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
37
users have followed this narrative
8 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
8 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
Red Violet
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
AI Initiatives And Upmarket Focus To Expand Solutions In Financial And Corporate Risk Sectors
Key Takeaways Strategic upmarket moves and AI investments position the company for revenue growth and enhanced margins through higher-value customer acquisition and product optimization. Recovery in the collections industry and expansion in risk sectors are expected to significantly boost revenue with enhanced data capabilities reducing costs.
View narrative
US$52.00
FV
14.5% undervalued
intrinsic discount
13.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
M/I Homes
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Costs And Regional Concentration Will Squeeze Margins With Upside
Key Takeaways Persistent affordability issues and cost pressures may constrain buyer demand and compress margins, limiting future revenue and earnings growth. Geographic concentration and evolving consumer preferences expose the company to volatility and restrict its ability to fully capitalize on market opportunities.
View narrative
US$140.00
FV
12.7% undervalued
intrinsic discount
-0.51%
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
5 days ago
author updated this narrative
Mayville Engineering Company
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Diversifying Into Data Centers And Infrastructure May Mitigate Demand Weakness, Though Margins Under Pressure
Key Takeaways Expansion into high-value, less cyclical markets aims to diversify revenue streams and enhance stability, potentially boosting future margins. Strong cash flow enables debt reduction and share buybacks, improving financial leverage and potentially increasing per-share earnings.
View narrative
US$22.75
FV
29.2% undervalued
intrinsic discount
7.38%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Perion Network
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI-driven Unification May Improve Efficiency, But 33% Revenue Decline And Shrinking Margins Expected
Key Takeaways The Perion One strategy focuses on unifying technologies and adopting AI solutions to enhance efficiency, optimize costs, and improve profit margins. Strategic focus on high-growth areas like connected TV and leveraging industry leadership are expected to boost market reach and revenue growth.
View narrative
US$14.00
FV
21.1% undervalued
intrinsic discount
6.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
5 days ago
author updated this narrative
RBB Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Minority Entrepreneurship And Digital Banking Will Unlock Future Value
Key Takeaways Targeted growth in minority and immigrant lending, along with demographic trends, drives robust core revenue and deposit expansion. Digital investment and disciplined lending improve efficiency, asset quality, and future earnings scalability.
View narrative
US$19.20
FV
1.3% undervalued
intrinsic discount
16.73%
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
5 days ago
author updated this narrative
H. Lundbeck
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Rising Mental Health Awareness Will Expand CNS Treatment Opportunities
Key Takeaways Accelerating adoption of key products, premium pipeline assets, and global demand trends are set to drive sustained revenue growth and margin expansion beyond current expectations. Advanced R&D strategies and CNS biologics leadership position the company for resilient, high-margin growth and competitive differentiation in neurology markets.
View narrative
DKK 64.79
FV
45.8% undervalued
intrinsic discount
6.50%
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
5 days ago
author updated this narrative
Entain
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Rising Global Legalization Will Unlock Digital Betting Opportunities
Key Takeaways Sustained outperformance in key and emerging markets, coupled with operational gains and tech integration, could deliver outsized revenue, margin, and cash flow growth. Advanced personalization, broad geographic reach, and a focus on regulated markets uniquely position Entain for resilient, long-term earnings and sector-leading customer engagement.
View narrative
UK£12.60
FV
20.7% undervalued
intrinsic discount
7.08%
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
5 days ago
author updated this narrative
Rightmove
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digitalization And UK Housing Demand Will Shape Market Leadership
Key Takeaways Rightmove's proprietary AI tools, data advantages, and brand loyalty are driving network effects, pricing power, and margin expansion well beyond market expectations. Ongoing product innovation and high-tier package adoption will accelerate revenue growth and platform-driven service expansion, supporting a sustained long-term growth trajectory.
View narrative
UK£9.44
FV
17.3% undervalued
intrinsic discount
12.45%
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
5 days ago
author updated this narrative
Raiffeisen Bank International
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Banking And Green Finance Will Redefine Eastern Markets
Key Takeaways Accelerated Russian market exit and robust non-Russian loan performance could unlock capital and drive stronger margins and returns. Strategic expansion in Central and Eastern Europe, digital transformation, and diversification into green finance support long-term, resilient growth beyond traditional lending.
View narrative
€30.50
FV
19.3% undervalued
intrinsic discount
-3.50%
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
5 days ago
author updated this narrative
Value any company in seconds
Popular companies