Deep Value Returns
Deep Value Returns is up more than 250% since 2024. DVR is run by Michael Wiggins De Oliveira, an Inflection investor. And my annual subscription? Peanuts compared to what DVR has delivered.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 678 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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michaelwigginsdeoliveira.substack.c...Latest Issues
TRADE ALERT: CareDx Has Done Its Job. Now I'm Banking A 40% Return! (🆓Post)
Executive Summary
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Sell CareDx (CDNA). Bank a +40% return in just over 2 months.
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After selling CDNA, there’s 15% cash, thus space in the portfolio for 3 new positions.
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Why Sell CDNA? Why Now?
I recommended...
Robinhood Earnings: I'm Frustrated By My Timing, But I'm Not Giving Up On $185
Robinhood has already generated nearly $4 billion in free cash flow in 2026, far exceeding my original expectations. At just 27x forward free cash flow, HOOD looks attractively valued.
Investment Thesis
This Is Emotionally Unpleasant
Doing nothing is uncomfortable, but reacting to relieve that discomfort doesn't improve performance. Only time brings clarity. 65% of the portfolio is allocated to AI build-out stocks.
Executive Summary
Bloom Energy Earnings: From Profit Growth To Serious Cash Flow
Bloom Energy's path to $480 by the end of 2027 remains firmly intact, despite the recent sell-off.
Investment Thesis
Reddit: 35% Growth, $1.7 Billion In Free Cash Flow, And Just 18x FCF
Dead money today, a potential 50%+ rally tomorrow. Why patience could pay off at just 18x forward FCF.
Investment Thesis
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Deep Value Returns.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Inflection investor, looking to buy into stocks that are on the cusp of inflecting higher. Up more than 200% since 2024.
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