Stock Spotlight

Michael
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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.

  1. $HONA: Is Honeywell Aerospace Worth Buying After the Spin-Off?

    vor 6 Tagen

    $HONA: Is Honeywell Aerospace Worth Buying After the Spin-Off?

    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, the implied equity value and enterprise value from the when-issued price and the valuation debate around 2026E EV/Adjusted EBIT. The business has a lot to like: commercial aftermarket exposure, Defense & Space, RMUs, long-life aerospace platforms and broad aircraft content. But the starting valuation is not obviously cheap and the company is expected to come public with meaningful debt. Michael closes with the bigger portfolio question: do I actually need more aerospace exposure or is $HONA differentiated enough to justify doubling down on one of the highest-quality industrial end markets? Listen if you want a clear framework for evaluating $HONA before buying: what the market is pricing in, what has to go right and whether this spin-off deserves a spot on your watch or buy list. ---------------------------------------------------------------- 00:00 Intro 01:24 Spin-Offs 04:27 Honeywell Aerospace 08:08 Valuation 10:51 Management's Framework & Risks 12:33 Portfolio Fit 15:04 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: @invest091 Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    16 Min.
  2. Building a Portfolio You Can Actually Stick With

    17. Juni

    Building a Portfolio You Can Actually Stick With

    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 environments. We explore the evolution from stock picking to portfolio construction, why diversification may be making a comeback after a decade dominated by U.S. mega-cap growth and how investors should think about assets like bonds, gold, international equities and managed futures. We also dive into the often-overlooked role of investor psychology. Blake shares insights from working with clients across different stages of life, explaining why the “optimal” portfolio on paper is often very different from the portfolio someone can realistically hold through market volatility. Whether you're a new investor sitting on excess cash, a stock picker looking to improve diversification, or someone thinking more seriously about long-term wealth preservation, this conversation offers practical frameworks for building a portfolio that balances return potential with peace of mind. ---------------------------------------------------------------- 00:00 Intro 02:29 Blake's Investing Background 11:29 Why Diversification Matters Again 15:24 What "All Weather" Actually Means 19:39 Traditional Diversifiers 41:12 Managed Futures & Trend Following 46:30 Portfolio Construction Philosophy 49:20 Closing Thoughts 56:10 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: @invest091 Follow Blake on X: @DDBlakeFischer Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    57 Min.
  3. What Stock Spotlight Is Really About

    27. Mai

    What Stock Spotlight Is Really About

    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 and markets. Topics include the 33-question quality checklist, quality growth investing, valuation techniques, portfolio construction and what to expect from future episodes. Tune in if you want a clearer process for studying quality businesses, pressure-testing valuation and TSR expectations, and turning stock research into something repeatable. ---------------------------------------------------------------- 00:00 Intro 00:08 Opening 01:24 Why I Started Stock Spotlight 02:23 My Background 03:52 What Stock Spotlight Covers 05:15 My Investing Philosophy 06:33 The 33-Question Checklist 08:05 Valuation and Expectations 09:25 Portfolio Construction 10:32 The Substack Layer 11:23 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://x.com/invest091 Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    12 Min.
  4. Align Technology ($ALGN): Fallen Giant or Mispriced Digital Dentistry Platform?

    26. Mai

    Align Technology ($ALGN): Fallen Giant or Mispriced Digital Dentistry Platform?

    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 re-rating, Align now trades more like a mature medtech company despite still leading the global clear aligner market. Michael breaks down the full investment thesis, including the Invisalign ecosystem, iTero scanner moat and whether the market may be underestimating the durability of Align’s digital orthodontics platform amid rising competition from Straumann, Envista and Angelalign. During the episode, Michael takes Align through his full quality framework, financial statement analysis, valuation work and technical setup. Topics include Reverse DCF analysis, Forward EV/EBIT valuation, TSR underwriting scenarios, ASP compression and whether Align still deserves a premium multiple long-term. Finally, Michael explains why he’s adding the stock to his watch list and what business signals and price points he’s looking to see before potentially upgrading it to a buy. ---------------------------------------------------------------- 00:00 Intro 00:49 Investment Checklist & Database 02:46 Business Overview 12:13 Industry Overview 17:16 Quality Growth Profile 19:57 Financial Statement Overview 25:17 Leadership & Incentives 29:48 KPIs to Track 31:14 Valuation & Technical Analysis 34:56 Verdict 36:40 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://x.com/invest091 Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    37 Min.
  5. Insurance Brokers: The Hidden Compounders in Financials

    22. Apr.

    Insurance Brokers: The Hidden Compounders in Financials

    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, differences in business mix, capital allocation and execution lead to very different outcomes for investors. In this episode, I break down how the brokerage model actually works, why it’s structurally advantaged vs. carriers and how growth is driven across cycles through pricing, retention and M&A. I also look at how the market prices the group, including long-term returns, beta and correlation, to show why these names can behave defensively while still delivering strong compounding over time. From there, we dive into fundamentals and valuation. Why do $AON and $AJG trade at premium multiples? Why do $BRO and $WTW screen more like value today? And how should you think about scale, stability, cash flow and balance sheet risk across the group? By the end, you’ll have a clear framework for understanding what each company brings to the table and how to evaluate them depending on your investment style. ---------------------------------------------------------------- 00:00 Intro 01:04 Quality Score Breakdown 02:33 How the Brokerage Model Works 04:50 Growth, Cycles & M&A 13:25 How the Market Prices the Group 16:09 Fundamentals & Valuation 25:22 Recent News & Strategies 26:39 What Each Company Offers 28:48 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://x.com/invest091 Watch full episodes: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    30 Min.
  6. Quarterly Portfolio Review: $FTNT, $RACE, $UNP

    1. Apr.

    Quarterly Portfolio Review: $FTNT, $RACE, $UNP

    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 KPIs and how they’re trending • What the market is focused on right now • My forward outlook • A simple green / yellow / red rating The goal is simple: track whether execution still supports the underwriting. ---------------------------------------------------------------- 00:00 Intro 00:53 Fortinet ($FTNT) 04:31 Ferrari ($RACE) 08:03 Union Pacific ($UNP) 11:24 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: ⁠⁠https://x.com/invest091⁠⁠ Subscribe to my YouTube channel: ⁠https://www.youtube.com/@stockspotlightpodcast⁠ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    12 Min.
  7. Entering Positions & Portfolio Tracking

    25. März

    Entering Positions & Portfolio Tracking

    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 previous discussion of investment checklists and benchmarks by introducing additional tools and techniques for successful investing. Michael begins by reiterating his 33-question research checklist for initial stock assessment, which helps identify companies worthy of a 'watch' or 'pass' rating. He then delves into his strategy for entering new positions, combining fundamental analysis with technical precision to optimize the timing of long-term investments. Additionally, he shares strategies for creating effective portfolio tracking metrics that simplify the process of monitoring investments and inform portfolio weighting decisions. By providing this comprehensive toolkit, from initial stock selection to ongoing portfolio management, Michael equips listeners with valuable insights to enhance their investment strategies and make data-driven decisions. ---------------------------------------------------------------- 00:00 Intro 00:56 Entering New Positions 02:39 Valuation & Technical Analysis 03:19 Intrinsic Value 04:46 Yields 05:40 Multiples 07:20 Moving Averages and Trend Identification 08:38 Volume Analysis 09:05 Support and Resistance Levels 09:53 Portfolio Tracking Metrics 19:59 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://twitter.com/invest091 Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    21 Min.
  8. Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE

    11. März

    Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE

    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 breaks down how ICE actually makes money across its core business segments and why exchanges remain the primary engine of the company. Michael and Shivam walk through the mechanics of clearing and collateral, including how the economics work and why collateral appears on both sides of the balance sheet. They also cover ICE’s competitive positioning vs. CME, Nasdaq and Cboe, management and ownership dynamics and how to think about valuation for ICE and exchanges more broadly. Tune in if you want to learn more about an under discussed, high quality business that has beaten the S&P 500 over the long-term. ---------------------------------------------------------------- 00:00 Intro 01:30 Business Model & Revenue Quality 03:34 Clearing & Collateral 06:10 Competitive Positioning 12:15 Recent Quarter News 14:44 Management 18:57 Valuation 20:50 Anything Else to Know 22:12 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: ⁠https://x.com/invest091⁠ Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast Check out Shivam's website: https://kvcapitalgroup.com/ ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.

    23 Min.
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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.

Informationen

  • Erstellt von
    Michael
  • Jahre aktiv
    2024 - 2026
  • Folgen
    32
  • Bewertung
    Unbedenklich
  • Copyright
    © Michael
  • Sendungswebsite
    Stock Spotlight

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