A recently shuttered WVVI tasting room in McMinnville, OR (November 2025) Date: November 18th 2025 Analyst: Drew Millegan & the Woodworth Contrarian Fund Originally posted on the Woodworth Contrarian Fund News page: https://www.woodworth.fund/news/willamette-valley-vineyards-wvvi-not-so-great-value Fair Value: Unclear. 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.Read more

Originally posted on the Woodworth Contrarian Fund Website here: https://www.woodworth.fund/news/less-drama-more-ketchup Kraft Heinz is not suddenly a glamour stock, and that is precisely what makes it interesting. The first-quarter update did not offer some miraculous reinvention; instead, it offered something much more useful: evidence that the company is still throwing off cash, still protecting the dividend, and finally spending more time building brands than contemplating corporate dismemberment.Read more

MGP Ingredients gets hit hard as whiskey makers pause orders to work through excess stock, but the company says customer agreements stay in place and demand can come back as supply tightens. With well-known spirits brands, a growing tequila business, and a food-ingredients unit, it may be better positioned to outlast weaker rivals and even buy assets cheaply during the downturn.Read more

(Woodworth Contrarian / Gemini 2026) Originally posted on the Woodworth Contrarian Fund News Page - subscribe there to see this first: https://www.woodworth.fund/news/the-chemistry-of-mispricing-asix When the market counts a company down and out, we take a second look. AdvanSix Inc.Read more

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies.​ From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.Read more

Originally posted Jan 22 on the Woodworth Contrarian News page : https://www.woodworth.fund/news/methode-electronics-mei-a-short-circuit-or-just-a-blown-fuse Brought to you by Drew Millegan & The Woodworth Contrarian Fund If you want to clear a room at a cocktail party in 2026, tell them you’re excited about an auto-parts supplier undergoing a "transformation" during an EV slowdown. If you want to clear the room even faster, mention that its revenue is down double-digits and it just missed earnings.Read more

Helen of Troy makes everyday home and cleaning brands, but its shares fall hard as investors worry about China exposure, tariffs, and shaky consumer demand. The company responds by reshaping its supply chain and shifting where it makes and sells products, which could set up a rebound if upcoming results show the business is holding up.Read more

Kohl’s has fallen hard even as it keeps generating cash and owns a lot of valuable property, leading some to treat it like it’s headed for collapse. The upside case is that the market is overreacting to retail fears and accounting noise, with store closures framed as pruning rather than a death spiral—and a buyout isn’t off the table.Read more

FreightCar America is coming out of a risky multi-year move to Mexico with a bigger, lower-cost factory that’s now running and starting to simplify its finances. If it keeps taking share in a market that still needs steady railcar replacements, today’s downbeat sentiment could be missing what’s changed.Read more