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
Caledonia Mining
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Motapa Mineralization And Bilboes Export Will Secure Future Opportunities
Key Takeaways Exploration and efficiency improvements could increase resources, stabilize output, and positively impact revenue and margins. Strategic decisions on expenditures and project optimization aim to reduce costs and enhance profitability and earnings.
View narrative
US$24.38
FV
11.3% undervalued
intrinsic discount
4.12%
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
3 days ago
author updated this narrative
Card Factory
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Partnerships With Aldi And Just Eat Will Expand US Market Presence
Key Takeaways U.S. expansion and Aldi partnership expected to significantly boost revenue and market penetration through new consumer bases. Digital and in-store enhancements, including online transformations and strategic expansions, anticipated to drive revenue and profitability growth.
View narrative
UK£1.59
FV
44.1% undervalued
intrinsic discount
6.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
22
users have followed this narrative
3 days ago
author updated this narrative
Tarsons Products
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automation And New Products Will Create Future Opportunities
Key Takeaways The ramp-up of the Panchla facility and focus on automation are set to enhance production capacity, improve operating margins, and drive profitability. Expansion into international markets and new product lines in healthcare could significantly increase revenue growth and broaden the customer base.
View narrative
₹571.40
FV
34.5% undervalued
intrinsic discount
14.75%
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
3 days ago
author updated this narrative
Diversified Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential
Key Takeaways Strategic acquisitions and operational optimizations are expected to enhance revenue, cash flow, and margins by leveraging synergies and expanding the portfolio. Expansion into Coal Mine Methane capture should diversify revenue streams and stabilize earnings through environmental credits growth.
View narrative
UK£19.50
FV
43.1% undervalued
intrinsic discount
25.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
3 days ago
author updated this narrative
India Shelter Finance
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects
Key Takeaways Strategic expansion in Tier 2 and Tier 3 cities, with a focus on PMAY initiatives, could drive significant revenue and AUM growth. Operational efficiency and improved net interest margins through cost reduction and variable-rate borrowings may bolster earnings stability.
View narrative
₹1.03k
FV
9.1% undervalued
intrinsic discount
24.61%
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
3 days ago
author updated this narrative
Virbac
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals
Key Takeaways Strategic R&D investments and facility expansions aim to drive innovation, operational efficiency, and future revenue growth, potentially enhancing profitability. Robust M&A strategy and focus on U.S. and China markets are expected to boost geographic expansion, market share, and revenue growth despite cost pressures.
View narrative
€395.17
FV
8.1% undervalued
intrinsic discount
5.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Macmahon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Key Takeaways Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value. Expansion in Indonesia with low-capital solutions and a strong order book supports sustained revenue growth and improved financial efficiency.
View narrative
AU$0.37
FV
18.9% undervalued
intrinsic discount
5.85%
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
3 days ago
author updated this narrative
Peter Warren Automotive Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Partnerships And Efficiency Initiatives Will Strengthen Performance
Key Takeaways Strategic acquisitions, inventory management, and cost reduction initiatives are expected to enhance earnings, profitability, and revenue growth. Diversification in service and finance, along with Chinese partnerships, seeks to counter new car margin pressures and boost profitability.
View narrative
AU$1.54
FV
10.5% overvalued
intrinsic discount
2.35%
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
3 days ago
author updated this narrative
Nordex
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Turbine Orders Will Spark Service Expansion In Europe
Key Takeaways Robust order book growth and strong turbine orders forecast significant sales and revenue potential for Nordex. Strategic diversification in supply chains aids in mitigating geopolitical risks, stabilizing margins, and potentially improving earnings.
View narrative
€20.30
FV
2.4% overvalued
intrinsic discount
7.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Value any company in seconds
Popular companies