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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 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.
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US$21.48
FV
13.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 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.
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AU$2.10
FV
2.9% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
2
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
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AXA Mansard Insurance
WA
WaneInvestmentHouse
Community Contributor
Delivers Record Earnings and Attractive Dividend Yield Amid Projects N86.78bn Insurance Revenue for Q2 2025
AXA Mansard Insurance Plc closed 2024 with one of the strongest financial performances in Nigeria’s insurance sector, defying economic headwinds with a mix of disciplined risk management, strategic diversification, and the operational strength of its global affiliation. For the full year ended December 31, 2024, the company posted a profit before tax of ₦31.6 billion , more than doubling the ₦15.7 billion recorded in 2023.
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₦9.95
FV
25.6% overvalued
intrinsic discount
12.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Helix Energy Solutions Group
WA
WaneInvestmentHouse
Community Contributor
Helix Reports First Quarter 2025 Results Show Seasonal Headwinds, Strength in Brazil, and Strong Liquidity Position
Helix Energy Solutions Group, Inc. ("Helix") (NYSE: HLX) reported net income of $3.1 million, or $0.02 per diluted share, for the first quarter 2025 compared to net income of $20.1 million, or $0.13 per diluted share, for the fourth quarter 2024 and a net loss of $26.3 million, or $(0.17) per diluted share, for the first quarter 2024.
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US$7.00
FV
6.7% undervalued
intrinsic discount
9.30%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
11
users have followed this narrative
3 months ago
author updated this narrative
Siemens
CH
Chris1
Community Contributor
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.
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€208.46
FV
5.7% overvalued
intrinsic discount
5.00%
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
3 months ago
author updated this narrative
Novo Nordisk
TO
Tokyo
Community Contributor
EU#2 - From Humble Beginnings to Global Powerhouse
Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.
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DKK 851.04
FV
50.2% undervalued
intrinsic discount
22.49%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
11
users have commented on this narrative
60
users have followed this narrative
3 months ago
author updated this narrative
Investor
IN
Investingwilly
Community Contributor
The "Boring" Money Printer
Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.
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SEK 350.00
FV
18.1% undervalued
intrinsic discount
18.55%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
13
users have commented on this narrative
113
users have followed this narrative
3 months ago
author updated this narrative
META
Meta Platforms
CR
CR68
Community Contributor
Regulatory risk has increased and is not reflected in forward narrative
Q1 25 RESULTS - CFO mentioned regulatory risk in Europe. "In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
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US$496.65
FV
41.9% overvalued
intrinsic discount
10.84%
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
3 months ago
author updated this narrative
NVIDIA
IN
Investingwilly
Community Contributor
Nvidia: A Powerhouse in AI and Semiconductor Innovation
Introduction Nvidia (NASDAQ: NVDA) has long been at the forefront of technological innovation, establishing itself as a dominant player in the semiconductor industry. From its groundbreaking contributions to the gaming world to its central role in artificial intelligence (AI) and high-performance computing, Nvidia’s influence is undeniable.
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US$152.63
FV
9.4% overvalued
intrinsic discount
34.85%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
17
users have commented on this narrative
175
users have followed this narrative
3 months ago
author updated this narrative
Alphabet
IN
Investingwilly
Community Contributor
The Most Undervalued of the Magnificent 7
Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).
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US$237.43
FV
19.4% undervalued
intrinsic discount
18.03%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
18
users have commented on this narrative
190
users have followed this narrative
3 months ago
author updated this narrative
Fortnox
IN
Investingwilly
Community Contributor
Growth Stock With a Fair Valuation
A Market Leader Driving Innovation and Growth in Business Solutions Fortnox AB is a standout player in the SaaS (Software-as-a-Service) space, providing cloud-based solutions tailored to small and medium-sized enterprises (SMEs). Known for its user-friendly interface, strong customer retention, and expansive ecosystem, Fortnox has become the go-to platform for businesses in Sweden.
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SEK 100.02
FV
10.5% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
3 months ago
author updated this narrative
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