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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
20
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
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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Bioventus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cost Effective Therapies And Regenerative Medicine Will Transform Global Markets
Key Takeaways Accelerated adoption of minimally invasive therapies and portfolio expansion in regenerative medicine are driving higher margins and capturing increased demand from demographic trends. Focused operational execution and international growth strategy are expected to strengthen earnings, enhance scalability, and improve cash generation.
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US$12.25
FV
47.2% undervalued
intrinsic discount
3.80%
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
7 days ago
author updated this narrative
Bowman Consulting Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Infrastructure Spending And Tech Adoption Will Transform Markets
Key Takeaways Robust infrastructure demand and a growing project backlog provide strong revenue visibility and reduce risk, supporting broad-based growth across business segments. Strategic investments in technology, efficient operations, and targeted acquisitions drive margin expansion, strong cash flows, and market share gains for long-term stability.
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US$34.00
FV
0.1% undervalued
intrinsic discount
9.73%
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
7 days ago
author updated this narrative
Peakstone Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Accelerated Transformation To Industrial Outdoor Storage Will Deliver Superior Returns
Key Takeaways Strategic portfolio shift to industrial outdoor storage assets and active office disposals strengthens long-term earnings potential, operating margins, and capital efficiency. Lower redevelopment costs and effective deleveraging improve financial flexibility, supporting faster growth and positioning for acquisition opportunities.
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US$14.67
FV
3.7% undervalued
intrinsic discount
-1.73%
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
7 days ago
author updated this narrative
Theravance Biopharma
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Clinical Milestones And Patent Extensions Will Secure Future Expansion
Key Takeaways Accelerating demand for key respiratory therapies and strong royalty income support sustained revenue growth and improved earnings visibility. Strategic focus on targeted therapies, intellectual property protection, and operational efficiency boosts margins and long-term earnings stability.
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US$17.20
FV
34.3% undervalued
intrinsic discount
26.70%
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
7 days ago
author updated this narrative
Global Medical REIT
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Outpatient Property Acquisitions Will Fuel US Healthcare Demand
Key Takeaways Strategic acquisitions of high-quality outpatient properties and diversified hospital-affiliated tenants align with demographic healthcare trends, supporting long-term revenue and asset growth. Conservative leases, disciplined financial management, and strong healthcare partnerships help stabilize income, reduce risk, and enable ongoing portfolio improvement.
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US$9.09
FV
21.0% undervalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
ZKH Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
China Digital Procurement And AI Adoption Will Expand Global Markets
Key Takeaways Digital platform strategy and AI-driven solutions drive efficiency, strengthen customer retention, and enable higher-margin sales, supporting robust earnings and margin expansion. Expansion into international and high-growth sectors diversifies revenue, enhances operational scale, and reduces risk, providing a foundation for sustained, profitable growth.
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US$4.23
FV
26.7% undervalued
intrinsic discount
10.48%
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
7 days ago
author updated this narrative
AlTi Global
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Allianz X And German Expansion Will Shape Future Wealth Management
Key Takeaways Expansion through acquisitions and partnerships supports access to ultra-wealthy markets, differentiated offerings, and recurring fee-based revenue growth. Technology upgrades and focus on core wealth management unlock operational efficiency, margin improvement, and capital for targeted growth initiatives.
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US$9.00
FV
51.2% undervalued
intrinsic discount
14.93%
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
7 days ago
author updated this narrative
Auna
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
High-Efficiency Healthcare Model And Demographic Trends Will Shape Future Landscape
Key Takeaways Operational challenges in Mexico are being addressed, while strong performance in Peru showcases the potential of Auna's value-based, integrated care model. Investments in specialty services and payer diversification are expected to drive long-term revenue growth, higher margins, and stable, predictable cash flows.
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US$12.65
FV
49.8% undervalued
intrinsic discount
7.46%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Marcus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Premium Cinema Experiences And Hotel Renovations Will Expand Experiential Markets
Key Takeaways Enhanced cinema experiences, hotel renovations, and digital upgrades are driving increased guest spend, repeat attendance, and operational efficiency, supporting revenue and net margin growth. Rising demand for experiential entertainment and group travel is generating incremental revenue streams, aided by appealing film slates and recovering hotel group bookings.
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US$24.67
FV
26.7% undervalued
intrinsic discount
6.79%
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
7 days ago
author updated this narrative
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