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
12
users have liked this narrative
0
users have commented on this narrative
27
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
17.5% 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
32
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
Logista Integral
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Pharma Italia Integration And SGEL Libros Acquisition Drive Growth, But Declining Tobacco Sales Pose Risks
Key Takeaways Logista's diversification strategy and acquisitions in sectors like pharmaceuticals could drive future revenue growth and strengthen its market position. Effective management of tobacco-related factors and a robust dividend policy suggest stable shareholder returns and potential attractiveness despite external economic challenges.
View narrative
€31.63
FV
13.1% undervalued
intrinsic discount
-48.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
2 days ago
author updated this narrative
SCHOTT Pharma KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
High Demand For GLP-1 Drug Storage Will Spur Future Expansion
Key Takeaways Strong focus on higher-value solutions and expansion projects are key to boosting revenue, margins, and production capacity. Strategic partnerships and demand for drug containment solutions drive revenue growth, with recovery in core markets supporting earnings and cash flow.
View narrative
€30.04
FV
13.3% undervalued
intrinsic discount
10.81%
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
2 days ago
author updated this narrative
Vibra Energia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Key Takeaways Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness. Strategic cost reductions and efficiency improvements will likely boost earnings, cash flow, and financial stability.
View narrative
R$26.21
FV
19.7% undervalued
intrinsic discount
3.15%
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
2 days ago
author updated this narrative
Indorama Ventures
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Asset Rationalization And Digital Transformation Will Improve Efficiency
Key Takeaways Strategic asset rationalization and digital initiatives aim to improve efficiency, reduce costs, and boost EBITDA and margins positively. The focus on high-growth markets and sectors is expected to enhance revenue through new opportunities and optimize asset utilization.
View narrative
฿24.71
FV
13.8% undervalued
intrinsic discount
-1.07%
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
KPIT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Cockpit And Cybersecurity Will Open Global Markets
Key Takeaways Strategic expansion in China and cost efficiencies, focusing on global OEMs and adjacency, aims to enhance revenue and competitive positioning. Leveraging cybersecurity and client diversification in automotive and commercial vehicles targets top-line growth and improved margins.
View narrative
₹1.38k
FV
11.1% undervalued
intrinsic discount
14.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
2 days ago
author updated this narrative
Jyske Bank
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Danish Central Bank Rate Cuts Will Adversely Impact Net Interest Income
Key Takeaways Lower deposit margins from expected rate cuts and strategic investments may compress net interest income and profitability. Normalizing value adjustments and stabilized asset growth could moderate short-term gains and fee income, impacting revenue streams.
View narrative
DKK 631.75
FV
2.6% overvalued
intrinsic discount
-4.65%
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
2 days ago
author updated this narrative
Bechtle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Cloud And AI Technologies May Improve Operational Efficiency Amid Market Uncertainties
Key Takeaways Bechtle's internationalization and M&A strategy in Europe aims to enhance revenue through geographic diversification and market penetration. Reorganization focusing on multichannel expansion and internationalization seeks to improve efficiency and net margins.
View narrative
€42.05
FV
7.3% undervalued
intrinsic discount
5.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
Mitsubishi Motors
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Intensifying US Competition Will Shrink Profit Margins To 27%
Key Takeaways Intensifying competition in the U.S. and rising sales expenses might compress net margins despite efforts to increase inventory turnover. Currency fluctuations and restructuring costs could significantly impact profit, with negative effects on sales and overall earnings anticipated.
View narrative
JP¥415.00
FV
2.2% undervalued
intrinsic discount
2.06%
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
Parkland
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ontario Alcohol Sales And Caribbean Investments Will Strengthen Future Prospects
Key Takeaways Strategic review and potential restructuring aim to unlock value and optimize the business, impacting revenue and earnings. Market share gains through rewards and partnerships could enhance customer loyalty and convenience store revenue.
View narrative
CA$43.33
FV
11.2% undervalued
intrinsic discount
2.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
2 days ago
author updated this narrative
Value any company in seconds
Popular companies