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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
35.9% 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
51.6% 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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ITECH logo
I-Tech

I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years

Q1 2025 Update Updates to the model and supporting figures below Solid report, above expectation on all lines. Good cashflows, removing doubts/concerns about this topic.Read more

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281
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
SEK 101.64
48.8% undervalued intrinsic discount
Mandelman's Fair Value
Revenue
19.24% p.a.
Profit Margin
24%
Future PE
18x
Price in 2030
SEK 156.39
ELTX logo
Elicio Therapeutics

Very Bullish

98% of pancreatic cancer patients in Phase II study generated powerful immune responses to the KRAS antigens. Median T-cell immune response above threshold was 44-fold.Read more

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136
users have viewed this narrative
1users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
US$95
91.4% undervalued intrinsic discount
Coward_Nutlick's Fair Value
Profit Margin
21.21%
Future PE
29.38x
Price in 2030
US$0
ENSI logo
EnSilica

Why EnSilica is Worth Possibly 13x its Current Price

Okay, so you are probably thinking… yeah right, here’s that degenerate Double Bubbler banging on about that penny stock again. Well take a brief moment and read the following to see why my opinion is not so outlandish.Read more

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14.3k
users have viewed this narrative
34users have liked this narrative
17users have commented on this narrative
108users have followed this narrative
UK£5
93.2% undervalued intrinsic discount
Double_Bubbler's Fair Value
Revenue
31.98% p.a.
Profit Margin
33%
Future PE
25x
Price in 2030
UK£8.54
FLGZ.Y logo
Flughafen Zürich

INVESTING IN ZURICH AIRPORT- Safety

I am putting in Motion to put more of my Portfolio in Swiss, Nordic and selectively a few British,German and Hong Kong and Mainland China Equities. I am not abandoning the US market but allowing for 30% in less liquid rare equities that are not easily traded, e.g. SWPRF, UZAPF.Read more

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93
users have viewed this narrative
0users have liked this narrative
2users have commented on this narrative
8users have followed this narrative
US$252.81
95.1% undervalued intrinsic discount
dansberman's Fair Value
Revenue
3.7% p.a.
Profit Margin
25.17%
Future PE
22.5x
Price in 2030
US$368.69
MAS logo
Masco

MASCO VALUATION

Bull The R&R market is poised for long-term growth, driven by several secular tailwinds, including the aging housing stock and favorable demographics. Masco has attainable growth plans for its plumbing and decorative architectural segments.Read more

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370
users have viewed this narrative
2users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
US$90.25
28.2% undervalued intrinsic discount
julio's Fair Value
Revenue
7.14% p.a.
Profit Margin
12.05%
Future PE
18x
Price in 2035
US$213.67
LKQ logo
LKQ

LKQ valuation

Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.Read more

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429
users have viewed this narrative
1users have liked this narrative
1users have commented on this narrative
27users have followed this narrative
US$52.8
43.3% undervalued intrinsic discount
julio's Fair Value
Revenue
7% p.a.
Profit Margin
7%
Future PE
15x
Price in 2035
US$125.01
ADBE logo
Adobe

A Fair Price for a Great Business Facing Real Threats

TLDR; "HOLD" The story of Adobe today is that of a wide-moat champion that has been knocked from its pedestal. After a deep-dive analysis, our conclusion is that Adobe remains a world-class business, but the competitive landscape has fundamentally changed.Read more

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3.9k
users have viewed this narrative
11users have liked this narrative
2users have commented on this narrative
37users have followed this narrative
US$383.06
9.2% undervalued intrinsic discount
Imperial's Fair Value
Revenue
8.12% p.a.
Profit Margin
28.13%
Future PE
17.94x
Price in 2035
US$1.01k
NVDA logo
NVIDIA

Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics

NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.Read more

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1.2k
users have viewed this narrative
5users have liked this narrative
7users have commented on this narrative
52users have followed this narrative
US$235
24.4% undervalued intrinsic discount
jaikhom's Fair Value
Revenue
5.55% p.a.
Profit Margin
55.04%
Future PE
67.94x
Price in 2030
US$346.32
CPAY logo
Corpay

Corpay's Revenue is Expected to Grow 13.78% as Future PE Rises to 19.56x

Corpay: A FinTech Powerhouse at a Bargain Price Corpay is a global leader in specialized B2B payment solutions. The company is rapidly evolving into a FinTech powerhouse, with its Corporate Payments division driving significant growth.Read more

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103
users have viewed this narrative
2users have liked this narrative
1users have commented on this narrative
9users have followed this narrative
US$350.44
10.8% undervalued intrinsic discount
WisetoWealth's Fair Value
Revenue
13.78% p.a.
Profit Margin
25.17%
Future PE
19.56x
Price in 2030
US$520.04