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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
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
12
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0
users have commented on this narrative
27
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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.
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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.
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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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Nemetschek
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Digitalization And Subscription Models Will Transform AECO Sectors
Key Takeaways Rapid growth in subscription and SaaS adoption, alongside AI-driven product differentiation, unlocks higher margins and longer-term revenue expansion as industry digitalization accelerates. Cross-sell opportunities from GoCanvas integration and innovative go-to-market strategies position Nemetschek for significant international growth and improved customer lifetime value.
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€155.00
FV
18.3% undervalued
intrinsic discount
17.70%
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
2 days ago
author updated this narrative
Navigator Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Of Morgan's Point Terminal And Fleet Will Position Company For Future Success
Key Takeaways Terminal expansion and fleet growth position Navigator Holdings to capitalize on increased ethylene demand, boosting future revenue and earnings. Strategic refinancing and a diversified cargo mix improve financial flexibility and net margins, fostering robust earnings growth.
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US$20.80
FV
23.0% undervalued
intrinsic discount
-8.18%
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
2 days ago
author updated this narrative
Coupang
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
South Korean Labor Costs And Asian Regulations Will Erode Margins
Key Takeaways Rising labor costs, regulatory risks, and continued capital spending threaten long-term profitability by increasing expenses and challenging free cash flow. Expansion abroad and intensified competition may drive sustained losses, increase earnings volatility, and erode market share over time.
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US$22.80
FV
32.7% overvalued
intrinsic discount
13.20%
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
2 days ago
author updated this narrative
Continental
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Electrification And Automation Will Unlock High Tech Potential
Key Takeaways Aggressive cost reductions and operational streamlining in Automotive are set to drive significant long-term earnings growth and higher-than-expected margin expansion. Strong positioning in automation, digital technology, and Asian markets will accelerate high-margin revenue growth and shift Continental's earnings toward recurring, resilient streams.
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€100.00
FV
23.5% undervalued
intrinsic discount
2.12%
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
2 days ago
author updated this narrative
Allstate
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Autonomous Shifts And Climate Perils Will Disrupt Future Stability
Key Takeaways Rising adoption of autonomous vehicles and shifts in digital expectations threaten Allstate’s traditional insurance products and customer retention. Intensifying climate risks and lack of geographic diversification heighten loss volatility and challenge long-term earnings stability.
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US$170.63
FV
14.7% overvalued
intrinsic discount
5.33%
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
2 days ago
author updated this narrative
Cars.com
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AccuTrade's Partnerships With Maserati And BMW Will Boost Dealer Adoption And Platform Growth
Key Takeaways Expansion of AccuTrade and DealerClub integration aims to boost dealer adoption, enhance earnings, and drive significant revenue growth through improved inventory management and increased platform usage. Strong consumer engagement and strategic platform enhancements are expected to improve dealer retention, ARPD, and strengthen marketplace leadership for sustained revenue growth.
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US$16.21
FV
17.2% undervalued
intrinsic discount
2.59%
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
2 days ago
author updated this narrative
Bosch
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Electrification And IoT Will Define Sustainable Industry Trends
Key Takeaways Dominance in electrification, aftermarket components, and hydrogen technology positions Bosch for accelerated margin and market share gains as automotive and industrial transitions intensify. Expansion in IoT, smart devices, and advanced manufacturing diversifies revenue streams and enhances export and margin prospects, especially with favorable global trade shifts.
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₹37.70k
FV
0.3% overvalued
intrinsic discount
14.03%
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
2 days ago
author updated this narrative
TaskUs
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Investments Will Strengthen Position In Regulated Industries By 2025
Key Takeaways Heavy investment in AI services is expected to drive significant revenue growth and make AI the fastest-growing service line. Expanding into specialized industries and global markets aims to sustain growth and strengthen position through diversification and complex service offerings.
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US$17.75
FV
3.9% undervalued
intrinsic discount
9.77%
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
2 days ago
author updated this narrative
Trade Desk
AN
AnalystLowTarget
Consensus Narrative from 34 Analysts
Reorganization And AI Focus Will Shape Digital Advertising Despite Challenges
Key Takeaways Strategic focus on agile processes and AI investments could drive innovation and revenue by enhancing productivity, targeting, and advertising outcomes. Improved client engagement through Joint Business Plans and digital supply chain initiatives could bolster future revenue and operational efficiency.
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US$53.16
FV
62.0% overvalued
intrinsic discount
10.92%
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
2 days ago
author updated this narrative
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