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Weekly Picks
MicroStrategy
BL
BlackGoat
Community Contributor
MicroStrategy: Volatile Gamble or Golden Opportunity?
Company Overview MicroStrategy, originally an enterprise analytics software provider, underwent a seismic transformation under the leadership of Michael Saylor. Once competing with industry giants like IBM and Oracle, its core software business faded in relevance long before the company embraced a bold and unconventional strategy: Bitcoin acquisition.
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US$663.00
FV
35.7% undervalued
intrinsic discount
49.27%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
15
users have commented on this narrative
170
users have followed this narrative
14 days ago
author updated this narrative
Bath & Body Works
ZW
Zwfis
Community Contributor
Emerging Markets and Debt Reduction Will Propel Bath & Body Works Forward
Bath and Body Works is an interesting company to try and project for since it has so many irregular attributes that make it trickier to predict future growth because of. The biggest reason it becomes hard to value is because of the spin off from L brands back in 2021 when Bath and Body works and Victoria Secret went ahead in becoming two separate companies.
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US$40.73
FV
20.5% undervalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$10.00
FV
25.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
7 days ago
author updated this narrative
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Betsson
IN
Investingwilly
Community Contributor
Leading the Game with Growth, Innovation, and Exceptional Returns
Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.
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SEK 300.00
FV
45.5% undervalued
intrinsic discount
32.58%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
3 months ago
author updated this narrative
Evolution
IN
Investingwilly
Community Contributor
A Compounding Machine
Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.
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SEK 876.22
FV
5.0% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
21
users have commented on this narrative
100
users have followed this narrative
3 months ago
author updated this narrative
Transnational Corporation of Nigeria
WA
WaneInvestmentHouse
Community Contributor
Transcorp Plc Delivers Solid Revenue Growth but Faces Margin Compression Post Share Reconstruction
Transnational Corporation Plc delivered strong top-line growth in Q1 2025, driven by robust performance from its power and hospitality segments, but rising costs, non-recurring income effects, and higher tax burdens weighed on bottom-line margins and investor returns. One of the most striking developments in the period was the 214% surge in earnings per share (EPS) to 192 kobo , up from 61 kobo in Q1 2024.
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₦55.00
FV
10.9% undervalued
intrinsic discount
36.02%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
8
users have commented on this narrative
26
users have followed this narrative
3 months ago
author updated this narrative
Livingtrust Mortgage Bank
WA
WaneInvestmentHouse
Community Contributor
LivingTrust Mortgage Bank PLC Delivers Record Profit Amidst Challenging Economic Environment
LivingTrust Mortgage Bank PLC has achieved a remarkable Profit Before Tax (PBT) of ₦981.2 million for the year ended December 31, 2024, marking one of the highest profits in the bank’s history despite operating in a tough macroeconomic landscape. The results are a testament to the bank’s ability to adapt and thrive, even in the face of inflationary pressures, exchange rate volatility, and stricter regulatory frameworks.
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₦4.00
FV
83.0% overvalued
intrinsic discount
32.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Julius Berger Nigeria
WA
WaneInvestmentHouse
Community Contributor
Julius Berger Delivers Strong Revenue But Profitability Suffers Under Cost Pressures and FX Losses
Julius Berger Nigeria Plc reported first-quarter 2025 pre-tax profit of ₦5.9 billion , marking a steep 64.68% decline from ₦16.7 billion in Q1 2024. Despite a robust 62.80% revenue growth to ₦180.5 billion—driven primarily by its core civil engineering operations—the construction giant faced a squeeze on margins due to rising costs and a sharp reversal in foreign exchange positions.
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₦130.00
FV
6.4% undervalued
intrinsic discount
36.81%
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
BUA Foods
WA
WaneInvestmentHouse
Community Contributor
BUA Foods Delivers Triple-Digit Profit Growth in Q1 2025 on Strong Sales and Lower Finance Costs
BUA Foods Plc kicked off the 2025 financial year with a stellar performance, doubling its profit after tax by 124.5% year-on-year to ₦125.3 billion , up from ₦55.8 billion in Q1 2024. This impressive growth was driven by strong topline expansion, better cost control, and significant reductions in finance expenses.
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₦375.00
FV
22.4% overvalued
intrinsic discount
25.89%
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
Zenith Bank
WA
WaneInvestmentHouse
Community Contributor
Zenith Bank Delivers Solid Q1 2025 Earnings on Higher Interest Income and Cost Efficiency
Zenith Bank Plc reported a robust 21% year-on-year growth in profit after tax to ₦311.83 billion in Q1 2025, reflecting a resilient financial performance driven by the high-interest rate environment and disciplined cost management. The bank’s gross earnings surged 22% to ₦950 billion , up from ₦781 billion in Q1 2024, marking continued momentum in core banking operations.
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₦52.91
FV
34.2% overvalued
intrinsic discount
9.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Ecobank Transnational
WA
WaneInvestmentHouse
Community Contributor
Ecobank Delivers Strong Q1 2025 Earnings on Robust Operating Income and Cost Efficiency
Ecobank Transnational Incorporated has posted a solid start to 2025, delivering impressive earnings growth that underscores the strength of its pan-African banking model and its ability to navigate economic volatility with disciplined execution. The bank reported a 33% year-on-year increase in profit after tax to ₦187.1 billion , up from ₦140.9 billion in Q1 2024 — a clear indicator of operational resilience and strategic agility.
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₦29.23
FV
19.4% overvalued
intrinsic discount
14.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
3 months ago
author updated this narrative
ABC Transport
WA
WaneInvestmentHouse
Community Contributor
ABC Transport Rebounds to Profitability Amid FX Headwinds and Surging Revenue
ABC Transport Plc delivered a strong turnaround in Q1 2025, returning to profitability with a ₦223.2 million profit after tax, a sharp reversal from the ₦79.1 million loss recorded in the same period of 2024. This performance was primarily driven by a 57.4% increase in revenue to ₦3.63 billion , underpinned by improved passenger transport volumes and a robust logistics segment.
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₦1.73
FV
217.9% overvalued
intrinsic discount
10.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
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