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Global Community
Our community narratives are driven by numbers and valuation.
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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
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
2
users have commented on this narrative
41
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
16
users have followed this narrative
New
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Rocket Companies
NA
nader
Community Contributor
Recent Acquisitions Will Improve Efficiency In Operations
Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.
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US$80.00
FV
76.8% undervalued
intrinsic discount
23.61%
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
about 1 month ago
author updated this narrative
GameStop
PR
prime_is_back
Community Contributor
GameStop will ace the financial crisis wave with its strategic Bitcoin investment and cash reserves
GameStop’s Q1 2025 financials, combined with an amazing shareholder community, just showed its takes-money-to-buy-whiskey strategy at work, demonstrating its status as a compelling investment as the retail investors have been saying for years while fighting a corrupt legacy media, bots, social media manipulation and hedge funds. Gamestop delivered a stellar adjusted EPS of $0.17, beating estimates by 325%, and achieved a $44.8 million net profit, reversing last year’s $32 million loss.
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US$120.00
FV
80.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
about 1 month ago
author updated this narrative
AST SpaceMobile
HA
hawkeye651tvr
Community Contributor
Space is technically risky, coupled with uncertain finance. ASTS is overvalued at present and looks like one to watch & review in 6 months
Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above?
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US$24.00
FV
100.3% overvalued
intrinsic discount
346.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
NIKE
ZW
Zwfis
Community Contributor
A conservative outlook sees Nike's stock rolling towards a $100 mark within the next couple years
With pretty conservative estimates I am seeing Nike hitting at least $100 roughly in 3 years. However this is with a revenue growth of 2%.
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US$96.60
FV
20.3% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
about 2 months ago
author updated this narrative
NTPC
SN
SNKRRMGM
Community Contributor
NTPC's Profit Margin Will Skyrocket with a 13% Growth Rate
Trading at a high P/E ratio relative to near-term earnings growth
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₹333.61
FV
1.7% overvalued
intrinsic discount
15.51%
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
New
narrative
CARE Ratings
SN
SNKRRMGM
Community Contributor
CARE Ratings future growth will be strong as it trades at a low PE ratio
Trading at a low P/E ratio relative to near-term earnings growth
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₹1.55k
FV
4.8% overvalued
intrinsic discount
13.33%
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
New
narrative
Bliss GVS Pharma
SN
SNKRRMGM
Community Contributor
Bliss GVS Pharma will boost profits with 12.79% margin surge
Trading at a low P/E ratio relative to near-term earnings growth
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₹165.84
FV
2.1% overvalued
intrinsic discount
11.63%
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
New
narrative
Shakti Pumps (India)
SN
SNKRRMGM
Community Contributor
Riding the Waves of Growth Shakti Pumps (India) Sees Future PE Rise to 25.13x
Trading at a low P/E ratio relative to near-term earnings growth
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₹1.04k
FV
16.7% undervalued
intrinsic discount
24.48%
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
New
narrative
ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
26.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
36
users have liked this narrative
7
users have commented on this narrative
98
users have followed this narrative
8 days ago
author updated this narrative
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