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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.
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4users have commented on this narrative
26users 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
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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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RXRX logo
Recursion Pharmaceuticals

Moving from "Science Fiction" to "Science Fact" – A Bullish Valuation Case

Recursion Pharmaceuticals is currently at a critical inflection point. For years, the company was viewed as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI.Read more

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US$12.49
65.3% undervalued intrinsic discount
Talos's Fair Value
Revenue
80% p.a.
Profit Margin
37%
Future PE
40x
Price in 2030
US$16.71
ZVRA logo
Zevra Therapeutics

The "Rare Disease Monopoly" – Commercial Execution Play

Zevra Therapeutics is at the most profitable inflection point in biotechnology: the transition from cash-burning R&D to cash-generating commercial sales. With the recent FDA approval of Miplyffa (for Niemann-Pick disease type C), Zevra has secured the first and only approved treatment for this ultra-rare condition.Read more

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US$26.89
69.0% undervalued intrinsic discount
Talos's Fair Value
Revenue
35% p.a.
Profit Margin
30%
Future PE
25x
Price in 2030
US$41.37
POET logo
POET Technologies

The Hidden Gem of AI Hardware – Solving the Data Center Bottleneck

POET Technologies is not just a component manufacturer; it is the architect of the "optical nervous system" for the AI era. While the market focuses on GPUs (Nvidia), the critical bottleneck has shifted to data transfer speeds and energy efficiency.Read more

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US$17.37
62.6% undervalued intrinsic discount
Talos's Fair Value
Revenue
313.76% p.a.
Profit Margin
30%
Future PE
45x
Price in 2030
US$25.52
NVDA logo
NVIDIA

NVIDIA's future hinges on $400b revenue and AI software dominance

Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre customers.Read more

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US$170.26
2.8% overvalued intrinsic discount
KiwiInvest's Fair Value
Revenue
25% p.a.
Profit Margin
40%
Future PE
35x
Price in 2030
US$253.18
LG logo
Lahontan Gold

15,000% Nevada's Gold Miner Play

🪙 Lahontan Gold – Updated Snapshot (2025) Open-pit Nevada gold developer advancing toward a 2027 construction decision. Still very low market cap and truly undervalued to be ignore!Read more

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CA$22.98
99.2% undervalued intrinsic discount
RockeTeller's Fair Value
Profit Margin
10.83%
Future PE
20.91x
Price in 2030
CA$0
JAG logo
Jaguar Mining

From $27M Fined of an Incident to 2,000% Gold Miner Opportunities

🪙 Jaguar Mining (JAG.TO / JAGGF) – High-Torque Brazil Gold Producer Snapshot (2025) Latest Snapshot (as of late 2025) Mines & assets Producing mine: Pilar (Brazil). Turmalina mine: temporarily suspended after a dry-stack tailings incident in Dec 2024; restart and remediation plan in progress.Read more

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CA$120
93.9% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
127.3% p.a.
Profit Margin
21.25%
Future PE
10.72x
Price in 2029
CA$165.8
AMD logo
Advanced Micro Devices

Scenario: 20% Yearly Revenue Growth, 9% Margin and 15% risk discount rate

Conservatively assumes: 20% yearly Revenue Growth Rate (currently 22.55% as of 2025-11-12), assuming demand for AI products slightly tapers off. 9% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently 9.78% as of 2025-11-12).Read more

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US$273.44
22.9% undervalued intrinsic discount
Kafka's Fair Value
Revenue
20% p.a.
Profit Margin
9%
Future PE
126.86x
Price in 2030
US$549.98
NAVI logo
Navient

Navient Stock: Loan Growth Is Surging, But Rising Delinquencies Threaten Stability

Navient Corporation (NASDAQ: NAVI), one of the largest student loan servicers and education finance companies in the U.S., reported third-quarter 2025 results that reflect a deeply mixed picture — strong loan originations and operating efficiency on one hand, yet mounting credit losses and rising delinquencies on the other. The company posted a GAAP net loss of $86 million, or $0.87 per share , while core earnings reflected a loss of $83 million, or $0.84 per share.Read more

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US$14.34
11.2% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
10.23% p.a.
Profit Margin
18.04%
Future PE
13.48x
Price in 2030
US$25.84