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Global Community
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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
15
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
narrative
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Alphabet
RY
rynetmaxwell
Community Contributor
Google Search Continues to Dominate + Google Cloud Grows
Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.
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US$183.95
FV
10.8% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
10 months ago
author updated this narrative
Betsson
IN
Investingwilly
Community Contributor
Leading the Game with Growth, Innovation, and Exceptional Returns
Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.
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SEK 300.00
FV
47.6% undervalued
intrinsic discount
32.58%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
5
users have commented on this narrative
78
users have followed this narrative
3 months ago
author updated this narrative
Hub Power
EV
evd101
Community Contributor
Hub Power: A Compelling Micro Cap Opportunity in Pakistan's Frontier Market
Management Summary / Key Takeaways Hub Power Hub Power (Hubco), Pakistan's largest Independent Power Producer, presents an intriguing investment opportunity in the Frontier Markets space. With a current stock price of PKR 106.90 and a Fair Value Estimate of PKR 165.02, there's potential for significant upside.
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PK₨165.02
FV
3.7% undervalued
intrinsic discount
24.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
20
users have followed this narrative
10 months ago
author updated this narrative
HIVE
HIVE Digital Technologies
PR
prajitdasani
Community Contributor
HIVE Digital Technologies Stock Forecast
HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - Free Report ) - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.
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US$8.20
FV
72.9% undervalued
intrinsic discount
98.55%
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
8 months ago
author updated this narrative
WNS (Holdings)
RY
rynetmaxwell
Community Contributor
WNS's Margins Improve w/ Automation and Outcome-Based Pricing
Meaning WNS began operations as an internal-service unit within British Airways in 1996. After separating from British Airways in 2002, WNS began to operate as a Business Process Outsourcing (BPO) company servicing several clients including insurance companies, British Airways, and a few other diversified companies.
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US$88.48
FV
15.2% undervalued
intrinsic discount
7.50%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
10 months ago
author updated this narrative
PepsiCo
SE
Serpentaire
Community Contributor
Fair - Optimistic
Future Efforts: Digitalization: Automation of the supply chain. Investment in data, enabling large-scale digitalization across the entire value chain (from procurement to factory management, including transportation and market placement).
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US$160.43
FV
6.3% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
36
users have followed this narrative
9 months ago
author updated this narrative
NVIDIA
NA
NateF
Community Contributor
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.
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US$341.12
FV
47.1% undervalued
intrinsic discount
25.46%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
5
users have commented on this narrative
78
users have followed this narrative
4 months ago
author updated this narrative
Emirates Reem Investments Company P.J.S.C
AB
AbidIlahi
Community Contributor
Bullish sentiment - Exceptional industry growth and firm overperformed its peers
https://www.linkedin.com/in/abidilahi03/ The recent rise in stock value seems to exclusively be investor sentiment and outlook. Excluding the attractive 0% Debt-to-Equity ratio of ERC and earnings report it is to note that ERC has outperformed its industry.
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د.إ2.15
FV
36.3% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
10 months ago
author updated this narrative
Alphabet
IN
Investingwilly
Community Contributor
The Most Undervalued of the Magnificent 7
Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).
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US$237.43
FV
14.1% undervalued
intrinsic discount
18.03%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
18
users have commented on this narrative
188
users have followed this narrative
3 months ago
author updated this narrative
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