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woodworth.fund
#value #fundmanagers #portfolio #contrarian #valueinvesting #hedgefund #investments #contrarianinvesting #webinar #seminar #investmentstrategy #alternativeinvestments #hedgefund
June 23, 2025 at 3:42 PM
dantweb.bsky.social
Strategic long ETH/BTC position targeting 300-500% returns via mean reversion, powered by L2 adoption and potential ETF approvals. #ContrarianInvesting #CryptoHedging #ETFStrategies #ETH/BTCRatio #L2Adoption
redrobot.online/2025/05/cont...
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May 1, 2025 at 10:59 AM
marty-au79.bsky.social
Au79 Daily Market Intelligence Report: September 02, 2026

⚖️ Global Liquidity Fractures & Tactical Asset Levels

#Au79Macro #MarketIntelligence #LiquidityDrain #CryptoLevels #Geopolitics #CommodityShock #FiscalDominance #AssetAllocation #ContrarianInvesting

martyau79.substack.com/p/02sept2026...
02Sept2026 - Au79 Daily Market Intelligence Report
Listen now | Au79 Macro | September 02, 2026
martyau79.substack.com
September 2, 2026 at 4:08 PM
leadlagreport.bsky.social
💰 Long Bonds Making a Comeback?

30-year Treasuries were the most hated asset last year.

At 4%+ yield, they're starting to look juicy again – especially if growth stalls. 🍇

Today's contrarian bet could be tomorrow's winner. 🎯

#BondMarket #ContrarianInvesting
March 30, 2025 at 3:43 PM
beatingthetide.com
When everyone else is bored or scared, that’s your opportunity. Early ideas feel lonely. Stay the course. $SPY #ContrarianInvesting #Patience #MarketOpportunity

https://www.beatingthetide.com/p/buffetts-greatest-lesson
www.beatingthetide.com
www.beatingthetide.com
August 7, 2026 at 6:40 PM
contratheheard.bsky.social
Many loved tech in 2000, housing or banking in 2007, or pot stocks in 2018. Contrarians didn’t. They bought what wasn't cool, and crushed the market. Being early feels lonely, but it pays. #ContrarianInvesting
April 28, 2025 at 2:42 PM
drduru.bsky.social
The accelerating fear that AI will displace software has pressured the entire sector.
"BOX Caught in an AI-Driven Software Selloff: Identifying Platform Opportunities Amid Market Fear"
drduru.com/onetwentytwo...
#$BOX #ArtificialIntelligence #EnterpriseSoftware #AIAgents #ContrarianInvesting
BOX Caught in an AI-Driven Software Selloff: Identifying Platform Opportunities Amid Market Fear
BOX is caught in an AI-driven software selloff. Here’s how platform software can still win with AI agents—and why market fear may be mispricing BOX.
drduru.com
January 20, 2026 at 6:47 AM
woodworth.fund
Bumble ($BMBL) got swiped left, but the turnaround story is getting interesting: cost cuts, founder back, margins up.

Full piece: www.woodworth.fund/news/swiped-...

#BMBL #Turnaround #ValueInvesting #ContrarianInvesting
SWIPED LEFT BY WALL STREET: THE BMBL REBOUND TRADE — Woodworth Contrarian Fund
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 tu...
www.woodworth.fund
December 31, 2025 at 6:02 PM
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
marty-au79.bsky.social
Market Intelligence Outlook Report: August 31, 2026

⚖️ Structural Plumbing Breaches as Kinetic Exhaustion Meets Exponential Deflation

#Au79Macro #MarketIntelligence #MacroLiquidity #SmartMoney #ContrarianInvesting #BondMarket #TreasuryYields #RepoMarket

martyau79.substack.com/p/31aug2026-...
31Aug2026 - Au79 Daily Market Intelligence Report
Listen now | Au79 Macro | August 31, 2026
martyau79.substack.com
August 31, 2026 at 5:11 PM
aderfin.bsky.social
Trading isn't about executing the perfect trade, it's about being the one who holds the leverage. Every investor thinks they're contrarian, but the truth is, the smart ones are the ones who buy the market, not the stocks.

#TradingIsNotPerfect #MarketMastery #ContrarianInvesting
August 28, 2026 at 9:23 AM
beatingthetide.com
When you buy a deeply undervalued stock, you're betting against the market's pessimism. That's uncomfortable. But discomfort is the price of admission to outsized returns. $SPY #ContrarianInvesting #Psychology #StockMarket

https://www.beatingthetide.com/p/investment-risk-and-reward
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August 27, 2026 at 3:50 PM
beatingthetide.com
Be greedy when others are fearful. $POWL’s backlog gives me confidence to hold through short-term noise. #ContrarianInvesting #ValueInvesting #SPY

https://www.beatingthetide.com/p/the-crown-has-been-passed-powl-powell
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August 25, 2026 at 4:20 PM
beatingthetide.com
DQ wasn't a consensus buy. Great investments rarely are. If everyone agrees, the price already reflects it. Look for disagreement between price and reality. That's your edge. $DQ $SPY #ContrarianInvesting #Edge #StockMarket

https://www.beatingthetide.com/p/investment-risk-and-reward
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August 19, 2026 at 7:10 PM
beatingthetide.com
Some of the best investments come from stories the market has given up on. Turnaround potential + hidden assets = asymmetric opportunity. Be patient, be thorough, be contrarian. $SPY #ContrarianInvesting #Value #Asymmetric

https://www.beatingthetide.com/p/avoid-bad-investments-bs-detector
www.beatingthetide.com
www.beatingthetide.com
August 13, 2026 at 4:51 PM
beatingthetide.com
The best time to buy is when there’s blood in the streets. But only if you have cash and courage. Buffett made his fortune buying fear. #ContrarianInvesting #MarketTiming #Buffett

https://www.beatingthetide.com/p/warren-buffett-investing-lessons-beating-the-sp-500
www.beatingthetide.com
www.beatingthetide.com
July 31, 2026 at 7:10 PM
beatingthetide.com
When a stock trades at 5x earnings with industry-leading margins, the market is pricing in fear. That's where opportunity lives. But you have to be willing to look foolish temporarily. $DQ $SPY #DeepValue #ContrarianInvesting #StockMarket

https://www.beatingthetide.com/p/investment-risk-and-reward
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July 29, 2026 at 3:16 PM
beatingthetide.com
ESG headwinds and long-term oil demand uncertainty make energy a tough sell for many. But these very reasons can create deep value for patient investors. #ContrarianInvesting #MarketSentiment

https://www.beatingthetide.com/p/sp500-valuation-magnificent-7-cheap-energy-sector
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July 28, 2026 at 7:21 PM
beatingthetide.com
Samsung’s profit soared 19x, but the market sold off AI stocks. That’s Mr. Market: fearing what’s next, not what’s now. $POWL $STRL $MU #ContrarianInvesting #EarningsSeason #CMO

https://www.beatingthetide.com/p/mr-market-voice-in-your-head
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July 24, 2026 at 5:10 PM
beatingthetide.com
When everyone rushes for the exit, check if the fundamentals changed. Often they haven't. The best contrarian moves are born from panic, not confidence. $SPY #ContrarianInvesting #MarketWisdom #StayCalm

https://www.beatingthetide.com/p/trump-fed-pick-selloff-micron-lrn-mu-stride
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July 23, 2026 at 4:10 PM
kaufmanrealestate.bsky.social
The Sun Belt was on every magazine cover in 2022. Now Austin is down, Fort Myers is at 5.3% concessions, and SF is posting 8.2% rent growth. The apartment market isn’t cooling — it’s splitting.

Full May 2026 analysis: danielkaufmanreal.estate/2026/05/15/t...
The Sun Belt was on every magazine cover in 2022. Now Austin is down, Fort Myers is at 5.3% concessions, and SF is posting 8.2% rent growth. The apartment market isn’t cooling — it’s splitting. Full May 2026 analysis: https://danielkaufmanreal.estate/2026/05/15/the-sun-belt-narrative-is-breaking-the-data-has-been-telling-you-this-for-a-year/ #CRE #Multifamily #ContrarianInvesting​​​​​​​​​​​​​​​​
May 15, 2026 at 12:28 PM
kaufmanrealestate.bsky.social
Honored to be featured in the KeyCrew Journal on how we’re building Kaufman & Company through a contrarian strategy, vertical integration, and a focus on overlooked markets.

The playbook and thinking behind the platform 👇
keycrew.co/journal/cont...
Honored to be featured in @KeyCrewNews on how we’re building Kaufman & Company through a contrarian strategy, vertical integration, and a focus on overlooked markets. Daniel Kaufman The playbook and thinking behind the platform 👇 https://keycrew.co/journal/contrarian-developer-finds-success-in-overlooked-markets-through-vertical-integration/ #RealEstate #VerticalIntegration #ContrarianInvesting
February 2, 2026 at 11:00 PM
beatingthetide.com
Profit in thinking beyond the binary means finding value where others see only extremes. This applies to $SPY and every stock pick. #ValueDiscovery #ContrarianInvesting #StrategicThinking

https://www.beatingthetide.com/p/the-markets-binary-problem
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May 22, 2026 at 2:50 PM
beatingthetide.com
True investing often means finding opportunities that most investors have "written off." When geopolitics go sideways or sentiment sours, that's precisely when deep value can emerge. $SPY #ContrarianInvesting #DeepVal…

https://www.beatingthetide.com/p/tariff-noise-faster-research-odc-update-oil-dri
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May 21, 2026 at 7:30 PM
beatingthetide.com
Don't be afraid to go against the herd when fundamentals tell a different story. True opportunities emerge from market overreactions. $SPY #ContrarianInvesting

https://www.beatingthetide.com/p/every-stock-beat-one-fell-50-and-why-i-doubled-it-stride-lrn-celestica-cls-opfi
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April 30, 2026 at 7:52 PM