When the market counts a company down and out, we take a second look. AdvanSix Inc. (NYSE: ASIX) is currently trading as if it were going out of business, having shed over 44% of its value in the last year. The "smart money" has fled the building, spooked by a cyclical downturn in nylon and a messy quarter.

But at Woodworth, we don't buy the narrative; we buy the numbers. And the numbers tell us that ASIX is a fortress balance sheet trading at 0.54x Book Value (0.61x Tangible Book) with a hidden cash flow catalyst that the market is completely ignoring. This is a classic "stretched rubber band" scenario where sentiment has detached from math.

If you want to clear a room at a cocktail party in 2026, tell them you’re excited about an auto-parts supplier undergoing a "transformation" during an EV slowdown. If you want to clear the room even faster, mention that its revenue is down double-digits and it just missed earnings.

Enter Methode Electronics (MEI).

At first glance, MEI looks like a textbook value trap. The stock is down nearly 40% over the last year, hovering around $7.50. Wall Street has effectively ghosted the company, treating it like a legacy relic that got lost on the way to the electric vehicle revolution. The consensus view is simple: the EV transition is stalling, Methode’s sales are shrinking, and the turnaround is taking too long.

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.​

This will be our first full article published in Seeking Alpha - take a look here and please vote at the bottom of the Seeking Alpha article that our analysis was compelling! We were impressed with the thorough nature of the publication process through Seeking Alpha and look forward to future research articles. Learn more about why MGP Ingredients is an undervalued gem.

MGPI looks like another dead whiskey stock — down 75% in two years, trading at a “liquidation” multiple, and tossed in the penalty box for an inventory glut the market assumes will never clear. Under the hood, it’s the opposite story: cash flow is up, the balance sheet is a fortress, competitors are going bankrupt, and MGPI has nearly $470M in liquidity to buy stills, barrels, and brands at fire-sale prices. This deep dive walks through why the brown-goods crash is a textbook inventory cycle, how three growth engines (Penelope, El Mayor, and Ingredients) are being valued at roughly zero, and why our conservative work points to 50–200%+ upside with limited downside if things go wrong. If you like capital-cycle setups where sentiment has totally detached from math, this is one of them.