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
16
users have liked this narrative
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.
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
10
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Yara International
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Premium Fertilizer Margins Will Crumble Under Mounting Headwinds
Key Takeaways Future revenue and margin growth may disappoint due to flat demand, regulatory uncertainty, and rising competition, particularly in specialty and low-carbon fertilizer segments. Overreliance on policy incentives, high pricing, and shifting agricultural trends pose risks to long-term profitability and core volume growth.
View narrative
NOK 370.35
FV
4.8% overvalued
intrinsic discount
1.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
VVA
Viva Leisure
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Franchise Expansion And Tech Integration Will Optimize Future Cash Flows
Key Takeaways Franchise network expansion and high-margin segments are set to drive revenue growth, enhancing scalability, profitability, and earnings for Viva Leisure. Strategic focus on capital-light models and international expansion aims to improve cash flow, brand recognition, and revenue growth.
View narrative
AU$2.38
FV
46.6% undervalued
intrinsic discount
16.11%
Revenue growth p.a.
Set Fair Value
0
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
Texmaco Rail & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Upcoming Mergers And Capacity Expansion Will Streamline Operations And Meet Rising Demand
Key Takeaways Mergers and strategic realignment initiatives aim to enhance operational efficiency and drive revenue growth through better business structure and focused segment growth. Capacity expansion and improved supply chain logistics underscore efforts to meet growing demand, enhancing production capabilities and potentially boosting revenue and margins.
View narrative
₹211.00
FV
27.5% undervalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Driven Brands Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Take 5 Oil Change Expansion Will Drive Future Success
Key Takeaways Strategic resegmentation and focus on high-growth Take 5 Oil Change could drive substantial revenue and EBITDA growth through store expansion and same-store sales. Auto Glass Now's momentum in insurance and commercial sectors positions it as a significant future growth lever enhancing profitability.
View narrative
US$21.31
FV
19.7% undervalued
intrinsic discount
2.05%
Revenue growth p.a.
Set Fair Value
0
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
Prince Pipes and Fittings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
I Anticipate That Leveraging Demand Forecasting And Expanding Operations Will Improve Future Margins
Key Takeaways Expansion of the Bathware segment and new manufacturing facilities drive revenue growth and improve margins through optimized operations and increased demand. Government initiatives and strong brand recognition enhance volume growth, attract talent, and strengthen brand loyalty, boosting revenue and margins.
View narrative
₹402.23
FV
18.1% undervalued
intrinsic discount
9.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Alten
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Anticipated Project Reinitiations In Europe And US Automotive And Aerospace Sectors Will Improve Future Prospects
Key Takeaways Anticipated project reinitiations and sector rebounds in automotive and aerospace may boost revenue growth and future top-line stability. Successful acquisitions and offshore project accelerations could enhance cost control, operational efficiency, and long-term profitability.
View narrative
€98.54
FV
25.2% undervalued
intrinsic discount
2.25%
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
NORMA Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Divesting Water Management And ERP Upgrade Will Spark Success
Key Takeaways Divesting the Water Management business to refocus strategy may enhance profitability and positively affect adjusted EBIT margins. Investments in automation and a new ERP system could improve operational efficiency, boosting future earnings and productivity.
View narrative
€17.41
FV
10.8% undervalued
intrinsic discount
3.37%
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
Cipher Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Out-Licensing In Eight Territories Will Expand Natroba's Global Footprint
Key Takeaways Strategic integration and commercialization in the U.S. will boost sales and margins, enhancing future revenue and earnings. International market expansion and strategic in-licensing aim to drive growth and improve financial performance.
View narrative
CA$15.78
FV
21.0% undervalued
intrinsic discount
15.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
UBS Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Credit Suisse Integration And AI Will Improve Efficiency
Key Takeaways Integration of Credit Suisse is expected to enhance efficiency and profitability, boosting net margins and earnings. Robust inflows in Wealth and Asset Management signal future revenue growth, with strategic technology optimizations improving profitability.
View narrative
CHF 30.10
FV
1.0% overvalued
intrinsic discount
3.01%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies