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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
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
18users have liked this narrative
3users have commented on this narrative
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.
9users have liked this narrative
4users have commented on this narrative
48users have followed this narrative
BUKS logo
Butler National

Butler National (Buks) outperforms.

Buks was the first Penny stock that I bought at. 44.Read more

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0users have commented on this narrative
1users have followed this narrative
US$3.44
19.8% undervalued intrinsic discount
GaryB's Fair Value
Revenue
7.29% p.a.
Profit Margin
19.02%
Future PE
10.83x
Price in 2030
US$5.04
AVGO logo
Broadcom

A tech powerhouse quietly powering the world’s AI infrastructure.

1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.Read more

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2users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
US$480
25.0% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
20% p.a.
Profit Margin
23.21%
Future PE
102.38x
Price in 2030
US$761.37
EXN logo
Excellon Resources

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Excellon Resources Inc. is a Toronto-based mineral exploration and development company focused on silver and gold projects in Peru, the United States, and Germany.Read more

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CA$31.8
98.8% undervalued intrinsic discount
Agricola's Fair Value
Profit Margin
10.92%
Future PE
20.65x
Price in 2030
CA$0