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
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
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
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