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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
59.1% 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
23
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
15.5% 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
29
users have followed this narrative
10 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
0% overvalued
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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Curtiss-Wright
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Rising Global Defense Budgets And Nuclear Policies Will Create Opportunities
Key Takeaways Alignment with global nuclear investment and defense modernization trends positions Curtiss-Wright for accelerated, recurring growth through major infrastructure projects and expanding military sales. Technology advancement, strategic acquisitions, and robust order backlog underpin margin expansion, new program wins, and sustained growth in earnings and free cash flow.
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US$570.00
FV
16.0% undervalued
intrinsic discount
9.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 24 hours ago
author updated this narrative
TechnipFMC
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Emerging Markets And Digital Trends Will Modernize Offshore Projects
Key Takeaways Growth in offshore, deepwater, and gas-focused projects, along with innovative integrated execution models, supports increased market share and revenue diversification for the company. Investments in digitalization, automation, and energy transition solutions position the company for recurring higher-margin revenues and expanded opportunities in low-carbon technologies.
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US$45.00
FV
16.6% undervalued
intrinsic discount
10.10%
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
about 24 hours ago
author updated this narrative
DocuSign
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Transformation Will Drive Secure e-Signature Expansion Despite Rival Risks
Key Takeaways Rapid AI-powered platform adoption and workflow integrations are expected to boost upselling, customer value, and margin expansion while strengthening customer retention. Global rollout, regulatory acceptance, and deeper partnerships position DocuSign for major international growth and increased enterprise market penetration.
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US$112.57
FV
28.6% undervalued
intrinsic discount
9.16%
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
about 24 hours ago
author updated this narrative
C.H. Robinson Worldwide
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
Global E-Commerce Expansion Will Drive Digital Freight Transformation
Key Takeaways Expansion in global e-commerce and complex supply chains is boosting demand for C.H. Robinson’s advanced logistics solutions and increasing its market share. Investing in technology and value-added services enhances operational efficiency, customer relationships, and pricing power, supporting resilient margin and earnings growth.
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US$130.00
FV
20.6% undervalued
intrinsic discount
4.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 24 hours ago
author updated this narrative
Jones Lang LaSalle
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Transformation And Urbanization Will Redefine Global Property Markets
Key Takeaways Accelerated AI and technology integration positions JLL to unlock high-margin recurring revenues and achieve sustained margin expansion beyond current expectations. Industry shifts toward sustainability, urbanization, and institutional capital favor JLL's integrated global platform, strengthening market share and generating resilient earnings across cycles.
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US$349.00
FV
25.1% undervalued
intrinsic discount
10.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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about 24 hours ago
author updated this narrative
Interpublic Group of Companies
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Trends And Privacy Laws Will Accelerate Global Brand Expansion
Key Takeaways Execution on cost-saving initiatives and digital transformation efforts are leading to structurally higher margins, stable earnings, and above-peer revenue growth. Enhanced proprietary platforms and industry leadership in data-driven solutions strengthen client relationships, support premium pricing, and provide long-term revenue tailwinds.
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US$39.00
FV
32.5% undervalued
intrinsic discount
3.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 24 hours ago
author updated this narrative
1Spatial
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Government Delays Will Limit Geospatial Progress While Optimism Persists
Key Takeaways Long government procurement cycles and cautious public spending hinder revenue growth, profitability, and earnings visibility despite rising demand for geospatial solutions. Competitive threats and slow SaaS adoption challenge margin expansion, while heavy reliance on government clients creates concentration risk and limits diversified growth opportunities.
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UK£0.75
FV
36.7% undervalued
intrinsic discount
8.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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Wyndham Hotels & Resorts
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Select Service Model And FeePAR Expansion Will Shape Future Success
Key Takeaways Wyndham's select-service model and expansion into high-margin markets position it for resilience and growth during economic downturns. Strategic developments and ancillary revenue streams, like co-branded credit cards, enhance revenue, while technology investments optimize margins.
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US$104.08
FV
14.7% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 24 hours ago
author updated this narrative
Ryder System
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Supply Chain Solutions And DTS Will Guarantee Future Stability
Key Takeaways The shift to asset-light services enhances revenue stability and provides higher margin opportunities, transforming Ryder's business model. Strategic cost savings and share buybacks are set to boost EPS and improve returns amid muted freight market conditions.
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US$177.85
FV
0.4% undervalued
intrinsic discount
4.17%
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
about 24 hours ago
author updated this narrative
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