เกี่ยวกับพอดแคสต์นี้ 🔗
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.
ผู้จัด:
ความถี่ในการอัพเดต:
every 9 days
ความยาวเสียงโดยเฉลี่ย:
31 minutes
พอดแคสต์วิดีโอ
ภาษาอังกฤษ
สหรัฐอเมริกา
43 ตอน
ตั้งแต่ 19 กันยายน 2024
episodic
ตอนล่าสุด 🔗
Trash collection might seem like a boring business, but behind those garbage trucks and landfills are some surprisingly attractive economics. In Episode 42 of Stock Spotlight, I'm putting three of North America's largest waste operators head-to-head: Waste Management ($WM), Republic Services ($RSG)…
ตอนก่อนหน้านี้ 🔗
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…
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…
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