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
PDF Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Advanced Analytics And AI Will Transform Semiconductor Supply Chains
Key Takeaways Accelerating adoption of AI-driven analytics and partnerships with industry leaders are supporting recurring revenue growth and improved margins in semiconductor manufacturing solutions. Integration of recent acquisitions and platform expansion is unlocking new cross-selling, high-margin opportunities, positioning for long-term earnings and market share gains.
View narrative
US$31.75
FV
25.1% undervalued
intrinsic discount
19.62%
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
3 days ago
author updated this narrative
Medical Facilities
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Future Earnings Will Shrink As Temporary Cash Boost From Black Hills Sale Fades
Key Takeaways Recent asset sale boosts cash but may mislead on sustainable growth, impacting future revenue perceptions and valuation. Resource allocation to shareholder returns limits growth funds, potentially dampening future earnings and investment opportunities.
View narrative
CA$16.26
FV
8.4% undervalued
intrinsic discount
0.97%
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
WH Smith
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Travel Retail Focus Will Strengthen North American Presence
Key Takeaways WH Smith's focus on the travel retail sector, particularly in high passenger volume markets, is set to enhance growth and profit margins. Strategic expansion plans, including new store openings and acquisitions, aim to drive revenue growth and market share in North America.
View narrative
UK£12.97
FV
16.4% undervalued
intrinsic discount
-1.30%
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
3 days ago
author updated this narrative
Navin Fluorine International
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Additional R32 Capacity And AHF Project Will Optimize Costs And Expand Offerings
Key Takeaways Ongoing projects, like the Dahej plant and R32 capacity expansion, enhance revenue potential and position Navin Fluorine for future global demand. New projects and product introductions in specialty chemicals and CDMO business aim to optimize costs and drive sustained revenue growth.
View narrative
₹4.74k
FV
5.5% overvalued
intrinsic discount
22.11%
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
Carysil
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
High Demand From Karran USA And Capacity Expansion Will Drive Future Profitability
Key Takeaways Carysil's increase in production capacity and expansion into high-margin products aim to boost revenue and profitability through strategic product portfolio optimization. Investment in manufacturing and global marketing efforts supports operational efficiency and revenue growth, enhancing the company's international market presence and earnings potential.
View narrative
₹947.00
FV
7.2% undervalued
intrinsic discount
15.16%
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
SDI
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Investment In Montrose Facility And Expansion Of Stela And Pola Expected To Strengthen Future Market Position
Key Takeaways Facility upgrades and automation are projected to boost operational efficiency and improve long-term net margins. Expanding the aesthetic product range could fuel revenue growth in favorable market conditions.
View narrative
AU$1.30
FV
34.2% undervalued
intrinsic discount
5.06%
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
Budweiser Brewing Company APAC
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Premiumization And Zero Sugar Products In China Will Attract Younger Consumers
Key Takeaways Geographic and channel expansion in China, focusing on premiumization and in-home consumption, aims to enhance market share, revenue, and net margins. Strategies like Zero Sugar products and NBA partnerships target younger demographics, potentially boosting sales volumes and revenue in China and South Korea.
View narrative
HK$10.29
FV
14.8% undervalued
intrinsic discount
5.54%
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
3 days ago
author updated this narrative
Sanoma Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Sales And Efficiency Improvements Will Secure Future Progress
Key Takeaways Growth in Learning through digital sales and curriculum expansion, especially in Poland, Netherlands, and Spain, is projected to boost future revenues and EBIT. Program Solar and balance sheet deleveraging are set to enhance free cash flow, improve margins, and reduce interest burdens, benefiting operational and net earnings.
View narrative
€10.90
FV
11.7% undervalued
intrinsic discount
1.69%
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
3 days ago
author updated this narrative
Ingenia Communities Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Streamlining Operations And Accelerating Development Will Improve Future Efficiency In Tourism And Lifestyle Segments
Key Takeaways Streamlined operations and strategic development plans are poised to improve efficiency, margins, and revenue growth. Expansion and capital investment in key segments are expected to enhance future revenue and earnings potential.
View narrative
AU$5.78
FV
9.2% undervalued
intrinsic discount
9.83%
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
Value any company in seconds
Popular companies