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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
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0
users have commented on this narrative
35
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
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Sanara MedTech
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tissue Health Plus And OsStic Will Expand Market Reach
Key Takeaways Expansion in sales coverage and partnerships aims to boost product adoption, enhancing revenue in both new and existing markets. Strategic initiatives like the Tissue Health Plus program and OsStic device could impact margins and growth significantly upon implementation.
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US$49.00
FV
47.9% undervalued
intrinsic discount
15.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
NAM-
Nippon Life India Asset Management
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Japanese Expansion And ETF Launch Will Drive Success
Key Takeaways Expansion into Japanese markets and diversified products can significantly boost revenue potential and future earnings growth. Digital infrastructure and strategic leadership enhance efficiency, stability, and growth amidst market volatility.
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₹776.61
FV
4.3% overvalued
intrinsic discount
12.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
CS Disco
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Enterprise Focus And AI Tools Will Create A Competitive Edge
Key Takeaways Strategic focus on larger enterprise customers and enhanced go-to-market strategy expected to drive significant revenue growth and profitability. Adoption of innovative technology and improved operations aim to boost efficiency and customer retention, positively impacting earnings and long-term profitability.
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US$6.08
FV
32.2% undervalued
intrinsic discount
7.15%
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
4 days ago
author updated this narrative
eHealth
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Medicare Focus And AI Projects Will Improve Operations
Key Takeaways Revenue and earnings growth driven by increased Medicare submissions, marketing investments, and enhanced enrollment margins. Strategic diversification and AI-driven efficiencies to stabilize earnings, improve margins, and expand operational flexibility.
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US$10.00
FV
61.6% undervalued
intrinsic discount
2.38%
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
4 days ago
author updated this narrative
Nerdy
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Tutor Copilot Will Streamline Tutor Sessions
Key Takeaways AI-driven enhancements and dynamic pricing strategies are expected to boost engagement, retention, and ARPU, contributing to improved margins and revenue growth. Increased operational efficiency from AI tools and institutional expansion aims to enhance tutor productivity and institutional adoption, likely improving profitability and unit economics.
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US$2.13
FV
20.9% undervalued
intrinsic discount
10.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
TrueCar
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
TC+ Marketplace And AI Tools Will Expand Dealer Engagement
Key Takeaways The launch of TC+ and improved AI tools may drive revenue growth and net margin improvement by capturing market share and reducing transaction costs. Expanding dealer networks and OEM partnerships aims to increase revenue, margins, and efficiency through better dealer engagement and targeted incentives.
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US$2.53
FV
22.5% undervalued
intrinsic discount
12.36%
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
4 days ago
author updated this narrative
Expensify
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud Automation And AI Will Expand Global Reach
Key Takeaways Product innovation and AI-driven automation enhance operational efficiency, customer value, and support sustained revenue and margin growth. Expanding ecosystem, global reach, and high-profile marketing initiatives enable greater cross-selling, new user acquisition, and increased per-customer monetization.
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US$4.00
FV
44.5% undervalued
intrinsic discount
4.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
SmartRent
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
SaaS Transition Will Transform Smart Property Technology Prospects
Key Takeaways Transitioning to a SaaS-focused model is boosting revenue, margins, and operational efficiency, highlighting future growth potential in smart property technology. Management's confidence reflected in share repurchase programs and targeted cost reductions will likely enhance margins, cash flow, and earnings per share.
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US$1.65
FV
30.9% undervalued
intrinsic discount
4.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
Energy Vault Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Transition To Build Own Operate Will Secure Future Energy Stability
Key Takeaways Transitioning to a build, own, and operate strategy enhances revenue predictability and margins, supporting earnings growth and stability. Increasing contract backlog indicates strong demand and potential for future revenue growth, particularly in the Australian and U.S. markets.
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US$1.50
FV
12.0% undervalued
intrinsic discount
116.50%
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
4 days ago
author updated this narrative
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