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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
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
15
users have followed this narrative
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Huntsman
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Sustainability Trends Will Advance Specialty Chemicals Demand
Key Takeaways Shift toward specialty chemicals and eco-friendly products is expected to improve margins, strengthen market position, and reduce earnings volatility. Efficiency measures and strategic asset closures are aimed at boosting free cash flow and enhancing profitability as markets recover.
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US$11.23
FV
10.9% undervalued
intrinsic discount
2.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 21 hours ago
author updated this narrative
Sight Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Healthcare Access And Chronic Eye Disease Trends Will Boost Minimally Invasive Procedures
Key Takeaways Expanding chronic eye disease prevalence and innovation in minimally invasive solutions are driving strong demand, higher utilization, and opportunities for accelerated growth and margin expansion. A large unreached market for dry eye therapy and anticipated regulatory milestones position the company for significant future growth in revenue and market share.
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US$4.27
FV
1.6% undervalued
intrinsic discount
10.93%
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
about 23 hours ago
author updated this narrative
Vivid Seats
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
International Expansion And Efficiency Will Unlock Future Value
Key Takeaways Early international growth, cost reductions, and technology investments position the company to expand margins and unlock new revenue sources as digital ticketing adoption grows. Focus on seller tools and loyalty programs aims to improve retention, reduce acquisition costs, and capitalize on rising demand for live experiences amid industry normalization.
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US$26.33
FV
34.2% undervalued
intrinsic discount
-1.88%
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
2 days ago
author updated this narrative
Gold Royalty
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Strong Gold Prices And Ramp-Up Mines Will Drive Value
Key Takeaways Recent production ramps and strong gold demand drive robust revenue, cash flow, and profit margin expansion as more assets reach full operation. Sector consolidation and a pipeline of mature projects position the company for higher institutional interest, cost synergies, and enhanced shareholder returns.
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US$3.87
FV
21.6% undervalued
intrinsic discount
54.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
about 21 hours ago
author updated this narrative
Alight
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AI And Goldman Sachs Collaboration Will Expand Market Reach
Key Takeaways AI-driven automation, expanded partnerships, and a shift to cloud-based recurring revenue are driving higher profitability, revenue stability, and market expansion. Increased demand for integrated HR solutions, improved commercial execution, and a robust sales pipeline support long-term growth and greater earnings visibility.
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US$8.21
FV
55.4% undervalued
intrinsic discount
3.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
about 20 hours ago
author updated this narrative
Flotek Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Energy Infrastructure And Digital Data Will Shape Future Markets
Key Takeaways Expansion into digital and eco-friendly solutions drives high-margin, recurring revenues and positions the company for long-term growth amid global energy and sustainability trends. Innovative technologies, multi-year contracts, and diversification across customers and end markets enhance margin expansion, revenue stability, and competitive differentiation.
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US$17.50
FV
31.8% undervalued
intrinsic discount
9.45%
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
2 days ago
author updated this narrative
Confluent
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Real Time AI And Streaming Solutions Will Shape Future Markets
Key Takeaways Surging real-time AI adoption and data-driven architectures are making Confluent's platform essential, fueling sustained revenue growth and high customer retention. Expanded cloud offerings, ecosystem partnerships, and targeted go-to-market strategies are enhancing recurring revenues, margins, and long-term earnings potential.
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US$24.69
FV
27.9% undervalued
intrinsic discount
16.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
1 day ago
author updated this narrative
Oxford Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Upgrading Tommy Bahama And Lilly Pulitzer Platforms Will Improve Efficiency
Key Takeaways Strengthening of omnichannel platforms and engagement in core markets is expected to drive revenue growth, especially for Tommy Bahama. Infrastructure investments and strategic focus on Lilly Pulitzer aim to enhance operational efficiency and net margins through increased full-price sales.
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US$47.75
FV
5.4% undervalued
intrinsic discount
1.17%
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
9 days ago
author updated this narrative
Acadia Healthcare Company
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Behavioral Health Reforms And Demographic Trends Will Expand Healthcare Facilities
Key Takeaways Expansion through new facilities, joint ventures, and specialized care is set to drive continued revenue and earnings growth. Technological innovation and cost management initiatives support operational efficiency, margin improvement, and increased free cash flow.
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US$32.14
FV
34.7% undervalued
intrinsic discount
8.33%
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
1 day ago
author updated this narrative
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