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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.
10users have liked this narrative
7users have commented on this narrative
30users 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
19users have liked this narrative
3users have commented on this narrative
28users 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
49users have followed this narrative
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BRBY logo
Burberry Group

Load Up on $BRBY - Mid/Longterm

Investing in Burberry Group plc ($BRBY) currently offers several compelling advantages, especially when considering its brand value, long-term outlook, and potential for passive income. Here are five reasons, supported by recent financial metrics: 1.Read more

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3users have followed this narrative
UK£4.39
189.9% overvalued intrinsic discount
User's Fair Value
Revenue
-1.39% p.a.
Profit Margin
9.1%
Future PE
8.59x
Price in 2029
UK£7.88
DUOL logo
Duolingo

Good growth potential under bullish market conditions

Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.Read more

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4users have followed this narrative
US$306.52
36.0% undervalued intrinsic discount
waqifalam's Fair Value
Revenue
24.41% p.a.
Profit Margin
20%
Future PE
60x
Price in 2029
US$411.93
BGD logo
Barton Gold Holdings

At gold prices rise to $3,000 per oz

To estimate the potential stock price of Barton Gold if they achieve their production targets and gold prices reach $3,000 per oz, we’ll break down the numbers based on your provided details. ### Assumptions and Inputs 1.Read more

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5users have followed this narrative
AU$23.8
94.7% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
N/A
Profit Margin
N/A
Future PE
N/A
Price in 2029
AU$0.29
AMD logo
Advanced Micro Devices

AMD’s Game-Changing Q3 Highlights

Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.Read more

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8users have liked this narrative
1users have commented on this narrative
19users have followed this narrative
US$200
5.4% overvalued intrinsic discount
yiannisz's Fair Value
Revenue
15.01% p.a.
Profit Margin
7.52%
Future PE
133.15x
Price in 2029
US$294.74
AAPL logo
Apple

EU Regulations And Poor Emerging Market Strategy Will Erode Margins And Limit Sales Growth

Key Takeaways Over-reliance on new market penetration could prove to be unfruitful, while the world continues to grapple with cost-of-living pressures. Poor emerging market strategy could lead to failure in India and South America due to prohibitive costs.Read more

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74users have liked this narrative
14users have commented on this narrative
38users have followed this narrative
US$207.71
34.0% overvalued intrinsic discount
Bailey's Fair Value
Revenue
6.39% p.a.
Profit Margin
23.5%
Future PE
32x
Price in 2029
US$295.02
T logo
AT&T

Stabilization And Incremental Progress Will Unlock Value

Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.Read more

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US$32.12
23.5% undervalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
2% p.a.
Profit Margin
15%
Future PE
15.5x
Price in 2029
US$42.99
SPOT logo
Spotify Technology

Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows

Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.Read more

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5users have liked this narrative
2users have commented on this narrative
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US$222
169.3% overvalued intrinsic discount
Richard_Bowman's Fair Value
Revenue
17.45% p.a.
Profit Margin
5.16%
Future PE
42x
Price in 2028
US$294.9
IVR logo
Investigator Silver

If silver hits $100 per ounce

To estimate Investigator Resources' stock price if silver hits $100 per ounce, let's consider the following factors based on the data provided: ### Key Inputs: - Annual silver production : 4 million ounces per year. - AISC (All-In Sustaining Cost) : $13 per ounce.Read more

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6users have followed this narrative
AU$1.8
95.9% undervalued intrinsic discount
RockeTeller's Fair Value
Revenue
N/A
Profit Margin
N/A
Future PE
N/A
Price in 2034
AU$0.41
ELF logo
e.l.f. Beauty

ELF: Popular beauty brand among younger demographics has great growth and profitability

Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.Read more

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US$251.03
69.6% undervalued intrinsic discount
WallStreetWontons's Fair Value
Revenue
16.16% p.a.
Profit Margin
12.47%
Future PE
72.08x
Price in 2033
US$367.07