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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
12
users have liked this narrative
0
users have commented on this narrative
27
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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
11 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
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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AutoStore Holdings
MA
Mandelman
Community Contributor
AutoStore: A Warehouse Automation Leader with 20% Upside Potential - if growth comes.
Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.
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NOK 8.66
FV
10.4% undervalued
intrinsic discount
10.00%
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
3 months ago
author updated this narrative
Orkla
MR
MrMoneyMan
Community Contributor
Orkla's Potential for 13% Upside Amid Strategic Transformation
Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.
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NOK 130.00
FV
17.2% undervalued
intrinsic discount
15.07%
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
3 months ago
author updated this narrative
BWG
MR
MrMoneyMan
Community Contributor
BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports
Tillväxten i flottan sjunker, tillväxten i handeln stiger Q4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt på 5,5 procent per år under 2025-26 (genomsnitt 2014-24: 7 procent per år), stärkt av export-tillväxten i USA och Mellanöstern.
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NOK 170.00
FV
18.6% undervalued
intrinsic discount
37.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 months ago
author updated this narrative
Golden Ocean Group
MR
MrMoneyMan
Community Contributor
Golden Ocean Group will increase exposure to dry bulk with CMB.TECH merger
Avtal om samgående med CMB.TECH Efter stängningen i New York igår meddelade det belgiska shippingkonglomeratet CMB.TECH (Vi har en Behåll-rekommendation med en riktkurs 8,75 EUR), att det har tecknat ett avtal med avsikt att gå samman med Golden Ocean. Det offentliggjorda utbytesförhållandet är 0,95/1 CMB.TECH-aktie/Golden Ocean-aktie och baseras på ett substansvärde på 15,23 USD respektive 14,49 USD, vilket kan jämföras med våra senast publicerade substansvärde på 14,7 USD respektive 14,1 USD (baserat på siffrorna i Q4) och ett implicit utbytesförhållande om 0,96/1.
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NOK 165.00
FV
47.6% undervalued
intrinsic discount
32.78%
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
3 months ago
author updated this narrative
Twilio
WB
WBIN
Community Contributor
Overvalued
Warren Buffett would likely not invest in Twilio Inc. at its current stage.
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US$68.00
FV
92.7% overvalued
intrinsic discount
24.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 months ago
author updated this narrative
Ikeja Hotel
WA
WaneInvestmentHouse
Community Contributor
Ikeja Hotel Delivers Blockbuster Q1 Performance, Riding High on Hospitality Rebound
Ikeja Hotel Plc has kicked off 2025 with a powerful statement, reporting a 194.07% year-on-year surge in pre-tax profit to ₦2.48 billion in its Q1 results. This stellar performance underscores a strong rebound in Nigeria’s hospitality industry, with robust demand for accommodations and food services driving a 56.99% rise in revenue.
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₦10.21
FV
126.3% overvalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Guinea Insurance
WA
WaneInvestmentHouse
Community Contributor
Guinea Insurance Delivers Resilient Q1 2025 Results with Triple-Digit Growth in Core Earnings
Guinea Insurance Plc kicked off 2025 with a solid first-quarter performance, posting a 39.5% increase in profit after tax to ₦130.3 million , supported by strong underwriting and investment income growth. The result reflects the company’s improving fundamentals, balance sheet strength, and strategic focus on income diversification.
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₦0.65
FV
36.9% overvalued
intrinsic discount
37.96%
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
ABB
UN
Unike
Community Contributor
ABB will accelerate growth with 15% profit margin boost in automation
Catalysts Most Immediate Catalyst (1–2 Years): Automation & Robotics Demand Surge: Companies are investing heavily in industrial automation to reduce labor costs, increase efficiency, and improve production quality. ABB’s Robotics & Discrete Automation segment benefits directly.
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SEK 464.49
FV
37.1% overvalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
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
Alphabet
UN
Unike
Community Contributor
I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59
Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.
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US$171.36
FV
12.7% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
3
users have commented on this narrative
51
users have followed this narrative
3 months ago
author updated this narrative
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