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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 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.
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US$21.48
FV
13.5% 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
19
users have followed this narrative
8 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.
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AU$2.10
FV
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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DraftKings
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Legalizations And Acquisitions Will Expand Online Gaming Markets
Key Takeaways Legalization of online gaming in more U.S. states could significantly expand DraftKings' market reach and customer base. Strategic acquisitions and focus on live betting aim to boost customer engagement, retention, and market share expansion.
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US$70.34
FV
36.6% undervalued
intrinsic discount
25.22%
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
7 days ago
author updated this narrative
Darden Restaurants
AN
AnalystHighTarget
Consensus Narrative from 28 Analysts
Digital Adoption And International Franchising Will Redefine Dining Landscape
Key Takeaways Rapid expansion of off-premise and digital strategies is transforming sales mix and driving sustainable revenue growth and margin expansion across brands. International franchising and industry consolidation are positioning Darden for long-term, high-margin earnings growth and durable competitive advantages.
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US$255.00
FV
17.9% undervalued
intrinsic discount
6.41%
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
7 days ago
author updated this narrative
Sirius XM Holdings
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Connected Cars And Exclusive Content Will Drive Secular Shift
Key Takeaways Broader offerings and tech integration with automakers are expanding the subscriber base and stabilizing revenues through diversified pricing and partnerships. Exclusive content, innovation in AI, and strong customer loyalty are driving differentiation, reducing churn, and supporting sustainable revenue and margin growth.
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US$30.00
FV
20.3% undervalued
intrinsic discount
0.20%
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
7 days ago
author updated this narrative
Hewlett Packard Enterprise
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
AI And Juniper Integration Will Transform Operations
Key Takeaways Growth in AI systems and GreenLake Cloud platform promises substantial long-term revenue gains and margin improvement through elevated recurring services. Strategic acquisitions and cost reductions could enhance operating profits and net margins, strengthening market competitiveness and aligning with the business strategy.
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US$26.00
FV
21.5% undervalued
intrinsic discount
6.92%
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
7 days ago
author updated this narrative
Iron Mountain
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Exponential Data Creation Will Fuel Digital Transformation
Key Takeaways Strong demand for digital transformation and data storage, along with integrated service offerings, is driving recurring revenue growth and improved earnings visibility. Strategic data center expansion and operational efficiencies are supporting higher margins and greater long-term profitability.
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US$140.00
FV
29.1% undervalued
intrinsic discount
9.12%
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
7 days ago
author updated this narrative
Poste Italiane
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Cost Discipline And E-Commerce Growth Will Strengthen Future Market Position
Key Takeaways Strong growth in parcel revenues and Postepay Services, driven by e-commerce, enhances future revenue and market share for Poste Italiane. Effective cost management and workforce optimization improve net margins and support sustainable profitability amidst rising volumes and inflation.
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€16.82
FV
9.1% overvalued
intrinsic discount
0.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
VeriSign
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Internet Expansion Will Fuel Growing Demand For Domains
Key Takeaways Exclusive control of core domain registries and strong market demand ensure durable high-margin recurring revenues and pricing power. Strategic investments, market expansion, and potential.
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US$294.00
FV
2.1% undervalued
intrinsic discount
5.06%
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
7 days ago
author updated this narrative
Coca-Cola FEMSA. de
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Latin American Urbanization And Digital Channels Will Expand Beverage Demand
Key Takeaways Strategic focus on digital initiatives, product diversification, and operational efficiency strengthens market position, expands revenue streams, and reduces earnings volatility. Emphasis on sustainability and ESG leadership boosts brand value, stakeholder trust, and long-term pricing power.
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US$160.27
FV
44.7% undervalued
intrinsic discount
8.51%
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
7 days ago
author updated this narrative
ABB India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Expanding Into India's Smaller Cities Will Open New Opportunities In The Future
Key Takeaways Expansion into emerging markets and localization efforts are expected to drive future revenue growth in India. Focus on sustainability and ESG leadership could enhance brand value and boost earnings.
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₹6.11k
FV
6.6% undervalued
intrinsic discount
12.89%
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
7 days ago
author updated this narrative
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