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
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
ENCE Energía y Celulosa
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced Pulp And Renewable Energy Will Drive Future Resilience
Key Takeaways Expansion into advanced pulp and renewable energy strengthens margins, diversifies revenue, and positions the company for sustained growth amid the global sustainability trend. Enhanced operational efficiency, ESG compliance, and focus on European markets bolster cost competitiveness, reduce risk exposure, and improve market access.
View narrative
€3.99
FV
28.3% undervalued
intrinsic discount
1.03%
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
4 days ago
author updated this narrative
Dingdong (Cayman)
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments In High-Quality Products And Supply Chain Efficiency Will Drive Future Success
Key Takeaways Dingdong's rapid growth is fueled by enhanced user metrics and regional expansion, positively impacting revenue and profit margins. Strategic investments in fulfillment, supply chain, and product quality aim to optimize efficiency, boost profitability, and strengthen competitive positioning.
View narrative
US$3.45
FV
35.3% undervalued
intrinsic discount
6.60%
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
Collins Foods
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Every Day Value Strategies And Tech Investments Will Improve Efficiency And Customer Engagement
Key Takeaways Growth in digital revenue channels and KFC store remodels could boost customer engagement, sales, and margins. Strategic technology, sustainability investments, and a strong balance sheet may enhance efficiencies, support M&A, and drive long-term earnings growth.
View narrative
AU$10.38
FV
12.3% undervalued
intrinsic discount
5.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
4 days ago
author updated this narrative
Australian Ethical Investment
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Integration Of Altius And Transition To GROW And State Street Will Deliver Operational Improvements
Key Takeaways Successful integration of Altius Asset Management and completion of platform initiatives are enhancing revenue growth and improving cost efficiencies. Ongoing infrastructure investment and strategic acquisitions aim to drive future revenue growth and operational scalability.
View narrative
AU$7.00
FV
9.0% overvalued
intrinsic discount
11.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
Marqeta
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
American Express Partnership Will Broaden Capabilities But Leadership Uncertainties Remain
Key Takeaways Expanding bank partnerships and acquiring TransactPay aims to boost revenue growth and geographic reach with more efficient and integrated solutions. Introducing American Express options and developing new insights enhances platform capabilities, customer acquisition, and service revenue, improving competitiveness and profitability.
View narrative
US$5.92
FV
2.1% undervalued
intrinsic discount
18.60%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Scandic Hotels Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
214-Room Berlin Hotel And Digital Upgrades Will Drive Success
Key Takeaways Strong booking trends and increased occupancy are expected to drive future revenue growth, supported by higher average room rates. Strategic initiatives, including digital enhancements and loyalty partnerships, aim to boost customer retention and improve operational efficiency and margins.
View narrative
SEK 83.26
FV
2.1% undervalued
intrinsic discount
4.62%
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
Yduqs Participações
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Integrating Newton Paiva And Edufor Will Optimize Asset Portfolio
Key Takeaways Strategic acquisitions and expansions in medical education and digital learning bolster revenue potential and enhance margin optimization through economies of scale. Focus on deleveraging and shareholder value initiatives, like debt reduction and share buybacks, aim to strengthen financial health and boost earnings per share.
View narrative
R$19.13
FV
35.2% undervalued
intrinsic discount
7.17%
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
4 days ago
author updated this narrative
ArcticZymes Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Biomanufacturing Advances Will Unlock Global Market Access
Key Takeaways Expanding presence in high-growth biomanufacturing and drug development markets, driven by strong customer acquisition, innovation, and targeted commercial strategies. Diversification across geographies and product segments reduces reliance on single customers, supporting stable revenues and long-term margin improvements.
View narrative
NOK 17.50
FV
3.1% overvalued
intrinsic discount
15.53%
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
Línea Directa Aseguradora Compañía de Seguros y Reaseguros
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And New Verticals Will Expand Spanish Insurance Market
Key Takeaways Investment in digitalization, automation, and analytics is enhancing efficiency, underwriting profitability, and expense control, supporting margin expansion and sustained growth. Diversification into new insurance products and effective customer acquisition reduce reliance on motor insurance, creating new revenue streams and growth opportunities.
View narrative
€1.29
FV
4.4% overvalued
intrinsic discount
4.64%
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
Value any company in seconds
Popular companies