Stock Spotlight
By Michael
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Category: Investing
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Episodes: 43
Description
Stock Spotlight is an independent investing podcast focused on fundamental stock research, business quality and long-term shareholder returns.
Hosted by Michael, the show features company deep dives, industry comparisons, valuation analysis and investing frameworks designed to better understand what drives business performance and investment returns. Episodes also feature conversations with other investors, exploring their research processes, investment philosophies and portfolio strategies.
| Episode | Date |
|---|---|
|
The Business of Trash: Which Waste Stock Is the Best Investment?
|
Oct 28, 2026 |
|
Introducing a Composite Momentum Score for the S&P 500
|
Oct 21, 2026 |
|
Building a Quality Growth Portfolio (with Will Biddy)
|
Oct 05, 2026 |
|
$IPAR: The Fragrance Compounder That Doesn’t Own Its Best Brands
|
Sep 30, 2026 |
|
What 15 Years of Advising Investors Teaches You About Money (with Jon Tan)
|
Sep 29, 2026 |
|
Q2 ‘26 Portfolio Review: What I Sold, Bought & Still Own | $TOST, $BKNG
|
Aug 19, 2026 |
|
$MELI: What Investors May Be Misreading Heading Into Earnings
|
Aug 03, 2026 |
|
Great Business, Bad Stock? Valuing Ferrari and Costco with Fajasy
|
Jul 30, 2026 |
|
The Most Important Financial KPI: Your Savings Rate
|
Jul 22, 2026 |
|
Rivian Automotive ($RIVN): Survival Story or the Next Automotive Platform?
|
Jul 16, 2026 |
|
Napco Security Technologies ($NSSC): Hardware Company or Recurring Revenue Compounder?
|
Jul 09, 2026 |
|
$HONA: Is Honeywell Aerospace Worth Buying After the Spin-Off?
|
Jun 24, 2026 |
|
Building a Portfolio You Can Actually Stick With
|
Jun 17, 2026 |
|
What Stock Spotlight Is Really About
|
May 27, 2026 |
|
Align Technology ($ALGN): Fallen Giant or Mispriced Digital Dentistry Platform?
|
May 26, 2026 |
|
Insurance Brokers: The Hidden Compounders in Financials
|
Apr 22, 2026 |
|
Q1 ‘26 Portfolio Review: $FTNT, $RACE, $UNP
|
Apr 01, 2026 |
|
Entering Positions & Portfolio Tracking
|
Mar 25, 2026 |
|
Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
|
Mar 11, 2026 |
|
Veeva Systems ($VEEV): Platform Expansion vs. CRM Competition in a Mission-Critical SaaS
|
Feb 04, 2026 |
|
How I Exit Positions: A Risk-Aware and Thesis-Driven Selling Framework
|
Jan 16, 2026 |
|
Toast, Inc. (TOST): Can a Restaurant OS Become a Long-Term Compounder?
|
Dec 12, 2025 |
|
The 15 Investing Metrics That Actually Matter
|
Nov 28, 2025 |
|
Cintas Corporation (CTAS): The Engine for Workplace Readiness
|
Nov 12, 2025 |
|
Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat
|
Oct 31, 2025 |
|
Tyler Technologies, Inc. (TYL): The Operating System of State & Local Governments
|
Oct 08, 2025 |
|
Badger Meter, Inc. (BMI): The Cash Register of Water Utilities
|
Sep 10, 2025 |
|
How I Tilt My Portfolio With Factors
|
Aug 27, 2025 |
|
The Trade Desk, Inc. (TTD): Programmatic’s Neutral King
|
Jul 23, 2025 |
|
Alternatives for the Stock-Heavy Investor
|
Jun 25, 2025 |
|
Manhattan Associates, Inc. (MANH): Exceptional Business, Elevated Price?
|
Jun 04, 2025 |
|
Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)
|
May 07, 2025 |
|
Medpace Holdings, Inc. (MEDP): Undervalued CRO or Funding-Dependent Risk?
|
Apr 02, 2025 |
|
Duolingo, Inc. (DUOL): The Rule of 40 Champion
|
Mar 05, 2025 |
|
Evolution AB (EVO, EVVTY): Balancing Growth and Controversy in Online Gambling
|
Feb 05, 2025 |
|
A Beginner's Guide to Investing
|
Jan 01, 2025 |
|
Stock Spotlight Trailer
|
Dec 11, 2024 |
|
Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management
|
Dec 04, 2024 |
|
Automatic Data Processing, Inc. (ADP): Can They Remain HR Leaders?
|
Nov 06, 2024 |
|
e.l.f. Beauty, Inc. (ELF): Affordable Glam’s Market Disruption
|
Oct 23, 2024 |
|
The Investor's Toolbox: Checklists & Benchmarks
|
Oct 09, 2024 |
|
Gartner, Inc. (IT): Tech Research Leader's Influence Analyzed
|
Oct 02, 2024 |
|
Rollins, Inc. (ROL): Dominating the Pest Control Market
|
Sep 19, 2024 |