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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
36.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
4.6k
users have viewed this narrative
10users have liked this narrative
7users have commented on this narrative
32users 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
90.5% undervalued intrinsic discount
4.2k
users have viewed this narrative
20users have liked this narrative
3users have commented on this narrative
30users 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
52.6% undervalued intrinsic discount
28.00%
Revenue growth p.a.
4.6k
users have viewed this narrative
10users have liked this narrative
4users have commented on this narrative
49users have followed this narrative
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AMZN logo
Amazon.com

Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision

Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.Read more

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4.4k
users have viewed this narrative
25users have liked this narrative
9users have commented on this narrative
71users have followed this narrative
US$234.75
5.2% undervalued intrinsic discount
Zwfis's Fair Value
Revenue
13.6% p.a.
Profit Margin
10.54%
Future PE
31.96x
Price in 2028
US$295.73
2097 logo
MIXUE Group

MIXUE Group will achieve 25% profit over the next 3 years

TLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as its supply chain. Mixue has rapid expansion and several competitive advantages in Asia.Read more

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186
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
HK$366.24
11.6% overvalued intrinsic discount
XK789's Fair Value
Revenue
5% p.a.
Profit Margin
25%
Future PE
24x
Price in 2027
HK$487.61
EQL logo
EQL Pharma

EQL Pharma's management aiming for 30% Revenue Growth in 5 Years

2025 Q1 update Strong revenue growth yoy 45% exceding expectations. Strong EPS of 178%, however easy comps should be noted.Read more

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128
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
SEK 86.37
42.9% undervalued intrinsic discount
Mandelman's Fair Value
Revenue
21.49% p.a.
Profit Margin
15%
Future PE
25x
Price in 2029
SEK 115.56
SAP logo
SAP

SAP's Revenue Will Soar by Over 10% as Profit Margins Improve

Catalysts AI functionality is a new world Assumptions Strong brand can deliver higher revenue growth in heated/inflationary climate While AI investment will be expensive, there will be reasonable increased profit growth with productivity and functionality benefits. Risks Global economic and political climate, along with investment risk in AI, necessitates higher risk level for discount calc.Read more

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128
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
US$262.85
7.3% undervalued intrinsic discount
Chester's Fair Value
Revenue
15% p.a.
Profit Margin
12%
Future PE
65x
Price in 2029
US$500.9
700 logo
Tencent Holdings

Tencent Holdings will see revenue grow by 14%

Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.Read more

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467
users have viewed this narrative
3users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
HK$813.65
26.7% undervalued intrinsic discount
kapirey's Fair Value
Revenue
15% p.a.
Profit Margin
31%
Future PE
25x
Price in 2028
HK$1.05k
TSLA logo
Tesla

Elon Musk is a scam

It's just a car company. Level 4 autonomy is not going to be achieved for now while Elon Musk continuously insinuates that Level 5 autonomy will be available soon.Read more

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3.9k
users have viewed this narrative
15users have liked this narrative
54users have commented on this narrative
52users have followed this narrative
US$67.45
604.7% overvalued intrinsic discount
Friso's Fair Value
Revenue
15.66% p.a.
Profit Margin
7.3%
Future PE
25x
Price in 2030
US$109.9
RIO logo
Rio Tinto Group

RIO is poised to weather a depressed iron ore environment, but commodity diversification comes with lower margins

RIO strategy At a high level, RIO’s growth strategy is to diversify away from Iron ore into in-demand commodities. Specifically, copper, aluminum and lithium.Read more

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2.4k
users have viewed this narrative
6users have liked this narrative
1users have commented on this narrative
33users have followed this narrative
AU$110.51
27.0% overvalued intrinsic discount
Dusty's Fair Value
Revenue
5% p.a.
Profit Margin
24%
Future PE
10.26x
Price in 2030
AU$166.84
BRG logo
Berger Paints Jamaica

Berger Paints Jamaica set to shine with new manufacturing expansion

Narrative for Berger Paints Jamaica Limited (BRG) Berger Paints Jamaica Limited (BRG) is a leading player in the Jamaican and regional coatings industry, with a strong legacy spanning over 72 years. The company has demonstrated resilience and adaptability through strategic investments, operational improvements, and product innovation.Read more

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75
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
JA$9.82
36.5% undervalued intrinsic discount
Sean876's Fair Value
Revenue
4.5% p.a.
Profit Margin
5.5%
Future PE
18x
Price in 2029
JA$20.11
CYBN logo
Cybin

Cybin Set to Revolutionize Psychedelic Therapy with CYB003's Promising Results

It sounds like Cybin (CYBN) is gaining serious traction in the psychedelic therapy space! Guggenheim’s $35 price target is pretty aggressive, considering the stock is currently trading at a fraction of that.Read more

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393
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
CA$0
n/aintrinsic discount
Zip2420's Fair Value
Profit Margin
14.57%
Future PE
21.57x
Price in 2030
CA$0