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
Turtle Beach
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Declining Gaming Accessories Demand And Pricing Pressures Will Continue
Key Takeaways Margin and revenue pressures are rising due to declining demand, price competition, and commoditization in the gaming accessories market. Limited diversification and intensifying competitive threats expose Turtle Beach to ongoing volatility, eroding relevance and long-term earnings potential.
View narrative
US$12.00
FV
21.2% overvalued
intrinsic discount
2.46%
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
Nabtesco
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
North American Reshoring And Chinese Price Pressure Will Squeeze Margins
Key Takeaways Rising localization trends and low-cost competition may weaken export demand and squeeze margins, particularly in Nabtesco's China market strategy. Heavy dependence on a cyclical customer base, evolving technology needs, and regulatory pressures threaten long-term earnings stability and operational efficiency.
View narrative
JP¥2.25k
FV
24.4% overvalued
intrinsic discount
1.79%
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
Astra Microwave Products
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising ESG Scrutiny And Obsolescence Will Threaten Outlook
Key Takeaways Heavy reliance on government contracts and tender systems, coupled with global defense budget constraints, exposes revenues and earnings to volatility and growth risks. Rapid technological change, ESG pressures, and global industry consolidation threaten Astra's market relevance, access to capital, export growth, and long-term profitability.
View narrative
₹768.00
FV
25.4% overvalued
intrinsic discount
22.35%
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
1&1
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising EU Rules And Capex Will Weaken Telecom Resilience
Key Takeaways Increased regulatory pressure and high compliance costs threaten profit margins and limit future expansion plans. Competitive and technology shifts favor larger players, putting downward pressure on revenue and weakening 1&1's market position.
View narrative
€10.40
FV
78.7% overvalued
intrinsic discount
-1.22%
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
Eisai
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
LEQEMBI And LENVIMA Will Strengthen Market Position Despite Regulatory And Competitive Challenges
Key Takeaways LEQEMBI's expansion in the U.S., Japan, and China drives revenue growth, with innovations improving demand and margins through cost efficiencies. LENVIMA's revenue growth and new oncology combinations position Eisai for sustained earnings through diverse cancer treatment advancements.
View narrative
JP¥4.46k
FV
5.4% undervalued
intrinsic discount
4.56%
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
Landis+Gyr Group
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Smart Grid Challenges Will Erode Profit Margins Further
Key Takeaways Rapid technology shifts and rising competition could make the current product line obsolete, leading to less productive R&D spending and shrinking margins. Dependence on large contracts, slow software transition, and regulatory risks constrain recurring earnings growth while increasing exposure to compliance costs and reputational harm.
View narrative
CHF 51.06
FV
38.7% overvalued
intrinsic discount
6.21%
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
Indian Bank
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Asset Quality Improvements Will Strengthen Future Banking Prospects
Key Takeaways Digital initiatives and fintech partnerships are poised to enhance revenue growth and customer acquisition in Indian Bank's digital banking services. Corporate credit pipeline and improved asset quality are expected to boost revenue, net interest margins, and earnings stability.
View narrative
₹676.45
FV
7.4% undervalued
intrinsic discount
12.33%
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
5 days ago
author updated this narrative
GEN Restaurant Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Costs And Saturation Will Curb Expansion Yet Spark Hope
Key Takeaways Expansion is challenged by rising costs, evolving consumer preferences, and potential market saturation, threatening profitability and long-term growth. Diversification and operational efficiency efforts face risks from regulatory pressures, technological disruption, and volatile input costs, possibly limiting gains.
View narrative
US$6.00
FV
31.2% undervalued
intrinsic discount
16.14%
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
Banca Mediolanum
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Shrinking Margins Will Cause Earnings Decline Despite Project NEXT And Recruitment Efforts
Key Takeaways Banca Mediolanum's focus on fee-based revenues and fixed income funds could sustain margins and enhance positive revenue and earnings growth. Strong capital foundation and training initiatives aim to support long-term growth, maintaining dividend distribution and favorable shareholder returns.
View narrative
€15.90
FV
6.1% undervalued
intrinsic discount
-2.88%
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
5 days ago
author updated this narrative
Value any company in seconds
Popular companies