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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
14
users have liked this narrative
0
users have commented on this narrative
34
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
5
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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Brown
US
UshanDeSilva
Community Contributor
opportunity amidst tariff war
Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.
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LK₨650.06
FV
70.7% undervalued
intrinsic discount
54.05%
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
3 months ago
author updated this narrative
Tesla
VA
ValueStacker
Community Contributor
Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.
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US$2.50k
FV
87.4% undervalued
intrinsic discount
83.71%
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
3 months ago
author updated this narrative
Orion
WA
WaneInvestmentHouse
Community Contributor
Orion S.A. Navigates Q1 Headwinds with Modest Volume Gains but Margins Under Pressure
Orion S.A. (NYSE: OEC), a specialty chemical producer, reported a mixed first quarter for 2025, with modest volume growth overshadowed by sharp declines across key profitability metrics. Despite a 1.3% year-on-year increase in volumes to 251.7 kmt—driven by improved performance in the Rubber Carbon Black segment— net sales declined 5.0% to $477.7 million , reflecting the impact of lower oil prices and adverse currency effects.
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US$14.28
FV
20.6% undervalued
intrinsic discount
10.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
Tesla
AR
Areeighty
Community Contributor
Interesting to compare to Hyundai
Ignoring politics and the media circus around this company, I look at what I think is it's closest competitor: Hyundai. Deliveries in 2024/2025: Hyundai delivered 7.23 million vehicles Tesla delivered 1,789,226 vehicles But Tesla markets itself as more than a car company; saying that its future is in robotics, AI and robotaxis.
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US$5.46
FV
5.7k% overvalued
intrinsic discount
-43.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Panasian Power
US
UshanDeSilva
Community Contributor
High growth company
Panasian Power Plc INTRODUCTION Panasian power plc is a pioneering supplier of clean and renewable energy which commenced operations in 2002 and has since become a leader in the renewable energy industry. PAP produces clean renewable energy from hydro, solar and other renewables sources in Asia and Africa.
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LK₨32.07
FV
44.8% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 months ago
author updated this narrative
United Capital
WA
WaneInvestmentHouse
Community Contributor
United Capital Grows Q1 Profit by 64% on Strong Earnings Momentum
United Capital Plc delivered a robust first-quarter performance in 2025, posting a profit after tax (PAT) of ₦5.89 billion , up 64% from the ₦3.59 billion reported in Q1 2024. The impressive bottom-line growth was underpinned by a 113% surge in gross earnings , which climbed to ₦13.1 billion , compared to ₦6.1 billion in the same period last year.
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₦19.01
FV
11.0% overvalued
intrinsic discount
13.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
11
users have followed this narrative
3 months ago
author updated this narrative
Viant Technology
BL
BlackGoat
Community Contributor
Viant Technology: A Rising AdTech Challenger in the AI-Powered CTV Market
Summary: A High-Growth AI-Driven AdTech Play AI-powered, high-growth mid-cap stock in the digital ad space with strong long-term upside potential. Booming CTV Market Opportunity: $60B+ in TV ad budgets are shifting to Connected TV (CTV), and Viant (DSP) is positioned to capture market share.
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US$38.61
FV
62.2% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
56
users have followed this narrative
3 months ago
author updated this narrative
CWG
WA
WaneInvestmentHouse
Community Contributor
CWG Plc Delivers Over 400% Surge in Q1 Profit Amid Explosive Revenue Growth
CWG Plc delivered a stellar financial performance in the first quarter of 2025, reporting a pre-tax profit of ₦2.1 billion , a staggering 423.64% increase from ₦415.9 million in Q1 2024. This outsized earnings growth was driven by robust expansion across its service verticals, affirming the company’s strategic positioning in Nigeria’s digital transformation space.
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₦9.99
FV
78.2% overvalued
intrinsic discount
6.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
Fidson Healthcare
WA
WaneInvestmentHouse
Community Contributor
Fidson Healthcare Delivers Triple-Digit Earnings Growth in Q1 2025 on Strong Ethical Drug Sales
Fidson Healthcare Plc delivered a blockbuster performance in the first quarter of 2025, posting a pre-tax profit of ₦4.8 billion , marking a 213.49% increase year-on-year from ₦1.5 billion in Q1 2024. The earnings surge was underpinned by rapid revenue expansion, powered largely by the company’s ethical product line.
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₦24.08
FV
82.3% overvalued
intrinsic discount
12.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
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