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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.
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48users have followed this narrative
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OMSE logo
OMS Energy Technologies

Drilling into Value: OMSE’s Strategic Footprint and Earnings Potential

OMS Energy Technologies Inc. (Nasdaq OMSE) manufactures and sells specialty connectors and pipes, surface wellhead and Christmas trees, premium threading services, and ancillary services.Read more

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US$11.23
60.4% undervalued intrinsic discount
Ontological's Fair Value
Revenue
46.63% p.a.
Profit Margin
22.01%
Future PE
3.48x
Price in 2030
US$15.76
UPS logo
United Parcel Service

Finding The True Value Of A Logistics Powerhouse

Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.Read more

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US$95.21
6.0% overvalued intrinsic discount
NVF's Fair Value
Revenue
1.75% p.a.
Profit Margin
7.25%
Future PE
14.5x
Price in 2028
US$120.44
SIP logo
Sipef

Why I Invest in SIPEF?

Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.Read more

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€103.79
20.8% undervalued intrinsic discount
fhuyge's Fair Value
Revenue
1% p.a.
Profit Margin
34%
Future PE
9.5x
Price in 2028
€134.41
533655 logo
Triveni Turbine

A quality Capital goods company at a fair value

Introduction Triveni Turbine Limited (TTL) operates as a focused, growing, and market-leading corporation in the industrial heat & power solutions and decentralized steam-based renewable turbines sector. The Company is primarily engaged in the manufacture and supply of power generating equipment and solutions, including steam turbines, spare parts, and comprehensive turbine-related services, classifying it within the capital goods industry.Read more

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₹745.82
28.7% undervalued intrinsic discount
Librarian89's Fair Value
Revenue
18% p.a.
Profit Margin
21%
Future PE
48.71x
Price in 2030
₹1.44k
TXG logo
Torex Gold Resources

Torex Gold (TXG:CA): Underappreciated Asset in a Volatile Gold Cycle

As the U.S. shutdown looms, rotation from Treasuries into gold strengthens the case for TXG, with fair value closer to CAD 97. On the eve of another U.S. government shutdown, investors face the same dilemma as in past crises: where to hide when confidence in Treasuries weakens.Read more

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CA$96.98
34.1% undervalued intrinsic discount
gmalan's Fair Value
Revenue
18.96% p.a.
Profit Margin
20.51%
Future PE
16.63x
Price in 2030
CA$133.9
ITECH logo
I-Tech

I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years

Q1 2025 Update Updates to the model and supporting figures below Solid report, above expectation on all lines. Good cashflows, removing doubts/concerns about this topic.Read more

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SEK 101.64
46.1% undervalued intrinsic discount
Mandelman's Fair Value
Revenue
19.24% p.a.
Profit Margin
24%
Future PE
18x
Price in 2030
SEK 156.39
ELTX logo
Elicio Therapeutics

Very Bullish

98% of pancreatic cancer patients in Phase II study generated powerful immune responses to the KRAS antigens. Median T-cell immune response above threshold was 44-fold.Read more

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US$95
91.4% undervalued intrinsic discount
Coward_Nutlick's Fair Value
Profit Margin
21.21%
Future PE
29.38x
Price in 2030
US$0
ENSI logo
EnSilica

Why EnSilica is Worth Possibly 13x its Current Price

Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more

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UK£5
92.9% undervalued intrinsic discount
Double_Bubbler's Fair Value
Revenue
31.98% p.a.
Profit Margin
33%
Future PE
25x
Price in 2030
UK£8.54
MAS logo
Masco

MASCO VALUATION

Bull The R&R market is poised for long-term growth, driven by several secular tailwinds, including the aging housing stock and favorable demographics. Masco has attainable growth plans for its plumbing and decorative architectural segments.Read more

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US$90.25
29.2% undervalued intrinsic discount
julio's Fair Value
Revenue
7.14% p.a.
Profit Margin
12.05%
Future PE
18x
Price in 2035
US$213.67