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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
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0
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34
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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
9
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Skyworks Solutions
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Expanding IoT And 5G Networks Will Drive Lasting RF Demand
Key Takeaways Early leadership in next-gen WiFi and power-efficient RF solutions positions Skyworks to capture significant growth and margin expansion as device upgrades and AI workloads accelerate. Strong cash flow, diverse manufacturing, and broad market growth enable Skyworks to invest in innovation, pursue M&A, and gain market share amid global trade shifts.
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US$89.32
FV
19.9% undervalued
intrinsic discount
1.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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3 days ago
author updated this narrative
BioMarin Pharmaceutical
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Personalized Medicine And Advanced Therapies Will Open Global Opportunities
Key Takeaways Rapid global expansion of therapies and label extensions is driving strong top-line growth, diversifying revenue streams, and expanding high-margin opportunities in rare diseases. Advancing pipeline and supportive regulatory trends create potential for substantial financial upside, enabling increased reinvestment, strategic partnerships, and sustained earnings growth.
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US$122.00
FV
51.6% undervalued
intrinsic discount
13.29%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Royalty Pharma
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Internalization And Acquisition Will Drive Future Efficiency Gains
Key Takeaways Internalization of management and acquisition strategies are expected to enhance financial performance and operational alignment, leading to improved margins and efficiency. Expansion through synthetic royalties and strategic share repurchases demonstrates focus on new revenue streams and maximizing shareholder value.
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US$54.00
FV
32.1% undervalued
intrinsic discount
23.23%
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
Comerica
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Sunbelt And Digital Focus Will Define Future Strength
Key Takeaways Growth in Sunbelt markets and digital innovation are expanding Comerica's customer base, supporting long-term revenue gains and operational efficiency. Strong risk management and fee-based business expansion are diversifying income, bolstering earnings stability across economic cycles.
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US$64.21
FV
5.9% overvalued
intrinsic discount
3.13%
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
3 days ago
author updated this narrative
Textron
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Rising Defense Spending And Business Aviation Will Secure Long-Term Opportunities
Key Takeaways Rising global defense spending and stable demand for business jets are boosting revenue visibility, earnings, and margin expansion across Textron's aviation and defense segments. Strategic advances in sustainable and autonomous aviation position Textron to benefit from industry shifts, diversify revenues, and drive multi-year growth.
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US$103.43
FV
23.1% undervalued
intrinsic discount
7.06%
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
Omnicom Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Transformation And Emerging Markets Will Spark Lasting Industry Leadership
Key Takeaways Advanced AI integration and successful platform synergies position Omnicom for industry-leading margin expansion and revenue growth. Enhanced presence in emerging markets and a shift to recurring, high-margin services offer sustained long-term growth tailwinds.
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US$119.13
FV
35.8% undervalued
intrinsic discount
4.56%
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
SSD
Simpson Manufacturing
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Solutions And Gallatin Investments Will Boost Efficiency
Key Takeaways Digital solutions and equipment offerings aim to boost revenue by converting small and mid-sized customers and increasing market share. Price increases and domestic production investments may offset rising costs, maintain margins, and drive EPS growth ahead of revenue.
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US$185.67
FV
10.8% undervalued
intrinsic discount
4.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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3 days ago
author updated this narrative
Allison Transmission Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
FICV Selection And FuelSense Technology Will Broaden Global Opportunities
Key Takeaways Allison's selection for India's combat vehicle and Daimler's adoption of its technology could significantly boost international and fuel-efficient market revenues. Expanding its global service network and sourcing materials from North America protects Allison against trade uncertainties, enhancing profits and shareholder value.
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US$103.56
FV
13.6% undervalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Middleby
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Accelerated Buyback And Food Processing SpinOff Will Shape Future Markets
Key Takeaways Accelerated share buybacks and strategic separation of the food processing segment are poised to enhance shareholder returns and strategic focus. Innovation and expansion into adjacent markets are set to drive long-term growth and create new revenue streams.
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US$170.43
FV
12.2% undervalued
intrinsic discount
2.95%
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
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