Stock Spotlight

Michael
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Stock Spotlight

In Stock Spotlight, Michael shines a light on promising investment opportunities by meticulously analyzing stocks that have earned a ‘watch’ or ‘buy’ rating on his rigorous 33-question research checklist. Each episode offers a comprehensive deep dive into a selected company’s business model, financials, and market position, drawing insights from investor presentations, 10-K filings, and industry trends. Tune in on the first Wednesday of every month at 5:30 am PST for a fresh, in-depth exploration of a compelling investment prospect.

Episodes

  1. The Investor's Toolbox: Entering Positions & Portfolio Tracking

    20 NOV

    The Investor's Toolbox: 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
  2. Automatic Data Processing, Inc. (ADP): Can They Remain HR Leaders?

    6 NOV

    Automatic Data Processing, Inc. (ADP): Can They Remain HR Leaders?

    In this episode of Stock Spotlight, host Michael examines Automatic Data Processing, Inc. (ADP), a leader in HR services and human capital management (HCM) solutions with a legacy dating back to 1949. Michael highlights ADP's evolution from manual payroll processing to a comprehensive HCM innovator, especially under the leadership of CEO Maria Black, who took over in 2023. He discusses the company's strong market position, characterized by high customer retention rates and strategic initiatives like international expansion and generative AI integration, alongside the valuable insights provided by the ADP Research Institute. As of November 4th, 2024, Michael plans to watch ADP closely, eyeing a buy range between $210 and $220 to ensure a margin of safety given the competitive landscape and current price of $290, which he considers slightly overvalued. While ADP shows strong fundamentals and medium growth potential, he emphasizes the importance of patience and strategic entry points for investors looking to capitalize on this established player in the HR services and HCM industries. ---------------------------------------------------------------- 00:00 Intro 00:37 Investment Checklist & Database 02:35 Business & Industry Overview 15:30 Business Model & High-Quality Attributes 24:22 Growth Areas & Risk Factors 29:10 KPIs to Track 30:42 Financial Statement Overview 37:03 Management 43:10 Ownership Structure 43:53 Valuation & Technical Analysis 48:10 Episode Takeaways 49:00 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.

    50 min
  3. e.l.f. Beauty, Inc. (ELF): Affordable Glam’s Market Disruption

    23 OCT

    e.l.f. Beauty, Inc. (ELF): Affordable Glam’s Market Disruption

    In this episode of Stock Spotlight, host Michael explores e.l.f. Beauty, Inc. (ELF), an innovative cosmetics company known for its affordable products that are revolutionizing the beauty industry. With 22 consecutive quarters of 20%+ sales increases, e.l.f. has captured the attention of both beauty enthusiasts and savvy investors alike. Michael highlights e.l.f.'s digital-first strategy and rapid product development. As of October 2nd 2024, he plans to buy a starter position in e.l.f. Beauty at $106, with a strategy to dollar-cost average if the price drops below $100, citing the company's impressive growth trajectory and strong potential for continued expansion. ---------------------------------------------------------------- 00:00 Intro 00:39 Investment Checklist & Database 02:52 Business & Industry Overview 10:10 Business Model & High-Quality Attributes 19:50 Growth Areas & Risk Factors 23:12 KPIs to Track 24:40 Financial Statement Overview 30:35 Management 34:11 Ownership Structure 34:32 Valuation & Technical Analysis 39:11 Episode Takeaways 40:00 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.

    41 min
  4. The Investor's Toolbox: Checklists & Benchmarks

    9 OCT

    The Investor's Toolbox: Checklists & Benchmarks

    In this episode of Stock Spotlight, host Michael dives into a powerful secret weapon in every savvy investor's arsenal: the investment checklist. He walks you through his comprehensive 33-question framework designed to help him separate the market's gems from the duds. Listeners will explore 9 categories of company research, including fundamentals, industry, management and valuation. Michael explains how to leverage quality scores and top-quartile benchmarks to make data-driven decisions that could supercharge your portfolio. Whether you're a seasoned investor or just starting out, this episode provides actionable insights and practical tools to enhance your investment strategy. ---------------------------------------------------------------- 00:00 Intro 00:58 Investment Checklist Overview 02:37 Fundamentals 04:03 Management 04:55 Industry 06:00 Efficiency 07:14 Momentum 08:36 Growth 09:03 Valuation 09:55 Capital Allocation 10:30 Solvency and Liquidity 12:52 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.

    14 min
  5. Gartner, Inc. (IT): Tech Research Leader's Influence Analyzed

    2 OCT

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

    In this episode of Stock Spotlight, host Michael explores Gartner Inc. (IT), a leading research and advisory company based in Stamford, Connecticut. Listeners will discover why this company has garnered attention from savvy investors and earned a spot on Michael's watch list. The episode highlights Gartner's strong market presence, impressive financial performance and well-known Magic Quadrant research tool. Whether you're a seasoned investor or just starting out, this episode offers valuable insights into a company that has been quietly dominating its niche. Tune in to find out if Gartner Inc. deserves a place in your investment portfolio. ---------------------------------------------------------------- 00:00 Intro 00:40 Investment Checklist & Database 02:10 Business & Industry Overview 10:26 Business Model & High-Quality Attributes 18:14 Growth Areas & Risk Factors 20:18 KPIs to Track 21:27 Financial Statement Overview 25:13 Management 28:33 Ownership Structure 28:56 Valuation & Technical Analysis 31:55 Episode Takeaways 32:49 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.

    33 min
  6. Rollins, Inc. (ROL): Dominating the Pest Control Market

    19 SEPT

    Rollins, Inc. (ROL): Dominating the Pest Control Market

    In this episode of Stock Spotlight, host Michael explores Rollins Inc. (ROL), a prominent pest control services provider based in Atlanta. Listeners will discover why this company has garnered attention from savvy investors and earned a spot on Michael's watchlist. The episode highlights Rollins' strong market presence, impressive financial performance, and diverse portfolio of brands, including the well-known Orkin. Michael breaks down Rollins' business model, examining its growth opportunities and potential risks. He also provides insights into the company's financials, management team, and ownership structure, along with a current valuation and technical analysis to guide investment decisions. Whether you're a seasoned investor or just starting out, this episode offers valuable insights into a company that has been quietly dominating its niche. Tune in to find out if Rollins Inc. deserves a place in your investment portfolio! ---------------------------------------------------------------- 00:00 Intro 00:37 Investment Checklist & Database 02:44 Business Overview 10:35 Business Model & High-Quality Attributes 17:36 Growth Opportunities & Risk Factors 20:01 Financial Statement Overview 23:18 Management 27:49 Ownership Structure 28:35 Valuation & Technical Analysis 31:24 Episode Takeaways 32:05 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.

    33 min
  7. Introduction to Stock Spotlight

    18 SEPT

    Introduction to Stock Spotlight

    In this inaugural episode of Stock Spotlight, we’ll deviate from our usual format to lay a solid foundation for our journey together. I’ll share my background in investing, giving you insight into how I got here and what drives my passion for the market. We’ll also discuss my investment philosophy and current portfolio structure, introduce my investment checklist and database, and outline the format and flow of future episodes. ---------------------------------------------------------------- 00:00 Intro 00:58 Background & Journey 02:08 Investing Philosophy & Current Portfolio Structure 08:04 Investment Checklist & Database 09:57 Format & Flow Of Future Episodes 11:03 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.

    12 min
  • 7 Episodes

About

In Stock Spotlight, Michael shines a light on promising investment opportunities by meticulously analyzing stocks that have earned a ‘watch’ or ‘buy’ rating on his rigorous 33-question research checklist. Each episode offers a comprehensive deep dive into a selected company’s business model, financials, and market position, drawing insights from investor presentations, 10-K filings, and industry trends. Tune in on the first Wednesday of every month at 5:30 am PST for a fresh, in-depth exploration of a compelling investment prospect.

Information

  • Creator
    Michael
  • Years Active
    2K
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © Michael
  • Show Website
    Stock Spotlight

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