Getting deep value returns with Michael Wiggins De Oliveira

Why Michael Wiggins de Oliveira considers himself an inflection investor (0:30). How to properly value stocks - especially now (8:45). Portfolio returns in 2024 and 2025 (17:40).

Show Notes:
Super Micro Computer: At 22x FCF, This Is A Steal
DocuSign: Rule Of 40 In Sight And $130 On The Horizon, I'm Long

Episode transcripts

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