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Quinn Millegan
@quinn.life
10 followers 7 following 7 posts
PDX / McMinnville OR • OSU • Hedge Fund Manager • Don't forget to live a little. Be kind. Be curious. Be ambitious. Question everything.
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quinn.life
Take a look at our latest research article! If you subscribed to our newsletter, you saw this first!
December 31, 2025 at 6:02 PM
Reposted by Quinn Millegan
woodworth.fund
seekingalpha.com/article/4854...
MGP Ingredients Is Not Broken, It’s Just Hungover (NASDAQ:MGPI)
Discover why MGP Ingredients (MGPI) offers 50%+ upside with strong financials and growth drivers.
seekingalpha.com
December 17, 2025 at 7:37 PM
Reposted by Quinn Millegan
woodworth.fund
The new Millegan Memo is live. We debut the WORM index for #Oregon names, revisit the 1973 oil shock, dig into MGPI’s whiskey glut, homebuilder margin compression, and why AI’s real ally is natural gas.

As of 12/9, WORM closed at 3,408.71.
www.woodworth.fund/news/the-mil...

#OregonInvesting #WORM
THE MILLEGAN MEMO: POST-NOVEMBER 2025 — Woodworth Contrarian Fund
This month we revisit the original oil panic, the whiskey glut nobody noticed, homebuilders’ disappearing margins, and the only friend AI data centers really have - natural gas. In other words: 1970s ...
www.woodworth.fund
December 10, 2025 at 3:41 PM
Reposted by Quinn Millegan
woodworth.fund
Whiskey isn’t dead — it’s over-inventoried.

We think $MGPI is primed for a comeback as the brown-goods glut clears. Full in-depth research article from Woodworth:

www.woodworth.fund/news/mgp-ing...

#MGPI #valueinvesting #whiskey #ContrarianInvesting #WoodworthFund
THE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION — Woodworth Contrarian Fund
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 ...
www.woodworth.fund
December 6, 2025 at 7:29 PM
Reposted by Quinn Millegan
woodworth.fund
Good wine, bad stock? 🍷

A shuttered #WVVI tasting room in McMinnville led us back to the 10-Q. Bank overdrafts, thin volume, heavy preferreds, and a brutal wine market.

www.woodworth.fund/news/willamette-valley-vineyards-wvvi-not-so-great-value

#WillametteValleyVineyards #Oregon #wineindustry
WILLAMETTE VALLEY VINEYARDS (WVVI): Not-So-Great Value — Woodworth Contrarian Fund
As an Oregon-based hedge fund, we often get the opportunity to more closely investigate local companies that are otherwise too small to register on most firms’ radars.  Willamette Valley Vineyard...
www.woodworth.fund
November 19, 2025 at 12:47 AM
Reposted by Quinn Millegan
woodworth.fund
New Millegan Memo is up.

We look past October’s noise to:
• Helen of Troy’s reset
• A hometown winery we’re avoiding
• Stellantis at “broken” pricing
• A preview of the Woodworth Oregon Index

Read: www.woodworth.fund/news/the-mil...
THE MILLEGAN MEMO: POST-OCTOBER 2025 — Woodworth Contrarian Fund
This month’s Millegan Memo runs from Oregon dirt to Old Europe’s bond markets. On the company side, we walk through Helen of Troy’s “take your medicine” quarter, a local vineyard flagship that looks m...
www.woodworth.fund
November 14, 2025 at 11:39 PM
Reposted by Quinn Millegan
woodworth.fund
🧐 New article on Helen of Troy #HELE
Despite a large non-cash impairment, HELE remains adjusted-profitable, has resilient brands (OXO, Hydro Flask, Revlon appliances) and trades at historically low multiples. The market has over-reacted

www.woodworth.fund/news/helen-o...
#ValueInvesting #Contrarian
HELEN OF TROY (HELE): Reset Creates Opportunity — Woodworth Contrarian Fund
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 a...
www.woodworth.fund
October 27, 2025 at 3:32 PM
Reposted by Quinn Millegan
woodworth.fund
Helen of Troy (HELE) looks like $70 of assets for $26.
In 1871, wheat speculators lost to 567 train cars.
Now, the yield curve is back upright—but warning lights stay on.

Sept #MilleganMemo went out Sat for subscribers
Subscribe at the bottom of the article

#HelenOfTroy #YieldCurve #ValueInvesting
THE MILLEGAN MEMO: SEPTEMBER 2025 — Woodworth Contrarian Fund
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 alwa...
www.woodworth.fund
October 6, 2025 at 3:10 PM
Reposted by Quinn Millegan
woodworth.fund
Kohl’s isn’t dead.
Nvidia isn’t invincible.
The economy isn’t hot (but it isn’t cold).

That’s the latest Millegan Memo.

Get it in your inbox before everyone else → www.woodworth.fund/news/the-mil...
(or read the delayed version now 👀)

#KSS #NVDA #AVGO #BLS #economicdata #investment #hedgefund
THE MILLEGAN MEMO: POST-AUGUST 2025 — Woodworth Contrarian Fund
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 earn...
www.woodworth.fund
September 17, 2025 at 10:45 PM
Reposted by Quinn Millegan
woodworth.fund
SHOULD PUBLIC COMPANIES STOP REPORTING QUARTERLY EARNINGS?

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.

(1/4)
September 16, 2025 at 3:46 PM
Reposted by Quinn Millegan
woodworth.fund
Is that insider information? Should congress be allowed to trade stocks? 🤔📈

NEW EP #16 of the #CapitalCallPodcast with the #MilleganBrothers out earlier this morning on #Spotify #YouTube & #ApplePodcasts

www.CapitalCall.Stream

#financepodcast #stockmarket #insidertrading #economics #congress
August 12, 2025 at 2:30 AM
Reposted by Quinn Millegan
woodworth.fund
You hate to agree with anyone on #reddit about #Kohls 👀📈

NEXT EPISODE #15 of The #CapitalCallPodcast with the Millegan Brothers dropped yesterday morning!

Subscribe to our mailing list, #Spotify #YouTube and #Applepodcasts below

www.CapitalCall.Stream
July 30, 2025 at 2:42 AM
quinn.life
Another great discussion 🙌 new episode of the #CapitalCall every Monday!
woodworth.fund Woodworth Contrarian Fund @woodworth.fund · Jul 16
The #Fed is Confused, the Market’s Delusional, & We’re Buying - New Ep #14 of the Capital Call out yesterday on #Spotify #YouTube & #ApplePodcasts - sign up below to get it first:

www.CapitalCall.Stream

#milleganbrothers #finance #podcast #bolsonaro #Brazil #economy #portugese #soybeans #tariffs
July 16, 2025 at 3:28 AM
Reposted by Quinn Millegan
woodworth.fund
June's Millegan Memo is out.

If you were on the list, it showed up in your inbox yesterday.

This month:
– Core inflation overshoots (again)
– Nike surprises with earnings (Wall Street shrugs, stock jumps)
– US Dollar drops

📩 Join the list before the next one: www.woodworth.fund/news/the-mil...
THE MILLEGAN MEMO: JUNE 2025 — Woodworth Contrarian Fund
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 M...
www.woodworth.fund
July 2, 2025 at 3:14 PM
Reposted by Quinn Millegan
woodworth.fund
#Nike bounced on bad news? This & more on the latest episode #13 of The Capital Call with the Millegan Brothers - new release every Monday on #Spotify #applepodcasts & #youtube
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www.CapitalCall.Stream
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#podcast #finance #stockmarket #NKE #earnings #shoes #economy
July 1, 2025 at 4:32 PM
Reposted by Quinn Millegan
woodworth.fund
Live with the Woodworth Contrarian Fund Founders: Exclusive Webinar on Investing this Friday, June 27th @ 12 PM ET / 9 AM PT

Register now, while seats are available:

cornell.zoom.us/meeting/regi...
June 23, 2025 at 3:42 PM
Reposted by Quinn Millegan
woodworth.fund
We’re excited to share that Quinn Millegan, Co-Managing Partner of Woodworth Contrarian Fund, will be speaking tomorrow at the Oregon Startup Conference, hosted at George Fox University in #newbergoregon tomorrow, June 20th @ 11:00 a.m.

Details below:

www.woodworth.fund/news/2025-or...
June 19, 2025 at 8:03 PM
Reposted by Quinn Millegan
woodworth.fund
#Stellantis might be the best bang for your buck - this & more on episode 10 of the Capital Call with the Millegan Brothers #Podcast out now on #Spotify #YouTube & #applepodcasts
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#economy #finance #cars #stla #dodge #jeep #ram #Maserati #fiat #Peugeot #stockmarket #valueinvesting
June 9, 2025 at 11:47 PM
Reposted by Quinn Millegan
woodworth.fund
The May Millegan Memo is out now: The #US love-hate relationship w/ #tariffs & market certainty, #Abercrombie & Fitch is worth trying on (but it might not fit), and international #trade (s)melt down.

If you subscribed to our email list, you saw this on Friday!

www.woodworth.fund/news/the-mil...
THE MILLEGAN MEMO: MAY 2025 — Woodworth Contrarian Fund
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 Mil...
www.woodworth.fund
June 2, 2025 at 5:59 PM
Reposted by Quinn Millegan
woodworth.fund
BYD outcompeting Tesla??? 😱 Ep 8 of the Capital Call #podcast out now on #spotify #youtube #applepodcasts

www.CapitalCall.Stream

#economy #finance #Tesla #BYD #electric #cars #electriccar #Europe #elonmusk #China #manufacturing
May 27, 2025 at 6:59 PM
Reposted by Quinn Millegan
woodworth.fund
What is the gold-plated water cooler effect? Episode 7 of the Capital Call with the Millegan Brothers out now! With special guest Dr. Nicholas Woo and his input as an Army Doc! #economics #finance #podcast #army #Healthcare #monopoly #Spotify #youtube

www.CapitalCall.Stream
May 19, 2025 at 8:05 PM
Reposted by Quinn Millegan
woodworth.fund
Also - on our "This day in economic history" segment someone ends up ironically in a boiling vat of beer after the biggest short squeeze of the last century! 👀🍻
May 12, 2025 at 11:31 PM
Reposted by Quinn Millegan
woodworth.fund
#Wallstreet can resurrect companies from the dead ☠️ this & more on the Capital Call #podcast Ep 6 with the Millegan Brothers out now on #Spotify & #YouTube

www.CapitalCall.Stream

#finance #stockmarket #shortsqueeze #economy
May 12, 2025 at 11:31 PM
Reposted by Quinn Millegan
woodworth.fund
What do falling #oil prices, orbital battleships, and lab-grown mammoth meat have in common? Apparently, episode 5 of the Capital Call #podcast with the Millegan Brothers out now on #spotify & #youtube #economy #opec

www.CapitalCall.Stream
May 5, 2025 at 10:21 PM
Reposted by Quinn Millegan
woodworth.fund
April's Millegan Memo is out now! If you were subscribed to our email list - you saw this yesterday.

The Capital Call #Podcast & #Stellantis (formerly Fiat-Chrysler) and Moderna’s current value propositions in the market. #STLA #mRNA #economy #stockmarket

www.woodworth.fund/news/the-mil...
THE MILLEGAN MEMO: APRIL 2025 — Woodworth Contrarian Fund
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 P...
www.woodworth.fund
April 29, 2025 at 3:45 PM