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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
12
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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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
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
users have followed this narrative
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Greenwich LifeSciences
WH
White_valkyrie
Community Contributor
Greenwich LifeSciences will eye a valued future at $460 a share, with GP2 leading the way.
*DISCLAIMER: *This article is NOT financial advice of any kind, i am NOT a financial adviser, this content should NOT be construed as an offer, recommendation or inducement to buy or sell Greenwich Lifesciences $GLSI stock. Do yor own Due diligence with this type of products before taking from granted any of these opinions.
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US$460.00
FV
97.3% undervalued
intrinsic discount
103.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
5 months ago
author updated this narrative
Fortnox
IN
Investingwilly
Community Contributor
Growth Stock With a Fair Valuation
A Market Leader Driving Innovation and Growth in Business Solutions Fortnox AB is a standout player in the SaaS (Software-as-a-Service) space, providing cloud-based solutions tailored to small and medium-sized enterprises (SMEs). Known for its user-friendly interface, strong customer retention, and expansive ecosystem, Fortnox has become the go-to platform for businesses in Sweden.
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SEK 100.02
FV
10.6% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
3 months ago
author updated this narrative
Tullow Oil
OI
OilPro
Community Contributor
Tullow Oil's Share Price Could Soar Up to 135% if Oil Holds at $70
To estimate the potential upside for Tullow Oil's share price if the oil price remains at $70 per barrel, we need to consider several factors, including the company's current financial performance, its sensitivity to oil prices, analyst projections, and market conditions. As of March 29, 2025, I can provide a reasoned analysis based on available trends and data, aligning with the tools at my disposal.
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UK£0.45
FV
77.2% undervalued
intrinsic discount
74.52%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
5 months ago
author updated this narrative
Opthea
ST
StockMan
Community Contributor
OPTHEA - Write-off
--- [Narrative update per Investor announcement 24-Mar-2025] --- The analysis below was written ahead of Opthea’s Phase 3 results. As stated, the thesis was highly dependent on trial success.
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AU$0.10
FV
500.0% overvalued
intrinsic discount
11.06%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
2
users have commented on this narrative
26
users have followed this narrative
5 months ago
author updated this narrative
Nederman Holding
MA
Mandelman
Community Contributor
Nederman: Cautiously Overvalued Amid Modest Growth and Margin uncertainties
Catalysts Industry Tailwinds : Nederman is poised to benefit from increasing global awareness and regulatory demands for improved air quality. Industries are investing in advanced air filtration systems to enhance employee health and reduce heating costs by maintaining cleaner air environments.
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SEK 146.00
FV
14.8% overvalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
MRS Oil Nigeria
WA
WaneInvestmentHouse
Community Contributor
MRS Oil Nigeria Plc: A Challenging Transition
MRS Oil Nigeria Plc has projected a profit after tax of N2.93 billion for the second quarter of 2025, despite its impending delisting from the Nigerian Exchange Limited (NGX). The company's financial forecast reveals a mixed outlook, with concerns remaining about its ability to achieve its financial targets following its transition to the NASD Over-the-Counter (OTC) Securities Exchange.
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₦189.58
FV
21.1% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
CSL
RA
Ramsee
Community Contributor
CSL is undervalued in High Tax Scenario
CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.
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AU$263.33
FV
0.4% overvalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
44
users have followed this narrative
4 months ago
author updated this narrative
Sacyr
PA
Panayiotis
Community Contributor
Sacyr will boost its revenue with renewables and digital upgrades in the coming years
1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.
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€3.43
FV
8.6% overvalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 months ago
author updated this narrative
Advanced Micro Devices
NA
NateF
Community Contributor
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.
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US$193.68
FV
11.0% undervalued
intrinsic discount
18.84%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
7 months ago
author updated this narrative
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