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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
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.
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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.
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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
10
users have followed this narrative
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e.l.f. Beauty
WA
WallStreetWontons
Community Contributor
ELF: Popular beauty brand among younger demographics has great growth and profitability
Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.
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US$251.03
FV
51.9% undervalued
intrinsic discount
16.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 1 year ago
author updated this narrative
Fiverr International
WA
WallStreetWontons
Community Contributor
Fiverr: Freelancing faces slowing growth despite steps taken into AI
Catalysts Products or Services Impacting Sales and Earnings : Fiverr’s first-quarter 2024 results are expected to show year-over-year revenue growth of 4-6%. Here are some factors contributing to this growth: Complex Services : Fiverr’s expansion into more complex services, such as mobile app development, e-commerce management, and financial consulting, likely boosted profitability during Q1 2024.
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US$21.45
FV
20.1% overvalued
intrinsic discount
8.03%
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
about 1 year ago
author updated this narrative
Caterpillar
WA
WallStreetWontons
Community Contributor
Increased Infrastructure projects will continue, but not rapidly with current geopolitical and cyclical challenges
Catalysts Infrastructure Investment : Governments and private sectors worldwide are increasingly investing in infrastructure projects. CAT’s construction equipment, machinery, and services play a vital role in building roads, bridges, airports, and other critical infrastructure.
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US$359.84
FV
20.5% overvalued
intrinsic discount
5.03%
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
about 1 year ago
author updated this narrative
Hims & Hers Health
WA
WallStreetWontons
Community Contributor
Hims & Hers are taking grip on Telemedicine
Catalysts Financial Performance : In 2023 , Hims & Hers reported impressive financial results: Revenue : Reached $872.0 million , reflecting a 65% year-over-year increase. Net Income : Achieved $1.2 million in Q4 2023.
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US$17.15
FV
236.2% overvalued
intrinsic discount
100.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
about 1 year ago
author updated this narrative
General Mills
WA
WallStreetWontons
Community Contributor
A Top Consumer Staples Compounder and at a Fair Price and Dividend Yield
Catalysts: Stable Demand for Packaged Foods : General Mills operates in the consumer foods sector, which has seen consistent demand for packaged foods. The company’s diverse product portfolio, including ready-to-eat cereals, snacks, and baking mixes, positions it well to benefit from this trend.
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US$73.07
FV
30.1% undervalued
intrinsic discount
2.27%
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
about 1 year ago
author updated this narrative
Zscaler
WA
WallStreetWontons
Community Contributor
Zscaler faces tense competition from Palo Alto and Crowdstrike
Catalysts Products and Services : Zscaler is revolutionizing cloud security with the industry’s first Security as a Service platform. Their innovative solutions are used by more than 5,000 leading organizations, including 50 of the Fortune 500.
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US$172.68
FV
65.7% overvalued
intrinsic discount
18.69%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 1 year ago
author updated this narrative
Microsoft
WA
WallStreetWontons
Community Contributor
MSFT: Staying Headstrong in AI and Infrastructure is Priced in
Catalysts Revenue : MSFT’s revenue reached $61.9 billion, representing a 17% year-over-year increase. Earnings Per Share (EPS) : The EPS rose to $2.94, up by 20% year-over-year.
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US$384.79
FV
33.5% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 1 year ago
author updated this narrative
Comcast
WA
WallStreetWontons
Community Contributor
Broadband Giant is Significantly Undervalued
Catalysts Total Revenue Growth : In Q1 2024, Comcast’s total revenue increased by 1% to $30.1 billion. This growth is a positive sign for the company.
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US$68.19
FV
50.6% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 year ago
author updated this narrative
Orkla
BO
Bonywall
Community Contributor
Market Position and Consumer Behaviour Changes Outweigh the Risks
Key Takeaways Strong market position and portfolio of leading brands continue to drive revenue growth. New strategic initiative and operating model, emphasizing organic growth within the company portfolio, along with value creation, optimization and streamlining of the portfolio, are expected to sustain future growth and enhance profitability.
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NOK 84.40
FV
27.6% overvalued
intrinsic discount
6.06%
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
about 1 year ago
author updated this narrative
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