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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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Delcath Systems
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanded Clinical Trials And Program Integration Will Define Oncology's Future
Key Takeaways Growing demand for liver-focused cancer treatments and broader clinical trials are expanding Delcath's addressable markets and supporting long-term revenue growth. Increased market access, hospital adoption, and European expansion are driving sustained volume growth and profitability despite some downward pricing pressure.
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US$24.33
FV
57.4% undervalued
intrinsic discount
37.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
ARS Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Worldwide Allergy Trends Will Expand Needle-Free Treatment Access
Key Takeaways Accelerating demand and expanded access for neffy, especially in pediatric and school settings, is driving significant revenue and earnings growth opportunities. Global expansion, new clinical indications, and strong market penetration strategies are broadening revenue streams and creating multiple long-term growth drivers.
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US$31.00
FV
53.1% undervalued
intrinsic discount
54.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Pitney Bowes
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
SaaS Shipping And Digital Transformation Will Shape Future Logistics
Key Takeaways Strong growth in technology-enabled logistics and digital initiatives is driving higher recurring revenues, margin expansion, and positions the company to capitalize on global e-commerce trends. Strategic acquisitions, efficiency gains, and active capital returns are enhancing profitability, while a review of operations may unlock further shareholder value.
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US$17.00
FV
33.6% undervalued
intrinsic discount
-2.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Paysafe
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Wallets And Fintech Will Drive Global Market Transformation
Key Takeaways Expansion in digital wallets and alternative payment methods positions Paysafe to capitalize on global shifts in consumer payments and increased digital commerce adoption. Strategic enterprise partnerships and improved operating efficiency are expected to drive recurring revenues, support margin expansion, and strengthen Paysafe's position in high-growth verticals.
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US$15.55
FV
11.9% undervalued
intrinsic discount
6.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Corsair Gaming
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Gaming And PC Technology Expansion Will Transform The Industry
Key Takeaways Expanding into premium, high-margin product categories and direct-to-consumer channels is driving sustained revenue growth, gross margin expansion, and operational efficiency. Demand for creator equipment and next-gen gaming technology continues to accelerate, supporting innovation, market share gains, and stronger financial performance.
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US$11.17
FV
21.7% undervalued
intrinsic discount
10.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
3 days ago
author updated this narrative
Supermarket Income REIT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Internalization And Capital Recycling Will Lower Costs
Key Takeaways Proposed internalization aims to reduce operational costs and enhance net margins, while strategic initiatives are set to boost revenue growth. Focus on accretive acquisitions and refinancing debt aims to improve financial flexibility, revenue, and future earnings through strategic ventures.
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UK£0.82
FV
4.0% undervalued
intrinsic discount
0.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
AvePoint
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Adoption And Cloud Expansion Will Unlock Future Markets
Key Takeaways Growing regulatory and security demands are strengthening AvePoint's position as an essential, integrated provider for enterprise data governance and compliance. Strategic expansion beyond Microsoft, investment in AI, and improved sales efficiency are driving diversification, multi-year growth, and higher-margin opportunities.
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US$21.63
FV
30.5% undervalued
intrinsic discount
20.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Legend Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Next Generation Cell Therapy Will Expand Global Patient Access
Key Takeaways Solid pipeline and regulatory tailwinds drive expanded patient access, wider adoption, and long-term revenue growth in multiple myeloma therapies. Global roll-out and scaling production enhance operating leverage, broaden market reach, and improve margins while maintaining competitive advantage with innovative CAR-T technologies.
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US$76.55
FV
51.0% undervalued
intrinsic discount
43.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Hillgrove Resources
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Nugent Copper Ramp-Up Will Unlock Sustainable Value
Key Takeaways Expansion of copper production, operational improvements, and new resource discoveries will drive revenue growth, improve margins, and support long-term cash flow stability. Strong global copper demand, supportive jurisdiction, and strategic infrastructure position the company to benefit from favorable pricing and resilient earnings.
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AU$0.083
FV
58.0% undervalued
intrinsic discount
27.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
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