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
12
users have liked this narrative
0
users have commented on this narrative
27
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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
32
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.
View narrative
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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Allcargo Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Manufacturing Shifts To India And Vietnam Will Strengthen International Business In The Medium Term
Key Takeaways Strategic cost control and operational centralization could enhance profitability and reduce operational expenses as efficiencies develop over the medium term. Rapid expansion in contract logistics and international positioning could drive substantial revenue and earnings growth amidst shifting global trade patterns and market gains.
View narrative
₹43.33
FV
20.7% undervalued
intrinsic discount
2.71%
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
2 days ago
author updated this narrative
OQ Gas Networks SAOG
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Green Hydrogen Initiatives And CO₂ Pipelines Will Strengthen Future Potential
Key Takeaways Strategic initiatives in energy transition and export position OQGN for growth as hydrogen infrastructure demand rises. Development of pipelines and improved project delivery efficiency could enhance revenue and reduce costs, boosting net margins and earnings.
View narrative
ر.ع0.17
FV
13.5% undervalued
intrinsic discount
3.71%
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
2 days ago
author updated this narrative
NIIT
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
AI And Cybersecurity Focus Will Strengthen Future Prospects
Key Takeaways NIIT's strategic adaptation and market volatility resilience likely favor sustained revenue growth through diversified offerings and operational improvements. Expansion into high-demand tech programs and BFSI sector penetration enhances revenue, margin stability, and long-term growth potential.
View narrative
₹150.00
FV
20.0% undervalued
intrinsic discount
20.87%
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
2 days ago
author updated this narrative
Qualitas
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Emerging Residential Development In Australia Will Unlock Long-Term Opportunities
Key Takeaways Growth in fee-earning FUM and residential development cycles could boost revenue and support long-term earnings growth. Strong market positioning in private credit and strategic partnerships are likely to enhance earnings stability and margins.
View narrative
AU$3.92
FV
11.0% undervalued
intrinsic discount
15.19%
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
2 days ago
author updated this narrative
S Chand
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
NCERT Curriculum Rollout And Digital Solutions Will Expand K-12 Market
Key Takeaways Curriculum changes and regulatory support are set to drive textbook demand, volume growth, and increased market share for S Chand's core business. Digital initiatives and disciplined capital management position S Chand for higher margins, recurring revenues, and flexibility for acquisitions or shareholder returns.
View narrative
₹286.00
FV
22.2% undervalued
intrinsic discount
10.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
2 days ago
author updated this narrative
SThree
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Investing In STEM And AI Will Position For Future Success, But Near-Term Profits May Face Pressure
Key Takeaways Strategic focus on STEM and technology adoption aligns with megatrends, driving revenue growth as demand for tech roles surges. Investments in digital infrastructure and AI tools enhance productivity, profitability, and earnings, especially through employed contractor models with higher margins.
View narrative
UK£3.60
FV
32.6% undervalued
intrinsic discount
-0.80%
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
2 days ago
author updated this narrative
Rathbones Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Integration With IW&I Will Unlock Significant Synergies By 2025
Key Takeaways Integration with Investec and Saunderson House aims to boost synergies, reduce outflows, and enhance revenue through increased funds under management. Investments in technology and cloud migration focus on operational efficiency and client service, supporting margin expansion and earnings growth.
View narrative
UK£20.67
FV
8.5% undervalued
intrinsic discount
-0.42%
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
2 days ago
author updated this narrative
Orsero
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Exotic Fruits Could Open Opportunities But Faces Market Challenges
Key Takeaways Focus on high-margin exotic fruits, new warehouses, and M&A opportunities is set to boost revenue and margins. Prudent financial management and currency hedging stabilize margins and empower growth, investment, and shareholder returns.
View narrative
€22.87
FV
39.7% undervalued
intrinsic discount
1.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
2 days ago
author updated this narrative
S&U
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Regulatory Engagements And Supreme Court Ruling Will Secure Resilience
Key Takeaways Improved lending criteria and technology investments at Advantage Finance suggest potential growth in lending activities, positively impacting revenue and earnings. Aspen Bridging's strong profit rise and increased debt indicate robust growth and favorable market conditions support long-term revenue and margin enhancement.
View narrative
UK£16.00
FV
7.5% overvalued
intrinsic discount
30.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
3
users have followed this narrative
2 days ago
author updated this narrative
Value any company in seconds
Popular companies