Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
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.
View narrative
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.
View narrative
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.
View narrative
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
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
NEC
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International IT Services And Headquarters Relocation Will Unlock Future Opportunities
Key Takeaways IT Services expected to see improved profitability due to margin improvements and absence of prior one-time expenses, positively impacting earnings. Strategic moves, including optimized real estate and reduced cross shareholdings, aim to improve cash flows and streamline operations, enhancing financial health.
View narrative
JP¥4.27k
FV
5.3% undervalued
intrinsic discount
2.70%
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
5 days ago
author updated this narrative
TietoEVRY Oyj
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Cloud And AI Solutions Will Redefine IT Across Europe
Key Takeaways Streamlined operations, leadership changes, and focused sales strategy are expected to significantly boost organic growth, margins, and overall profitability. Investments in digital consulting, AI services, and software, along with market trends in regulatory compliance and outsourcing, position Tietoevry for outsized recurring revenue gains.
View narrative
€20.00
FV
22.9% undervalued
intrinsic discount
-8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Rheinmetall
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Vision 2030 Will Advance Defense And Manufacturing Capabilities
Key Takeaways The high demand for artillery from Ukraine and potential large contracts could significantly boost revenue and manufacturing capacity. Progress towards debt-free status and strategic acquisitions are likely to improve financial stability and enhance net margins.
View narrative
€2.04k
FV
18.0% undervalued
intrinsic discount
32.05%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
240
users have followed this narrative
5 days ago
author updated this narrative
Industries Qatar Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
DR-1 And DR-2 Operations Will Capitalize On Low-Carbon Steel Demand
Key Takeaways The blue ammonia project completion is expected to generate a premium revenue stream, enhancing future earnings and stabilizing revenues. Targeting low-carbon steel markets and strong cash reserves allow strategic investments, supporting sustainable products and future growth initiatives.
View narrative
ر.ق14.76
FV
10.8% undervalued
intrinsic discount
5.21%
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
5 days ago
author updated this narrative
CTBC Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Integration And IFRS 17 Adoption Will Strengthen Future Prospects
Key Takeaways CTBC Holding's strategic overseas expansion and AI integration are driving growth and enhancing operational efficiency, improving margins and profitability. Strategic shifts in investment and product offerings, along with global deployments, position CTBC to capitalize on supply chain shifts and stabilize earnings.
View narrative
NT$45.07
FV
6.6% undervalued
intrinsic discount
-32.53%
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
5 days ago
author updated this narrative
Epiroc
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Autonomous And Electric Equipment Will Revolutionize Global Mining
Key Takeaways Rising demand for autonomous, electrified equipment and digital solutions positions Epiroc for higher recurring, high-margin revenues as mining modernization accelerates. Efficiency initiatives and a growing aftermarket service focus are improving cost structures and revenue stability, supporting long-term earnings and margin expansion.
View narrative
SEK 210.53
FV
2.6% undervalued
intrinsic discount
4.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 days ago
author updated this narrative
OFX Group
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Global Digitization And Trade Will Unlock Cross-Border Opportunities
Key Takeaways Rapid client adoption of new digital platforms and regulatory wins are expanding market share and strengthening revenue diversification in key growth regions. Investments in AI and platform integrations are deepening customer loyalty, positioning OFX as a trusted choice for cross-border SMEs amidst rising competition.
View narrative
AU$1.63
FV
47.5% undervalued
intrinsic discount
8.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Amara Raja Energy & Mobility
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Giga Corridor And Renewables Will Transform Advanced Battery Markets
Key Takeaways Early positioning in global electrification and self-sufficiency in resources set the stage for superior export growth, margin expansion, and reduced input cost risks. Integrated lithium initiatives and strong presence in new energy and storage solutions enable the company to dominate emerging high-margin markets and benefit from regulatory support.
View narrative
₹1.65k
FV
41.1% undervalued
intrinsic discount
9.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
H. Lundbeck
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Patent Cliffs Will Squeeze Margins While Cautious Recovery Materializes
Key Takeaways Heavy reliance on a narrow product portfolio exposes Lundbeck to vulnerabilities from patent expirations and generic competition, potentially limiting long-term growth. Expansion into neuro-rare therapies and international markets faces challenges from high R&D costs, regulatory hurdles, and limited emerging market penetration.
View narrative
DKK 38.00
FV
5.9% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Value any company in seconds
Popular companies