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
34
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
9
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Olympics Will Increase Stan's Subscriber Base And Engagement
Key Takeaways Strategic investment in digital revenue streams and data enhancements positions Nine Entertainment for growth despite declining traditional media revenues. Leveraging major events and synergies with Domain are key strategies to boost engagement, subscriptions, and advertising revenue.
View narrative
AU$1.91
FV
12.2% undervalued
intrinsic discount
2.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Godrej Agrovet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Expansion And Branded Poultry Products Will Boost Future Potential
Key Takeaways Strong pricing and operational improvements in the Animal Feed and Vegetable Oil segments are poised to enhance future earnings and revenue growth. Strategic shifts in Poultry and Dairy segments aim to improve profitability and stabilize margins through focus on branded products and value-added offerings.
View narrative
₹852.83
FV
1.6% undervalued
intrinsic discount
10.23%
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
3 days ago
author updated this narrative
Ecora Resources
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Voisey's Bay, Mimbula And Mantos Blancos Will Empower Base Metals
Key Takeaways Expected volume growth from key assets will substantially boost future revenue, supported by low operating costs and production expansions. Shifting revenue from Kestrel to lower-tax jurisdictions in the base metals portfolio is anticipated to increase net margins due to a lower effective tax rate.
View narrative
UK£1.20
FV
39.3% undervalued
intrinsic discount
-3.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Springfield Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Durieshill Village Project Will Strengthen Future Prospects
Key Takeaways Decreased debt enhances net margins and profitability, while profitable land sales boost liquidity and financial leverage. Strategic partnerships and infrastructure investments position the company for long-term revenue growth and market expansion in Northern Scotland.
View narrative
UK£1.43
FV
29.1% undervalued
intrinsic discount
-1.62%
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
3 days ago
author updated this narrative
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$4.24
FV
41.5% undervalued
intrinsic discount
9.78%
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
3 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£12.66
FV
4.4% undervalued
intrinsic discount
4.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
3 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
€34.89
FV
19.2% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
3 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
€40.77
FV
4.0% undervalued
intrinsic discount
11.57%
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
3 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$4.05
FV
12.1% undervalued
intrinsic discount
15.79%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies