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Global Community
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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
3
users have commented on this narrative
45
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
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
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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
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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Deezer
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Limited Global Reach Will Constrain Revenues But Margins May Recover
Key Takeaways Weak international traction and brand awareness hinder Deezer's ability to capitalize on global digital trends and expand its subscriber base. Margin gains from partnerships and cost controls are vulnerable to intense competition, regulatory pressures, and declining core partnership revenues.
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€1.50
FV
20.7% undervalued
intrinsic discount
7.16%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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Wallbox
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Subsidy Cuts Will Strain EV Demand Yet Resilience Will Emerge
Key Takeaways Revenue growth opportunities from EV adoption and renewables are tempered by risks from reduced subsidies, shifting technologies, and regional policy changes. Margin and profitability gains face headwinds from high R&D costs, supply chain pressures, and limited geographic diversification.
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US$5.98
FV
27.1% undervalued
intrinsic discount
41.19%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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Blink Charging
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Declining EV Revenues Will Constrain Margins Yet Enable Recovery
Key Takeaways Declining government incentives or home charging adoption could cap Blink's revenue growth, limit charging utilization, and challenge future profitability. Heightened competition, high operating costs, and potential capital needs pose significant risks to margin expansion and shareholder returns.
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US$1.00
FV
6.0% undervalued
intrinsic discount
17.37%
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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PowerCell Sweden
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Slow Hydrogen Rollout Will Cripple Margins Yet Spur Recovery
Key Takeaways Prolonged infrastructure delays and rapid battery advancements threaten sustained demand and revenue stability despite strong partnerships and policy support. High capital intensity and volatile order flow expose the company to risks of margin pressure, potential dilution, and unpredictable profitability.
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SEK 30.00
FV
8.4% undervalued
intrinsic discount
19.50%
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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Innate Pharma
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Global Pricing Pressures Will Constrain Margins While Recovery Will Emerge
Key Takeaways Dependence on milestone payments and uncertain product approvals causes earnings volatility and risks reliable long-term growth. Intensifying pricing pressures and lack of significant commercial revenues threaten margins and may necessitate equity dilution or costly financing.
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€2.49
FV
21.1% undervalued
intrinsic discount
9.39%
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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Cardlytics
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Content Restrictions And Concentration Will Curb Performance But Spark Progress
Key Takeaways Heavy reliance on a few major bank partners creates significant vulnerability to revenue loss and partner-specific disruptions. New partnerships and innovations are slow to offset recent setbacks, while stricter data rules and underinvestment threaten future growth and profitability.
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US$1.50
FV
19.3% undervalued
intrinsic discount
-13.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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SoundThinking
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Municipal Delays And Regulatory Hurdles Will Underpin Cautious Optimism
Key Takeaways Exposure to municipal budget cycles, contract concentration, and procurement delays adds volatility to revenue and increases risk of abrupt financial disruptions. Regulatory, political, and competitive pressures could restrict adoption, limit market share expansion, and constrain long-term earnings growth.
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US$19.00
FV
32.8% undervalued
intrinsic discount
7.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Biodesix
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Lung Diagnostics Will Face Regulatory Delays While Modest Progress Unfolds
Key Takeaways Operational and reimbursement hurdles may restrict revenue growth and margin expansion despite efforts to widen adoption and capitalize on innovative diagnostic trends. Competitive threats and shifting technology demands require sustained investment, raising compliance and R&D costs while heightening risks to long-term profitability.
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US$1.50
FV
73.6% undervalued
intrinsic discount
18.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Clarus
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Digital Shifts And Pricing Wars Will Compress Margins
Key Takeaways Shifting consumer preferences and adverse weather trends challenge Clarus' core market, risking stagnant sales and reduced demand for its key outdoor brands. Intensifying price competition, regulatory costs, and niche brand dependence threaten margins and long-term earnings, increasing risks of underperformance and weak cash flow.
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US$3.00
FV
13.0% overvalued
intrinsic discount
4.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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