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Global Community
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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
11
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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Iridium Communications
LA
latentbiologist
Community Contributor
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.
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US$38.60
FV
38.4% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
8 months ago
author updated this narrative
Pandora
SW
swift11
Community Contributor
The accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.
U.S. jewelry sales advanced a tepid 1.3% in 2024, driven primarily by price increases as the number of units sold dropped 1.6%, according to industry analyst Edahn Golan of Tenoris. Yet, while American consumers largely hit the pause button on new jewelry purchases, the accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.
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DKK 1.60k
FV
36.6% undervalued
intrinsic discount
7.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
TaskUs
NA
NateF
Community Contributor
TASK Market Outlook
Digital outsourcing company that provides next-generation customer experience and back-office support for innovative and disruptive technology Sector: Technology Industry: Business Process Outsourcing (BPO) Market Capitalization: $1.5b (Small-cap) Major Competitors: Its competitors range from large, diversified BPO providers to smaller, niche players specializing in customer experience (CX), back-office support, and digital transformation. Below are TaskUs’s major and direct competitors: Teleperformance: A global leader in outsourced CX management and back-office services.
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US$18.93
FV
9.9% undervalued
intrinsic discount
9.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 months ago
author updated this narrative
SpiceJet
AN
Ankit
Community Contributor
SpiceJet's Turnaround Story: From 28 Aircraft to 100, and Beyond
SpiceJet, one of India's prominent low-cost carriers, has been on a remarkable turnaround journey in recent years, emerging from a period of financial difficulty to a growth trajectory that promises substantial returns for both customers and investors. The airline, which at its low point was operating with just 28 planes, is now eyeing a future where its fleet expands to 100 aircraft within the next two years, with ambitious revenue targets and profitability goals that could elevate its market capitalization to an unprecedented ₹1 Lakh crore.
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₹539.89
FV
93.7% undervalued
intrinsic discount
43.50%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
58
users have followed this narrative
7 months ago
author updated this narrative
Stellantis
WO
woodworthfund
Community Contributor
BETTING AGAINST MATH? PERFECT. I’LL BE BUYING MORE STELLANTIS (STLA)
Stellantis is an underappreciated gem in an out-of-favor market. Recent layoffs at their Michigan plant unrelated to tariffs have only compounded the malaise brought on by recent whiplash trade policy changes.
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US$30.00
FV
68.8% undervalued
intrinsic discount
50.20%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
3
users have commented on this narrative
13
users have followed this narrative
3 months ago
author updated this narrative
Alphabet
WE
weldcoin
Community Contributor
Alphabet's Growth to Surge with Revenue Up 9%
Mi valoración sobre Alphabet, considerando los datos financieros y operativos específicos, se fundamenta en varios puntos clave. Se proyecta un crecimiento estimado del 10% anual durante los próximos tres años, lo cual sugiere una expectativa de expansión constante del negocio principal y las iniciativas emergentes de la compañía.
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US$213.62
FV
5.9% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
Vossloh
CH
Chris1
Community Contributor
Vossloh rides a €500 billion wave to boost growth and earnings in the next decade
Over the coming decade, two forces converge to transform Vossloh’s prospects: Germany’s unprecedented €500 billion infrastructure fund and the strategic bolt-on of Sateba, Europe’s leading concrete-sleeper maker. Together they unlock fresh markets, deepen Vossloh’s moat, and set the stage for multi-year revenue and earnings growth.
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€78.41
FV
11.5% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 months ago
author updated this narrative
e.l.f. Beauty
WA
WallStreetWontons
Community Contributor
ELF: Popular beauty brand among younger demographics has great growth and profitability
Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.
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US$251.03
FV
55.5% undervalued
intrinsic discount
16.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 1 year ago
author updated this narrative
Advanced Micro Devices
YI
yiannisz
Community Contributor
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.
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US$200.00
FV
13.9% undervalued
intrinsic discount
15.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
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