HeyJaredDeep Value Returns
Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 28, 2026
Latest issues
ERoc: Don't Wait For $1 Billion In Revenue. The Opportunity Is Now (opens the original)
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Investment ThesisERock (EROC) is a growth business that I’m very bullish on.This is an Inflection setup. As such, you should expect a very simple and straightforward narrative. This is it: EROC will see its growth rates jump more than 200% y/y in 2027 and cross $1 billion in revenues.There are some further details and risks that I discuss here, but the core of my thesis is that this growth business is expected to ramp up its free cash flows in 2027.Accordingly, I reaffirm a price target of $25 p
DigitalOcean: Don't Let A Brutal Market Make You Miss This (opens the original)
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Investment ThesisDigitalOcean (DOCN) is an Inflection opportunity. An Inflection opportunity is a company that has rapidly increasing free cash flows. This strategy works. It works because it’s so simple that you know exactly what to look for. You follow the company’s free cash flow, and you wait on your holding.But the simplicity of the strategy is also often its main detraction. When a setup is complicated, one has a propensity to over-intellectualise the opportunity. To do something.Whereas w
Portfolio October 2026 (opens the original)
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Hello, my friends, here are some pointers for you, from my onboarding experience with subscribers over the years:There’s a lot to take in when you first start using my service, and it’s completely normal to feel a bit overwhelmed at the beginning. So much new information can come your way all at once, I get it!Please remember to be patient with yourself. Give yourself the time to get to know how my DVR service works. As you become more familiar with my Inflection process, things will start to fe
TRADE ALERT: RingCentral: From $58 To +35% In 2 Months — SELL (🆓Post) (opens the original)
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Executive SummaryTake your +35% profit on RingCentral (RNG) today.After parking this sale, Deep Value Returns now has space in the portfolio for 1 new position.<img alt="3d rendering of clapping hands" class="sizing-normal"
SanDisk: The Market Is Betting Against The Memory Boom, Even As Cash Flows Explode (opens the original)
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Investment ThesisSanDisk (SNDK) is a business that I’m highly bullish on. The setup here is that the business is growing at a very high rate, while aiming for 50% free cash flow margins in the next couple of years.Furthermore, given that SanDisk is already reporting 56% free cash flow margins, this lends credence to their outlook that 50% free cash flow margins in the next couple of years is completely realistic.The main bear case here is that we don’t know exactly when their growth rates will s
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