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
59.1% 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
26
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.
View narrative
US$21.48
FV
15.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
11 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.
View narrative
AU$2.10
FV
2.4% 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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
9697
Capcom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Expansion And Digital Distribution Will Strengthen Future Position
Key Takeaways Expanding globally, especially in emerging markets and digital platforms, is expected to grow Capcom's revenues and international presence. Diversified content strategies and investment in talent and technology aim to boost operational efficiency, broaden audiences, and stabilize recurring income.
View narrative
JP¥4.61k
FV
6.4% undervalued
intrinsic discount
9.18%
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
2 days ago
author updated this narrative
IndusInd Bank
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
INDIE App And Bharat Vikas Banking Will Secure Future Stability
Key Takeaways Strategic shift to retail deposits and operational efficiency targets enhanced cost management, potentially improving net interest margins and long-term profitability. Digital banking growth and diversification strategies aim to attract tech-savvy customers and stabilize earnings, reducing reliance on cyclical segments.
View narrative
₹801.00
FV
2.8% overvalued
intrinsic discount
22.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
2 days ago
author updated this narrative
Admiral Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Technology Upgrades And AI Investments Will Improve Operational Efficiencies In Insurance
Key Takeaways Strategic diversification into personal lines and international markets supports future revenue growth and increased profitability. Investment in AI and technology enhances operational efficiency, boosting margins and promoting sustainable earnings growth.
View narrative
UK£33.28
FV
0.4% overvalued
intrinsic discount
5.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Advantech
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
US And China Facility Investments Will Secure Resilient Industry Leadership
Key Takeaways Advantech's investments in production facilities and edge computing are expected to enhance capacity, drive revenue growth, and improve gross margins. Strategic local assembly expansion and potential M&A could mitigate tariff impacts, stabilize margins, and accelerate AI-driven growth.
View narrative
NT$389.50
FV
12.5% undervalued
intrinsic discount
12.40%
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
2 days ago
author updated this narrative
Blue Jet Healthcare
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Escalating Regulatory And Supply Risks Will Weaken Outlook
Key Takeaways Margin and earnings growth are threatened by global regulatory pressures, environmental compliance costs, and increased supply chain risks linked to emerging market dependencies. Heavy reliance on a concentrated customer base and lagging technological adaptation heighten the risk of revenue volatility and competitive disadvantages.
View narrative
₹730.00
FV
8.1% overvalued
intrinsic discount
13.33%
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
2 days ago
author updated this narrative
Eurofins Scientific
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digitalization And Automation Will Unlock Future Diagnostics Potential
Key Takeaways Investments in automation, digitalization, and acquisitions will enhance efficiency, productivity, and margins, while unlocking new growth opportunities. Heightened regulatory standards and demographic trends are supporting stable, resilient demand across core testing and diagnostics services.
View narrative
€60.40
FV
13.8% overvalued
intrinsic discount
6.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Man Group
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Global Regulatory Burdens And Fee Compression Will Erode Future Margins
Key Takeaways Persistent industry shifts toward passive investing, regulatory pressures, and fierce competition threaten long-term revenue growth and earnings resilience for Man Group. Heavy dependence on quantitative strategies and increased operational risks from technology expansion could lead to volatility in performance fees and reputational challenges.
View narrative
UK£1.62
FV
10.8% overvalued
intrinsic discount
0.64%
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
2 days ago
author updated this narrative
Bajaj Consumer Care
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Flagship Dependence And Rising Regulatory Costs Will Intensify Valuation Concerns
Key Takeaways Heavy dependence on a single flagship product risks revenue stagnation amid shifting consumer preferences and increased competition from emerging and global personal care brands. Rising regulatory costs, underperforming diversification, and volatile input prices are likely to constrain margins and limit long-term earnings growth.
View narrative
₹181.00
FV
29.7% overvalued
intrinsic discount
7.57%
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
2 days ago
author updated this narrative
Tupy
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Tariff Pressures And Weak Demand Will Yield Modest Recovery
Key Takeaways Expansion into higher-margin and sustainable solutions is underway, but new business lines remain too small to offset declines in the core segment. Margin growth is challenged by high costs, slow market adoption of new technologies, and vulnerability to revenue volatility from customer concentration.
View narrative
R$18.50
FV
8.5% undervalued
intrinsic discount
3.11%
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
2 days ago
author updated this narrative
Value any company in seconds
Popular companies