Stock Spotlight

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...

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...

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...

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...

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...

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...

Is Honeywell Aerospace a compelling spin-off opportunity on June 29th or is the market already pricing it like a premium aerospace asset? In Episode 31 of Stock Spotlight, host Michael breaks down the $HONA spin-off...

In this episode of Stock Spotlight, I’m joined by Blake Fischer, an independent investment advisor and fellow investor, to discuss how to build a portfolio you can actually stick with through different market...

This episode is the foundation for everything Stock Spotlight covers. Michael walks through why he started the podcast, his background in baseball and customer insights, and how both shaped the way he studies businesses...

In Episode 29 of Stock Spotlight, host Michael dives deep into Align Technology ($ALGN), the company behind Invisalign and one of the biggest winners of the digital dentistry boom. After a massive post-pandemic...

Insurance brokers are some of the most consistent compounders in financials, yet they’re often misunderstood. On the surface, companies like $AON, $AJG, $BRO, $MRSH and $WTW can look very similar. But under the hood...

In this episode of Stock Spotlight, I walk through a quarterly portfolio review across three companies I own: Fortinet, Ferrari and Union Pacific. For each company, I break down: • The original investment thesis • Key...

In this episode of Stock Spotlight, host Michael expands on his investment strategy, focusing on the process of entering new positions and creating effective portfolio tracking metrics. This episode builds upon the...

In Episode 26 of Stock Spotlight, host Michael sits down with returning guest Shivam for a deep dive into Intercontinental Exchange ($ICE), the global financial infrastructure platform behind the NYSE. The conversation...

In this episode of Stock Spotlight, Michael dives deep into Veeva Systems, the vertically integrated SaaS platform powering critical workflows across the life sciences industry. From clinical trials and regulatory...