Stock Spotlight
By Michael
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Category: Investing
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Episodes: 36
Description
Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evolves, Michael will also delve into broader investing topics.
| Episode | Date |
|---|---|
|
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 |
|
Quarterly 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 |
|
15 Investing Metrics That Actually Matter - and Why
|
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 |