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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.
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29users 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
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27users 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.
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49users have followed this narrative
MNSO logo
MINISO Group Holding

MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x

MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more

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3users have commented on this narrative
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US$26.2
25.4% undervalued intrinsic discount
Bejgal's Fair Value
Revenue
13.4% p.a.
Profit Margin
16.8%
Future PE
15x
Price in 2028
US$34.75
CHA logo
Chagee Holdings

Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth

Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more

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US$23
40.7% undervalued intrinsic discount
kaladorm's Fair Value
Revenue
10.76% p.a.
Profit Margin
15%
Future PE
21x
Price in 2030
US$37.04
LRN logo
Stride

Stride Stock: Online Education Finds Its Second Act

Stride Inc. (NYSE: LRN) is no longer just a pandemic-era beneficiary of remote schooling.Read more

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US$51
26.5% overvalued intrinsic discount
yiannisz's Fair Value
Revenue
3.78% p.a.
Profit Margin
12.76%
Future PE
8.84x
Price in 2030
US$73.18
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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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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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
VRNO logo
Verano Holdings

Waiting for the Inevitable

Catalysts Federal rescheduling of marijuana from Schedule I to Schedule III of the Controlled Substances Act is an inevitability from a scientific and sociopolitical perspective within five years. Rescheduling will eliminate the application of the punitive s.Read more

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CA$5.52
59.1% undervalued intrinsic discount
Cwburton's Fair Value
Revenue
-6.28% p.a.
Profit Margin
15.34%
Future PE
22.64x
Price in 2030
CA$7.67