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Centrus Energy: Buy This Nuclear Stock, I Am
LEUCentrus Energy (LEU) Seeking Alpha·2024-11-05 15:47

Investment Strategy - Michael Wiggins De Oliveira is an inflection investor, focusing on buying cheap companies when their narrative is changing and they are on a path to becoming significantly more profitable within the next year [1] - The investment strategy is concentrated, with a portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Industry Focus - The investment focus is on the tech sector and "the Great Energy Transition," which includes uranium [1] Professional Experience - Michael has over 10 years of experience analyzing companies, with significant expertise in tech and energy [2] - He has a following of over 40K on Seeking Alpha [2] Investment Group - Michael leads the investing group Deep Value Returns, which provides insights through a concentrated portfolio of value stocks, timely updates on stock picks, a weekly webinar for live advice, and support for both new and experienced investors [2] - The group has an active, vibrant, and kind community accessible via chat [2] Affiliation - Seeking FCF is an associate of Michael Wiggins De Oliveira [3]