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
THE MILLEGAN MEMO: DECEMBER 2024
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.
THE MILLEGAN MEMO: NOVEMBER 2024
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.