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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
9
users have followed this narrative
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Microsoft
BR
Broke_Joe
Community Contributor
Microsoft's Evolution Will Drive Revenue to New Heights Fueled by AI
Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.
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US$360.00
FV
42.7% overvalued
intrinsic discount
12.98%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
2 months ago
author updated this narrative
Pinterest
BR
Broke_Joe
Community Contributor
Pinterest will surge as advertising innovations ignite revenue growth
Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.
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US$42.63
FV
11.1% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
2 months ago
author updated this narrative
Fiverr International
BE
Bejgal
Community Contributor
Fiverr International will transform the freelance industry with AI-powered growth
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.
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US$34.41
FV
25.1% undervalued
intrinsic discount
9.18%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
6
users have commented on this narrative
77
users have followed this narrative
2 months ago
author updated this narrative
Protalix BioTherapeutics
ZW
Zwfis
Community Contributor
Protalix BioTherapeutics aims for $3.20 by year-end amidst strong revenue growth
As of right now the stock as a current yield of about 2.42%, with a return on equity of about 6.79%. So a bit off of my goals of at least 5% and 10%.
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US$4.23
FV
64.3% undervalued
intrinsic discount
14.00%
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
Evolution
KA
kapirey
Community Contributor
Evolution to Navigate Market Risks with Strategic Growth Initiatives
Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.
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SEK 730.78
FV
19.2% overvalued
intrinsic discount
18.59%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
21
users have followed this narrative
2 months ago
author updated this narrative
Brambles
RO
Robbo
Community Contributor
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.
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AU$21.90
FV
5.6% overvalued
intrinsic discount
14.24%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 months ago
author updated this narrative
Little Green Pharma
BA
Babylonas
Community Contributor
Little Green Pharma set to double revenue amidst European expansion
Forecasts for Growth, Future Revenue, Net Profit, and Key Metrics Forecasting LGP’s future performance involves assumptions based on FY2024 trends, market conditions, and strategic plans. Below are speculative projections for key metrics: Revenue Growth: FY2024 Baseline: $25.6 million, up 29% from $19.9 million in FY2023.
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AU$0.42
FV
73.8% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
23
users have followed this narrative
2 months ago
author updated this narrative
SHIP
Tufton Assets
ZE
zeg0at
Community Contributor
Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount
Executive Summary Tufton Assets Limited (LSE: SHPP) presents a rare and compelling opportunity in public markets: a high-yield, NAV-discounted, actively managed vehicle with a clearly defined end-of-life wind-down strategy. The company's structure, execution history, and exposure to shipping segments aligned with geopolitical and macroeconomic dislocation make it uniquely suited for investors seeking inflation-protected income, asymmetric upside from trade realignments, and built-in downside mitigation through real asset monetization.
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US$1.40
FV
20.0% undervalued
intrinsic discount
20.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
2 months ago
author updated this narrative
Kina Securities
RO
Robbo
Community Contributor
Kina Securities will grow with 28.56% revenue jump
Kina Securities: An Important Cog in Developing Economies Kina Securities Limited (ASX: KSL) is a diversified financial services company headquartered in the developing economy of Papua New Guinea (PNG). Over recent years, it has been steadily expanding its footprint across near Oceania and the broader Pacific region.
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AU$1.24
FV
5.2% overvalued
intrinsic discount
24.70%
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
2 months ago
author updated this narrative
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