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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
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
New
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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
11.6% 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
25
users have followed this narrative
9 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
4
users have liked this narrative
0
users have commented on this narrative
9
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Alexandria Real Estate Equities
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Premier Innovation Hubs Will Fuel Long-Term Lab Demand
Key Takeaways Alexandria's strategy leverages heightened life sciences demand, with mega campus investments and aggressive asset recycling driving rent growth, occupancy, and significant earnings expansion. Outpaced demand for specialized lab spaces and durable, long-term leases with high-quality tenants ensure strong cash flow visibility and sustained earnings and dividend growth.
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US$138.90
FV
40.3% undervalued
intrinsic discount
1.45%
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
about 5 hours ago
author updated this narrative
Bright Horizons Family Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
I Will See US Enrollment And Backup Care Services Thrive
Key Takeaways Strong enrollment in U.S. centers and One Bright Horizons strategy expected to boost revenue and profit margins through increased service adoption and occupancy. Expansion in back-up care and U.K. operations anticipates future revenue growth and net margin enhancement through new client acquisitions and strategic investments.
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US$138.45
FV
18.1% undervalued
intrinsic discount
7.24%
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
about 5 hours ago
author updated this narrative
FMC
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Post-Patent Rynaxypyr Mixtures And Brazil Channels Will Expand Market Reach
Key Takeaways Strategic initiatives in Brazil, direct sales and new formulations, are expected to boost revenue growth and offset price erosion, maintaining stable margins. FMC's focus on innovation with new active ingredients and low-cost manufacturing supports strong earnings growth, particularly in 2025.
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US$49.39
FV
11.1% undervalued
intrinsic discount
5.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
about 5 hours ago
author updated this narrative
W. R. Berkley
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Transformation And Climate Risk Awareness Will Unlock Niche Opportunities
Key Takeaways Strategic focus on specialty and liability lines, data-driven risk management, and digital transformation positions the company for outsized margin improvements and competitive earnings resilience. Expansion into new operations and markets, along with a high-yielding investment portfolio, supports sustained top-line growth and long-term value creation.
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US$86.00
FV
20.3% undervalued
intrinsic discount
0.66%
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
about 5 hours ago
author updated this narrative
OGE Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Industry Partnerships And Grid Resilience Will Shape Future Success
Key Takeaways Strategic expansion into industries and partnerships for major events indicate potential for sustained revenue growth through increased demand and customer acquisitions. Investments in grid resilience and financial discipline are likely to enhance operational efficiency and maintain stable earnings growth.
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US$44.90
FV
0.2% overvalued
intrinsic discount
3.21%
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
about 5 hours ago
author updated this narrative
FTI Consulting
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cybersecurity And Anti-Money Laundering Will Drive Consulting Transformation
Key Takeaways Strong performance in Forensic and Litigation Consulting, particularly in cybersecurity and sanctions, suggests potential revenue growth as regulatory scrutiny increases globally. Strategic talent investment and share repurchases aim to drive efficiencies and enhance shareholder value through EPS growth.
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US$178.00
FV
5.9% undervalued
intrinsic discount
4.53%
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
about 5 hours ago
author updated this narrative
ATI
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
We Will Secure Long-Term Aerospace And Defense Contracts
Key Takeaways Expanding long-term contracts in aerospace and defense markets is expected to drive revenue and strengthen market position. Mitigation of tariffs and trade uncertainties with flexible strategies aims to protect net margins and ensure stability.
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US$89.91
FV
4.7% overvalued
intrinsic discount
6.58%
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
about 5 hours ago
author updated this narrative
Autoliv
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Chinese OEM Ties And Mobility Shifts Will Unlock Potential
Key Takeaways Growth in emerging markets and innovation in new mobility segments are expanding revenue streams and bolstering market share amid shifting industry trends. Operational efficiencies, regulatory-driven demand, and effective cost management are enhancing margins, supporting consistent shareholder returns and stable earnings growth.
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US$126.08
FV
7.1% undervalued
intrinsic discount
4.14%
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
about 5 hours ago
author updated this narrative
Align Technology
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Emerging Markets And Telehealth Will Boost Clear Aligner Adoption
Key Takeaways Strong global demand for clear aligners and digital orthodontic innovations is fueling broad-based revenue growth and expanding treatment opportunities across diverse patient groups. Strategic investments in technology and international operations are enhancing efficiency, customer loyalty, and resilience against market headwinds, supporting sustained earnings momentum.
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US$275.00
FV
25.8% undervalued
intrinsic discount
7.28%
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
about 5 hours ago
author updated this narrative
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