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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

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

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

For many investors, Hektar REIT has long been viewed primarily as a retail-focused REIT exposed to the challenges of the mall segment. But looking closer today, the investment narrative may be changing.Read more

Argenta Silver is pushing a high-grade silver project in Argentina that could grow into a meaningful mine if drilling results keep improving and permits stay on track. A well-known investor is a major shareholder, but the payoff hinges on successful exploration, a long wait to production, and country-level uncertainty.Read more

Its my fudemental belief that retail has a-strayed from real long-term value, and towards a perverse sentiment rooted purely in numbers. The market looked at NuScale's 2023 project cancellation and saw a failed company.Read more

PagSeguro’s payments business looks stuck, but its fast-growing banking and lending arm could quietly become the main profit engine if loan losses stay under control. Competition, taxes, and a shaky Brazilian economy make this a bumpy ride, but the upside hinges on whether the company can turn more merchants into long-term banking customers.Read more