We at the Woodworth Contrarian Fund specialize in finding buying opportunities when the market is selling. This means buying early and selling early - if you wait for the last drop of blood, they’re already dead, so to speak.  Now with Q2 2026 Earnings in the rear view mirror, we think that this company is a classic contrarian value opportunity.

Helen of Troy (HELE) is cheap, wheat commodity corners collapse in 1871, the Woodworth Fund releases its Q3 Newsletter, and the yield curve flips back. Different centuries, same story: the market always humbles someone.

- Managing Partners Drew Millegan & Quinn Millegan

The current U.S. Treasury yield curve presents a complex picture that, while sharing some similarities with the 2007 pre-recession environment, occurs within a markedly different economic context. Check out today’s analysis.

Kohl’s keeps cashing checks while analysts call it a meme, Nvidia finds out it’s not the only chip in town, and the jobs market cools just enough to make everyone equally nervous. This issue sees earnings beats, $10B mystery orders, and tariffs that hit everyone—unless you’re big enough to dodge them.

- Managing Partners Drew Millegan & Quinn Millegan

Exclusively republished report from our archives - relevant today.

It seems that time and time again - the Trump administration proposes removing the requirement for public companies to report quarterly, instead favoring the European/Chinese standard of reports every 6 months.

Pfizer might be a good deal even if Bobby Kennedy bans child vaccines, PPI is heating up despite its cousin CPI, and with enough influence you too can be exempt from Tariffs! A little delayed for July, but worth it all the same.

- Managing Partners Drew Millegan & Quinn Millegan

Your pockets are inflating (a little bit more than expected), Nike bounces on bad news, and the US Dollar made records (not necessarily good ones).

- Managing Partners Drew Millegan & Quinn Millegan

The US love-hate relationship with tariffs and market certainty, Abercrombie & Fitch is worth trying on (but it might not fit), and international trade (s)melt down. - Managing Partners Drew Millegan & Quinn Millegan

Your new Monday commute podcast - The Capital Call: with the Millegan Brothers and we explore Stellantis (formerly Fiat-Chrysler) and Moderna’s current value propositions in the market. - Managing Partners Drew Millegan & Quinn Millegan

Volatility is back and it’s provided more buying opportunities than capital - we highlighted RAIL and KSS which have interesting stories and are at even more interesting price levels with some insight into our investment process and contrarian philosophy. - Managing Partners Drew Millegan & Quinn Millegan

Intel’s potential breakup has the company poised for exciting times, Stellantis earnings show a strong balance sheet, and the yield curve partly inverts as recession fears loom. - Managing Partners Drew Millegan & Quinn Millegan

How stock pickers outperform the market, the Woodworth Contrarian Fund’s Q4 Newsletter, and the State of Greenland - Managing Partners Drew Millegan & Quinn Millegan

Brought to you by The Woodworth Contrarian Fund. Black Friday, an alternative measure of inflation, and Quinn calls in on Jim Cramer’s Lightning Round on his CNBC show Mad Money. Happy Holidays and Happy Friday the 13th.

Tariffs, The Election, and whether or not you can be a better investor by knowing the future. We decided to do something a little bit different this month. We have a few bite sized pieces on interesting topics that caught our eye as we look forward. We call it the Millegan Memo.

In between conversations with interested festival attendees, we conducted a poll of 58 willing participants as to their current feelings on the economy, as well as their own personal investments.  In exchange, participants received a free Woodworth-branded shot glass.  From this poll, a familiar trend emerged.

In the spirit of our upcoming sponsorship of the local Scottish Heritage Festival here in McMinnville, Oregon, we find ourselves thinking of Scotland, and the ways in which our own home half a world away has many parallels. Catch us at the McMinnville Scottish Festival October 5th & 6th.

At the recent McMinnville Scottish Festival, at which the Woodworth Contrarian Fund was the title sponsor, we asked you where you invest your money.

The proposed $60 million Gwendolyn Hotel in downtown McMinnville, which has asked permission to demolish three designated historic buildings within the Downtown National Historic District, has created a great deal of controversy.

Cathie Wood's ARKK fund, which as of writing was down nearly -50% YTD, has had a bad year. They are not the only major market player with performance issues.

Markets value certainty. Whether terrible or euphoric, more certain outcomes make planning, valuing future revenues, and controlling for future costs much easier, and by extension makes valuing companies as a whole much more straightforward (as much as it can be). The corporate temptation of whether or not to merge, takeover, or take private becomes a much harder to ignore when the answer is seemingly self-evident.