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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
16
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0
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35
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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
10
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SDA
SunCar Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation And AI Will Expand Chinese Auto Insurance
Key Takeaways Robust digital platform and strategic partnerships position SunCar to capitalize on accelerating online adoption and digitalization in the auto insurance and gas vehicle markets. Growth in high-margin, technology-driven service offerings and deepening industry collaborations support revenue diversification and sustained improvement in profitability.
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US$9.17
FV
74.9% undervalued
intrinsic discount
19.00%
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
4 days ago
author updated this narrative
Lesaka Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Rapid Digitalization In Southern Africa Will Expand Mobile Payments
Key Takeaways Expanding digital payments, strategic acquisitions, and platform upgrades are driving higher transaction volumes, operating leverage, and margin improvements. Growing high-margin services and a diversified revenue base position the company to outpace market growth and benefit from digital transformation in Southern Africa.
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US$8.00
FV
46.9% undervalued
intrinsic discount
8.63%
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
4 days ago
author updated this narrative
Cytek Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
APAC Markets And Recurring Revenues Will Support Life Sciences
Key Takeaways Growth in Asia-Pacific and strong recurring revenues from services and reagents offset weaker performance in the US and Europe, supporting long-term stability. Product innovation and an expanding global customer base drive sustainable top-line growth, improved margins, and resilience against supply chain or geopolitical risks.
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US$5.75
FV
35.8% undervalued
intrinsic discount
6.47%
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
4 days ago
author updated this narrative
Zhihu
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AI Integration And Premium Content Will Expand Engagement In China
Key Takeaways AI-driven engagement and premium content expansion are expected to boost user retention, advertiser appeal, and shift revenue mix toward higher-margin streams. Rising digital literacy and an evolving vocational training model position Zhihu to benefit from the secular growth in knowledge-based content consumption.
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US$5.68
FV
20.6% undervalued
intrinsic discount
2.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Orion Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Shipbuilding And Sunbelt Construction Trends Will Unlock Opportunities
Key Takeaways Federal investment in shipbuilding and infrastructure, along with data center growth, is expanding Orion's project pipeline and supporting higher order activity across key segments. Operational improvements, diversified contracts, and effective risk management are enhancing efficiency, margin stability, and future earnings visibility.
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US$11.13
FV
16.4% undervalued
intrinsic discount
4.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
Claros Mortgage Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urban Asset Repositioning Will Secure Lasting Stability
Key Takeaways Portfolio shift toward resilient multifamily assets and active REO repositioning support earnings stability, improved recoveries, and margin expansion amid urban housing demand. Enhanced liquidity and disciplined credit management reduce risk and enable new high-yield originations, positioning for revenue growth as real estate market fundamentals strengthen.
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US$3.25
FV
2.2% undervalued
intrinsic discount
132.97%
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
4 days ago
author updated this narrative
TruBridge
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Automation And AI Will Drive Healthcare Transformation
Key Takeaways Increased AI-driven automation, expanded SaaS offerings, and digital transformation are expected to boost operational efficiency, recurring revenue growth, and earnings quality. Enhanced offshore workforce allocation and market positioning as a key third-party solution provider should improve margins, customer retention, and revenue stability.
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US$29.25
FV
19.7% undervalued
intrinsic discount
3.97%
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
4 days ago
author updated this narrative
Chatham Lodging Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urban Hotel Expansion Will Yield Opportunities Amid Tech Volatility
Key Takeaways Concentration in growth markets and focus on premium extended-stay hotels drives stable revenue and margin expansion, benefiting from business travel trends. Active asset recycling, strong balance sheet, and operational efficiencies position the company for opportunistic growth and sustained profitability in a limited-supply environment.
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US$8.67
FV
18.0% 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
0
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4 days ago
author updated this narrative
Ooma
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud Migration And Reseller Expansion Will Redefine Digital Communications
Key Takeaways Expanding business subscription revenue and product upgrades are improving recurring income, margins, and earnings visibility, fueled by demand for cloud and POTS-replacement solutions. Growth in targeted industries and geographies, coupled with disciplined innovation and SaaS focus, strengthens Ooma's long-term multi-year revenue and profitability potential.
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US$17.88
FV
33.2% undervalued
intrinsic discount
5.79%
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
4 days ago
author updated this narrative
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