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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this 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
13.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
8 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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Teck Resources
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Global Industrial Trends And Copper Projects Will Strengthen Future Outlook
Key Takeaways Demand for copper and zinc, driven by global industrial policies and electrification investments, is expected to increase Teck's metal sales revenue. Project expansions and efficient cost management, including reduced copper production costs, are set to boost Teck's margins and profitability.
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CA$64.83
FV
18.7% undervalued
intrinsic discount
5.73%
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
7 days ago
author updated this narrative
Ford Motor
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Expanding Electric And Hybrid Lineup Will Spark Clean Connected Mobility
Key Takeaways Rapid expansion in electric vehicles and connectivity services positions the company for strong, recurring revenue growth and enhanced profitability as the industry shifts to clean mobility. Strategic investments in manufacturing, cost optimization, and commercial vehicle leadership improve resilience, margin leverage, and long-term shareholder value.
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US$14.94
FV
25.1% undervalued
intrinsic discount
2.09%
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
7 days ago
author updated this narrative
W.W. Grainger
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
B2B Digital Procurement And Modernization Will Spur Secular Opportunities
Key Takeaways Digital platform growth and supply chain enhancements are driving operating efficiency, higher margins, and stronger customer retention. Infrastructure trends, market consolidation, and targeting smaller businesses position Grainger to outpace industry growth and diversify revenue sources.
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US$1.25k
FV
17.2% undervalued
intrinsic discount
7.62%
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
7 days ago
author updated this narrative
Woolworths Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Retailer Aims For $400 Million Savings Through Business Simplification By 2025
Key Takeaways Operational streamlining and supply chain optimization are set to enhance cost efficiency and service levels, potentially boosting net margins and earnings. Enhanced digital initiatives and expanding the Own Brand portfolio are poised to drive revenue and market share growth through improved customer engagement.
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AU$32.16
FV
2.8% undervalued
intrinsic discount
3.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this narrative
IDEXX Laboratories
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global Pet Trends Will Expand Advanced Diagnostic Markets
Key Takeaways Launches of advanced diagnostics platforms, software integration, and focus on preventive care are strengthening recurring revenue streams and deepening clinic relationships for long-term growth. Global expansion and increased pet healthcare spending, especially in emerging markets, are driving revenue diversification and enhancing margin stability through geographic spread.
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US$566.00
FV
6.0% undervalued
intrinsic discount
7.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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7 days ago
author updated this narrative
Komatsu
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Advanced PC200i-12 Excavator And Global Expansion Will Drive Future Success
Key Takeaways Strategic expansion into high-growth regions and new technology investments are expected to drive growth, revenue, and market share gains. Operational improvements through currency advantages and share buybacks are likely to increase international sales, margins, and shareholder value.
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JP¥4.82k
FV
10.2% overvalued
intrinsic discount
1.57%
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
7 days ago
author updated this narrative
D.R. Horton
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Remote Work And Demographic Shifts Will Fuel Housing Demand
Key Takeaways Accelerated cycle times and unique land strategies position D.R. Horton for higher margins, stronger pricing power, and improved returns versus peers. National scale and integrated services drive demand capture, resilience, and new revenue streams, supporting robust and sustainable long-term growth.
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US$180.00
FV
14.7% undervalued
intrinsic discount
5.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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7 days ago
author updated this narrative
Sampo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Topdanmark Integration And Digital Investments May Strengthen Future Earnings
Key Takeaways Strategic investments in digital and pricing advances support premium growth in Nordics and U.K., boosting revenue streams. Commitment to capital returns, through dividends and buybacks, signals confidence in profitability and shareholder value.
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€9.78
FV
3.3% undervalued
intrinsic discount
2.55%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Charter Communications
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Expanding Broadband Access And DOCSIS 40 Will Fuel Digital Transformation
Key Takeaways Expanding rural broadband, government subsidies, and integrated service bundles boost customer growth, retention, and recurring revenue through higher data usage and more stable earnings. Technology upgrades and operational efficiencies reduce costs, while disciplined spending and share repurchases support margin expansion and long-term shareholder value.
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US$540.00
FV
26.7% undervalued
intrinsic discount
1.84%
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
7 days ago
author updated this narrative
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