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.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Our mission is to help investors to grow their fortune and enjoy investing along the way. Our approach is investing in companies making a difference and creating phenomenon value for human societies. We hedge our portfolio with short positions on companies failing to take care of their customers and utilize resources economically.In this way, we are confident to help our investors achieve sustainable and long-term financial success. Associated with Twenty Alpha.Analyst’s Disclosure: I/we have a beneficial l ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

Peloton Interactive, Inc. (NASDAQ:PTON) Goldman Sachs Communacopia + Technology Conference September 11, 2024 1:10 PM ET Company Participants Liz Coddington - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan All right. I think in the interest of time, we're going to get going with our next fireside chat. It's my pleasure to welcome the team from Peloton Interactive here. I'm going to have a fireside chat with Liz Coddington, CFO. Liz, thanks so much for being ...

Peloton Interactive, Inc. (NASDAQ:PTON) Goldman Sachs Communacopia + Technology Conference September 11, 2024 1:10 PM ET Company Participants Liz Coddington - Chief Financial Officer Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan All right. I think in the interest of time, we're going to get going with our next fireside chat. It's my pleasure to welcome the team from Peloton Interactive here. I'm going to have a fireside chat with Liz Coddington, CFO. Liz, thanks so much for being ...

Peloton's financials showed improvement last quarter, but is it enough for the stock to win back investors?Shares of Peloton Interactive (PTON -5.03%) have been taking off of late. After reporting stronger-than-anticipated quarterly results, investors have suddenly turned bullish on the stock. In just the past month, Peloton's stock has rallied by more than 40%.Has the company given investors a reason to reconsider the stock as a growth investment, or is this likely to be nothing more than a short-lived ral ...

Peloton's stock rocketed higher after it reported fiscal fourth-quarter 2024 earnings. What's going on? Not as much as you'd think.Peloton Interactive (PTON -5.03%) had a heck of a price advance when it reported fiscal fourth-quarter 2024 earnings on August 22nd, with the shares rocketing higher by a huge 40% or so. On the surface that sounds exciting, but when you dig into the story a little bit more, the exercise equipment maker remains a troubled company. Here's why this stock is only appropriate for agg ...

Peloton Interactive, Inc. (NASDAQ:PTON) Citi Global TMT Conference September 5, 2024 10:00 AM ET Company Participants Liz Coddington - CFO Conference Call Participants Ron Josey - Citi Ron Josey All right. We got the thumbs up. So welcome, everybody. I'm Ron Josey. I cover [Internet] sector here at Citi. It's always so exciting to have with me, Liz Coddington, Peloton CFO. I think we all know what Peloton is, and show hands if anyone have a Peloton in the room. Yes, it's a good amount of them soon. Maybe we ...

The connected fitness stock showed a hint of turnaround.Shares of Peloton Interactive (PTON -0.11%) were soaring last month after the struggling connected-fitness company posted better-than-expected results in its fiscal fourth-quarter earnings report, showing investors that the business could finally be mounting a turnaround.According to data from S&P Global Market Intelligence, the stock finished last month up 31%. As you can see in the chart, all those gains came from the earnings report. In fact, the st ...

This stock was hot during the pandemic. It's time to rethink its future.Peloton (PTON 2.01%) was a market darling before losses mounted after the pandemic and the company ran into financial problems. But the company's turnaround is nearly complete, and it's time for a fresh look at Peloton. Travis Hoium covers the company's recent financial improvement and new financing in the video below.*Stock prices used were end-of-day prices of Aug. 30, 2024. The video was published on Sept. 3, 2024. ...