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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
12
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
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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
11.6% 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
25
users have followed this narrative
9 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
1.4% undervalued
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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Food Empire Holdings
RY
Ryan_G
Community Contributor
Food Empire's growth prospects depend on its ability to execute its expansion plans, maintain brand loyalty, and adapt to change
Food Empire (F03) Key Drivers: Product innovation, geographic expansion, and brand building. Potential Growth: Food Empire's growth prospects depend on its ability to execute its expansion plans, maintain brand loyalty, and adapt to changing consumer preferences.
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S$3.50
FV
31.4% undervalued
intrinsic discount
36.41%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
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PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
27.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Alphabet
ZW
Zwfis
Community Contributor
Exciting Future for GOOGL with Cloud Revenue Boom and AI Advancements
GOOGL is a stock that I am very excited about for multiple reasons. For this I will be talking and touching up on a lot of things that were released today in their Q2 2025 Earnings Report.
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US$228.21
FV
16.6% undervalued
intrinsic discount
5.16%
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
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VEON
YI
yiannisz
Community Contributor
VEON Unlocks Value with Kyivstar Spin-Off
The upcoming Kyivstar listing is far more than a financial transaction. By carving out Ukraine’s leading mobile and digital player and floating it on Nasdaq through a reputable partner like Cohen Circle Acquisition Corp.
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US$70.00
FV
25.1% undervalued
intrinsic discount
14.76%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Ecobank Transnational
WA
WaneInvestmentHouse
Community Contributor
Ecobank Delivers Strong Q2/H1 2025 result
Ecobank Nigeria is undergoing a strategic transformation focused on revenue growth, asset quality improvement, and capital optimization. The strong H1 2025 performance, prudent impairment recognition, and successful deleveraging signal growing operational resilience.
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₦29.23
FV
19.4% overvalued
intrinsic discount
5.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
2
users have followed this narrative
Updated
narrative
Lafarge Africa
WA
WaneInvestmentHouse
Community Contributor
Lafarge Africa Plc Q2/H1 – Strong Profitability and Balance Sheet Resilience Amid Market Headwinds
Lafarge Africa Plc has delivered a strong financial performance for H1 2025, with significant revenue and profit growth driven by higher demand, margin expansion, and cost control. The company demonstrated robust operational efficiency , disciplined capital allocation, and maintained a healthy balance sheet.
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₦100.00
FV
20.5% overvalued
intrinsic discount
36.18%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
7
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
e.l.f. Beauty
ZW
Zwfis
Community Contributor
ELF Poised for Long-Term Growth Despite Current Price Limits
Price: $129.48 Willing To Pay: $120 I like ELF a lot, I do not think it is a stock I would currently buy right now; but that is just because I believe the price it is at right now I could not create as large returns by buying into it right now as I could in some other places. However it is a stock I will be holding for the foreseeable future.
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US$152.71
FV
23.0% undervalued
intrinsic discount
30.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.3% undervalued
intrinsic discount
15.17%
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
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now Is The Time to Buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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€1.00k
FV
39.3% undervalued
intrinsic discount
17.26%
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
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