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
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.
View narrative
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.
View narrative
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Douglas Emmett
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Redevelopment And New Ventures Expected To Improve Occupancy And Earnings Stability
Key Takeaways Redevelopment and acquisitions at key locations are anticipated to enhance occupancy and revenue growth, improving net margins and income stability. Joint ventures and strategic debt management could stabilize financial performance, positively impacting earnings and free cash flow.
View narrative
US$21.66
FV
28.2% undervalued
intrinsic discount
1.12%
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
17 days ago
author updated this narrative
Insmed
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Brensocatib's 2025 Launch Will Transform Bronchiectasis Care
Key Takeaways Anticipated U.S. and international launches of brensocatib are key catalysts for significant revenue growth and new market penetration. Strategic investment in market access and R&D aims to sustain long-term profitability and support efficient product launches.
View narrative
US$68.64
FV
51.4% overvalued
intrinsic discount
72.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
17 days ago
author updated this narrative
DIP
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Spot Baitoru And AI Will Transform Part-Time Hiring
Key Takeaways Strategic investments in Spot Baitoru and brand partnerships are designed to enhance market share and revenue via increased brand recognition and customer base. AI integration and operational restructuring aim to improve hiring efficiency and sales productivity, potentially boosting profit margins and reducing employee turnover.
View narrative
JP¥2.26k
FV
7.0% overvalued
intrinsic discount
5.01%
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
17 days ago
author updated this narrative
Suryoday Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Banking Expansion Will Unlock India's Future Value
Key Takeaways Accelerated digital adoption and retail deposit focus boost stable, low-cost funding, supporting earnings resilience and margin expansion as financial inclusion and digitization advance. Shifting toward secured lending and strengthening risk management lowers credit risk and provisioning needs, positioning the bank for sustained profitability and competitive growth.
View narrative
₹167.29
FV
20.3% undervalued
intrinsic discount
32.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
17 days ago
author updated this narrative
Total Energy Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisition Of Saxon And Upgraded Rigs Will Improve Future Operations In Canada And Australia
Key Takeaways The acquisition and equipment upgrades hint at bolstered revenue and improved margins, especially in Canadian and Australian markets. Increased dividends and strong free cash flow underscore a disciplined capital strategy, enhancing earnings and potential shareholder returns.
View narrative
CA$18.13
FV
38.9% undervalued
intrinsic discount
4.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
17 days ago
author updated this narrative
Hutchison Port Holdings Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
East Port Expansion And Greater Bay Integration Will Strengthen Future Operations
Key Takeaways Yantian port's expansion and key U.S. trade growth hint at potential revenue and throughput increases despite operational pressures. Cost-cutting measures and efficient integration could maintain steady dividends and support earnings stability despite rising interest costs.
View narrative
US$0.16
FV
25.3% overvalued
intrinsic discount
0.09%
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
17 days ago
author updated this narrative
Kolibri Global Energy
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Longer Lateral Wells And Expanding Reserves Will Fuel 2025 Performance
Key Takeaways Drilling longer lateral wells and expanding crude reserves are expected to enhance production efficiency, supporting future revenue and production growth. Effective cost management and the share buyback program are set to improve net margins and increase earnings per share, benefiting investors.
View narrative
CA$16.22
FV
48.6% undervalued
intrinsic discount
27.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
17 days ago
author updated this narrative
Organización Soriana S. A. B. de C. V
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overvaluation Concerns And Digital Investments Will Shape Retail Future
Key Takeaways Optimism in private-label growth, digital channel expansion, and new business areas is fueling high expectations for future revenues and diversified income streams. Market may be overestimating benefits from real estate and cost-cutting efforts, potentially leading to overly positive forecasts for margins and earnings.
View narrative
Mex$23.50
FV
9.1% overvalued
intrinsic discount
4.16%
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
17 days ago
author updated this narrative
Fiera Milano
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Brazil And Saudi Arabia Will Capture New Audiences In 2025
Key Takeaways Strategic expansion into new markets and successful event launches are expected to drive significant revenue and earnings growth. Focus on sustainability and ESG improvements may enhance market position and attract environmentally-conscious clients and investors.
View narrative
€6.03
FV
4.0% undervalued
intrinsic discount
12.83%
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
17 days ago
author updated this narrative
Value any company in seconds
Popular companies