Semtech(SMTC) Seeking Alpha·2024-11-26 12:34Core Insights - Michael Wiggins De Oliveira is identified as an inflection investor, focusing on acquiring undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Professional Background - With over 10 years of experience in analyzing various companies, Michael has developed significant expertise in the tech and energy sectors, amassing a following of over 40,000 on Seeking Alpha [2] Investment Group - Michael leads the investing group Deep Value Returns, which offers insights through a concentrated portfolio of value stocks, timely updates on stock selections, and a weekly webinar for live advice [3] - The group provides a supportive community for both new and experienced investors, facilitating engagement through chat [3]