Plus: 🚁 A high-upside aerospace underdog worth a closer look.
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Hey Investor, Welcome to Weekly Picks, where each week our analysts handpick their favorite Narratives. Narratives are a game-changing way for investors to make smarter decisions on their stocks. A narrative always has 3 parts: a story, a forecast and a fair value. You can create one yourself in 3 minutes or you can select one from our thriving community. This week’s picks cover: - 🥃 How MGP Ingredients’ inventory pile-up could set the stage for a surprisingly strong comeback once demand steadies.
- 🚁 Why Vertical Aerospace’s early progress might turn today’s doubts into tomorrow’s opportunity as flying taxis inch closer to real use.
- 🔌 How Oracle quietly became a key player in the AI boom, building the kind of infrastructure that’s now in sudden, heavy demand.
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Why MGPI is being crushed by inventory & primed for resurrection |
MGPI’s slump comes from a temporary whiskey oversupply, not a failing business, and the company still has strong finances and brands that continue to grow. When the industry works through excess barrels and buying picks back up, the stock has room to rebound from a price that currently assumes a much worse long-term outlook than reality. |
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~40% undervalued vs current price |
Based on ~1.36% p.a. revenue growth for 5 years | | |
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💡 Why we like it: It weaves MGPI’s three business engines into a tight, convincing story that’s more about misunderstood structure than short-term noise. |
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Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price |
Vertical Aerospace is being valued as though its future barely exists, even though it has major preorders, a promising hybrid aircraft that opens doors beyond air taxis, and a clear path toward certification that could unlock much larger markets. The real hurdle is funding the next few years, and if the company secures the capital it needs, the long-term payoff investors are betting on becomes far more plausible. |
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~89% undervalued vs current price |
Based on ~91% p.a. revenue growth for 5 years |
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💡 Why we like it: It brings a spark of real excitement to a sector most people have already given up on, making the future feel possible again. The enthusiasm is contagious without ever feeling forced, and it pulls you into the story even if you’re skeptical. |
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The Quiet Giant That Became AI’s Power Grid |
Oracle has reinvented itself as the backbone of the AI boom, with its cloud infrastructure now powering giant superclusters and attracting enormous long-term contracts that have pushed its backlog to unprecedented levels. If it can keep building capacity fast enough to meet this “insatiable” demand, the company’s shift from slow-and-steady enterprise player to high-growth AI infrastructure provider could fundamentally change how the market values it. |
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~43% undervalued vs current price |
Based on ~28% p.a. revenue growth for 5 years |
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💡 Why we like it: The narrative turns a huge, complicated shift inside Oracle into a simple, easy-to-follow story that feels surprisingly exciting. The writing makes a giant company’s reinvention feel clear and human, pulling you in without overwhelming you. |
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What's next?
1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page.
4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running! |
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| This email is from Simply Wall Street Pty Ltd
Level 5, 320 Pitt St Sydney 2000, NSW, Australia. TickerTickle is an employee of Simply Wall St, but has written a narrative in their capacity as an individual investor. Simply Wall St has no position in the company(s) mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimates are for informational purposes only and do not constitute a recommendation to buy or sell any stock. They do not take into account your objectives or financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this email/website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. Privacy Policy Terms and Conditions
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