Presently, Affirm's fundamentals are strong and much stronger than its share price reaction would lead you to believe. Incidentally, you can read my previous bullish analysisMichael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe that simplicity is key to outperformance. Since 2024, Deep Value Returns is up 174% vs 58% for the Nasdaq (*as of 6 January 2026).This means buying a stock at the moment when the outlook is expected to improve over the next year. This allows one ...

Core Insights - The article emphasizes the investment strategy of Michael Wiggins De Oliveira, who focuses on simplicity for achieving superior returns, highlighting a significant performance of Deep Value Returns at 174% compared to 58% for the Nasdaq as of January 6, 2026 [1] Investment Strategy - The strategy involves purchasing stocks when the outlook is expected to improve over the next year, which minimizes downside risk while positioning for strong performance [1] - Michael manages a concentrated portfolio of approximately 15 to 20 stocks with an average holding period of 18 months, focusing on technology and the Great Energy Transition, including uranium [1] Community and Support - The Deep Value Returns group offers insights through its concentrated portfolio of Inflection stocks, timely updates on stock picks, and support for both new and experienced investors [1] - The community is described as active, vibrant, and accessible via chat, fostering engagement among members [1]

Core Insights - The article highlights the investment strategy of Michael Wiggins De Oliveira, emphasizing the importance of simplicity for achieving superior returns, with Deep Value Returns achieving a 174% increase since 2024 compared to 58% for the Nasdaq as of January 6, 2026 [1] Group 1: Investment Strategy - The strategy focuses on purchasing stocks when the outlook is expected to improve over the next year, minimizing downside risk while positioning for strong performance [1] - Michael manages a concentrated portfolio of approximately 15 to 20 stocks with an average holding period of 18 months, primarily focusing on technology and the Great Energy Transition, including uranium [1] Group 2: Community and Support - The Deep Value Returns group offers insights through its concentrated portfolio of Inflection stocks, timely updates on stock picks, and support for both new and experienced investors [1] - The community is described as active, vibrant, and kind, with easy access via chat for members [1]

Core Insights - The article highlights the investment strategy of Michael Wiggins De Oliveira, emphasizing the importance of simplicity for achieving superior returns, with Deep Value Returns up 174% compared to 58% for the Nasdaq as of January 6, 2026 [1] Investment Strategy - The strategy involves purchasing stocks when the outlook is expected to improve over the next year, minimizing downside risk while positioning for strong performance [1] - The focus is on 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] Community and Support - The Investing Group Deep Value Returns offers insights through its concentrated portfolio of Inflection stocks, timely updates on stock picks, and support for both new and experienced investors [1] - The group fosters an active and vibrant community that is easily accessible via chat [1]

Group 1 - TransMedics Group, Inc. (TMDX) is expected to experience significant revenue growth in 2026, leading to a potential increase in stock value [1] - The company is positioned to benefit from an improving outlook, which is crucial for minimizing downside risk while maximizing performance [2] - The focus on technology and the Great Energy Transition, including uranium, indicates a strategic alignment with current market trends [2] Group 2 - The investment strategy emphasizes simplicity and concentrated portfolios, which may enhance performance compared to broader market indices [2] - The leader of the investment group has over 10 years of experience in analyzing companies, particularly in tech and energy sectors, which adds credibility to the investment approach [2] - The community aspect of the investment group provides support for both new and experienced investors, fostering a collaborative environment [2]

Group 1 - TransMedics Group, Inc. (TMDX) is expected to experience significant revenue growth in 2026, leading to a potential increase in stock value [1] - The company is positioned to benefit from an improving outlook, which is crucial for minimizing downside risk while maximizing performance [2] - The focus on technology and the Great Energy Transition, including uranium, indicates a strategic alignment with current market trends [2] Group 2 - The investment strategy emphasizes simplicity and concentrated portfolios, which may enhance performance compared to broader market indices [2] - The leader of the investing group has over 10 years of experience in analyzing companies, particularly in tech and energy sectors, which adds credibility to the investment approach [2] - The community aspect of the investing group provides support for both new and experienced investors, fostering a collaborative environment [2]

Group 1 - Intuitive Machines (LUNR) is a stock that has shown bullish potential, although current sentiment is less optimistic than before, leading to a decision to secure gains [1] Group 2 - Michael Wiggins De Oliveira is characterized as an inflection investor, focusing on acquiring undervalued companies at pivotal moments when their profitability outlook is improving [2] - 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 [2] - Michael has over 10 years of experience in analyzing companies, particularly in tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] - The Investing Group Deep Value Returns, led by Michael, offers insights through a concentrated portfolio, timely stock updates, weekly webinars, and community support for investors [2]

Core Insights - Toast, Inc. (TOST) is highlighted as a top investment idea, particularly due to its detachment from the AI trade, which is considered a valuable aspect to monitor [1]. Group 1: Investment Strategy - The investment approach focuses on acquiring undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability over the next year [2]. - The portfolio is concentrated, typically consisting of 15 to 20 stocks, with an average holding period of 18 months [2]. Group 2: Expertise and Community - The leader of the investment group, 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 [2]. - The investment group, Deep Value Returns, offers insights through its concentrated portfolio, timely stock updates, weekly webinars, and a supportive community for both new and experienced investors [2].

Core Insights - 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 [2]. Group 1: Investment Strategy - Michael Wiggins De Oliveira is characterized as an inflection investor, targeting companies that are currently undervalued but are on a trajectory to become significantly more profitable within a year [2]. - The investment approach emphasizes a concentrated portfolio consisting of approximately 15 to 20 stocks, with an average holding period of 18 months [2]. Group 2: Sector Focus - The primary sectors of interest for investment include technology and the Great Energy Transition, which encompasses uranium [2]. Group 3: Community and Resources - 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 [2]. - The group fosters an active and supportive community that is accessible via chat, catering to both new and experienced investors [2].

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]