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Stock Spotlight

Michael

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 evo... more

PublishesMonthlyEpisodes26Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Stock Spotlight

Latest Episodes

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 compliance to commercial CRM and emb... more

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Most investors obsess over what to buy. Very few have a clear, repeatable plan for when to sell.

In this episode of Stock Spotlight, I break down the risk-aware and thesis-driven selling framework I use to protect capital early, avoid deep losses an... more

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In this episode, Michael takes a close look at Toast, one of the fastest growing names in restaurant technology. Toast has delivered a 50% 5-YR revenue CAGR, 80% 5-YR gross profit CAGR, 110%+ net retention and its first year of positive SBC adjusted ... more

YouTube

In this special episode of Stock Spotlight, host Michael steps back from individual company deep dives to unpack the core framework behind his entire investing process — the 15 metrics that truly matter. From returns on capital to reinvestment discip... more

YouTube

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1. The Compound and Friends

How many episodes of Stock Spotlight are there?

Stock Spotlight launched a year ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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