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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
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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
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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
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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$8.50
FV
54.8% undervalued
intrinsic discount
3.07%
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
Updated
narrative
BFF Bank
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digitalization And European Healthcare Demand Will Boost Factoring Activity
Key Takeaways New contracts, geographic expansion, and digitalization are set to accelerate revenue growth, lower costs, and increase operational efficiency beyond market expectations. Rising European demand and BFF's ability to cross-sell integrated solutions position the bank for ongoing high-margin, recurring revenue and faster-than-expected earnings improvement.
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€13.00
FV
11.5% undervalued
intrinsic discount
6.83%
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
14 days ago
author updated this narrative
Serco Group
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation And Global Outsourcing Will Unlock New Opportunities
Key Takeaways Strong growth momentum and resilient revenues are driven by a robust contract pipeline, government partnerships, and operational efficiency across all divisions. Advanced digital and AI capabilities, combined with disciplined capital allocation, position Serco for sustained margin expansion and significant long-term value creation.
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UK£2.81
FV
21.0% undervalued
intrinsic discount
4.43%
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
14 days ago
author updated this narrative
Polaris Renewable Energy
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Electrification And Decarbonization Will Fuel Renewable Expansion In Latin America
Key Takeaways Accelerated integration of new assets and diversification are boosting recurring revenue, margin expansion, and free cash flow beyond current expectations. Strategic positioning in growth markets with multi-technology expertise enables transformational acquisitions and structural margin improvements driven by global decarbonization trends.
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CA$31.64
FV
60.7% undervalued
intrinsic discount
12.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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14 days ago
author updated this narrative
A.P. Møller - Mærsk
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
E-commerce And Decarbonization Trends Will Threaten Legacy Shipping Dominance
Key Takeaways Enhanced network flexibility and sustainability initiatives are set to expand margins, boost asset utilization, and reinforce Maersk's competitive advantage in a consolidating industry. Digitalization, end-to-end logistics, and premium service offerings position Maersk to capture lasting growth from global trade, e-commerce, and cross-selling opportunities.
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DKK 13.77k
FV
6.5% overvalued
intrinsic discount
-1.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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14 days ago
author updated this narrative
Crocs
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Into China And India With New Classic Clog Will Diversify Markets Amid Tariff Challenges
Key Takeaways Expansion into less-penetrated international markets and new DTC channels aims to drive significant revenue growth and improved operating margins. Innovative product lines and enhanced marketing strategies are poised to increase brand engagement, diversifying revenue sources and potentially improving net margins.
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US$95.08
FV
19.5% undervalued
intrinsic discount
-0.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
59
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Updated
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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$17.00
FV
18.5% undervalued
intrinsic discount
10.41%
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
5 days ago
author updated this narrative
ACS Actividades de Construcción y Servicios
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Infrastructure And Demographic Trends Will Expand Horizons
Key Takeaways Demand for digital and social infrastructure is fueling ACS's revenue growth, with strong pipelines and diversification across sectors and geographies supporting future expansion. Strategic investments in recurring assets and technology-driven efficiencies are improving margins, stabilizing earnings, and reducing business risk.
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€57.49
FV
11.4% overvalued
intrinsic discount
4.74%
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
5 days ago
author updated this narrative
Netmarble
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
High-Speed Internet And New Games Will Expand Global Audience
Key Takeaways Regional expansion, new game launches, and live-service updates are increasing Netmarble's global user base and supporting sustained revenue and earnings growth. Greater focus on self-developed IP and improved cost efficiencies are driving down expenses and strengthening profitability and margins over time.
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₩66.05k
FV
11.9% undervalued
intrinsic discount
3.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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