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 | 609 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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michaelwigginsdeoliveira.substack.c...Latest Issues
DVR: Down 17%, Then Up 26%, Before You Sell, Read This
The DVR portfolio was down 17% just a few months ago, yet by staying the course and waiting for conditions to improve, it rebounded to more than 26% ytd returns, outperforming the Nasdaq Comp.
Executive Summary
Snowflake: This Is What An Inflection Opportunity Looks Like
SNOW offers a compelling risk-reward with a reaffirmed $390 price target by end of 2027. The market narrative is shifting from AI disruption fears to Snowflake benefiting from growing AI adoption.
Investment Thesis
Portfolio June 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: Take It Or Leave It (🆓Post)
Executive Summary
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My thoughts on my Friday’s STRATEGY posts.
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My thoughts on investing for outperformance.
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Practical advice.
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Why Write My Friday Strategy posts?
Over time, I’ve gone from writing these...
Rubrik: Don't Be Fooled By The Selloff, I'm Raising My Price Target To $150
Rubrik (RBRK) delivered strong earnings, raised guidance, and I increased my price target to $150 by end of 2027.
Investment Thesis
Key Facts
Audience Metrics
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| 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. A concentrated portfolio of ~15 stocks.
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