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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
32
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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Duolingo
WA
waqifalam
Community Contributor
Good growth potential under bullish market conditions
Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.
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US$306.52
FV
18.8% overvalued
intrinsic discount
24.41%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
10 months ago
author updated this narrative
Coursera
JP
jproschinger
Community Contributor
Online education for the curious ones who seek knowledge
Education is broken. Public schools have become battlegrounds that serve the lowest common denominator.
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US$9.77
FV
26.6% overvalued
intrinsic discount
14.00%
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
10 months ago
author updated this narrative
Coca-Cola
US
User
Community Contributor
Iconic Coke is a bit overpriced and needs to appeal to people trying to get healthy
I think it is a great stock with an invaluable brand, but I am skeptical that it will do well in the next few years. Coke is fighting all the weight loss peptides developed by Lilly and Novo Nordisk.
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US$60.00
FV
15.3% overvalued
intrinsic discount
2.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
10 months ago
author updated this narrative
Coca-Cola Consolidated
WA
WallStreetWontons
Community Contributor
COKE: Exclusive Brand Moat with Well-Established Distribution Networks
Catalysts Products or Services Impacting Sales or Earnings Coca-Cola Consolidated (COKE) primarily distributes and markets nonalcoholic beverages, including products from The Coca-Cola Company, Keurig Dr Pepper, and Monster Energy. Key products that could significantly impact sales or earnings include: Sparkling Beverages : Coca-Cola, Diet Coke, Sprite, and Fanta.
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US$1.57k
FV
92.4% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
10 months ago
author updated this narrative
Walmart
ST
StjepanK
Equity Analyst and Writer
Walmart’s Margin Expansion and Emerging Market Growth Can Deliver Strong Returns
Key Takeaways Walmart is an industry leader deeply entrenched in the lives of millions of customers. Using modern solutions like AI, Walmart can magnify these economies of scale advantages.
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US$74.67
FV
30.5% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
10 months ago
author updated this narrative
Spotify Technology
RI
Richard_Bowman
Equity Analyst and Writer
Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows
Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.
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US$222.00
FV
212.2% overvalued
intrinsic discount
17.45%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
10 months ago
author updated this narrative
CrowdStrike Holdings
GO
Goran_Damchevski
Equity Analyst
Long Tail Optionality In Cybercrime Will Benefit CrowdStrike And Deliver Revenue Growth
Key Takeaways Efficient software, accelerated computing, and AI, will benefit a growing cybercrime industry State actors are getting more involved in digital warfare which may be a weak point of the West Successful data breaches and cybercrime work in favor of spreading awareness for cybersecurity spending CrowdStrike’s move towards an all-in-one solution addresses the complexity pain-point of customers Catalysts Cybersecurity Threats Are Entering A New Era Cybercrime is the other side of the coin of technological development and is expected to keep advancing at an unknown pace in the future, this makes companies like CrowdStrike well-positioned to help. They predict attackers will continue to target large companies "Big Game Hunting", internet-connected devices (edge devices) and end-of-life products (EOL).
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US$113.04
FV
313.9% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
10 months ago
author updated this narrative
Uber Technologies
WA
WallStreetWontons
Community Contributor
UBER: Expanding Autonomous Ride-Hailing with Waymo
Catalysts Products and Services Impacting Uber’s Sales and Earnings Uber has several key products and services that could significantly impact its sales and earnings: Ride-Hailing Services : This remains Uber’s core revenue generator. The company continues to innovate and expand its ride-hailing services globally.
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US$72.92
FV
25.2% overvalued
intrinsic discount
13.05%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
10 months ago
author updated this narrative
Visa
RI
Richard_Bowman
Equity Analyst and Writer
Inflation, New Initiatives and Scale Will Grow EPS
Key Takeaways Visa is a very high-quality business with an enviable market share and margins. New initiatives like Visa Direct will offset the loss of momentum from legacy growth drivers EPS growth will be driven by ‘higher for longer’ inflation, slightly wider margins, and buybacks.
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US$284.00
FV
25.7% overvalued
intrinsic discount
11.50%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
2
users have commented on this narrative
13
users have followed this narrative
10 months ago
author updated this narrative
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