Michael Wiggins De Oliveira @MichaelWigginsO
Deep Value Returns on Substack. Portfolio delivers +15% CAGR. Plus, hand-holding service + weekly webinar. 7-day free trial | No options/leverage. Ever. ⬇ michaelwigginsdeoliveira.substack.com/af82641b London Joined May 2013-
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I do like $META more as I believe that they have more attractive risk reward than $GOOG. For one $META doesn't even monetize WhatsApp. Also, the only 'problem' with $META is that they are investing too aggressively in the future. So far, their investments have more often than not…
I recommended $PYPL 1 November 2023. It's 7 months into my inflection thesis and there's already a solid return to show for it, with $PYPL up slightly more than 20%. Has this been an easy holding period? It has not. But as I said last week, you will not find outperformance in a…
$TECK I had a thesis that the green energy transformation would pick up moment and that the electrification of the world, through not only more EVs being charged at home but also an increase in energy-intensive AI would lead to a massive ramp-up copper wiring demand, as the world…
Ask $SMCI and $ANET if they data centers are free? just ask... it's seriously expensive stuff and that's how $META gets a moat, by outspending the competition. And when they do, people get worried. Seriously? Read more: open.substack.com/pub/michaelwig…
$Meta states that they'll increase their capex from $35B previously expected to ~$40 billion, as well as increasing their opex by a couple of bil we should welcome it! Why? After all, this is $Meta building its moat. What other sort of business has the financial means as A-class…
Samsara: Debt Free, Inflection Stock Why this stock is headed for $60 per share. 🔥👇 open.substack.com/pub/michaelwig…
I know from experience that valuations don't appear to matter in the short term. But they do absolutely matter in holding periods longer than 6 months. My holding period of 12 months, as inflection investor, is all about getting the multiple on the stock right
i believe that it's much easier to play the game well, once you know the rules of the game you need to figure out, what multiple people will pay for that future FCF this is it ☝ that's the game
Don't try to look too smart. There's never any easy money to be made in investing. Stick with your strategy of spacing out your capital into new purchases. Just because stocks bounced hard yesterday means little about tomorrow or next week. Stocks will follow the increase in…
EVERYBODY wants outperformance. Everybody. The challenge becomes that when it's time for outperformance, people get distracted, lose interest Outperformance never comes in the bull market
My strategy is super easy to follow. You can use it if you want 1) Look at what the co has grown in the past twelve months. 2) I assume the co decelerates its growth rate. 3) I will then cross-check with what analysts are looking at. Often analysts are much lower than mine (but…
When I talk about stamina in investing, I'm talking about sticking with the stock for 12 to 18 months. So many investors see their share price increase on the back of their earnings results, they get a quick 15% to 20% increase in their holding and they go onto the next shiny…
avoiding buying into consistent losers, it already makes your upside a lot easier to reach 15% CAGR. I'm not trying to trick anyone. But I know, that there are a lot of people using this strategy. Don't try to buy into stocks that are down a lot praying and hoping to get the…
Hi everyone! Why don't you join us next Tuesday at 10am ET? Link in the bio. This week the talk was about 5 practical aspects investors can put in place right now to drive 15% CAGR youtu.be/otDeMk4n7A8
To be able to get 15% CAGR, you should not try to get rich quickly. I promise you, you can get 15% CAGR, provided that you put in place this practical process. Stop trying to buy stocks that are down a lot, looking for a rapid re-rating. That strategy only works in hindsight.…
3 checks for 15% CAGR Clean balance sheet? Yes/No Stable business? Yes/No Path to increased FCF? Yes/No That's really all it takes. That, and some experience not to be tricked into silvered-tongued management stories
Hi everyone! Here's our webinar from this Tuesday. Why don't you join us next Tuesday at 10am ET? Link in the bio. youtu.be/otDeMk4n7A8
Discipline is there to help you, to guide you, to develop your framework. So that when things move down quickly, you are not left unsure of what to do. Looking at a nebula unsure of your plan
investors are always asking what other stocks can I buy now? But my answer is often the same, just stick with your portfolio. But people don't like my answer. They want to buy, buy, stocks. But the real money isn't made in buying stocks. Or even selling stocks for that matter.…
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@MichaelWigginsO I like both, difficult to choose in my opinion as they are quite different. Meta has an enormous potential in advertising/services via (WhatsApp), but google has the Cloud and Gemini
@MichaelWigginsO That’s likely only to be perceived as “clickbait” by those who can’t stock-pick or generate alpha. I’ve done north of 25% CAGR for many years now.
@MichaelWigginsO I’m good at timing stocks, I’d be happy to help 🙂
@MichaelWigginsO Thanks and that’s reassuring because these are the two metrics I pay closest attention to when I evaluate stocks.
@MichaelWigginsO Interesting approach! When you mention ‘Just cash and debt,’ are you highlighting these as your main focus on the bs, or suggesting that others might be overlooking other important financial details besides cash and debt?
@MichaelWigginsO Well made point. Thank you for sharing your thoughts!
@MichaelWigginsO How do you know the accounting firm isn't lying? I'll bet you 1 million USD that within a year $GTC will have a big rug pull and the stock will be a penny stock within 2 years. Care to take the bet?
@MichaelWigginsO Happy to shout you out! You deserve it for the value you bring.
Don’t pay for someone’s stock service who will just pick the 15 most overbought stocks on the market today. You are better off just using Google search yourself. What I love about @MichaelWigginsO is he picks companies that are at an inflection point in their story. And…
@MichaelWigginsO Their sensors are used by proteus, the Amazon robot that operates in their distribution centers and some of the Robots in Jensen Huang presentation had "ouster" eyes.
@MichaelWigginsO No, you didn't "call it." $INOD has continued to have great earnings. Stock price has just been driven down by bears on X, which they can do because it's a small stock. But earnings will drive price eventually. Time will reveal the truth.
@MichaelWigginsO @MichaelWigginsO is hands down one of the best stock analysts I’ve seen. It’s well worth the money!
@MichaelWigginsO generally agree with your exits but Palantir is different. Its fundamentals @$10 vs now are vastly different, mainly due to AIP. It's at a technological inflection point that may result in a generational company. The traction they are getting for AIP bootcamps is on another lvl
@MichaelWigginsO Ha! Nobody like J. Livermore. Thanks. And got the point abt $30 exit.
@MichaelWigginsO Well I told you so. $path is a land mine with no moat and disruption before our very eyes. Short term you might make some money but you can never make good money here long term. It’s impossible. Unless they move away from RPA. Like investing in a Walkman when there are iPods 🤷
@MichaelWigginsO Another win I was holding because of you. 🙏
@MichaelWigginsO Another happy customer raising his hand. Your analysis is spot on I would recommend Mike 💯 out of 100! @ML @gct @iot
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