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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.
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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
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23users 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.
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45users have followed this narrative
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BETA logo
Betamek Berhad

Automotive Electronics Manufacturer Consistent and Stable

Automotive technology grows, develops and innovates-Betamek (KLSE: 0263) Catalysts 1. Betamek (KLSE: 0263) operates in the electronics manufacturing services for automotive markets in Malaysia where vehicle sales were up 6.6% 1H24.Read more

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RM 0.25
100.0% overvalued intrinsic discount
Ontological's Fair Value
Revenue
N/A
Profit Margin
8.8%
Future PE
9.06x
Price in 2029
RM 0.4
ADBE logo
Adobe

Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite

Catalysts Products and Services Impacting Sales and Earnings : Adobe has a diverse portfolio of products and services that contribute to its revenue growth. Here are some key highlights: Creative Cloud : Adobe’s Creative Cloud suite includes popular software like Photoshop, Illustrator, and Premiere Pro.Read more

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US$898.28
60.3% undervalued intrinsic discount
WallStreetWontons's Fair Value
Revenue
16.66% p.a.
Profit Margin
31%
Future PE
38.52x
Price in 2028
US$1.18k
U logo
Unity Software

Difficult times that could lead to better opportunities

Key Takeaways Unity is one of the top 3 tools to develop games and real time 3D prototyping and interactive data visualisation for many industries It has become the default game engine for Indie developers It has the ability to create VR games and apps AI enabled that allows prompt based game creation. It can also access AI models at runtime 3.6B made by unity downloads (mobile + Steam) Games can be exported to 20+ Platforms Unity is the only game engine company (that I know of) that can be traded in the stock market.Read more

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US$20.31
127.3% overvalued intrinsic discount
ric's Fair Value
Revenue
5% p.a.
Profit Margin
15%
Future PE
33x
Price in 2029
US$27.66
NVDA logo
NVIDIA

Enterprise Hardware Segment To Drive Sales As AI Takes Over

Key Takeaways Nvidia is poised to capture a larger share of the growing Data Centre market thanks to class leading hardware supporting the most demanding applications Nvidia's hardware is the best on market for AI applications and greater AI implementation will mean greater the demand for Nvidia hardware. Nvidia's DRIVE autonomous vehicle platform opens the door for Nvidia to flourish in a $300 Billion market.Read more

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US$141.74
23.5% overvalued intrinsic discount
Bailey's Fair Value
Revenue
17.2% p.a.
Profit Margin
40%
Future PE
60x
Price in 2029
US$215.68
KO logo
Coca-Cola

Lack Of Revenue Diversification And Growth Options Will Hurt Valuation Multiple

Key Takeaways Coca-Cola’s PE ratio has risen to the high 20s due to a recent revival in profit growth. However, several non-recurring factors have driven these improvement in margins and growth.Read more

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US$54.61
29.1% overvalued intrinsic discount
Richard_Bowman's Fair Value
Revenue
5.5% p.a.
Profit Margin
24.5%
Future PE
22x
Price in 2029
US$76.23
SYK logo
Stryker

Investing in Stryker (SYK) should be an easy ride

Investing in Stryker (SYK) should be an easy ride Key “Take aways”: - Solid balance sheet - Earnings recovered, with positive outlook. - SYK is fair priced.Read more

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US$323.52
9.4% overvalued intrinsic discount
Tokyo's Fair Value
Revenue
6% p.a.
Profit Margin
16.03%
Future PE
37.32x
Price in 2029
US$432.95
KVUE logo
Kenvue

J&J spinoff

Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.Read more

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US$25.09
30.9% undervalued intrinsic discount
julio's Fair Value
Revenue
8.7% p.a.
Profit Margin
13.3%
Future PE
24x
Price in 2034
US$59.35
MSFT logo
Microsoft

MSFT: Staying Headstrong in AI and Infrastructure is Priced in

Catalysts Revenue : MSFT’s revenue reached $61.9 billion, representing a 17% year-over-year increase. Earnings Per Share (EPS) : The EPS rose to $2.94, up by 20% year-over-year.Read more

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US$384.79
24.4% overvalued intrinsic discount
WallStreetWontons's Fair Value
Revenue
10% p.a.
Profit Margin
30%
Future PE
35x
Price in 2028
US$504.18
SNT logo
Synektik Spólka Akcyjna

Cardiac marker could be a hit

In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.Read more

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zł204.19
32.3% overvalued intrinsic discount
Phetuvov's Fair Value
Revenue
8.49% p.a.
Profit Margin
13%
Future PE
22x
Price in 2029
zł311.79