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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this 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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
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CPA
Copa Holdings
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Latin American Urbanization And Digital Adoption Will Drive Air Travel
Key Takeaways Accelerated fleet expansion and digital investments are expected to drive stronger revenue growth, greater market share, and improvements in earnings efficiency. Superior cost control, premium product enhancements, and hub dominance position Copa to outperform rivals as regional consolidation and travel demand increase.
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US$190.00
FV
38.7% undervalued
intrinsic discount
10.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Signet Jewelers
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Gen Z And Millennials Will Drive Secular Demand For Jewelry
Key Takeaways Targeted brand strategy and omnichannel investments aim to grow market share among younger consumers, driving greater loyalty, sales, and customer engagement. Expansion into lab-grown and trend-focused jewelry, paired with operational efficiencies, is expected to boost margins and attract new, sustainability-minded shoppers.
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US$102.00
FV
17.7% undervalued
intrinsic discount
1.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Terex
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Megaprojects And Sustainable Tech Will Strengthen Equipment Demand
Key Takeaways Growth in digital SaaS and connected equipment is rapidly boosting margins and diversifying earnings through new high-value recurring revenue streams. Structural industry shifts and strong demand from environmental and infrastructure trends are positioning Terex for sustained revenue outperformance and expanding market share.
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US$72.55
FV
30.4% undervalued
intrinsic discount
8.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Haemonetics
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Secular Trends Will Fuel Expansion In Blood Management Solutions
Key Takeaways Technology-driven recurring revenue streams and market share gains are positioning Haemonetics for sustainable margin expansion and robust earnings growth. International expansion and secular health trends are expected to drive long-term demand, supporting multi-year revenue acceleration and operating leverage.
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US$107.86
FV
50.8% undervalued
intrinsic discount
4.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
PBF Energy
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Sustained Global Demand And Renewables Will Transform Refining
Key Takeaways Persistent fuel shortages and refinery closures enable premium pricing and higher margins, positioning PBF for outsized revenue and profitability growth over the long term. Underutilized land assets and investments in renewable fuels offer significant opportunities for diversified earnings and structural cost and efficiency advantages.
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US$28.00
FV
15.3% undervalued
intrinsic discount
7.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
NOG
Northern Oil and Gas
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
US Shale Will Drive Energy Demand While Meeting Regulatory Challenges
Key Takeaways Expansion-focused M&A pipeline, concentrated core acreage, and increased drilling efficiency position NOG for accelerated production growth and margin upside overlooked by consensus. Diversified portfolio and shale-focused strategy offer upside revenue optionality and premium realizations from energy security trends and tightening global supply.
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US$49.58
FV
52.0% undervalued
intrinsic discount
3.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
ADMA Biologics
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Aging Population And Plasma Supply Will Drive Industry Expansion
Key Takeaways Enhanced production processes and expanded plasma supply position the company for faster revenue growth and margin improvements beyond current market expectations. Strong demand drivers, strategic investments, and financial flexibility support sustained market share gains and shareholder returns.
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US$35.00
FV
49.6% undervalued
intrinsic discount
26.83%
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
4 days ago
author updated this narrative
Western Union
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Adoption And Migration Will Boost Remittance But Face Headwinds
Key Takeaways Fast digital and distribution transformation, plus early stablecoin adoption, position Western Union for revenue and margin gains ahead of market expectations. AI-driven automation and growth in emerging markets enable cost reductions and accelerated long-term earnings growth.
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US$14.42
FV
41.3% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
Kontoor Brands
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Middle Class, Digital, And ESG Trends Will Transform Denim Appeal
Key Takeaways Successful brand integration, synergy realization, and global supply chain initiatives are expected to drive substantial margin and earnings growth beyond analyst expectations. Digital innovation, direct-to-consumer focus, and strong ESG positioning support premium branding, loyalty, and sustained international revenue expansion.
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US$99.00
FV
27.7% undervalued
intrinsic discount
13.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
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