Michael | Stock Spotlight

@UCypF173Q8FllGf84wnfDujA - 160 subscribers

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.

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Veeva Systems ($VEEV): Platform Expansion vs. CRM Competition in a Mission-Critical SaaS

Veeva Systems ($VEEV): Platform Expansion vs. CRM Competition in a Mission-Critical SaaS Michael | Stock Spotlight

154 views - 3 weeks ago

How I Exit Positions: A Risk-Aware and Thesis-Driven Selling Framework

How I Exit Positions: A Risk-Aware and Thesis-Driven Selling Framework Michael | Stock Spotlight

85 views - 1 month ago

Toast, Inc. (TOST): Can a Restaurant OS Become a Long-Term Compounder?

Toast, Inc. (TOST): Can a Restaurant OS Become a Long-Term Compounder? Michael | Stock Spotlight

200 views - 2 months ago

15 Investing Metrics That Actually Matter - and Why

15 Investing Metrics That Actually Matter - and Why Michael | Stock Spotlight

63 views - 2 months ago

Cintas Corporation (CTAS): The Engine for Workplace Readiness

Cintas Corporation (CTAS): The Engine for Workplace Readiness Michael | Stock Spotlight

48 views - 3 months ago

Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat

Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat Michael | Stock Spotlight

286 views - 3 months ago

Tyler Technologies, Inc. (TYL): The Operating System of State & Local Governments

Tyler Technologies, Inc. (TYL): The Operating System of State & Local Governments Michael | Stock Spotlight

81 views - 4 months ago

Badger Meter, Inc. (BMI): The Cash Register of Water Utilities

Badger Meter, Inc. (BMI): The Cash Register of Water Utilities Michael | Stock Spotlight

146 views - 5 months ago

How I Tilt My Portfolio With Factors

How I Tilt My Portfolio With Factors Michael | Stock Spotlight

209 views - 5 months ago

The Trade Desk, Inc. (TTD): Programmatic’s Neutral King

The Trade Desk, Inc. (TTD): Programmatic’s Neutral King Michael | Stock Spotlight

131 views - 7 months ago

Alternatives for the Stock-Heavy Investor

Alternatives for the Stock-Heavy Investor Michael | Stock Spotlight

60 views - 8 months ago

Manhattan Associates, Inc. (MANH): Exceptional Business, Elevated Price?

Manhattan Associates, Inc. (MANH): Exceptional Business, Elevated Price? Michael | Stock Spotlight

125 views - 8 months ago

Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)

Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown) Michael | Stock Spotlight

1.1K views - 9 months ago

Medpace Holdings, Inc. (MEDP): Undervalued CRO or Funding-Dependent Risk?

Medpace Holdings, Inc. (MEDP): Undervalued CRO or Funding-Dependent Risk? Michael | Stock Spotlight

135 views - 10 months ago

Duolingo, Inc (DUOL): The Rule of 40 Champion

Duolingo, Inc (DUOL): The Rule of 40 Champion Michael | Stock Spotlight

204 views - 11 months ago

Evolution AB (EVO, EVVTY): Balancing Growth and Controversy in Online Gambling

Evolution AB (EVO, EVVTY): Balancing Growth and Controversy in Online Gambling Michael | Stock Spotlight

416 views - 1 year ago

A Beginner's Guide to Investing

A Beginner's Guide to Investing Michael | Stock Spotlight

38 views - 1 year ago

Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management

Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management Michael | Stock Spotlight

81 views - 1 year ago

The Investor's Toolbox: Entering Positions & Portfolio Tracking

The Investor's Toolbox: Entering Positions & Portfolio Tracking Michael | Stock Spotlight

66 views - 1 year ago

Automatic Data Processing, Inc. (ADP): Can They Sustain Their Leadership in HR Innovation

Automatic Data Processing, Inc. (ADP): Can They Sustain Their Leadership in HR Innovation Michael | Stock Spotlight

96 views - 1 year ago

e.l.f. Beauty, Inc. (ELF): Affordable Glam Stealing Market Share

e.l.f. Beauty, Inc. (ELF): Affordable Glam Stealing Market Share Michael | Stock Spotlight

55 views - 1 year ago

The Investor's Toolbox: Checklists & Benchmarks

The Investor's Toolbox: Checklists & Benchmarks Michael | Stock Spotlight

38 views - 1 year ago

Gartner Inc. (IT): Tech Research Leader's Influence Analyzed

Gartner Inc. (IT): Tech Research Leader's Influence Analyzed Michael | Stock Spotlight

66 views - 1 year ago

Rollins Inc. (ROL): Pest Control Leader's Market Dominance

Rollins Inc. (ROL): Pest Control Leader's Market Dominance Michael | Stock Spotlight

176 views - 1 year ago

Introduction to Stock Spotlight

Introduction to Stock Spotlight Michael | Stock Spotlight

29 views - 1 year ago