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
16
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 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
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
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
7 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Piaggio & C
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization In Asia And Europe Will Fuel Premium Two-Wheeler Momentum
Key Takeaways Accelerated restocking and urbanization trends could drive higher-than-expected revenue and margin growth, especially in rapidly urbanizing regions and legislative markets. Strong brand equity and early leadership in electric two-wheelers provide superior pricing power and significant upside in premium and urban mobility markets.
View narrative
€4.01
FV
49.9% undervalued
intrinsic discount
5.25%
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
4 days ago
author updated this narrative
Dentsu Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Privacy Regulations Will Cripple Digital Advertising
Key Takeaways Evolving privacy regulations, in-housing trends, and big tech competition threaten Dentsu's data access, client base, and pricing power, pressuring digital service growth and margins. Ineffective integration of acquisitions and rising transparency demands persistently erode operational efficiency, drive up costs, and compress agency profit margins.
View narrative
JP¥2.40k
FV
25.8% overvalued
intrinsic discount
1.69%
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
4 days ago
author updated this narrative
Varun Beverages
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
South African Integration And Indian Facilities Will Boost Operational Efficiency
Key Takeaways Expansion into South Africa and new production facilities in India are set to boost revenue growth and enhance operational efficiency. New snack distribution ventures in Africa and focus on healthier beverages aim to drive significant revenue expansion and margin improvement.
View narrative
₹618.79
FV
22.9% undervalued
intrinsic discount
14.16%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
4 days ago
author updated this narrative
Mayr-Melnhof Karton
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Sustainable And E-Commerce Trends Will Expand Recyclable Packaging Opportunities
Key Takeaways Operational efficiencies and proactive capacity management position the company for outsized profitability and market share gains as industry conditions improve. Ongoing innovation, regulatory tailwinds, and strategic acquisitions enable strong, sustained revenue growth and long-term market leadership in sustainable packaging.
View narrative
€115.00
FV
34.1% undervalued
intrinsic discount
1.95%
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
4 days ago
author updated this narrative
MINEBEA MITSUMI
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Reshoring And ESG Pressures Will Erode Global Margins
Key Takeaways Rising reshoring, deglobalization, and regulatory pressures will inflate costs and erode operating efficiency, weighing on profit margins and free cash flow. Overexposure to cyclical markets and technological disruption threatens core product relevance, revenue stability, and long-term market share.
View narrative
JP¥2.10k
FV
14.2% overvalued
intrinsic discount
0.80%
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
4 days ago
author updated this narrative
Cameco
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Energy Security Concerns Will Drive Demand For Nuclear Fuel And Reactor Builds
Key Takeaways Strong market conditions and strategic acquisitions in Europe could drive future revenue growth and earnings for Cameco. Long-term uranium contracts and facility enhancements are poised to protect against market volatility and improve margins.
View narrative
CA$100.81
FV
8.2% overvalued
intrinsic discount
6.34%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
87
users have followed this narrative
4 days ago
author updated this narrative
VerticalScope Holdings
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
AI Translations And Direct Channels Will Empower Secular Digital Advertising
Key Takeaways Strong AI-driven engagement, direct traffic strategies, and platform investments position VerticalScope for above-expected user growth, retention, and monetization. Ownership of niche communities and privacy trends favor stronger digital advertising, affiliate, and subscription revenue streams for sustainable, diversified earnings expansion.
View narrative
CA$8.83
FV
55.1% undervalued
intrinsic discount
-3.47%
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
4 days ago
author updated this narrative
Balkrishna Industries
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
OHT Expansion Will Falter Under Global EV Pressure
Key Takeaways Reliance on traditional off-highway and agricultural tire markets leaves the company exposed to risks from industry shifts, weak diversification, and evolving environmental standards. Escalating geopolitical tensions, rising protectionism, and sector competition threaten company margins, asset utilization, and revenue consistency amid ongoing expansion efforts.
View narrative
₹1.99k
FV
35.3% overvalued
intrinsic discount
14.16%
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
4 days ago
author updated this narrative
Orange Polska
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digitalization And 5G Will Unlock Smart City Potential
Key Takeaways Rapid digital transformation, 5G expansion, and dominant fiber infrastructure are driving higher efficiency, market share, and untapped revenue growth opportunities. Sector consolidation, regulatory support, and focus on high-value segments strengthen competitive positioning and sustain profitability improvements.
View narrative
zł10.80
FV
17.2% undervalued
intrinsic discount
3.73%
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
4 days ago
author updated this narrative
Value any company in seconds
Popular companies