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
59.1% 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
23
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
15.5% 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
29
users have followed this narrative
10 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.
View narrative
AU$2.10
FV
0% overvalued
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Learn Africa
WA
WaneInvestmentHouse
Community Contributor
Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line
Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line Learn Africa Plc has delivered an impressive financial performance for the full year ended 31 March 2025, with profit after tax skyrocketing to ₦474.98 million — a staggering 4,142% increase from ₦11.2 million recorded in FY 2024. This exceptional turnaround was fueled by strong top-line growth, operating efficiency, and improved cost discipline.
View narrative
₦3.81
FV
68.0% overvalued
intrinsic discount
16.06%
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
16 days ago
author updated this narrative
Uber Technologies
SL
SlaterWealthManagement
Community Contributor
UBER Thesis 2025-06-13
SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.
View narrative
US$115.85
FV
21.6% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
16 days ago
author updated this narrative
Newron Pharmaceuticals
HE
HedgeY
Community Contributor
Newron Pharmaceuticals (NWRN) – Binary CNS Bets with 3-to-1 Upside
1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).
View narrative
CHF 17.00
FV
58.7% undervalued
intrinsic discount
32.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
16 days ago
author updated this narrative
FTNC
FTN Cocoa Processors
WA
WaneInvestmentHouse
Community Contributor
FTN Cocoa Narrows Losses in Q1 2025 Amid Revenue Revival, But Balance Sheet Pressure Persists
FTN Cocoa Processors Plc has posted a significantly improved performance for the first quarter ended March 2025 , slashing its loss before tax by 94% to ₦575.6 million , compared to ₦8.89 billion in the same period last year. The result comes on the back of a resurgence in revenue , with the company recording ₦572 million in Q1 2025 , having posted zero turnover in Q1 2024.
View narrative
₦2.00
FV
230.0% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
16 days ago
author updated this narrative
Vitafoam Nigeria
WA
WaneInvestmentHouse
Community Contributor
Vitafoam Nigeria Swings to Profit in Q1 2025 Amid Revenue Surge and Cost Discipline
Vitafoam Nigeria Plc has reported a remarkable turnaround in its unaudited financial results for the six months ended March 31, 2025. The Group moved from a loss position in the prior year to delivering ₦6.7 billion in profit , signaling strong top-line momentum and operational recovery across its operations.
View narrative
₦77.62
FV
13.2% overvalued
intrinsic discount
28.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
17 days ago
author updated this narrative
Advanced Micro Devices
ZW
Zwfis
Community Contributor
AMD's Future Looks Promising with a 31% Revenue Growth
Price: $138.52 (7/2/25) Willing To Pay: <= $195 As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when you look at AMD in value not considering its growth potential you would probably find its value to land between $130-$100 with its intrinsic value roughly coming to $101.87.
View narrative
US$290.64
FV
44.2% undervalued
intrinsic discount
31.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
17 days ago
author updated this narrative
Steelcase
CO
codabat
Community Contributor
Steelcase's Potential 30% Upside in a Volatile Market
STEELCASE FAIR VALUE ANALYSIS Target Price: $15.60 Valuation Methodology Based on sector-relative P/E analysis , Steelcase appears moderately undervalued. Using TTM EPS of $1.04 and applying the furniture industry average P/E multiple of 15x, the intrinsic fair value equals $15.60 per share.
View narrative
US$15.60
FV
32.6% undervalued
intrinsic discount
20.25%
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
Atlas Pearls
RO
Robbo
Community Contributor
Atlas Pearls will shine brightly with profits set to surge over 69%.
Atlas Pearls is an Australian-listed company operating eight pearl farms across the Indonesian archipelago. It has established itself as one of the world’s leading producers of high-quality white and silver South Sea pearls—a niche luxury product with strong global appeal, particularly in Asia.
View narrative
AU$0.45
FV
63.3% undervalued
intrinsic discount
44.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
17 days ago
author updated this narrative
Alphabet
BL
BlackGoat
Community Contributor
Alphabet: The Under-appreciated Compounder Hiding in Plain Sight
Summary Google trades at ~18× forward earnings — the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes — including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B — now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling — a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.
View narrative
US$268.43
FV
28.0% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
17 days ago
author updated this narrative
Value any company in seconds
Popular companies