
Über diesen Podcast
Stock Spotlight explores investment opportunities through host Michael’s research process, from company deep dives to investing frameworks and market signals. The show also features conversations with investors and practical tools for evaluating businesses and the markets.
40 Folgen · Investeren
Stock Spotlight
Über diesen Podcast
Stock Spotlight explores investment opportunities through host Michael’s research process, from company deep dives to investing frameworks and market signals. The show also features conversations with investors and practical tools for evaluating businesses and the markets.
Neue Folgen
- $IPAR: The Fragrance Compounder That Doesn’t Own Its Best Brands30. Sept. · 36 Min.
- What 15 Years of Advising Investors Teaches You About Money (with Jon Tan)29. Sept. · 34 Min.
- Q2 ‘26 Portfolio Review: What I Sold, Bought & Still Own | $TOST, $BKNG19. Aug. · 28 Min.
- $MELI: What Investors May Be Misreading Heading Into Earnings3. Aug. · 30 Min.
- Great Business, Bad Stock? Valuing Ferrari and Costco with Fajasy30. Juli · 37 Min.
- The Most Important Financial KPI: Your Savings Rate22. Juli · 8 Min.
- Rivian Automotive ($RIVN): Survival Story or the Next Automotive Platform?16. Juli · 45 Min.
- Napco Security Technologies ($NSSC): Hardware Company or Recurring Revenue Compounder?9. Juli · 43 Min.
- $HONA: Is Honeywell Aerospace Worth Buying After the Spin-Off?24. Juni · 16 Min.
- Building a Portfolio You Can Actually Stick With17. Juni · 57 Min.