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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
7
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 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
12
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
2.9% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
2 days ago
author updated this narrative
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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
12
users have followed this narrative
8 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
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US$40.73
FV
18.7% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
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
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$10.00
FV
38.0% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
8 days ago
author updated this narrative
Geregu Power
WA
WaneInvestmentHouse
Community Contributor
Geregu Power Plc Q2 - Delivers Strong Revenue Growth Amid Mounting Cost Pressures
Geregu Power Plc reported a notable 85% year-on-year revenue growth for the three months ended 30 June 2025, reaching ₦55.87 billion compared to ₦30.25 billion in Q2 2024. This reflects increased generation output and higher dispatch levels, underscoring the company’s operational leverage in Nigeria’s power generation space.
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₦871.70
FV
31.0% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
9 days ago
author updated this narrative
AB9
ABO Energy GmbH KGaA
KA
kapirey
Community Contributor
ABO Wind AG will capitalize on Europe's green transition with projected €50 million profit by 2027
1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.
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€75.31
FV
45.3% undervalued
intrinsic discount
12.00%
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
9 days ago
author updated this narrative
ZCCM Investments Holdings
BE
Bernd
Community Contributor
ZCCM-IH: Undervalued African Investment Holding
ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.
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€2.60
FV
30.8% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
11 days ago
author updated this narrative
Himax Technologies
WA
WaneInvestmentHouse
Community Contributor
Q1 Result short note
Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.
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US$9.88
FV
2.7% undervalued
intrinsic discount
6.10%
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
13 days ago
author updated this narrative
Saul Centers
WA
WaneInvestmentHouse
Community Contributor
Saul Centers' Q1 2025: Twinbrook Phase I Weighs on Earnings Despite Core Strength
Saul Centers, Inc. (NYSE: BFS) reported mixed results for Q1 2025, highlighting a strategic inflection point as the company absorbs near-term headwinds tied to the initial operations of its Twinbrook Quarter Phase I development.
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US$36.04
FV
7.8% undervalued
intrinsic discount
-4.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
13 days ago
author updated this narrative
Merck
WA
WaneInvestmentHouse
Community Contributor
Acqusition and awaiting analysis
Merck & Co., Inc. (NYSE:MRK) shares have moved higher as investors cheered a key FDA filing and strategic acquisition, while digesting trimmed earnings forecasts.
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US$74.00
FV
10.3% overvalued
intrinsic discount
2.84%
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
13 days ago
author updated this narrative
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