Marketplace Roundtable

Marketplace Roundtable #1: Michael Wiggins de Oliveira on Deep Value and Big Tech


Listen Later

Deep Value and Tech don't naturally go together. But Michael Wiggins de Oliveira explains how he follows both, and how his work on tech stocks informs his deep value investing. He shares a few investment ideas as well as his views on where AMD, Amazon, and Netflix may be heading (hint: not higher). Topics covered: 1:15 minute mark - Investing approach - the focus on free cash flow 5:00 - Lessons learned - the power of not knowing 7:30 - 2018 lessons - things take longer to play out than expecte
Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
View all episodesView all episodes
Download on the App Store

Marketplace RoundtableBy Seeking Alpha

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

48 ratings


More shows like Marketplace Roundtable

View all
Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,288 Listeners

Behind The Idea by Seeking Alpha

Behind The Idea

74 Listeners

SA For FAs by Seeking Alpha

SA For FAs

72 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,011 Listeners

The Cannabis Investing Podcast by Seeking Alpha

The Cannabis Investing Podcast

205 Listeners

Let's Talk ETFs by Seeking Alpha

Let's Talk ETFs

88 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,264 Listeners

Alpha Trader by Seeking Alpha

Alpha Trader

93 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

394 Listeners