About this episode
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 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions