 | June 25 - July 2, 2026 |
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1 new insight awaits |  |
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Recently updated Narrative on stocks you're monitoringTSLA: Safety Probes And Autonomy Delays Will Challenge AI Narrative PremiumTesla’s robotaxi and AI story still drives the conversation, but fresh safety probes and possible delays in driver-assistance approvals threaten the timeline investors are banking on. At the same time, new grid and energy partnerships grab headlines while raising questions about how quickly that business can scale in the real world. |
Last price US$425 | 114% overvalued Based on 6.29% p.a. revenue growth for 3 years |
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2 Narratives on interesting dividend opportunitiesUNDERVALUED Kraft Heinz (KHC): Less Drama, More KetchupOriginally posted on the Woodworth Contrarian Fund Website here: https://www.woodworth.fund/news/less-drama-more-ketchup Kraft Heinz is not suddenly a glamour stock, and that is precisely what makes it interesting. The first-quarter update did not offer some miraculous reinvention; instead, it offered something much more useful: evidence that the company is still throwing off cash, still protecting the dividend, and finally spending more time building brands than contemplating corporate dismemberment. Author's valuation assumes ~17% p.a. revenue growth for 5 years. |
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