woodworthfund

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Woodworth Contrarian Fund | Oregon-based, contrarian value research. We publish clear, data-driven write-ups on mispricings and market narratives. Deep Roots. Stubborn Growth. Oregon Based.

https://www.woodworth.fund/

MGPI·5 months agoTHE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Lisa - just curious - are you saying you've invested a lot of money physically into brown goods? Or into MGPI?

MGPI·5 months agoTHE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Agreed - but MGPI trades at a discount to intrinsic value in its current situation - recovery of brown goods not necessary for significant appreciation.

MGPI·5 months agoTHE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

I appreciate that - the data doesn't lie about how broke they are