Why https://seekingalpha.com/checkout/mp_1236?source=ie_podcast:%C2%A0michael_wiggins_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: https://seekingalpha.com/article/4791967-super-micro-computer-at-22x-fcf-this-is-a-steal?source=ie_podcast:%C2%A0michael_wiggins_oliveira https://seekingalpha.com/article/4775819-docusign-rule-of-40-in-sight-130-on-horizon-im-long?source=ie_podcast:%C2%A0michael_wiggins_oliveira https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:%C2%A0michael_wiggins_oliveira For...