Investing Experts Getting deep value returns with Michael Wiggins De Oliveira
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Jun 16, 2025 Michael Wiggins de Oliveira, a savvy investor behind Deep Value Returns, discusses his unique approach to inflection investing—targeting companies poised for significant cash flow despite market doubts. He elaborates on smart stock valuation in today's challenging environment, shares insights on portfolio returns for 2024 and 2025, and dives into the importance of strategic exits. With compelling examples like DocuSign and Super Micro Computer, he reveals how to identify hidden opportunities while navigating investment risks.
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Inflection Investing Strategy
- Michael Wiggins de Oliveira defines himself as an inflection investor focused on companies about to increase free cash flow.
- He invests with a one to one-and-a-half-year horizon, buying where expectations are muted and exits at price target or time limit.
Highlight Investment Risks Transparently
- Always disclose and discuss risks openly to build investor confidence.
- Understand both known and hidden risks before investing.
Start Small to Build Conviction
- Start small when trying new investment styles to build conviction gradually.
- Familiarize yourself slowly with Michael's approach before committing larger capital.