CAPITAL CALL #3: BACK WHEN MUSSOLINI’S BROKERS BEAT EACH OTHER INSTEAD OF THE MARKET
Elon’s busy building the Roman Empire in his nursery, Jerome's deadlifting instead of cutting rates, and brokers in 1925 Italy responded to regulation by going full WWE. Markets are wild - but they always have been.
CAPITAL CALL #2: WHY IS DREW BUYING BOAT ANCHORS ON MARGIN?
First came the fake tweet. Then the denial. Then the real news. In between? Trillions moved, short sellers panicked, and the market posted one of its most dramatic rebounds since the Second World War.
Q1 2025 WOODWORTH CONTRARIAN QUARTERLY NEWSLETTER
We are pleased to bring you our latest quarterly newsletter for Q1 2025.
MARKET MOVES: LAUNCHING THE CAPITAL CALL PODCAST
Tariffs, tantrums, and $6 trillion in vanishing value—what better time for the first-ever Capital Call? On this so-called “Liberation Day,” investors were liberated mostly from their gains. Quinn and Drew, managers of the Woodworth Contrarian Fund, unpack policy chaos, circuit breakers, and why Kohl’s might just be the thrift store Picasso—buried under junk, but worth a second look.
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