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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
34.1% 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
90.0% undervalued intrinsic discount
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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
42.8% undervalued intrinsic discount
28.00%
Revenue growth p.a.
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42users have followed this narrative
BFLY logo
Butterfly Network

A buy recommendation

In a nut shell, I saw Butterfly Network as a medical break through and bought a few hundred shares at a $1.55/shr. and the following news confirmed my reasoning of buying; On November 17, 2025, Butterfly Network’s subsidiary signed a five-year co-development and licensing agreement with Midjourney for exclusive access to its semiconductor-based ultrasound technology, securing a US$15 million upfront payment, US$10 million annual license fees, and further milestone and revenue-sharing potential.Read more

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US$1.8
69.4% overvalued intrinsic discount
Gil263 Fair Value
Revenue
18.52% p.a.
Profit Margin
13.88%
Future PE
27.93x
Price in 2030
US$2.61
MSTI logo
Mastersystem Infotama

Mastersystem Infotama will achieve 18.9% revenue growth as fair value hits IDR1,650

The average 12-month price target from analysts is IDR1,900. And then, The Discounted Cash Flow (DCF) model indicates an intrinsic value of approximately IDR1,631.09Read more

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Rp1.63k
13.8% undervalued intrinsic discount
mhbb Fair Value
Revenue
18.61% p.a.
Profit Margin
10.23%
Future PE
8.43x
Price in 2030
Rp3.33k
VRNO logo
Verano Holdings

Waiting for the Inevitable

Catalysts Federal rescheduling of marijuana from Schedule I to Schedule III of the Controlled Substances Act is an inevitability from a scientific and sociopolitical perspective within five years. Rescheduling will eliminate the application of the punitive s.Read more

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CA$5.52
78.8% undervalued intrinsic discount
Cwburton Fair Value
Revenue
-6.28% p.a.
Profit Margin
15.34%
Future PE
22.64x
Price in 2030
CA$7.67
GEV logo
GE Vernova

GE Vernova revenue will grow by 13% with a future PE of 64.7x

Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.Read more

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US$824.57
12.3% undervalued intrinsic discount
lexdrew1 Fair Value
Revenue
17.78% p.a.
Profit Margin
5.42%
Future PE
64.68x
Price in 2030
US$1.2k
GLW logo
Corning

Corning's Revenue Will Climb by 12.73% in Just Five Years

I like the prospects of all the optical build out in AI data centers. The only supplier of glass for apple iPhone.Read more

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US$108.63
13.3% undervalued intrinsic discount
lexdrew1 Fair Value
Revenue
12.73% p.a.
Profit Margin
9.16%
Future PE
57.18x
Price in 2030
US$165.13