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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
25.8% 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
13
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
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
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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Silo Pharma
CM
CMCVentures
Community Contributor
Groundbreaking therapies that could change the treatment landscape for PTSD, fibromyalgia, MS & Alzheimer’s
Key Takeaways Silo Pharma is advancing a diversified pipeline of innovative therapies aimed at major health challenges in Central Nervous System (CNS) disorders like PTSD, fibromyalgia, Alzheimer’s, and multiple sclerosis (MS). The company’s unique approach of combining traditional drugs with psychedelic-inspired therapies positions it to address significant gaps in the treatment landscape.
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US$6.20
FV
89.1% undervalued
intrinsic discount
234.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
6
users have commented on this narrative
95
users have followed this narrative
2 months ago
author updated this narrative
TotalEnergies Marketing Nigeria
WA
WaneInvestmentHouse
Community Contributor
TotalEnergies Marketing Nigeria Plc Projects N191.61bn Revenue for Q2 2025
TotalEnergies Marketing Nigeria Plc has released its forecast for the second quarter of 2025, projecting a revenue of N191.61 billion for the period spanning April to June 2025. Key Highlights: - Projected revenue of N191.61 billion for Q2 2025 - Gross profit of N25.7 billion, with a cost of sales of N165.9 billion - Operating profit of N7.8 billion, after deducting selling and distribution costs and administrative expenses - Net finance cost of N5.6 billion, resulting in a profit before tax of N2.1 billion - Projected net profit of N1.4 billion for Q2 2025 - Net cash inflow of N18.3 billion from operating activities.
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₦724.23
FV
11.6% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Alphabet
MI
MichaelP
Content Lead
Trends in Cloud and Advertising Will Deliver Steady Revenue Growth
Key Takeaways Google’s dominance in search, and digital advertising industry growth will remain in tact. Cloud computing trends will support Google Cloud revenue growth Alphabet may implement AI slightly slower, but won’t fall behind Current estimates on costs per generative AI query are prohibitive to profitability Until processing power improves and makes generative AI cheaper, Google is unlikely to lose much market share.
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US$212.34
FV
4.2% undervalued
intrinsic discount
13.47%
Revenue growth p.a.
Set Fair Value
76
users have liked this narrative
1
users have commented on this narrative
46
users have followed this narrative
3 months ago
author updated this narrative
Smith Micro Software
SO
SoDanSome
Community Contributor
Old, tired, lacking innovation, limited market
Boring, old, fusty SMSI eeking out an existence until the CEO throws in the towel. Ask these questions: What is the market potential for their latest software seeing that their main product is not available on all US networks, it's made for families, needed by one parent, who can be bothered to pay $10-20 (avg.) monthly for a software that their kids WON'T use - max 16m potential shoppers.
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US$1.00
FV
31.7% undervalued
intrinsic discount
6.48%
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
15 days ago
author updated this narrative
Tower
KI
KiwiInvest
Community Contributor
Tower will thrive with a 9% revenue increase and enhance its future prospects
TWR is generally positioned as highly affordable insurance. This gives TWR plenty of headroom, relative to competitors, to increase insurance premiums in response to risk changes from climate change.
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NZ$2.65
FV
35.7% undervalued
intrinsic discount
6.08%
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
16 days ago
author updated this narrative
Nagarro
BR
Broke_Joe
Community Contributor
Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years
Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.
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€88.95
FV
40.2% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 1 month ago
author updated this narrative
Intermap Technologies
BR
Broke_Joe
Community Contributor
Geospatial intelligence takes center stage as Intermap anticipates strong revenue surge
Intermap Technologies is a Canadian company operating in the geospatial intelligence sector, specializing in high-resolution 3D mapping data and terrain analytics. The company has built one of the most comprehensive proprietary global elevation datasets and offers its solutions as both data products and recurring software-as-a-service (SaaS) tools.
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CA$0.68
FV
339.7% overvalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 1 month ago
author updated this narrative
Games Workshop Group
RO
Robbo
Community Contributor
For the Emperor: Why Games Workshop Could Be a Star Investment
Let me preface this article by admitting my bias: I’m a big fan of Games Workshop. While I’ve never personally gotten into the tabletop game, I’m deeply drawn to the incredible sci-fi and fantasy universes the company has built.
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UK£160.00
FV
5.2% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
3
users have commented on this narrative
36
users have followed this narrative
about 1 month ago
author updated this narrative
Boss Energy
RO
Robbo
Community Contributor
Long term play for the global energy transition
Despite its somewhat cringe worthy name—ironically the kind Peter Lynch often sought in his hunt for undervaluation—Boss Energy has emerged as a key player in Australia's uranium sector. With macroeconomic trends pointing towards a global pivot away from fossil fuels over coming decades, uranium is well-positioned to benefit.
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AU$3.95
FV
55.2% undervalued
intrinsic discount
99.94%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 1 month ago
author updated this narrative
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