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Global Weekly Picks

MGPI logo
MGP Ingredients

THE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Originally Posted Dec 5 on the Woodworth Contrarian News Page Brought to you by Quinn Millegan & The Woodworth Contrarian Fund A Deep Dive Into Why the Market Is Pricing MGPI for Permanent Decline When Cyclical Recovery Is Lurking in Plain Sight MGP Ingredient’s factories in Atchison, KS & Lawrenceburg, IN - MGP Ingredients Corporate THE SETUP: MEET THE STOCK THAT FELL 75% AND NOBODY NOTICED MGP Ingredients closed at $24.70 yesterday (with a 3–6% increase intraday today). Two years ago—December 4, 2023—it traded at $91.53.
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US$40
FV
35.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
8users have liked this narrative
4users have commented on this narrative
27users have followed this narrative
EVTL logo
Vertical Aerospace

Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price

Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.
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US$60
FV
90.4% undervalued intrinsic discount
19users have liked this narrative
3users have commented on this narrative
26users have followed this narrative
ORCL logo
Oracle

The Quiet Giant That Became AI’s Power Grid

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.
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US$389.81
FV
51.3% undervalued intrinsic discount
28.00%
Revenue growth p.a.
9users have liked this narrative
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48users have followed this narrative
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PYPL logo
PayPal Holdings

Why PayPal’s Growth Story Isn’t Over

As PayPal (PYPL) solidifies its position in the digital payments landscape, it presents a promising opportunity driven by transaction growth, profitability, and an attractive valuation. This analysis delves into how each of these areas contributes to PayPal’s robust potential as an investment.Read more

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US$90
31.5% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
0.31% p.a.
Profit Margin
14.08%
Future PE
19.56x
Price in 2029
US$126.13
TSM logo
Taiwan Semiconductor Manufacturing

The silent giant behind virtually every advanced chip powering AI, smartphones, and modern infrastructure.

1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.Read more

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46users have followed this narrative
US$310
5.8% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
N/A
Profit Margin
42.92%
Future PE
20.43x
Price in 2030
US$40.05
HOOD logo
Robinhood Markets

Robinhood Stock: Profitability Arrives, But Can Tokenization and Trading Growth Last?

Robinhood (NASDAQ: HOOD) just delivered one of its strongest quarters to date — not just in growth, but in profitability and user monetization. For Q2 2025, total net revenues jumped 45% year-over-year to $989 million , while net income surged 105% to $386 million.Read more

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6users have followed this narrative
US$194.61
38.6% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
15.12% p.a.
Profit Margin
50.13%
Future PE
73.1x
Price in 2030
US$289.6
AMZN logo
Amazon.com

The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.

1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.Read more

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48users have followed this narrative
US$275
17.7% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
12.64% p.a.
Profit Margin
10.14%
Future PE
36.93x
Price in 2030
US$404.27
MSFT logo
Microsoft

Microsoft Stock: AI Momentum Is Strong — But Rising Capex Tests Investor Patience

Microsoft’s latest earnings show the company is executing exceptionally well on AI and cloud growth, but the financial story is no longer about easy margin expansion—it's now about whether the company can sustain profitability while investing heavily in AI infrastructure. For its most recent quarter, revenue grew 18% year over year to $77.7 billion , while adjusted EPS jumped 23% to $4.13 , blowing past analyst expectations of $75.3 billion and $3.67 (LSEG).Read more

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US$626.86
23.7% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
12.58% p.a.
Profit Margin
35.71%
Future PE
36.63x
Price in 2030
US$936.62
ADP logo
Automatic Data Processing

ADP Stock: Solid Fundamentals, But AI Investments Test Its Margin Resilience

Automatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.Read more

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13users have followed this narrative
US$387.77
31.4% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
13.68% p.a.
Profit Margin
19.84%
Future PE
27.77x
Price in 2030
US$546.8
UFPI logo
UFP Industries

UFP Industries will soar with 200M stock repurchase and cost cuts

Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.Read more

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5users have followed this narrative
US$120
23.1% undervalued intrinsic discount
Panayiotis's Fair Value
Revenue
7.59% p.a.
Profit Margin
6.23%
Future PE
16.76x
Price in 2027
US$103.96
NVDA logo
NVIDIA

Dominant AI Enabler Poised for Sustained Three-Year Outperformance

Summary I believe Nvidia is positioned to sustain robust growth over the next three years, driven by its dominance in artificial intelligence (AI) and data-center semiconductors. However, as an individual analyst, I am mindful of valuation and risk factors.Read more

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US$141.38
23.8% overvalued intrinsic discount
FrugalBull's Fair Value
Revenue
30% p.a.
Profit Margin
55.04%
Future PE
30x
Price in 2029
US$249.16