ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
every 10 days
Average audio length:
31 minutes
Video podcast
English
United States
42 episodes
since Sept. 19, 2024
episodic
LATEST EPISODE 🔗
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…
PREVIOUS EPISODES 🔗
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…
Disclaimer: The podcast and artwork embedded on this page are from Michael, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,827,235 podcasts and 196,188,105 episodes by people, places, or topics.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
CLAIM THIS PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post classified ads for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcaster interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
our official X (formerly Twitter) account will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDIT
Thank you for helping to keep the podcast database up to date.
