Avsnitt "Michael Wiggins de Oliveira on Deep Value and Big Tech" av Marketplace Roundtable.
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 expected, with AMD as an example
- 13:30 - Thoughts on brick & mortar retail in light of Amazon
- 17:00 - What about the regulatory effect on Amazon?
- 19:00 - Looking for a Netflix hedge
- 22:00 - What about cord cutting for this thesis?
- 27:00 - Discussing portfolio risk and the 3-year targets game
- 29:15 - What's another favorite idea? The special situation around Road Runner (RRTS).
Uppgifter
En sammanfattning av avsnittet hittar du här nedanför.
- Titel: Michael Wiggins de Oliveira on Deep Value and Big Tech
- Podcast: Marketplace Roundtable
- Avsnitt: 1
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