LendingClub Q3 Earnings: A Turnaround Stock As Interest Rates Decline (Upgrade)
LendingClub(LC) Seeking Alpha·2024-10-24 21:03
Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...