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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
3
users have commented on this narrative
45
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
17
users have followed this narrative
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HBR Realty Empreendimentos Imobiliários
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
São Paulo Urbanization And Smart Technology Will Upgrade Mixed-Use Hubs
Key Takeaways Strong performance and expansion in premium São Paulo locations are driving higher-than-expected sales growth, margins, and asset value appreciation. Operational efficiencies, digital adoption, and a focus on mixed-use and hospitality assets support resilient, diversified income streams and industry-leading margin improvements.
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R$31.00
FV
88.1% undervalued
intrinsic discount
23.09%
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
New
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Allbirds
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Upcoming Terralux And Aerie Launches Will Expand Global Footwear Markets
Key Takeaways Rapidly improving profitability, fueled by distributor strategy and strong demand for new products, is driving margins above expectations while supporting long-term growth. Sustainability leadership and omni-channel modernization boost brand equity, pricing power, and recurring revenue as eco-conscious consumers drive market shifts.
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US$14.00
FV
49.8% undervalued
intrinsic discount
4.40%
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
New
narrative
Cytosorbents
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Aging Population And Rising ICU Demand Will Boost Adoption
Key Takeaways Expansion into broader critical care settings and successful commercial strategies could result in sustained, multi-regional revenue and margin growth. Growing clinical acceptance and evidence strengthen competitive advantages, enabling recurring high-margin sales and premium pricing power.
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US$10.00
FV
88.4% undervalued
intrinsic discount
31.68%
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
New
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PodcastOne
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Amazon Integration And Mobile Adoption Will Drive Digital Audio Transformation
Key Takeaways Integration with Amazon/ART19 and advanced automation could exponentially boost programmatic ad revenue and margins, far surpassing current analyst and management expectations. Expanding into podcast video, live content, and premium subscriptions diversifies revenue streams, while a debt-free profile enables aggressive acquisitions amid industry consolidation.
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US$5.00
FV
70.0% undervalued
intrinsic discount
15.36%
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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Applied Digital
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
Key Takeaways Long-term AI hyperscaler contracts, efficient building processes, and strategic locations drive revenue growth, margin expansion, and sustainability advantages. Growing pipeline with major hyperscale clients and industry demand lowers customer risk and supports earnings visibility amid the digital transformation trend.
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US$17.22
FV
18.2% undervalued
intrinsic discount
73.70%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
120
users have followed this narrative
3 days ago
author updated this narrative
Sunrun
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Grid And Solar Services Will Shape Future Energy Landscape
Key Takeaways Expanding storage and grid services, cost efficiencies, and favorable financing are driving margin growth, recurring revenue, and improved long-term profitability. Rising demand for resilient home energy and supportive policy and tax strategies enhance customer growth and earnings visibility amid industry and market challenges.
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US$14.61
FV
4.7% undervalued
intrinsic discount
10.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
3 days ago
author updated this narrative
Tandem Diabetes Care
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Pharmacy Channel And Europe Expansion Will Build Future Advantage
Key Takeaways Expanding pharmacy channels, international sales, and innovative products are driving higher-margin recurring revenues, topline growth, and improved earnings. Increased market penetration through MDI conversions, type two diabetes adoption, and technology integration is expanding the addressable market and reinforcing ecosystem lock-in.
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US$22.72
FV
52.4% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Recursion Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Advanced AI And ML Will Transform Biotech Drug Discovery
Key Takeaways Advanced AI-driven platforms and large proprietary datasets are enhancing R&D efficiency, competitive positioning, and attractiveness for pharmaceutical partnerships. Strategic focus on internal pipeline progression and industry digitization trends positions the company for sustainable revenue growth and long-term commercial upside.
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US$6.50
FV
11.2% undervalued
intrinsic discount
49.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
111
users have followed this narrative
3 days ago
author updated this narrative
Twist Bioscience
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
SynBio And NGS Demand Will Broaden Global Market Reach
Key Takeaways Broadening customer base, innovative product launches, and industry tailwinds are driving sustained growth and widening Twist's market opportunity. Increased operational efficiency, product diversification, and global market trends support expanding margins and improved long-term earnings stability.
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US$40.00
FV
29.7% undervalued
intrinsic discount
16.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
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