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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
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
89.9% undervalued intrinsic discount
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23users 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
49.0% undervalued intrinsic discount
28.00%
Revenue growth p.a.
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43users have followed this narrative
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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
19.0% 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
9.7% 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
NIO logo
NIO

NIO to Drive 23% Revenue Growth with Battery Innovations

NIO Inc. (Ticker: NIO) Overview NIO is a Chinese electric vehicle (EV) manufacturer that focuses on designing and developing premium smart electric cars.Read more

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US$6.24
17.8% undervalued intrinsic discount
KGarner789's Fair Value
Revenue
23.79% p.a.
Profit Margin
6%
Future PE
15.19x
Price in 2029
US$11.54
FAST logo
Fastned B.V

A Leader in EV Charging with Growth Potential

Fastned B.V., a Dutch pioneer in public fast-charging infrastructure, is scaling rapidly to meet the demands of the growing electric vehicle (EV) market. The company has positioned itself as a leader in providing high-quality, high-traffic fast-charging stations across Europe.Read more

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€27
23.1% undervalued intrinsic discount
TimTibbo's Fair Value
Revenue
67.77% p.a.
Profit Margin
4.88%
Future PE
16.17x
Price in 2029
€36.91