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 | 655 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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michaelwigginsdeoliveira.substack.c...Latest Issues
TRADE ALERT: +40% Gain In 3 Months—Time To Sell SNOW (🆓Post)
Executive Summary
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Sell Snowflake (SNOW).
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Park the ~40% gain in cash.
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This frees up space in the portfolio for one new position.
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The SNOW Thesis
I recommended SNOW on 1 June 2026 at just over $260. In...
HPE Earnings: Trading At 13x Forward FCF — Seriously? This Is A Steal
I reaffirm a $120 price target by end of 2027, viewing the current valuation as a compelling entry point.
Investment Thesis
Why More Trading Is The Fastest Way To Kill Your Returns (Brief Post -- 🆓)
Executive Summary
Here, I want to offer some perspective on the importance of zooming out, appreciating the underlying reality, and thinking clearly about the next step of portfolio growth.
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Looking at Share Prices All...
TRADE ALERT: Moderna's Cancer Breakthrough Sets Up A Re-Rating To $210
Price target of $210 by late 2027, driven by free cash flow inflection and the market's anticipation of profitability of its cancer vaccine.
Investment Thesis
Affirm Earnings (Delayed): 30% Growth, $1.4 Billion FCF, And A 19x Multiple, Growth Story Isn't Over
Affirm (AFRM) is a leading US Buy Now, Pay Later provider trading at 19x forward free cash flow, with a $100 price target by early 2027.
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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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