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 | 641 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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michaelwigginsdeoliveira.substack.c...Latest Issues
Intuitive Machines Earnings: Down 50%, But I'm Still Bullish With A $50 Target
Intuitive Machines, aiming for free cash flow breakeven by Q4 2026 and self-sustainability in 2027. I maintain a $50 price target by late 2027.
Investment Thesis
Nebius Earnings: 550% Growth, Billions In Customer Prepayments, And My $300 PT
Nebius (NBIS) maintains a $3.4B 2026 revenue outlook, with 550% Y/Y growth expected and a reaffirmed $300 price target by end-2027.
Investment Thesis
CoreWeave Earnings: My Entry Was Wrong. But $125 Billion Backlog and 90%+ Growth Changes Everything
I remain very bullish, maintaining a $215 price target by early 2027, viewing current capital risks as priced in given AI demand.
Investment Thesis
Lumentum Earnings: Down 45% In 2 Months, While FCF Set To Soar
I maintain a $1,400 price target for LITE by late 2027, with the stock currently trading at roughly 38x free cash flow and an adjusted PEG below 1x.
Investment Thesis
Affirm At 23x FCF? This Is Ridiculously Cheap
I reaffirm my $100 price target for AFRM by early 2027, supported by robust revenue growth and expanding operating margins.
Investment Thesis
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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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