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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

Zoetis makes medicines for pets and farm animals, but a sharp slowdown in its US pet business recently rattles investors and raises questions about how durable demand really is. The story hinges on whether its long track record of steady pricing and buybacks can keep the business resilient—or whether debt, product concentration, and copycat drugs start to bite.Read more

A clinical-stage biotech, a new CEO, a Phase 2 readout in months, and a recent takeover deal that suggests CUE’s asset alone could be worth more than the whole company. Key Takeaways Cue Biopharma (NASDAQ: CUE) just transformed itself in 48 days: New CEO, raised $30 million, received a $7.5 million milestone from Boehringer Ingelheim, and in-licensed Ascendant-221 (CUE-221), a Phase 2 anti-IgE antibody aimed at Roche’s and Novartis AG’s (NVS) Xolair, which generated roughly $4.7 billion in 2025 sales.Read more

BlackBerry’s comeback hinges on software quietly embedded in cars worldwide, built for systems that can’t afford to fail and hard for automakers to replace once it’s in. Now that same safety-focused foundation is being pushed into robots, factories, and medical devices—offering a new growth path, but with long wait times and real execution risk.Read more

Investment Memorandum (Buffett-Style) – Shenzhou International Group ( 2313.HK ) Executive Summary Shenzhou International is a vertically integrated apparel manufacturer serving global brands, with a production footprint across China, Vietnam, and Cambodia. It combines scale, operational integration, and long-term customer relationships—traits that echo businesses Warren Buffett historically favors.Read more

Every once in a while, investing rewards curiosity in the most unexpected ways. Not through a Bloomberg terminal.Read more

A major overseas buyout turns Sudarshan into a truly global pigments player, and the latest results suggest the worst of the integration shock may be fading faster than many expected. The big question now is whether the recent pickup in European orders is a lasting recovery or just a seasonal bounce that could stall again.Read more

Centum Investment looks cheap mainly because the market price sits far below what its assets could be worth if they’re turned into cash. The story hinges on a few near-term property and industrial-park milestones that could reveal clearer prices and cut costly funding, but only if the projects deliver as planned.Read more

A European defence and ammunition maker rides long-term government demand as countries rebuild stockpiles and secure supply chains. The biggest catch is that the founder still tightly controls the company after its public debut, which can be both a strength and a risk for everyday shareholders.Read more