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Thesis: Downstream leverage. Growth is tied to the European automotive supply chain and the new sintered magnet plant in Estonia.Read more

Vertical Integration, Sovereign Backing, and Asymmetric Upside. CURRENTLY PRICED TO PERFECTION - INTERESTING AT $35-40 MP Materials represents the highest conviction idea in the sector for 2026.Read more

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies.​ From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.Read more

Perspectivas de Mercado Olhando para o horizonte de 2026 e além, a Bayer AG emerge como uma empresa em transição estratégica, navegando por desafios persistentes enquanto aposta em inovação e eficiência operacional para impulsionar uma recuperação sustentável. Após um 2025 marcado por declínios em lucros e pressões litigiosas, a companhia projeta um retorno ao crescimento de lucros a partir de 2026, impulsionado por um pipeline robusto em farmacêuticos, otimizações em Crop Science e uma reestruturação interna que visa economias significativas.Read more

O Futuro da Chipotle Mexican Grill: Uma Jornada de Resiliência e Expansão No final de 2025, a Chipotle Mexican Grill (CMG) encontra-se num ponto de viragem. Após um ano desafiante marcado por pressões macroeconómicas, declínio no tráfego de clientes e uma revisão em baixa das projeções de vendas comparáveis (que passaram de crescimento low-to-mid single digit para um declínio low single digit), a empresa demonstra sinais de recuperação.Read more

Match Group (NASDAQ: MTCH) owns some of the most recognizable brands in online dating, including Tinder, Hinge, and OkCupid. For years, growth was driven by a simple formula: more smartphones, more users, more subscriptions.Read more

31 Dec 2025 For shareholders of Novo Nordisk (NVO) , the past three years have been a masterclass in value creation. High margins, infinite demand, and a virtual monopoly in the obesity market drove the stock to record highs.Read more

MGM Resorts International (NYSE: MGM) sits at the crossroads of physical entertainment and digital gaming. Long known for its iconic Las Vegas properties, MGM has steadily reshaped its business into something broader: a global hospitality, entertainment, and betting platform designed to monetize experiences both on-property and online.Read more

While some narratives suggest the stock is overvalued based on current conditions, the 5-year outlook (2030) projects a significant rerating: Forward Metrics : A projected 2030 EPS of $4.14 at a 15x PE ratio yields a potential share price of $92.26. Fair Value Discount : Even when discounted to 2025 at a 4% rate, the calculated fair value is $75.83 , suggesting the current market price (approx.Read more