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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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Ford Motor
AN
AnalystHighTarget
Consensus Narrative from 22 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$14.93
FV
23.2% undervalued
intrinsic discount
2.46%
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
4 days ago
author updated this narrative
APA
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Suriname Development And Cost Savings To Improve Production Outlook
Key Takeaways Strategic reshaping and investments in Egypt and Suriname could significantly boost future revenue, production, and earnings. Cost reduction and asset integration efforts aim to enhance capital efficiency, net margins, and free cash flow.
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US$23.28
FV
17.9% undervalued
intrinsic discount
-7.88%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
4 days ago
author updated this narrative
American Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Marina Sale And IT Initiatives Will Secure A Bright Future
Key Takeaways Strategic investment and underwriting discipline are poised to sustainably boost revenue growth and net investment income. Operational efficiency improvements in IT could optimize future net margins and support long-term profitability.
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US$131.80
FV
4.2% undervalued
intrinsic discount
-2.42%
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
W.W. Grainger
AN
AnalystHighTarget
Consensus Narrative from 13 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
15.7% undervalued
intrinsic discount
7.66%
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
IDEXX Laboratories
AN
AnalystHighTarget
Consensus Narrative from 11 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$625.00
FV
9.6% undervalued
intrinsic discount
9.05%
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
Essential Utilities
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Data Center Expansions Will Increase Gas Throughput And Drive New Capital Projects
Key Takeaways Lean practices and infrastructure investments aim to boost margins and earnings growth through cost reductions and operational efficiencies. Rate adjustments and weather normalization mechanisms support revenue and earnings stability amid operational and environmental challenges.
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US$45.11
FV
17.8% undervalued
intrinsic discount
5.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Lincoln Electric Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Pricing Actions And Acquisition Integration Will Secure Future Stability
Key Takeaways Strategic pricing actions and surcharges aim to protect revenue and margins against tariffs and evolving trade policies. Recent acquisitions and strong quoting activity in automation signal potential for long-term earnings growth and revenue increase.
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US$219.32
FV
3.8% overvalued
intrinsic discount
4.39%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
nVent Electric
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Data Solutions And Acquisitions Will Expand Operational Capabilities
Key Takeaways Strong demand and strategic acquisitions in high-growth sectors like power and data centers fuel revenue and earnings growth. Innovation and efficiency improvements support organic growth, improving margins and enhancing operational capabilities for future demand.
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US$79.88
FV
1.7% undervalued
intrinsic discount
10.88%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
D.R. Horton
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
US Housing Shortage And Sun Belt Migration Will Expand Homebuilding
Key Takeaways Industry-leading build cycle improvements and inventory efficiency could drive superior cash flow conversion and elevated returns, enabling sustained capital returns to shareholders. Strategic focus on optioned lots and affordable homes positions D.R. Horton to outperform peers in changing markets, securing higher margins and long-term market share growth.
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US$180.00
FV
19.3% undervalued
intrinsic discount
6.47%
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
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