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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
5
users have liked this narrative
0
users have commented on this narrative
7
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
10
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
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 days ago
author updated this narrative
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Delta Air Lines
PI
PittTheYounger
Community Contributor
Delta loses shine after warning of falling travel demand, but still industry leader
Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.
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US$59.84
FV
7.0% undervalued
intrinsic discount
3.50%
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
12 days ago
author updated this narrative
BOTZ
Mirae Asset ETF ICAV - Global X Robotics and Artificial Intelligence UCITS ETF
RE
Redduck
Community Contributor
Global X Robotics and AI UCITS ETF Will Transform Industries
Robotics and artificial intelligence are rapidly transforming industries from manufacturing to healthcare. BOTZ provides diversified exposure to companies leading this change — including hardware (robot arms), automation software, and AI chips.
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US$0
FV
n/a
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
12 days ago
author updated this narrative
Lifetime Brands
WA
WaneInvestmentHouse
Community Contributor
Q1 Performance Challenges - Price Target Reduced Amid
Canaccord has reduced the price target for Lifetime Brands ( LCUT , Financial ) from $6 to $5, while maintaining a Buy rating on the stock. The adjustment follows the company's less-than-stellar performance in the first quarter.
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US$5.97
FV
22.1% undervalued
intrinsic discount
1.86%
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
13 days ago
author updated this narrative
Learn Africa
WA
WaneInvestmentHouse
Community Contributor
Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line
Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line Learn Africa Plc has delivered an impressive financial performance for the full year ended 31 March 2025, with profit after tax skyrocketing to ₦474.98 million — a staggering 4,142% increase from ₦11.2 million recorded in FY 2024. This exceptional turnaround was fueled by strong top-line growth, operating efficiency, and improved cost discipline.
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₦3.81
FV
57.5% overvalued
intrinsic discount
16.06%
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
14 days ago
author updated this narrative
Uber Technologies
SL
SlaterWealthManagement
Community Contributor
UBER Thesis 2025-06-13
SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.
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US$115.85
FV
20.8% undervalued
intrinsic discount
15.00%
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
14 days ago
author updated this narrative
Newron Pharmaceuticals
HE
HedgeY
Community Contributor
Newron Pharmaceuticals (NWRN) – Binary CNS Bets with 3-to-1 Upside
1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).
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CHF 17.00
FV
58.9% undervalued
intrinsic discount
32.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
15 days ago
author updated this narrative
FTNC
FTN Cocoa Processors
WA
WaneInvestmentHouse
Community Contributor
FTN Cocoa Narrows Losses in Q1 2025 Amid Revenue Revival, But Balance Sheet Pressure Persists
FTN Cocoa Processors Plc has posted a significantly improved performance for the first quarter ended March 2025 , slashing its loss before tax by 94% to ₦575.6 million , compared to ₦8.89 billion in the same period last year. The result comes on the back of a resurgence in revenue , with the company recording ₦572 million in Q1 2025 , having posted zero turnover in Q1 2024.
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₦2.00
FV
204.5% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
15 days ago
author updated this narrative
Vitafoam Nigeria
WA
WaneInvestmentHouse
Community Contributor
Vitafoam Nigeria Swings to Profit in Q1 2025 Amid Revenue Surge and Cost Discipline
Vitafoam Nigeria Plc has reported a remarkable turnaround in its unaudited financial results for the six months ended March 31, 2025. The Group moved from a loss position in the prior year to delivering ₦6.7 billion in profit , signaling strong top-line momentum and operational recovery across its operations.
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₦77.62
FV
13.2% overvalued
intrinsic discount
28.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
15 days ago
author updated this narrative
Advanced Micro Devices
ZW
Zwfis
Community Contributor
AMD's Future Looks Promising with a 31% Revenue Growth
Price: $138.52 (7/2/25) Willing To Pay: <= $195 As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when you look at AMD in value not considering its growth potential you would probably find its value to land between $130-$100 with its intrinsic value roughly coming to $101.87.
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US$290.64
FV
46.8% undervalued
intrinsic discount
31.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
15 days ago
author updated this narrative
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