By Michael Wiggins De Oliveira
Publication Date: 2026-06-15 21:59:00
Michael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe simplicity is key to superior performance. Since 2024, Deep Value Returns has increased 174% versus 58% for the Nasdaq (*as of January 6, 2026). This means buying a stock at a time when prospects are expected to improve over the next year. This allows you to minimize the disadvantages and, at the same time, position yourself at the moment when the stock is ready to perform well. Focusing on technology and “the Great Energy Transition (including uranium),” Michael manages a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Throughout his more than 10 years analyzing countless companies, Michael has accumulated outstanding professional experience in technology and energy and more than 40,000 followers on Seeking Alpha. Michael is the leader of the Deep Value Returns Investment Group. The group’s characteristics include: Information through its concentrated portfolio…
