Deep Value Returns
Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 625 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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michaelwigginsdeoliveira.substack.c...Latest Issues
The Real Reddit Story Isn't Google; It's Free Cash Flow
Reddit (RDDT) is growing revenues at 45% y/y, thriving despite LLM/AI disruption fears. I reaffirm a $315 price target by early 2027, driven by strong free cash flow and management alignment.
Investment Thesis
Earnings During The Hardest Market, And It Isn't A Bear Market
Earnings season approaches amid a choppy, directionless market lacking compelling set ups.
Executive Summary
STRATEGY: The Truth About Why Your Portfolio Isn't Moving
Inflection investing demands patience and focusing on companies with increasing future free cash flows. Market environments can shift rapidly.
Executive Summary
Portfolio Mid-July 2026
Act on TRADE ALERT emails immediately—everything else is optional. Follow TRADE ALERTS for timely buys and sells; do not buy into stocks rated as HOLD. Do not rebalance.
Hello my friends,
STRATEGY: People Who Win In 2026 Are Doing Something Extremely Boring (🆓Post)
Executive Summary
Travelling through the Pain. Choppy markets. Self-doubt.
Here I discuss my clear action plan for the rest of 2026.
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My Best Indicator
As I navigate through markets, I found that when growth names ar...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Deep Value Returns.
| Subscribers | Engagement | 75 | 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. A concentrated portfolio of ~15 stocks.
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