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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
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 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
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
4.3% 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
8 days ago
author updated this narrative
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TRAN
Transcorp Power
WA
WaneInvestmentHouse
Community Contributor
Subject: Transcorp Power Delivers Sparkling Q1’25 Growth Amid Sector Headwinds
Transcorp Power Plc (NGX: TRANSPOWER) has posted impressive unaudited Q1 2025 results, solidifying its position as one of Nigeria’s most efficient and strategically positioned power producers. In a challenging operating environment, the company delivered a 55% year-on-year revenue growth , rising from ₦67.9 billion in Q1 2024 to ₦105.4 billion in Q1 2025.
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₦360.00
FV
11.1% undervalued
intrinsic discount
33.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
7
users have followed this narrative
3 months ago
author updated this narrative
Barrick Mining
WA
WaneInvestmentHouse
Community Contributor
Amid Trade War/Tariff – Positioned for Long-Term Upside Amid Strong Fundamentals, Reserve Growth, and Operational Resilience
Barrick Gold Corporation (NYSE: GOLD) presents a compelling investment thesis backed by robust catalysts, thoughtful management execution, and a deeply derisked reserve base that aligns with the evolving dynamics in the gold and copper markets. Catalysts: Reserve Expansion, Strategic Projects & Commodity Tailwinds The key catalyst driving Barrick’s upside is the significant growth in gold and copper reserves , underscoring its exploration success and long-term sustainability.
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US$20.00
FV
8.7% overvalued
intrinsic discount
20.19%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
15
users have commented on this narrative
34
users have followed this narrative
3 months ago
author updated this narrative
Centerspace
WA
WaneInvestmentHouse
Community Contributor
Q4 2024 Earnings Call Highlights: Strong Financial Performance and Strategic
Release Date: February 19, 2025 Core FFO per Share: $4.88 for the year 2024; $1.21 for Q4 2024. Same-Store NOI Growth: Sector-leading growth, specific percentage not provided.
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US$58.11
FV
0.9% undervalued
intrinsic discount
3.30%
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
3 months ago
author updated this narrative
Banner
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights: Strong Core Earnings Amid Rising Credit Risks
Release Date: April 17, 2025 Net Profit: $45.1 million or $1.30 per diluted share for Q1 2025. Core Earnings: $59 million for Q1 2025, up from $53 million in Q1 2024.
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US$47.34
FV
37.4% overvalued
intrinsic discount
7.77%
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
Duke Energy
WA
WaneInvestmentHouse
Community Contributor
Duke Energy Deepens ESG Commitment with $375K in Earth Month Grants Across South Carolina
Duke Energy is doubling down on its environmental, social, and governance (ESG) commitments with a $375,000 grant initiative through the Duke Energy Foundation, benefitting 24 organizations across South Carolina during Earth Month 2025. This move reinforces the utility giant’s growing focus on sustainability and community engagement as it navigates a broader energy transition.
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US$92.97
FV
29.0% overvalued
intrinsic discount
3.97%
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 Breweries
WA
WaneInvestmentHouse
Community Contributor
Nigerian Breweries Posts 186% Profit Surge in Q1-2025, Signals Strong Turnaround Momentum
Nigerian Breweries Plc kicked off 2025 on a high note, delivering a stellar 186% year-on-year surge in net profit to N44.53 billion in Q1. The company’s strong rebound has reignited investor confidence, sparking a 13.1% rally in its share price to N36.20 and pushing its market capitalization to N1.121 trillion , just shy of its 52-week high.
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₦32.00
FV
125.3% overvalued
intrinsic discount
14.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
WA
WaneInvestmentHouse
Community Contributor
Taiwan Semiconductor Manufacturing: A Stable Outlook
Note: Wrong Valuation Taiwan Semiconductor Manufacturing (NYSE: TSM) has received significant institutional investment, with $9.8 billion invested in the past quarter and an additional $16 million in the current quarter. This confidence is reflected in the stock's recent performance.
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US$39.05
FV
528.9% overvalued
intrinsic discount
14.71%
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
3 months ago
author updated this narrative
Joby Aviation
WA
WaneInvestmentHouse
Community Contributor
Joby Aviation: Operational Momentum and Strategic Developments
Note: Wrong Valuation Joby Aviation has demonstrated continued operational momentum, surpassing flight testing mileage benchmarks across international testing environments. The company has achieved a significant milestone, exceeding 40,000 flight miles across its test fleet.
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US$0.00024
FV
7.5m% overvalued
intrinsic discount
62.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
QUALCOMM
WA
WaneInvestmentHouse
Community Contributor
Qualcomm Inc.: A Deep-Value Opportunity
Qualcomm Inc. (NASDAQ: QCOM) has experienced a significant rebound, gaining 15% from its multi-year low, despite remaining down 20% from its February high.
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US$117.37
FV
35.0% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
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