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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
0
users have commented on this narrative
37
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
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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
15
users have followed this narrative
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Huntington Bancshares
MS
mschoen25
Community Contributor
Overvalued HBAN
Huntington Bancshares (HBAN) is currently trading around $14.56, with analysts offering a consensus 12-month price target of $15.59, suggesting a potential upside of around 7%. The stock has been rated as a "Moderate Buy" by most analysts, with 12 out of 19 giving it a "Buy" or "Strong Buy" recommendation.
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US$10.11
FV
66.3% overvalued
intrinsic discount
1.00%
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
11 months ago
author updated this narrative
Freeport-McMoRan
CJ
cjimi
Community Contributor
Appealing for long-term investors seeking exposure to critical minerals.
Risks Dividend history is unstable Stock underperformed vs. industry and market in the past year Highly cyclical business – earnings depend heavily on commodity prices Catalysts Global demand for copper , especially from EVs, AI, and green infrastructure Grasberg mine in Indonesia and large-scale U.S. operations (e.g., Morenci, Bagdad) U.S. legislation may classify copper as a "critical mineral" , possibly introducing 10% tax credit Assumptions Where do you think revenue will be in 5 years time?
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US$44.08
FV
4.1% undervalued
intrinsic discount
4.00%
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
4 months ago
author updated this narrative
NVIDIA
IS
iStock
Community Contributor
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock
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US$171.77
FV
6.0% overvalued
intrinsic discount
24.06%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
6 months ago
author updated this narrative
Vizsla Silver
RO
RockeTeller
Community Contributor
$100 silvers' price, 5x CF, 100m outstanding shares
--- Vizsla Resources: Stock Price Estimate at $100 Silver Step 1: Future Revenue - Projected Resource: 275M oz AgEq. - Predicted Silver Price: $100/oz. - Revenue = 275,000,000 × 100 = $27,500,000,000 USD.
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CA$412.00
FV
98.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 months ago
author updated this narrative
Xero
KI
KiwiInvest
Community Contributor
Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.
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AU$398.60
FV
58.4% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
UFP Industries
PA
Panayiotis
Community Contributor
UFP Industries will soar with 200M stock repurchase and cost cuts
Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.
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US$120.00
FV
14.1% undervalued
intrinsic discount
7.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 months ago
author updated this narrative
TerraVest Industries
WY
WynTrader
Community Contributor
Steady impressive groth
TSX:TVK (Terravest Industries Inc) Take a look at the TVK 10 years chart and you will be attracted. https://www.tradingview.com/x/U0LnBrGg/ The growth of TVK, with combined periods of one year, two years, three years, five years, and 10 years, reaches an average annual return of 148%.
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CA$354.75
FV
59.8% undervalued
intrinsic discount
38.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 months ago
author updated this narrative
Brown
US
UshanDeSilva
Community Contributor
opportunity amidst tariff war
Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.
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LK₨650.06
FV
72.3% undervalued
intrinsic discount
54.05%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
HIVE
HIVE Digital Technologies
PR
prajitdasani
Community Contributor
Buy Rating for HIVE
HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - 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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CA$8.45
FV
63.2% undervalued
intrinsic discount
45.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
9 months ago
author updated this narrative
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