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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
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0
users have commented on this narrative
11
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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.
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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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Axactor
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Tightened European Regulations And Shrinking NPL Markets Will Weaken Prospects
Key Takeaways Digitization and evolving regulations are shrinking Axactor's core non-performing loan market and increasing compliance costs, with negative implications for growth and profit margins. Heavy dependence on a few geographies and high leverage exposes Axactor to market, regulatory, and refinancing risks that could significantly disrupt revenue and earnings stability.
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NOK 5.87
FV
47.8% overvalued
intrinsic discount
25.07%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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20 days ago
author updated this narrative
MONY Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
UK Energy And Digital Headwinds Will Erode Margins
Key Takeaways Persistent regulatory constraints and rising data privacy costs are pressuring topline growth and increasing operational complexity across core and emerging markets. Intensifying digital competition and shifting consumer preferences are compressing margins, as investment in paid media and lower-margin offerings outpace efficiency gains.
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UK£2.04
FV
3.1% undervalued
intrinsic discount
3.05%
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
20 days ago
author updated this narrative
74SW
74Software
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising GDPR Burdens And AI Disruptors Will Strain Future Operations
Key Takeaways Rising regulatory costs and slow SaaS adoption are putting sustained pressure on profit margins and delaying returns on investment in product development. Intensifying competition from agile start-ups and open-source alternatives threatens market share, fueling price pressure and straining efforts to sustain revenue growth.
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€35.00
FV
6.9% overvalued
intrinsic discount
20.18%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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20 days ago
author updated this narrative
Interroll Holding
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Geopolitical Tensions And Chinese Rivalry Will Erode Profitability
Key Takeaways Rising protectionism, rapid tech shifts, and fierce Chinese competition threaten Interroll's revenue, margins, and long-term market positioning. Heavy exposure to cyclical sectors and growing regulatory requirements risk increased costs and earnings pressure despite potential top-line recovery.
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CHF 2.00k
FV
19.3% overvalued
intrinsic discount
6.29%
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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20 days ago
author updated this narrative
Marqeta
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising Regulatory Scrutiny Will Squeeze Margins With Fierce Competition
Key Takeaways Deep reliance on a single large customer and the threat of aggressive competition could erode Marqeta's margins and long-term earnings power. Regulatory, cybersecurity, and market changes may force Marqeta to increase spending, squeeze profitability, and challenge future product relevance.
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US$5.00
FV
27.6% overvalued
intrinsic discount
18.21%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
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20 days ago
author updated this narrative
Yduqs Participações
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Declining Enrollment In Brazil And Rising Debt Will Constrain Prospects
Key Takeaways Declining student demographics and alternative credentials threaten enrollment, revenue stability, and the pricing power of Yduqs's core programs. High debt levels and digital competition increase financial risks, margin compression, and pressure for costly innovation and price competition.
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R$11.00
FV
21.1% overvalued
intrinsic discount
5.97%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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20 days ago
author updated this narrative
STMicroelectronics
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Excess Inventory And Regulatory Headwinds Will Squeeze Margins
Key Takeaways Persistent excess inventory and margin pressures threaten profitability amid sluggish demand, while rising regulatory and compliance costs add further challenges to earnings. Geopolitical tensions, new local competitors, and uncertain auto market prospects undermine order growth and could erode market share and margin stability.
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€20.49
FV
9.4% overvalued
intrinsic discount
5.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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20 days ago
author updated this narrative
Instalco
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
High Interest And Demographic Headwinds Will Weaken European Orders
Key Takeaways Prolonged weak construction demand in Europe and unfavorable demographics threaten Instalco's revenue growth, order intake, and long-term business visibility. Increased competition, regulatory shifts, and complex expansions risk margin pressure, integration challenges, and reduced profitability if adaptation lags.
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SEK 27.00
FV
2.4% undervalued
intrinsic discount
4.70%
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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20 days ago
author updated this narrative
Affle 3i
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
DPDP Act And GDPR Rules Will Crush Ad-Tech Margins
Key Takeaways Mounting global privacy regulations and platform restrictions are undermining Affle 3i's data-driven ad business, threatening revenue, margin, and campaign effectiveness. Industry commoditization and rising consumer resistance are squeezing margins, making sustained revenue growth and profitability increasingly challenging for the mobile-focused company.
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₹1.37k
FV
45.0% overvalued
intrinsic discount
19.83%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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20 days ago
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