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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
9
users have followed this narrative
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Jaiz Bank
WA
WaneInvestmentHouse
Community Contributor
Strong Growth and Stable Fundamentals Define Q1 2025 Performance for Jaiz Bank
Jaiz Bank Plc delivered a solid first-quarter performance in 2025, with key profitability and balance sheet metrics showing resilience and growth despite macroeconomic challenges. The bank’s Q1 earnings reaffirm its trajectory toward sustainable value creation driven by non-interest income, growing assets, and stable returns to equity holders.
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₦3.19
FV
23.5% overvalued
intrinsic discount
22.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
7
users have followed this narrative
23 days ago
author updated this narrative
Tesla
BL
BlackGoat
Community Contributor
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.
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US$359.72
FV
12.1% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
22
users have commented on this narrative
75
users have followed this narrative
23 days ago
author updated this narrative
Guaranty Trust Holding
WA
WaneInvestmentHouse
Community Contributor
GTCO Delivers Resilient Q1 2025 Earnings Amid Non-Recurring Fair Value Headwinds
Guaranty Trust Holding Company Plc (GTCO) has reaffirmed its status as a leader in the Nigerian financial services sector, reporting a robust ₦300.4 billion profit before tax for the first quarter ended March 31, 2025. The result underscores strong core operating performance despite the absence of the ₦331.6 billion fair value gain that bolstered Q1 2024 earnings.
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₦78.33
FV
20.0% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
11
users have followed this narrative
23 days ago
author updated this narrative
Hims & Hers Health
BL
BlackGoat
Community Contributor
Hims: The Platform Powering Personalised Healthcare
Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.
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US$86.09
FV
33.0% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
9
users have commented on this narrative
128
users have followed this narrative
24 days ago
author updated this narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
33.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
24 days ago
author updated this narrative
GigaCloud Technology
WA
WaneInvestmentHouse
Community Contributor
Q1 Result - GigaCloud’s Strategic Expansion Continues Amid Margin Compression and Macro Headwinds
GigaCloud targets $275M–$305M Q2 revenue while expanding in Europe and refreshing Noble House SKUs GigaCloud Technology Inc. (NASDAQ: GCT) reported its Q1 2025 results with a mixed set of financials, underscoring both the resilience of its global B2B marketplace model and the challenges posed by tightening margins and macroeconomic pressures.
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US$15.00
FV
60.5% overvalued
intrinsic discount
-12.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
7
users have commented on this narrative
17
users have followed this narrative
24 days ago
author updated this narrative
GameStop
PR
prime_is_back
Community Contributor
GameStop will ace the financial crisis wave with its strategic Bitcoin investment and cash reserves
GameStop’s Q1 2025 financials, combined with an amazing shareholder community, just showed its takes-money-to-buy-whiskey strategy at work, demonstrating its status as a compelling investment as the retail investors have been saying for years while fighting a corrupt legacy media, bots, social media manipulation and hedge funds. Gamestop delivered a stellar adjusted EPS of $0.17, beating estimates by 325%, and achieved a $44.8 million net profit, reversing last year’s $32 million loss.
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US$120.00
FV
80.6% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
24 days ago
author updated this narrative
Rocket Companies
NA
nader
Community Contributor
Recent Acquisitions Will Improve Efficiency In Operations
Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.
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US$80.00
FV
81.3% undervalued
intrinsic discount
23.61%
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
25 days ago
author updated this narrative
Chellarams
WA
WaneInvestmentHouse
Community Contributor
Chellarams Plc Q1 2025 Delivers 150%+ Return in Under 4 Months — A Rare Financial Breakthrough
Chellarams Plc has delivered an equity market performance that borders on the exceptional—transforming a N100,000 investment into N354,320 in just under 120 days. That’s a return of over 150% , eclipsing the typical 10–20% annual yields of traditional blue-chip stocks by more than 2.5x in a fraction of the time.
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₦10.47
FV
4.5% undervalued
intrinsic discount
-6.38%
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
25 days ago
author updated this narrative
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