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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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25users 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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GOOG logo
Alphabet

Google Search Continues to Dominate + Google Cloud Grows

Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.Read more

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US$199.59
55.6% overvalued intrinsic discount
rynetmaxwell's Fair Value
Revenue
10% p.a.
Profit Margin
25%
Future PE
23x
Price in 2028
US$259.99
COUR logo
Coursera

Online education for the curious ones who seek knowledge

Education is broken. Public schools have become battlegrounds that serve the lowest common denominator.Read more

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US$9.77
17.3% undervalued intrinsic discount
jproschinger's Fair Value
Revenue
14% p.a.
Profit Margin
9.74%
Future PE
20.64x
Price in 2029
US$13.13
KTCG logo
Kapsch TrafficCom

Growing cities and growing traffic may lift Kapsch Trafficom

A company that offers road tolling systems and traffic management systems. After share price being up as high as 50 Euros a few years ago, the share price started going South.Read more

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€9.05
33.7% undervalued intrinsic discount
Schwejk's Fair Value
Revenue
8% p.a.
Profit Margin
8.37%
Future PE
4.35x
Price in 2029
€20.47
BATS logo
British American Tobacco

British American Tobacco: Navigating a Complex Transition That Warrants a High Fair Value

Management Summary / Key Takeaways British American Tobacco (BAT) is undergoing a strategic transformation that warrants a more optimistic forward-looking analysis than many observers currently provide. Key features of BAT's complex transition include: Dual focus on diversification and careful claims management, balancing the shift away from traditional tobacco while managing legal challenges.Read more

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UK£59.46
28.7% undervalued intrinsic discount
evd101's Fair Value
Revenue
14% p.a.
Profit Margin
20%
Future PE
20x
Price in 2029
UK£91.94
HEKTAR logo
Hektar Real Estate Investment Trust

Hektar REIT's 3Q2024 Results: Positive

28 November 2024 Catalysts 1. Hektar REIT (KLSE: 5121) portfolio of retail and education properties throughout Malaysia.Read more

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RM 0.58
24.1% undervalued intrinsic discount
Ontological's Fair Value
Revenue
21.17% p.a.
Profit Margin
39.17%
Future PE
7.75x
Price in 2029
RM 0.37
BAC logo
Bank of America

Underwater Bond Holdings Will Squeeze its Net Interest Margin

Key Takeaways Banks are being forced to offer higher rates to keep deposits. Lending will remain slow, which will squeeze net interest margins.Read more

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US$44.16
24.9% overvalued intrinsic discount
Richard_Bowman's Fair Value
Revenue
2% p.a.
Profit Margin
31%
Future PE
13x
Price in 2029
US$62.4
ORE logo
Orezone Gold

if gold reaches $4,000 per oz

To estimate Orezone Gold’s stock price if gold reaches $4,000 per oz, we will consider several factors such as production growth, costs, and potential valuation multiples. Here’s the step-by-step process: ### Key Assumptions: 1.Read more

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4users have commented on this narrative
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CA$14
88.4% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
121.12% p.a.
Profit Margin
12.11%
Future PE
8.29x
Price in 2029
CA$43.52
CFG logo
Citizens Financial Group

Tommorow Morning will be a Beat added to their records.

Citizens Financial is currently $43.60. They will be releasing their quarterly report tomorrow morning during Pre-Market.Read more

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6users have followed this narrative
US$86.72
32.7% undervalued intrinsic discount
DailyInvestors's Fair Value
Revenue
15% p.a.
Profit Margin
16.88%
Future PE
15.78x
Price in 2029
US$107.84
LIO logo
Lion One Metals

If gold reaches $4,000 per ounce

To calculate the stock price of Lion One Metals if gold reaches $4,000 per ounce, we need to estimate the potential revenue, free cash flow, and resulting valuation based on increased gold prices. ### Assumptions 1.Read more

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CA$6.2
95.6% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
80.9% p.a.
Profit Margin
9.5%
Future PE
350.94x
Price in 2029
CA$11