THE MILLEGAN MEMO: MARCH 2025
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
THE MILLEGAN MEMO: FEBRUARY 2025
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
THE MILLEGAN MEMO: JANUARY 2025
How stock pickers outperform the market, the Woodworth Contrarian Fund’s Q4 Newsletter, and the State of Greenland - Managing Partners Drew Millegan & Quinn Millegan