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