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
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 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.
View narrative
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
35
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.
View narrative
AU$2.10
FV
4.3% 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
users have followed this narrative
8 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Community Investing Ideas
Load previous narratives
TVS Motor
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
EV Expansion And King Max Launch Will Drive Sustainable Markets
Key Takeaways TVS Motor's aggressive EV expansion and R&D investments are poised to boost revenue and net margins through product innovation and market capture. Strategic geographic diversification in LatAm and Africa is expected to significantly increase international sales, bolstering overall revenue growth.
View narrative
₹2.84k
FV
1.3% undervalued
intrinsic discount
5.17%
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
5 days ago
author updated this narrative
Huaneng Power International
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Clean Energy And Efficiency Strategies To Boost Profitability
Key Takeaways Significant investment in clean energy and renewable capacity aims to boost revenue and enhance long-term profitability by reducing coal reliance. Improved operational efficiency and expanded green financing strategy are set to increase net margins and positively impact earnings.
View narrative
HK$5.43
FV
8.4% undervalued
intrinsic discount
1.02%
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
5 days ago
author updated this narrative
NN Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Early Target Achievement And AI Adoption Will Improve Future Prospects
Key Takeaways Strong commercial momentum in Europe and Non-life segments, along with sustainability investments, enhances NN Group's growth, revenue, and earnings prospects. Management's strategic actions on capital return, reinsurance, and AI implementation bolster shareholder value, net margins, and customer satisfaction.
View narrative
€60.19
FV
3.2% undervalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
5 days ago
author updated this narrative
2884
E.SUN Financial Holding Company
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
International Expansion Will Diversify Operations And Boost Future Earnings
Key Takeaways International expansion and robust overseas performance boost revenue, with promising future growth from new branches in diverse global locations. Strategic focus on acquisitions and disciplined cost control likely to enhance revenue diversification, elevate earnings, and maintain strong profitability.
View narrative
NT$31.38
FV
2.6% overvalued
intrinsic discount
6.52%
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
5 days ago
author updated this narrative
JSW Energy
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Acquisitions Of O2 Power And KSK Mahanadi Will Expand Renewable Energy Portfolio
Key Takeaways Strategic acquisitions and renewable expansions are set to boost JSW Energy's revenue and profitability through enhanced capacity and cash flows. Emphasis on hybrid energy solutions and efficient capital expansion promises improved margins and operational efficiencies.
View narrative
₹588.29
FV
11.8% undervalued
intrinsic discount
34.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
Adani Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mumbai HVDC And Smart Metering Will Expand Market Presence
Key Takeaways Strong project pipeline and smart meter expansion signal potential revenue growth and improved operational efficiency, enhancing future earnings. Significant capital expenditure in transmission and distribution projects and reduced T&D losses are set to improve profitability and net margins.
View narrative
₹1.31k
FV
37.9% undervalued
intrinsic discount
12.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
Informa
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation And B2B Events Will Unlock Future Value
Key Takeaways Digital and recurring subscription services, alongside high-value branded events, are boosting Informa's margins, cash flow stability, and long-term earnings visibility. Strong industry demand, high customer retention, and strategic acquisitions enable operational efficiency and position the company for sustained growth and valuation uplift.
View narrative
UK£9.63
FV
10.6% undervalued
intrinsic discount
7.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
5 days ago
author updated this narrative
J.K. Cement
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Expanding Capacity In India Will Strain Profits Amid Rising Debt
Key Takeaways Overcapacity from aggressive expansion and slowing demand risks underutilization of assets, putting sustained pressure on revenue and returns. Regulatory, technological, and financial headwinds threaten margins and earnings as industry changes and government incentives diminish.
View narrative
₹4.64k
FV
38.9% overvalued
intrinsic discount
10.11%
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
5 days ago
author updated this narrative
ASUSTeK Computer
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Edge AI Shift Will Drive AI PC Market Expansion In 2025
Key Takeaways ASUS is poised to benefit from AI trends, with edge-based AI and AI PCs driving potential revenue growth and increased market share. Strategic moves, like expanding AI server markets and adjusting to geopolitical challenges, aim to boost competitiveness and stabilize future earnings.
View narrative
NT$736.55
FV
10.0% undervalued
intrinsic discount
12.18%
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
5 days ago
author updated this narrative
Value any company in seconds
Popular companies