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
Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Implementing GAP 2030 Will Strengthen Brand Presence In India
Key Takeaways Strategic GAP 2030 aims to enhance brand growth in key markets, boosting market share and premium offerings for revenue increase. Productivity program and divestment plans are set to streamline operations, improve net margins, and focus on core operations for enhanced earnings.
View narrative
UK£50.06
FV
10.8% undervalued
intrinsic discount
1.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
101
users have followed this narrative
4 days ago
author updated this narrative
Siemens
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Transitioning To SaaS And Leveraging Industrial AI Will Unlock Future Opportunities In Automation And Infrastructure
Key Takeaways Leadership in industrial AI and strategic acquisitions will enhance productivity and innovation, potentially boosting revenue growth and future earnings. The shift to Software-as-a-Service and large infrastructure contracts are expected to improve recurring revenue, margins, and free cash flow.
View narrative
€235.59
FV
3.5% undervalued
intrinsic discount
5.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
121
users have followed this narrative
4 days ago
author updated this narrative
Stellantis
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Internal Combustion Reliance And Cost Pressures Will Erode Profitability
Key Takeaways Over-reliance on internal combustion vehicles and an overextended brand portfolio hinder Stellantis' adaptation to EV trends and reduce operational efficiency. Competitive pressures, rising input costs, and delays in software innovation threaten margins, market share, and long-term earnings growth.
View narrative
€6.00
FV
41.8% overvalued
intrinsic discount
0.29%
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
HDFC Bank
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Improving Rural Demand And Digital Upgrades Will Strengthen Banking Resilience
Key Takeaways Expanding loan growth in rural and mass market segments, alongside enhanced cross-selling, is set to boost revenue and non-interest income. Investments in digital initiatives and strong asset quality will drive efficiency gains and support resilient, long-term profitability.
View narrative
₹2.26k
FV
11.5% undervalued
intrinsic discount
-2.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
142
users have followed this narrative
4 days ago
author updated this narrative
Vienna Insurance Group
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
CEE Digital Transformation Will Unlock Expansive Insurance Opportunities
Key Takeaways Strategic acquisitions in underpenetrated markets and a robust brand position the group to compound long-term revenue streams as insurance demand rises. Accelerating digital adoption and strong capitalization create cost efficiencies and support market share gains across core regions.
View narrative
€49.50
FV
9.0% undervalued
intrinsic discount
6.37%
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
TUI
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Rising Middle Class And Digitalization Will Expand Leisure Travel
Key Takeaways TUI leverages digitalization, dynamic packaging, and integrated travel experiences to drive higher margins, increase direct customer engagement, and strengthen recurring revenue. Strategic expansion in Asia and the Caribbean, plus European market consolidation, positions TUI for sustained industry outperformance and enhanced profitability.
View narrative
€15.27
FV
47.2% undervalued
intrinsic discount
6.55%
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
Endurance Technologies
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Accelerated EV Adoption And Global OEM Ties Will Expand Markets
Key Takeaways Strategic acquisitions, vertical integration, and proprietary technology are positioning Endurance as a premium, diversified global supplier with accelerated growth potential and margin expansion. Expansion into high-value automotive and non-auto markets, combined with innovative products and strong OEM partnerships, enhances revenue stability and supports higher long-term valuation.
View narrative
₹3.28k
FV
21.2% undervalued
intrinsic discount
19.86%
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
HUB24
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Intergenerational Wealth And Digitization Will Redefine Adviser Networks
Key Takeaways Next-generation tech investment and structural industry shifts may accelerate revenue and margin growth beyond current forecasts, yielding substantial upside and market outperformance. HUB24's open architecture, innovation, and data monetization uniquely position it to benefit from adviser migration and regulatory change, driving recurring, diversified high-margin revenues.
View narrative
AU$115.00
FV
9.1% undervalued
intrinsic discount
21.52%
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
Sumitomo Chemical Company
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Asian Demand And Electric Vehicles Will Advance Specialty Materials
Key Takeaways Accelerated divestitures, rapid reduction in underperforming assets, and core business focus could drive margins and returns significantly above expectations. Expansion in high-margin products, sustainability leadership, and advanced materials positions the company for structural revenue growth and long-term profitability outperformance.
View narrative
JP¥587.00
FV
36.4% undervalued
intrinsic discount
3.00%
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
Value any company in seconds
Popular companies