
5.1% undervalued
intrinsic discount
6.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
Updated
narrative
Northam Platinum Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
By 2029, Increased Chrome Production Will Diversify Revenue Streams
Key Takeaways Development projects and facility enhancements are expected to boost production capacity, efficiency, and margins, supporting future revenue and earnings growth. Strategic diversification into chrome production and renewable energy initiatives aim to reduce costs, enhance earnings, and leverage market rebounds.
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R181.43
FV
19.2% overvalued
intrinsic discount
19.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
8 days ago
author updated this narrative
ThredUp
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets
Key Takeaways Industry trends and regulatory changes are increasing the appeal and long-term growth prospects of ThredUp's resale platform versus traditional fast fashion. Technology investments and new B2B initiatives are boosting operational efficiency, buyer engagement, and revenue diversification, strengthening both growth and profitability.
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US$13.00
FV
24.3% undervalued
intrinsic discount
10.94%
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
4 days ago
author updated this narrative
Cytek Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud Software And Flow Cytometry Will Unlock Global Opportunity
Key Takeaways Growth in recurring services and reagents, plus expanding software and AI tools, enhances predictable revenue, margins, and customer retention. Broader adoption in healthcare research and global market expansion positions Cytek for sustained top-line growth and revenue diversification.
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US$5.00
FV
24.2% undervalued
intrinsic discount
7.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
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Updated
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Match Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
New AI Features And Global Expansion Will Energize Online Dating
Key Takeaways AI-driven innovation, safety enhancements, and alternative payments are set to boost engagement, retention, and profitability across Match Group's brands. Focused global expansion and shifting cultural trends help diversify users and revenue sources while strengthening growth beyond mature core markets.
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US$37.21
FV
4.1% undervalued
intrinsic discount
4.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
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Updated
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BIRL
BirlaNu
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
JJM And AMRUT 20 Investments Will Increase Future Demand In Pipes Segment
Key Takeaways Strategic channel growth and market expansion in key segments position HIL for revenue growth despite demand challenges. Government infrastructure investments and potential antidumping duties may boost Pipes segment demand, impacting revenue and margins positively.
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₹2.33k
FV
16.4% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
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Updated
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Pets at Home Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Platforms And Vet Business Will Create New Opportunities Ahead
Key Takeaways Investing in digital platforms and own-label products is expected to enhance margins, drive online sales, and boost earnings through superior quality and lower costs. Strong growth in the vet business and focus on cost efficiencies aim to increase revenues and mitigate inflationary pressures.
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UK£2.76
FV
19.5% undervalued
intrinsic discount
2.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
4 days ago
author updated this narrative
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