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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
23.4% 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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OmniAb
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
AI Integration And Global Biologics Demand Will Reshape Antibody Discovery
Key Takeaways OmniAb's expanding partner ecosystem and technology platform are set to drive accelerating milestone conversions, greater margin expansion, and multi-revenue growth well above consensus expectations. Integration of AI and diversification across therapeutic areas position OmniAb for sustained pipeline growth, higher recurring revenue, and faster profitability due to operational streamlining.
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US$11.00
FV
81.7% undervalued
intrinsic discount
58.03%
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
3 days ago
author updated this narrative
Gladstone Land
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Urban Expansion And Rising Food Demand Will Boost Farmland Appeal
Key Takeaways Strategic farmland sales in urbanizing regions and resilient Western assets position Gladstone Land for unexpected capital gains and strengthened recurring revenues. Long-term demographic shifts, increased crop demand, and preference for inflation-hedged assets support premium rents, enhanced margins, and favorable investor re-rating.
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US$14.15
FV
37.5% undervalued
intrinsic discount
7.07%
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
3 days ago
author updated this narrative
Xperi
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Connected Devices And Streaming Demand Will Fuel Market Expansion
Key Takeaways Expanding partnerships and rapid adoption of Xperi's platforms position the company for stronger recurring revenue, user growth, and improved operating leverage. AI-driven solutions and resilient licensing deals with top electronics firms enhance Xperi's profit margins, revenue predictability, and potential shareholder returns.
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US$13.00
FV
52.8% undervalued
intrinsic discount
0.46%
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
3 days ago
author updated this narrative
Codexis
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Sustainable Enzyme Engineering Will Power Expanding Biopharma Opportunities
Key Takeaways Powerful demand for sustainable biocatalysis and advancements in RNA therapeutics are driving transformative revenue and margin opportunities beyond current forecasts. Codexis' expansion, internalized supply chain, and reputation as a gold-standard partner are setting the stage for accelerated growth and industry-leading profitability.
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US$11.00
FV
72.7% undervalued
intrinsic discount
37.00%
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
3 days ago
author updated this narrative
Oatly Group
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Global Plant-Based Trends Will Create Enduring Opportunity
Key Takeaways Accelerating supply chain and SG&A efficiencies, combined with brand reinvestment, are fueling faster-than-expected margin expansion and growth potential. Strong international channel growth, innovation, and sustainability positioning support outsized revenue gains and enduring leadership as global plant-based adoption rises.
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US$30.83
FV
45.0% undervalued
intrinsic discount
6.22%
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
3 days ago
author updated this narrative
Coveo Solutions
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Transformation And AI Adoption Will Expand SaaS Ecosystems
Key Takeaways Generative AI adoption and deep enterprise partnerships are driving rapid revenue and margin acceleration, elevating Coveo's strategic indispensability within global digital transformation. Platform upselling, pricing optimization, and ecosystem leverage support durable profitability, sustained cash generation, and strong potential for significant capital returns.
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CA$14.98
FV
39.8% undervalued
intrinsic discount
14.93%
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
3 days ago
author updated this narrative
3D Systems
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Additive Manufacturing And Personalized Healthcare Will Drive Secular Change
Key Takeaways Breakthroughs in bioprinting and dental technologies could enable leadership in organ and denture markets, supporting substantial, sustainable margin expansion. Unique value chain integration and material innovation position the company for diverse, recurring revenue streams as digital manufacturing and new verticals accelerate.
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US$4.00
FV
47.8% undervalued
intrinsic discount
-2.88%
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
3 days ago
author updated this narrative
Alpha Teknova
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Biopharma R&D And Cell Therapy Will Drive Custom Manufacturing
Key Takeaways Scalable infrastructure and advanced manufacturing position Teknova to outperform through new products, automation, and capitalizing on the trend toward outsourced biopharma reagent production. Expansion into personalized medicine and strategic acquisitions enhance growth prospects, while strong fundamentals reduce risk and increase potential for higher valuation and shareholder returns.
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US$12.00
FV
63.2% undervalued
intrinsic discount
14.19%
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
3 days ago
author updated this narrative
CVRx
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Aging Population And Chronic Diseases Will Boost Heart Therapy Adoption
Key Takeaways Accelerated account expansion, effective talent strategies, and disease trends position CVRx for growth exceeding current forecasts and analyst expectations. Advancements in technology, digital integration, and global reach could significantly enhance both revenue quality and longer-term profitability.
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US$14.00
FV
50.9% undervalued
intrinsic discount
22.63%
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
3 days ago
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