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Duolingo: Everyone’s Focused On Fear While I’m Focused On FCF (NASDAQ:DUOL)
Seeking Alpha· 2025-11-11 17:22
Core Insights - The article discusses the investment strategy of Michael Wiggins De Oliveira, who focuses on buying undervalued companies during pivotal moments in their business narratives, particularly in the tech and energy sectors [1] - Michael manages a concentrated portfolio of approximately 15 to 20 stocks, with an average holding period of 18 months, aiming for significant profitability over the next year [1] - The investment group led by Michael, Deep Value Returns, offers insights through its portfolio, timely stock updates, weekly webinars, and community support for investors [1] Company and Industry Summary - Michael Wiggins De Oliveira is recognized as an inflection investor, emphasizing the importance of timing in investment decisions, especially in the context of the Great Energy Transition, which includes uranium [1] - The investment approach is characterized by a focus on value stocks, leveraging over 10 years of experience in analyzing companies within the tech and energy sectors [1] - The community aspect of Deep Value Returns fosters engagement among both new and experienced investors, providing a platform for shared insights and advice [1]
Duolingo: Everyone's Focused On Fear While I'm Focused On FCF
Seeking Alpha· 2025-11-11 17:22
Group 1 - The article discusses the investment strategy of Michael Wiggins De Oliveira, who focuses on buying undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability [1] - Michael's investment portfolio is concentrated, typically holding around 15 to 20 stocks with an average holding period of 18 months, emphasizing sectors like technology and energy transition, including uranium [1] - The article highlights the community aspect of the Investing Group Deep Value Returns, which offers insights, timely updates, and support for both new and experienced investors [1] Group 2 - Michael Wiggins De Oliveira has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [1] - The group provides features such as weekly webinars for live advice and a vibrant community accessible via chat, enhancing the investment experience for its members [1]
SoFi: Inflection Coming; Why I'm Long
Seeking Alpha· 2025-10-20 19:16
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly 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] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]
Hims & Hers: Why I'm Betting On HIMS Heading To $100
Seeking Alpha· 2025-10-13 16:16
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly 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] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 accessible via chat [3]
Intuitive Machines: Priced For Failure, Poised For Acceleration; Headed To $17
Seeking Alpha· 2025-10-06 17:44
Group 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] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]
Klarna Group: 5x Forward Free Cash Flow Is Too Cheap To Ignore
Seeking Alpha· 2025-09-29 16:40
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly 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] - Michael has over 10 years of experience analyzing companies in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]
Unity Software Hit My Target; Now It's Time To Move On (NYSE:U)
Seeking Alpha· 2025-09-22 15:10
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly 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] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]
Sezzle: Why 30x Forward FCF Still Makes Sense
Seeking Alpha· 2025-09-15 13:09
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly 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] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3]
Rubrik Q2 Earnings: Cash Flow Momentum Kicks Into High Gear
Seeking Alpha· 2025-09-10 07:26
Group 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]
Figma Q2 Earnings: From Hypergrowth Darling To Overpriced Risk
Seeking Alpha· 2025-09-04 08:09
Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly 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] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [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 accessible via chat [3]