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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
59.1% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
12
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0
users have commented on this narrative
26
users have followed this narrative
New
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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
15.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
11 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
2.4% 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
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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
35.3% 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
1 day 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
22.7% 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
1 day 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
1 day 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
51.3% 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
1 day 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$12.37
FV
48.8% undervalued
intrinsic discount
7.29%
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
1 day 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$24.50
FV
27.3% undervalued
intrinsic discount
5.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Clearfield
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Government Funding Will Fuel Fiber Connectivity Expansion
Key Takeaways Substantial broadband funding and rising demand for high-speed connectivity are projected to drive sustained revenue growth and margin expansion for Clearfield. Diversified manufacturing, innovative labor-saving products, and a robust customer base enhance operational resilience and position the company for improved earnings leverage.
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US$46.00
FV
4.3% undervalued
intrinsic discount
10.12%
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
1 day ago
author updated this narrative
Enhabit
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Home Health Demand And Value-Based Care Will Create Future Opportunities
Key Takeaways Structural trends and targeted expansion in underserved markets are driving sustained revenue growth and building a reliable recurring revenue base. Operational efficiency from technology adoption and payer innovation contracts is expanding margins and improving cash flow, enhancing flexibility for future acquisitions and consolidation.
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US$10.25
FV
32.8% undervalued
intrinsic discount
4.91%
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
1 day ago
author updated this narrative
Axogen
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
BLA Approval Will Secure 12-Year Exclusive Market Position
Key Takeaways Anticipated product approval and targeted commercial expansion are driving increased market share, revenue growth, and improved profitability potential. Strategic investments in clinical data, physician education, and operational efficiencies are expected to enhance margins and broaden customer reach.
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US$24.29
FV
45.6% undervalued
intrinsic discount
16.49%
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
1 day ago
author updated this narrative
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