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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.
10users have liked this narrative
6users have commented on this narrative
30users 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
27users 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
4users have commented on this narrative
49users have followed this narrative
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BIDU logo
Baidu

BIDU Market Outlook

Baidu Inc. (NASDAQ: BIDU) is a leading Chinese technology company specializing in internet-related services and artificial intelligence (AI).Read more

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2users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
US$74.22
68.4% overvalued intrinsic discount
NateF's Fair Value
Revenue
5.25% p.a.
Profit Margin
15.27%
Future PE
10.53x
Price in 2030
US$112.99
SMSI logo
Smith Micro Software

SMSI Market Outlook

Smith Micro Software, Inc. (SMSI) specializes in developing software solutions for wireless service providers, focusing on digital lifestyle and security technologies.Read more

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1users have liked this narrative
4users have commented on this narrative
22users have followed this narrative
US$0.64
2.7% undervalued intrinsic discount
NateF's Fair Value
Revenue
28.25% p.a.
Profit Margin
13.01%
Future PE
31.73x
Price in 2030
US$5.26
UBER logo
Uber Technologies

UBER Market Outlook

Uber Technologies, Inc. (NYSE: UBER) has demonstrated significant growth and profitability, positioning it as a compelling investment opportunity over the next 1-3 years.Read more

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0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
US$78.52
8.4% overvalued intrinsic discount
NateF's Fair Value
Revenue
12.63% p.a.
Profit Margin
10.49%
Future PE
30.9x
Price in 2030
US$112.66
AZN logo
AstraZeneca

AZN Market Outlook

AstraZeneca PLC (AZN) is a prominent player in the pharmaceutical industry, with a diverse portfolio and a strong focus on innovation. Has recently demonstrated robust financial performance, with notable developments that may influence its market position over the next 1-3 years.Read more

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0users have commented on this narrative
4users have followed this narrative
US$130.22
31.0% undervalued intrinsic discount
NateF's Fair Value
Revenue
6.26% p.a.
Profit Margin
12.68%
Future PE
31.43x
Price in 2030
US$177.81
GOOGL logo
Alphabet

GOOGL Market Outlook

Alphabet Inc. (GOOGL), the parent company of Google, presents a compelling investment opportunity over the next 1 to 3 years, balancing significant growth prospects with notable challenges.Read more

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0users have commented on this narrative
10users have followed this narrative
US$239.26
29.3% overvalued intrinsic discount
NateF's Fair Value
Revenue
9.98% p.a.
Profit Margin
27.74%
Future PE
24.9x
Price in 2030
US$323.65
FLEX logo
Flex

FLEX Market Outlook

Flex Ltd. (NASDAQ: FLEX) is a global provider of technology, supply chain, and manufacturing solutions.Read more

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0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$50.97
35.0% overvalued intrinsic discount
NateF's Fair Value
Revenue
9.14% p.a.
Profit Margin
3.3%
Future PE
18.47x
Price in 2030
US$73.94
SNAP logo
Snap

SNAP Market Outlook

Snap Inc. (NYSE: SNAP), the parent company of Snapchat, has demonstrated notable performance in recent quarters, with its stock currently trading at approximately $11.97.Read more

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0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
US$9.58
23.7% undervalued intrinsic discount
NateF's Fair Value
Revenue
11.29% p.a.
Profit Margin
12.77%
Future PE
22.03x
Price in 2030
US$13.27
AVNW logo
Aviat Networks

AVNW Market Outlook

Aviat Networks, Inc. (NASDAQ: AVNW) specializes in wireless transport solutions and has demonstrated notable growth and strategic initiatives that may appeal to value investors seeking growth over the next 1-3 years.Read more

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0users have commented on this narrative
2users have followed this narrative
US$91.56
76.8% undervalued intrinsic discount
NateF's Fair Value
Revenue
7.94% p.a.
Profit Margin
9.1%
Future PE
31.92x
Price in 2030
US$130.71
ULBI logo
Ultralife

ULBI Market Outlook

Ultralife Corporation (NASDAQ: ULBI) is a provider of power and communication systems, serving sectors such as defense, public safety, and healthcare. Has demonstrated notable improvements in its market performance over the past year, which may influence its prospects in the coming 1-3 years.Read more

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2users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
US$15.93
63.9% undervalued intrinsic discount
NateF's Fair Value
Revenue
25.9% p.a.
Profit Margin
5.44%
Future PE
14.07x
Price in 2030
US$22.93