Rubrik, Inc.(US:RBRK) Seeking Alpha·2025-09-10 07:26Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability [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] - Over 10 years of experience in analyzing companies has led to a significant following of over 40,000 on Seeking Alpha, indicating a strong reputation in the investment community [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides support for both new and experienced investors, fostering an active and vibrant community that is easily accessible via chat [3]