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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
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.
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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.
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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
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Unisys
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Hybrid IT Modernization And AI Security Will Empower Transformation
Key Takeaways Unisys is benefiting from rising demand for digital transformation, AI, and cybersecurity services, supporting growth in revenue, pipeline diversification, and recurring business. Shifting to higher-margin cloud and SaaS offerings, the company is expanding margins, stabilizing earnings, and reducing reliance on legacy operations.
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US$8.00
FV
45.6% undervalued
intrinsic discount
3.01%
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
AngioDynamics
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Rising Demand For Minimally Invasive Care Will Expand Med Tech
Key Takeaways Growing global demand for minimally invasive therapies, clinical validation, and regulatory progress are set to expand product adoption and boost revenue and margins. International expansion and operational cost savings initiatives will diversify revenue streams, reinforce profitability, and drive sustained growth across key Med Tech segments.
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US$19.00
FV
51.5% undervalued
intrinsic discount
6.61%
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
3 days ago
author updated this narrative
Repay Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Payments Transition Will Unlock New Enterprise Opportunities
Key Takeaways Ongoing digital payments adoption and enhanced technology partnerships are driving increased client engagement, improved operating leverage, and expanding growth opportunities across multiple verticals. Regulatory complexity and robust compliance infrastructure are supporting market share gains and client retention, while disciplined capital allocation fuels flexibility for long-term growth.
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US$7.55
FV
28.6% 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
2
users have followed this narrative
3 days ago
author updated this narrative
Advantage Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation Will Unlock Efficient Operations For Future Success
Key Takeaways Accelerated digital transformation, data investments, and automation are expected to boost operational efficiency, margins, and long-term profitability. Shifting client spend toward data-driven, omnichannel, and digital services supports sustainable revenue growth and expanded service offerings.
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US$2.83
FV
43.5% undervalued
intrinsic discount
-1.06%
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
3 days ago
author updated this narrative
America's Car-Mart
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Payments And Data Analytics Will Expand Auto Finance
Key Takeaways Leveraging analytics, digital tools, and diverse payment options to improve credit quality, reduce losses, and enhance customer experience supports stronger margins and earnings stability. Expansion in inventory, financing, and market reach amid used car industry constraints positions the company for resilient growth and improved competitive standing.
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US$62.50
FV
16.7% undervalued
intrinsic discount
6.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Bandwidth
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud And AI Platforms Will Drive Enterprise Communication Transformation
Key Takeaways Accelerated cloud and AI platform adoption, coupled with digital transformation, is fueling Bandwidth's revenue growth, operating leverage, and rising margins. Strategic network investments and partnership expansion are enhancing reliability, premium pricing, enterprise opportunities, and long-term customer retention.
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US$20.75
FV
27.8% undervalued
intrinsic discount
7.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Bioventus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cost Effective Therapies And Regenerative Medicine Will Transform Global Markets
Key Takeaways Accelerated adoption of minimally invasive therapies and portfolio expansion in regenerative medicine are driving higher margins and capturing increased demand from demographic trends. Focused operational execution and international growth strategy are expected to strengthen earnings, enhance scalability, and improve cash generation.
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US$12.25
FV
46.4% undervalued
intrinsic discount
3.80%
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
Bowman Consulting Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Infrastructure Spending And Tech Adoption Will Transform Markets
Key Takeaways Robust infrastructure demand and a growing project backlog provide strong revenue visibility and reduce risk, supporting broad-based growth across business segments. Strategic investments in technology, efficient operations, and targeted acquisitions drive margin expansion, strong cash flows, and market share gains for long-term stability.
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US$35.67
FV
1.3% overvalued
intrinsic discount
9.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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3 days ago
author updated this narrative
Peakstone Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Accelerated Transformation To Industrial Outdoor Storage Will Deliver Superior Returns
Key Takeaways Strategic portfolio shift to industrial outdoor storage assets and active office disposals strengthens long-term earnings potential, operating margins, and capital efficiency. Lower redevelopment costs and effective deleveraging improve financial flexibility, supporting faster growth and positioning for acquisition opportunities.
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US$14.67
FV
6.0% undervalued
intrinsic discount
-1.73%
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
3 days ago
author updated this narrative
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