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
12
users have liked this narrative
0
users have commented on this narrative
20
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
11.6% 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
25
users have followed this narrative
9 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.
View narrative
AU$2.10
FV
1.4% 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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Mahanagar Gas
AN
AnalystLowTarget
Consensus Narrative from 29 Analysts
Rapid Electrification Will Erode Conventional Gas Dominance
Key Takeaways Structural declines in transportation revenues and margin pressures loom due to electrification, regulatory shifts, and weakening natural gas demand. Asset expansion risks outpacing demand, reducing capital returns amid price competition, margin compression, and rising input cost volatility.
View narrative
₹1.17k
FV
26.8% overvalued
intrinsic discount
1.30%
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
New
narrative
AB SKF
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Automation And Digitalization Will Improve Manufacturing Efficiency And Sustainability
Key Takeaways Strategic focus on industrial automation, digitalization, and sustainability positions SKF for improved operational efficiency and higher-margin, stable revenue streams. Exiting the automotive segment enables better capital allocation and reduces exposure to volatile markets, supporting higher earnings quality.
View narrative
SEK 243.50
FV
2.8% 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
15
users have followed this narrative
about 3 hours ago
author updated this narrative
Falabella
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Retail And E-commerce Developments May Mitigate Future Financial Services Risks
Key Takeaways Falabella's growth in retail and e-commerce bolsters revenue expectations, while banking improvements enhance earnings through better risk management. Strategic cost containment and reduced leverage improve financial stability, supporting future earnings growth and operational efficiency.
View narrative
CL$4.26k
FV
14.4% overvalued
intrinsic discount
5.38%
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
about 3 hours ago
author updated this narrative
Kalyan Jewellers India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
170 New Showrooms And Digital Marketing Will Expand Future Market Reach
Key Takeaways Planned showroom expansion and digital marketing strategies are expected to boost revenue growth and enhance brand visibility in new markets. Improved operational efficiency, debt reduction, and a balanced store mix strategy may positively impact net margins and future profitability.
View narrative
₹665.50
FV
8.1% undervalued
intrinsic discount
24.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
about 3 hours ago
author updated this narrative
Torrent Power
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Renewable Energy Projects And Debt Reduction Will Improve Future Potential
Key Takeaways Strategic investments in renewable projects and green ventures may drive future revenue growth and improve profitability in emerging energy sectors. Debt prepayment and expansion in distribution aim to enhance operational efficiency, balance sheet strength, and open new revenue channels.
View narrative
₹1.38k
FV
1.7% undervalued
intrinsic discount
8.00%
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
about 3 hours ago
author updated this narrative
BPER Banca
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Combination With Banca Popolare Di Sondrio Will Expand Market Reach And Strengthen Group
Key Takeaways The merger with Banca Popolare di Sondrio aims to enhance market presence and shareholder value, leveraging synergies for improved earnings and commission income. Technological upgrades and cost reductions are set to improve efficiency and financial performance, underscoring a focus on sustainable growth and profitability.
View narrative
€8.87
FV
12.2% undervalued
intrinsic discount
2.16%
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
about 3 hours ago
author updated this narrative
Wharf (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Projects In Hong Kong Luxury Real Estate And Logistics Set To Drive Future Success
Key Takeaways Strategic capital reallocation to Hong Kong may boost future earnings through enhanced focus on high-value property projects. Logistics infrastructure expansion targets rising e-commerce demand, potentially increasing revenue amidst evolving trade dynamics.
View narrative
HK$20.86
FV
8.8% overvalued
intrinsic discount
12.56%
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
about 3 hours ago
author updated this narrative
Qantas Airways
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Fleet Renewal And Dual Brand Strategy Will Strengthen Future Market Position
Key Takeaways Fleet renewal and dual brand strategy aim to enhance operational efficiencies and capture demand, supporting future growth in margins and earnings. Investments in customer experience and loyalty programs focus on boosting brand loyalty and sustaining high-margin revenue growth.
View narrative
AU$10.96
FV
0.5% undervalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 3 hours ago
author updated this narrative
Clinuvel Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Patent Risks And Regulation Will Strain Margins Yet Support Resilience
Key Takeaways Over-reliance on a single product leaves Clinuvel vulnerable to competition, regulatory risk, and limited future earnings diversification. Regulatory scrutiny, reimbursement restrictions, and rising R&D costs threaten margins and may hinder sustainable earnings growth despite robust cash reserves and pipeline progress.
View narrative
AU$15.00
FV
20.5% undervalued
intrinsic discount
10.52%
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
New
narrative
Value any company in seconds
Popular companies