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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
59.0% 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
22.8% 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
35
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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BANDAI NAMCO Holdings
BR
Broke_Joe
Community Contributor
Bandai Namco will ride a 6% growth wave powered by its hit games like Elden Ring
Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.
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JP¥2.80k
FV
72.7% overvalued
intrinsic discount
6.00%
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 2 months ago
author updated this narrative
Euroseas
IN
IndusyHoldings
Community Contributor
Euroseas - Long-term contracts and high margins
Catalysts Eurosea's core business is long-term charter contracts. These are very profitable due to the tactically selected shore-based routes as a supplier to smaller ports.
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US$62.04
FV
16.6% undervalued
intrinsic discount
1.20%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Whitecap Resources
ST
StjepanK
Equity Analyst and Writer
WhiteCap Is Positioned To Profit Regardless Of Trump's Policy
Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.
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CA$22.60
FV
52.4% undervalued
intrinsic discount
3.51%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
8
users have commented on this narrative
116
users have followed this narrative
2 months ago
author updated this narrative
MINISO Group Holding
WA
WaneInvestmentHouse
Community Contributor
MINISO’s Q1 Earnings Reveal Growth Momentum Overshadowed by Profitability Concerns
Miniso Group Holding (NYSE: MNSO; HKEX: 9896), the Japanese lifestyle retailer known for its affordable and design-forward everyday goods, reported mixed Q1 results that led to a sharp market reaction, with U.S.-listed shares plunging 17.6% — the steepest single-day drop in over two years. Despite strong revenue growth and continued global expansion, investor concerns over profit margins and rising costs weighed heavily on sentiment.
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US$18.55
FV
3.0% overvalued
intrinsic discount
17.02%
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 months ago
author updated this narrative
ZTO Express (Cayman)
WA
WaneInvestmentHouse
Community Contributor
ZTO Delivers Solid Volume Growth Amid Margin Pressures in Q1 2025
ZTO Express kicked off 2025 with a strong operational performance, highlighted by a 19.1% year-over-year surge in parcel volume to 8.5 billion —a clear reflection of robust market demand and the company's deepening competitive moat in China’s express delivery landscape. The company reiterated its full-year volume growth guidance of 20% to 24% , underscoring management's confidence in sustained momentum.
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US$20.00
FV
0.4% undervalued
intrinsic discount
15.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
3
users have followed this narrative
2 months ago
author updated this narrative
Power Metal Resources
AG
Agricola
Community Contributor
Power Metal Resources and scenarios from 2025-2030
Analysis of Power Metal Resources Company Overview Power Metal Resources plc is a metals exploration company listed on the London Stock Exchange (AIM: POW). It focuses on identifying and developing large-scale mineral discoveries across a diversified portfolio of precious, base, and strategic metals, including uranium, gold, nickel, copper, and rare earth elements.
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UK£1.20
FV
87.9% undervalued
intrinsic discount
0%
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
2 months ago
author updated this narrative
GSL
Global Ship Lease
WA
WaneInvestmentHouse
Community Contributor
GSL Hits Seven-Month High on Strong Q1 Earnings and Dividend Boost
Global Ship Lease (NYSE: GSL) shares surged as much as 5.8% on Monday, reaching a seven-month peak after reporting better-than-expected first-quarter results, raising its dividend, and highlighting robust forward charter coverage amid ongoing global shipping volatility. The containership owner posted a 35% year-on-year rise in net income to $121 million.
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US$22.06
FV
31.9% overvalued
intrinsic discount
6.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
7
users have followed this narrative
2 months ago
author updated this narrative
Seplat Energy
WA
WaneInvestmentHouse
Community Contributor
Seplat Energy Delivers Blowout Q1 with Record ₦1.2 Trillion Revenue and Strong Production Gains
Seplat Energy PLC has kicked off 2025 with a blockbuster first quarter, posting ₦1.228 trillion in revenue , a nearly 350% year-on-year surge from ₦268.6 billion in Q1 2024. This extraordinary performance marks the company’s most robust quarter on record, underscoring the strength of its operational execution, the impact of its offshore asset integration, and firming oil and gas fundamentals.
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₦6.00k
FV
9.2% undervalued
intrinsic discount
1.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
8
users have commented on this narrative
8
users have followed this narrative
2 months ago
author updated this narrative
MTN Nigeria Communications
LI
LiberaPartners
Community Contributor
MTN Nigeria Communications is set for a 30% CAGR revenue surge over 10 years
MTN Nigeria Communications Plc, the dominant force in West Africa’s telecom landscape, is strategically positioned for a powerful revenue expansion—with indicators pointing toward a 30% compound annual growth rate (CAGR) over the next decade. This projection is not mere optimism—it’s grounded in the company’s historical financial performance, its massive subscriber base, and an accelerating digital monetization strategy.
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₦623.35
FV
34.1% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
2 months ago
author updated this narrative
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