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 | 618 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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michaelwigginsdeoliveira.substack.c...Latest Issues
TRADE ALERT: $25B Backlog Catalyst, Buy Bloom Energy
Bloom Energy's $480 price target by the end of 2027, driven by rapidly accelerating AI infrastructure demand.
Investment Thesis
Rubrik: This Is The Window — It Won’t Last
Price target: $150 by end of calendar 2027, driven by a re-rating as the market shifts back to fundamentals and away from AI-driven fear narratives.
Investment Thesis
TRADE ALERT: DRAM Supercycle Confirmed, Buy MU
Price target of $1,800 by end of 2027, viewing MU as attractively valued at 14x forward free cash flow, despite cyclical risks.
Investment Thesis
TRADE ALERT: Oscar's Inflection Finally Paid Off (From -50% To +40% Winner) [🆓Post]
Executive Summary
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Sell Oscar Health (OSCR). Park your capital plus your +40% return.
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Risk-reward is now more balanced for OSCR.
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After selling out of OSCR, there’s space in the portfolio for 5 new positions (roughly 25% cas...
TRADE ALERT: The Best Call I Made In 2026? Raising CRDO During A Selloff (🆓Post)
Executive Summary
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Sell Credo Technology (CRDO). Park your capital plus your +110% return.
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Risk-reward is now more balanced for CRDO.
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After selling out of CRDO, there’s space in the portfolio for 4 new positions (roughly 20...
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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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