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
Bosch
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Legacy Components Will Struggle As EV Competition Intensifies
Key Takeaways Heavy reliance on declining internal combustion business and slow EV transition threaten Bosch's long-term revenue and margin prospects amid rising competition and shifting industry dynamics. Fragmented structure and limited exposure to high-growth technology domains increase vulnerability to margin compression, operational risks, and long-term earnings stagnation.
View narrative
₹23.60k
FV
60.3% overvalued
intrinsic discount
9.42%
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
3 days ago
author updated this narrative
VACN
VAT Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Cyclical Semiconductor Exposure And Geopolitical Tensions Will Hinder Growth
Key Takeaways Heavy dependence on the cyclical semiconductor sector and changing technology trends threatens revenue stability, backlog visibility, and long-term earnings prospects. Increased geopolitical risks, customer concentration, and mounting competitive pressures jeopardize growth, margin strength, and operational resilience.
View narrative
CHF 282.00
FV
2.6% overvalued
intrinsic discount
11.40%
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
3 days ago
author updated this narrative
Quanta Computer
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding AI Server Manufacturing And Global Facilities Will Improve Efficiency
Key Takeaways Quanta's focus on AI server growth and strategic investments enhances manufacturing resilience, driving substantial revenue and net margin improvements. Strategic shift to high-value automotive and AI technologies boosts competitiveness and long-term profitability, supported by advanced R&D investments.
View narrative
NT$341.26
FV
21.3% undervalued
intrinsic discount
30.06%
Revenue growth p.a.
Set Fair Value
2
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
Mahindra & Mahindra
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Expansion Into EV And High-Growth Sectors Will Strengthen Future Prospects
Key Takeaways Strategic initiatives in Auto, Farm, and new markets enhance profitability and revenue through operational efficiency and innovative offerings like EVs. Expansion in high-growth sectors such as Logistics and Real Estate promises increased revenue and competitive positioning. Heavy reliance on new electric vehicle launches and challenges in international farm operations could hinder revenue growth and pressure margins.
View narrative
₹3.58k
FV
9.4% undervalued
intrinsic discount
2.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
3 days ago
author updated this narrative
Loblaw Companies
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
T&T Enters US Market As $10 Billion Reinvestment Expands Canadian Retail
Key Takeaways Loblaw's investment in new stores, clinics, and a U.S. market expansion could drive significant revenue growth and geographic diversification. Strategic improvements in supply chain efficiency and digital engagement are expected to boost margins and enhance customer experience through cost savings and extended market reach.
View narrative
CA$232.00
FV
4.2% undervalued
intrinsic discount
3.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
3 days ago
author updated this narrative
Hyundai Motor
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Key Facility Expansion Will Meet US And European EV Demand
Key Takeaways Hyundai's growth in hybrid and EV sales in the U.S. and Europe strengthens its position in eco-friendly vehicles, boosting potential revenue and pricing power. Strategic responses to tariffs and expanded production in key markets are set to improve earnings and drive operational efficiency, while shareholder initiatives enhance investor confidence.
View narrative
₩281.43k
FV
23.1% undervalued
intrinsic discount
3.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Kuwait Finance House K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Synergies And ESG Focus Might Mitigate Overvaluation Risks
Key Takeaways Successful integration with Ahli United Bank and strategic Sukuk issuance are key initiatives for enhancing revenue and earnings growth. Aggressive investment in green Sukuk and potential mortgage law enactment could boost net margins and loan portfolio growth.
View narrative
د.ك0.66
FV
22.3% overvalued
intrinsic discount
4.95%
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
Stellantis
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Electrification And Global Market Expansion Will Unlock Value
Key Takeaways Electrification initiatives and new model launches position Stellantis to gain market share and fuel revenue growth as electric vehicle adoption accelerates. Operating margin improvements, strategic product cuts, and investments in software and refreshed brands support future profitability and recurring revenue resilience.
View narrative
€9.89
FV
14.0% undervalued
intrinsic discount
2.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
110
users have followed this narrative
3 days ago
author updated this narrative
Yduqs Participações
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Brazil's Digital Transformation Will Expand Higher Education Opportunities
Key Takeaways Expansion in premium medical education and scalable Semi On-campus programs is set to significantly boost recurring revenues, margins, and pricing power beyond current forecasts. Strong digital capabilities, demographic trends, and cash flow optimization position Yduqs for sustained operational outperformance and new premium revenue streams.
View narrative
R$27.81
FV
55.4% undervalued
intrinsic discount
9.58%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies