درباره این پادکست 🔗
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.
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.
میزبان‌ها:
فرکانس به روز رسانی:
every 10 days
میانگین طول صدا:
31 minutes
پادکست ویدیویی
انگلیسی
ایالات متحده آمریکا
42 قسمت
از سال 19 سپتامبر 2024
episodic
آخرین اپیزود 🔗
Can we systematically measure whether a business is gaining momentum and whether it's performing better or worse than Wall Street expected?
In this episode of Stock Spotlight, I introduce my new Composite Momentum Score, a research framework built to evaluate business fundamentals and earnings exp…
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اپیزود قبلی 🔗
In this episode of Stock Spotlight, host Michael is joined by investor and content creator Will Biddy to discuss how they build and manage quality growth portfolios. Will shares how he got started in investing, what makes a business “world class” and how he balances business quality with valuation.…
In this episode of Stock Spotlight, Michael takes a deep dive into Interparfums ($IPAR), the fragrance company behind major licensed brands including Coach, Jimmy Choo, Montblanc, GUESS and Lacoste. He breaks down the economics of its licensing model, brand concentration, U.S. and European operatio…
In this episode of Stock Spotlight, host Michael sits down with his longtime college friend and financial advisor Jon Tan to explore what more than 15 years of working with investors has taught him about building lasting wealth.
They discuss how Jon’s investing philosophy has evolved, the behavior…
In this episode of Stock Spotlight, host Michael opens up his portfolio and walks through what has changed since his last quarterly review, including the stocks he sold, bought and how his individual stock positions fit together today.
Michael explains why he exited Nintendo ($NTDOY) and Honeywell…
MercadoLibre ($MELI) is widely followed, but some of the most important parts of the investment case remain misunderstood. In this episode of Stock Spotlight, host Michael reconnects with Shivam following his trip to Brazil and his presentation on the company to professional investors.
They discus…
A great company is not automatically a great investment at any price. That is one of the hardest lessons for quality-focused investors because the better the business looks, the easier it becomes to justify paying too much. In this episode, host Michael is joined by Fajasy, founder of StableBread, …
Most investors spend countless hours researching stocks, building valuation models and trying to improve their investment returns. But before your portfolio can compound wealth, you first have to create the capital to invest.
In this episode, I explain why I believe your savings rate is the single…
Rivian Automotive ($RIVN) might be one of the most polarizing companies in the market today. Customers seem to love the vehicles, the brand continues to gain traction and the R2 launch could dramatically expand its addressable market. Yet the stock remains well below its highs as investors question…
In Episode 32 of Stock Spotlight, host Michael dives deep into Napco Security Technologies ($NSSC), a founder-led small-cap security company serving the professional alarm, locking, access control and fire communication markets. At first glance, Napco looks like a niche hardware manufacturer with u…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Michael است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,827,280و قسمت های196,190,741بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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