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
59.7% 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.
View narrative
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.
View narrative
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
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Lojas Quero-Quero
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ongoing Store Expansion In Mato Grosso Do Sul And Paraná Will Broaden Market Presence
Key Takeaways Strong same-store sales growth and expansion in key regions indicate potential for revenue and market presence improvement. Conservative credit strategies enhance financial stability, while tax credits improve cash flow and net margins.
View narrative
R$3.48
FV
30.2% undervalued
intrinsic discount
12.04%
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
7 days ago
author updated this narrative
Dunelm Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture
Key Takeaways Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector. Investments in automation and vertical integration aim to enhance operational efficiency and net margins through better cost and supply chain management.
View narrative
UK£12.10
FV
1.9% undervalued
intrinsic discount
4.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
7 days ago
author updated this narrative
Rubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Energy Projects And African Expansion Will Support Future Operations
Key Takeaways Rubis' expansion in Africa and investments in low-carbon energy, particularly solar, highlight potential for revenue and earnings growth. Strong performance in the Caribbean, alongside operational efficiencies, supports steady revenue expansion and sustained profitability.
View narrative
€33.12
FV
13.6% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
7 days ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
View narrative
€41.50
FV
10.6% undervalued
intrinsic discount
10.85%
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
7 days ago
author updated this narrative
Perseus Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Yaoure And Nyanzaga Projects Will Evolve Operations Despite Challenges
Key Takeaways Focused growth initiatives, fully funded by cash reserves, aim to increase production, revenue, and earnings through major projects and strategic expansions. Financial strategies like margin expansion and share buybacks aim to enhance cash flow, earnings per share, and shareholder value amidst gold price volatility.
View narrative
AU$3.78
FV
2.1% undervalued
intrinsic discount
8.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
7 days ago
author updated this narrative
Milbon
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Expansion And Global Reach Will Define Future Leadership
Key Takeaways Expansion in global markets and emphasis on premium, innovative beauty products are accelerating revenue growth and strengthening brand differentiation. Investments in digital platforms, salon training, and sustainable product development are boosting customer retention, margins, and long-term earnings potential.
View narrative
JP¥2.95k
FV
16.9% undervalued
intrinsic discount
5.66%
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
CI&T
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI And Global Expansion Will Drive Future Success
Key Takeaways Strategic focus on AI and global expansion strengthens market position, driving sustained client engagement and potential revenue growth. Efficient cost management and AI-driven initiatives enhance profitability and financial stability amidst legislative changes and market challenges.
View narrative
US$8.18
FV
33.4% undervalued
intrinsic discount
12.01%
Revenue growth p.a.
Set Fair Value
2
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
TeamLease Services
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Ikigai Partnership And HR Tech Acquisitions Poised To Expand Market Presence In Singapore And Middle East
Key Takeaways New client acquisitions and geographic expansion, especially in consumer and manufacturing, could drive future revenue growth and market diversification. Specialized staffing and strategic acquisitions in HR Tech are poised to improve net margins and profitability through higher-margin, non-tech, and tech solutions.
View narrative
₹2.97k
FV
35.3% undervalued
intrinsic discount
14.78%
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
Santos
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Key Takeaways Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs. Long-term LNG agreements and strategic reserves position Santos for strong cash flow, supporting growth and shareholder returns.
View narrative
AU$7.59
FV
2.8% overvalued
intrinsic discount
7.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies