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Weekly Picks
Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
New
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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Global Uranium
GO
Gotbahn
Community Contributor
Vision of a Global Uranium Upsurge with a Price Target of €0.50
Based on the information available, setting a price target of €0.50 for Global Uranium Corp. (DB:Q3J) appears optimistic.
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€0.50
FV
76.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 months ago
author updated this narrative
Jumbo Interactive
RO
Robbo
Community Contributor
Undervalued lottery company with strong fundamentals
Jumbo Interactive presents a compelling investment opportunity, with several key metrics indicating that the current share price may be undervalued. Notably, it boasts a strong Joel Greenblatt score of 34 and an attractive dividend yield of 5.4%.
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AU$15.00
FV
31.3% undervalued
intrinsic discount
24.34%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
3 months ago
author updated this narrative
Sleep Cycle
BO
Bonywall
Community Contributor
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.
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SEK 46.03
FV
29.8% undervalued
intrinsic discount
8.00%
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
3 months ago
author updated this narrative
I-Tech
MA
Mandelman
Community Contributor
I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years
Q1 2025 Update Updates to the model and supporting figures below Solid report, above expectation on all lines. Good cashflows, removing doubts/concerns about this topic.
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SEK 146.82
FV
23.0% undervalued
intrinsic discount
27.50%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 months ago
author updated this narrative
EQL Pharma
MA
Mandelman
Community Contributor
EQL Pharma's management aiming for 30% Revenue Growth in 5 Years
2025 Q1 update Strong revenue growth yoy 45% exceding expectations. Strong EPS of 178%, however easy comps should be noted.
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SEK 86.37
FV
12.4% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 months ago
author updated this narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 51.80
FV
37.6% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 months ago
author updated this narrative
HOCHTIEF
CH
Chris1
Community Contributor
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).
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€243.36
FV
21.1% 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
1
users have followed this narrative
3 months ago
author updated this narrative
Nigerian Aviation Handling
WA
WaneInvestmentHouse
Community Contributor
NAHCO Delivers Triple-Digit Profit Growth on Robust Revenue and Operational Gains in Q1 report
Nigerian Aviation Handling Company Plc (NAHCO) has kicked off 2025 on a strong note, reporting a profit after tax of ₦4.35 billion for the first quarter ended March 31—a 173% surge from the ₦1.59 billion earned in Q1 2024. This robust performance reflects a powerful combination of revenue expansion and improved operational efficiency.
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₦131.35
FV
10.9% undervalued
intrinsic discount
43.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
6
users have commented on this narrative
13
users have followed this narrative
3 months ago
author updated this narrative
Custodian Investment
WA
WaneInvestmentHouse
Community Contributor
Custodian Investment Plc Delivers 133% Profit Surge in 2024 Despite Economic Headwinds
Custodian Investment Plc has reported a remarkable financial performance for the 2024 fiscal year, achieving a profit before tax (PBT) of ₦60.67 billion , representing a 133% surge compared to ₦22.99 billion in 2023. This milestone comes despite a challenging macroeconomic landscape marked by inflationary pressures, currency volatility, and global uncertainty.
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₦15.91
FV
91.7% overvalued
intrinsic discount
4.00%
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
3 months ago
author updated this narrative
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