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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
4users have commented on this narrative
48users have followed this narrative
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PLTR logo
Palantir Technologies

Palantir Technologies will see a 25% revenue surge in 3 years

Given the valuation data provided, and drawing from broader market sentiment and historical trends, here's an analysis of Palantir Technologies Inc. including potential market risks: Valuation Analysis 1.Read more

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24users have liked this narrative
0users have commented on this narrative
217users have followed this narrative
US$96
91.2% overvalued intrinsic discount
ab1549's Fair Value
Revenue
26% p.a.
Profit Margin
20%
Future PE
300x
Price in 2027
US$121.52
OMV logo
OMV

OMV aims to be a global leader in sustainable materials and energy

Narrative-Based Investing for OMV Stock 1. Current Business (Present Narrative): OMV is a vertically integrated energy and chemicals company based in Austria, with operations in exploration, production, refining, and chemicals.Read more

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1users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
€50
5.6% undervalued intrinsic discount
Nenad's Fair Value
Revenue
14.57% p.a.
Profit Margin
3.81%
Future PE
9.2x
Price in 2029
€73.38
DOCN logo
DigitalOcean Holdings

DigitalOcean Will Grow 14% by Embracing AI with Paperspace Acquisition

1. Current Business (Present Narrative): DigitalOcean is a cloud computing provider focused on small and medium-sized businesses (SMBs) , startups, and developers.Read more

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3users have liked this narrative
3users have commented on this narrative
35users have followed this narrative
US$50
4.7% undervalued intrinsic discount
Nenad's Fair Value
Revenue
18.62% p.a.
Profit Margin
10.86%
Future PE
39.22x
Price in 2029
US$58.47
RIVN logo
Rivian Automotive

RIVN The Bull Will Continue To Grow

RIVN, TESLA, LI With Elon Musk in shame today because he had 70% of Tesla's vehicles called back over rival RIVN. Both RIVN and LI are showing strong Bullish Signals all across the charts.Read more

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0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
US$25
26.3% undervalued intrinsic discount
DailyInvestors's Fair Value
Revenue
60.41% p.a.
Profit Margin
5.84%
Future PE
17.6x
Price in 2030
US$42.91
AMZN logo
Amazon.com

Why Amazon?

Why Amazon? Amazon revolutionized the way consumers shop.Read more

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1users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
US$232.22
2.6% undervalued intrinsic discount
DrBaraa_Alnahal's Fair Value
Revenue
9.49% p.a.
Profit Margin
8.04%
Future PE
46.26x
Price in 2029
US$324.77
NVDA logo
NVIDIA

Nvidia Is Always a favorite stock

Why I Like Nvidia Revenue growth has been outstanding over the past five years, suggesting that the company is capturing significant market share during this period. Earnings per share (EPS) have significantly outperformed competitors, with an annual increase of 86% over the last five years.Read more

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1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
US$169
3.6% overvalued intrinsic discount
DrBaraa_Alnahal's Fair Value
Revenue
10.19% p.a.
Profit Margin
55.69%
Future PE
53.38x
Price in 2029
US$233.09