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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this 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
13.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
8 days ago
author updated this 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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DMCI Holdings
MA
MaVinzky
Community Contributor
DMCI Holdings will shine with a projected fair value of 68.43 in the next 5 years
DMCI Holdings, Inc. is a diversified engineering conglomerate in the Philippines, engaged in construction, real estate, energy, mining, and water services.
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₱68.43
FV
84.7% undervalued
intrinsic discount
62.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
5 months ago
author updated this narrative
Tesla
GR
grew
Community Contributor
Tesla's Future Valuation Soars with 35x PE by 2030?
Tesla’s Future Valuation: A Deep Dive into 2030 Predictions 1. Introduction: Why This Matters Tesla is no longer just an automaker—it’s evolving into a technology powerhouse with AI, robotics, energy, and software.
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US$2.71k
FV
87.7% undervalued
intrinsic discount
77.00%
Revenue growth p.a.
Set Fair Value
46
users have liked this narrative
26
users have commented on this narrative
105
users have followed this narrative
5 months ago
author updated this narrative
Veefin Solutions
TH
thepacific
Community Contributor
Undervalued, Underestimated
Veefin is a prominent fintech company specializing in working capital financing solutions, catering to banks, financial institutions, and corporations. The company's software-as-a-service (SaaS) platform streamlines various aspects of working capital finance, such as supply chain financing and invoice discounting.
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₹1.30k
FV
70.6% undervalued
intrinsic discount
37.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
5 months ago
author updated this narrative
Medtronic
EV
Evangelos
Community Contributor
Medtronic Stock: A Compelling Buy for Value and Income Investors as Robotics, Innovation Catalysts Ignite Upside to $105+
Strengths and Competitive Advantages: Diverse Product Portfolio: Medtronic operates across four key segments—Cardiovascular, Medical-Surgical, Neuroscience, and Diabetes—providing revenue stability and reducing dependency on any single product line. This diversification surpasses more specialized competitors like Boston Scientific (focused on cardiovascular) or Intuitive Surgical (robotics).
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US$95.00
FV
3.5% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
5
users have commented on this narrative
21
users have followed this narrative
5 months ago
author updated this narrative
Holmen
MA
Mandelman
Community Contributor
Holmen will see earnings surprise if energy prices recover in Sweden
Summary Holmen is trading at a premium (P/E ~23) amid cyclical weakness in sawmill products and lower energy income. A more reasonable multiple on “normalized” earnings is likely ~10–15× over a longer cycle, suggesting possible overvaluation if 2025 earnings do not rebound.
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SEK 267.87
FV
35.1% overvalued
intrinsic discount
5.00%
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
STMicroelectronics
CJ
cjimi
Community Contributor
STMicroelectronics will thrive with AI and EV demand driving steady revenue growth
Catalysts EV and renewable energy demand (SiC chips) Growth in AI, IoT, and automation Government incentives for chip production Assumptions Revenue Projection (5 Years) Estimate: ~$22-25 billion by 2029 Reasoning: Current revenue : ~$17 billion Annual growth rate : ~5-6% CAGR (historical + industry trend) Growth drivers : Electric Vehicles (EVs) → SiC demand surging IoT & AI expansion → Increased adoption in smart devices Automotive & industrial electronics → Rising semiconductor integration China market expansion → Key growth opportunity Where do you think earnings will be in 5 years time? and why?
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€34.65
FV
18.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 months ago
author updated this narrative
Rivian Automotive
MC
McLarenFund
Community Contributor
Priming up for what was promised!
Gen2 R1T and R1S, refinement from feedback and lower cost building R2, R3 and R3X lower cost options for different audience. JV with VW and the ripple effects for Software and Electrical Architecture deals through not just VW but also others.
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US$25.41
FV
44.4% undervalued
intrinsic discount
48.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 months ago
author updated this narrative
EssilorLuxottica Société anonyme
LO
London_Investment_Analysts
Community Contributor
EssilorLuxottica: Pioneering the Future of Eyewear through Innovation and Strategic Expansion
EssilorLuxottica, a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses, continues to redefine the eyewear industry through technological innovation and strategic acquisitions. With a diverse portfolio that includes iconic brands like Oakley and the recent addition of Supreme, the company is poised to enhance its market presence and consumer engagement.
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€400.08
FV
39.4% undervalued
intrinsic discount
13.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 months ago
author updated this narrative
Tesla
_S
_simply_complex
Community Contributor
So undervalued it boggles the mind
EVs with industry leading FSD, Battery Storage, Autonomous Vehicles and associated infrastructure, potential ongoing subscription services for many products, not to mention being able to borrow from the R&D of sister companies and potentially leverage income (SpaceX, Starlink, NeuraLink) sees this company positioned to be the largest company in the world by the turn of the next decade. People say we always over-estimate the amount of change over a short timeframe and under-estimate the amount of change over a long period of time.
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US$599.96
FV
44.6% undervalued
intrinsic discount
19.89%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
29
users have followed this narrative
5 months ago
author updated this narrative
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