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
59.0% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 days ago
author updated this 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
22.8% 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
35
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
4.3% 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
8 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
S.P. Apparels
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Future Capacity Expansions In Sivakasi And Sri Lanka Set To Strengthen Apparel Operations
Key Takeaways Strategic expansion and capacity growth in India and Sri Lanka position S.P. Apparels for revenue growth amid shifting global trade dynamics. Operational efficiencies from integration and increased capacity utilization are expected to boost margins and drive strong demand and earnings growth.
View narrative
₹1.01k
FV
16.2% undervalued
intrinsic discount
16.98%
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
5 days ago
author updated this narrative
Five-Star Business Finance
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Branch Expansion And Cost Efficiency Will Improve Asset Quality
Key Takeaways Strategic branch expansion and diversification of funding sources could drive revenue growth and enhance financial flexibility, improving earnings and key financial metrics. Focus on customer profiling and cost reduction measures may sustain high asset quality and enhance margins, boosting profitability prospects.
View narrative
₹822.82
FV
18.6% undervalued
intrinsic discount
22.58%
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
5 days ago
author updated this narrative
Cedar Woods Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Diversification And Partnerships Will Leverage Australia's Housing Demand
Key Takeaways Cedar Woods' diverse portfolio strategy and key partnerships aim to boost revenue stability, growth, and margins by appealing to various customer segments and reducing capital intensity. Housing shortages and potential interest rate cuts favor Cedar Woods, enhancing pricing power and sales while focusing on sustainable developments for higher-margin appeal.
View narrative
AU$7.37
FV
0.9% overvalued
intrinsic discount
10.58%
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
5 days ago
author updated this narrative
Shine Justice
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Strong Pipeline Of US Class Actions Poised To Drive Future Success
Key Takeaways The company's strategic focus on personal injury and class actions may boost revenue and margins through effective resource allocation. Transitioning to a portfolio-based funding approach for class actions could enhance future earnings and cash flow significantly.
View narrative
AU$0.81
FV
21.0% undervalued
intrinsic discount
4.29%
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
5 days ago
author updated this narrative
DGL Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
ERP Integration And Manufacturing Expansion Will Improve Operational Efficiency
Key Takeaways DGL is enhancing operational efficiency through ERP integration, asset optimization, and logistics software upgrades to improve margins and earnings. Expansion in crop protection, automotive, and environmental divisions aims to drive revenue and market share growth.
View narrative
AU$0.45
FV
12.4% undervalued
intrinsic discount
4.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
5 days ago
author updated this narrative
Twin Disc
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisition Integration Will Boost Engineering Capabilities And Global Reach
Key Takeaways Integration of Katsa Oy expands global reach and engineering, fostering growth via cross-selling and cost efficiency. Focus on electrification and hybrid systems, bolstered by strong Veth product demand, positions Twin Disc for growth in emerging markets and increased defense spending.
View narrative
US$12.00
FV
26.5% undervalued
intrinsic discount
9.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 days ago
author updated this narrative
Ashtead Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Mega Projects And VDOS 40 Launch Will Improve Market Presence And Operational Efficiency
Key Takeaways Strategic focus on mega projects and customer relationships is poised to drive significant growth in rental revenue and improve overall margins. Expansion through new openings and acquisitions, along with improved cost control, positions the company for future growth and enhanced profitability.
View narrative
UK£54.98
FV
7.3% undervalued
intrinsic discount
4.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
5 days ago
author updated this narrative
Instone Real Estate Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Projects Targeting Growth Opportunities Act Will Tap Future Potential
Key Takeaways Strategic project launches in key locations and strong investor interest suggest potential for future revenue and sales growth. Innovative construction management and strong financial position enable Instone to capitalize on market opportunities and maintain profitability.
View narrative
€11.58
FV
18.0% undervalued
intrinsic discount
23.90%
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
5 days ago
author updated this narrative
Gooch & Housego
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Phoenix Optical Will Strengthen Aerospace And Defense Segment
Key Takeaways Strategic acquisitions and focus on higher-margin sectors aim to increase efficiency, positively impacting revenue and net margins. Expansion into lower-cost regions and innovative product development in defense and photonics are expected to drive revenue and margin improvements.
View narrative
UK£7.33
FV
15.7% undervalued
intrinsic discount
8.60%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Value any company in seconds
Popular companies