Stock Spotlight
Episodes
Quarterly Portfolio Review: $FTNT, $RACE, $UNP
01 Apr 2026
Contributed by Lukas
In this episode of Stock Spotlight, I walk through a quarterly portfolio review across three companies I own: Fortinet, Ferrari and Union Pacific.For ...
Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
11 Mar 2026
Contributed by Lukas
In Episode 26 of Stock Spotlight, host Michael sits down with returning guest Shivam for a deep dive into Intercontinental Exchange ($ICE), the global...
Veeva Systems ($VEEV): Platform Expansion vs. CRM Competition in a Mission-Critical SaaS
04 Feb 2026
Contributed by Lukas
In this episode of Stock Spotlight, Michael dives deep into Veeva Systems, the vertically integrated SaaS platform powering critical workflows across ...
How I Exit Positions: A Risk-Aware and Thesis-Driven Selling Framework
16 Jan 2026
Contributed by Lukas
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 r...
Toast, Inc. (TOST): Can a Restaurant OS Become a Long-Term Compounder?
12 Dec 2025
Contributed by Lukas
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 revenu...
15 Investing Metrics That Actually Matter - and Why
28 Nov 2025
Contributed by Lukas
In this special episode of Stock Spotlight, host Michael steps back from individual company deep dives to unpack the core framework behind his entire ...
Cintas Corporation (CTAS): The Engine for Workplace Readiness
12 Nov 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael shines the light on Cintas Corporation ($CTAS) — the quiet giant that keeps America’s workplaces runni...
Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat
31 Oct 2025
Contributed by Lukas
On this special episode of Stock Spotlight, Michael is joined by Shivam Kashan to shine the spotlight on Copart — the global leader in online salvag...
Tyler Technologies, Inc. (TYL): The Operating System of State & Local Governments
08 Oct 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael shines the spotlight on Tyler Technologies ($TYL), the largest pure-play provider of public sector softwar...
Badger Meter, Inc. (BMI): The Cash Register of Water Utilities
10 Sep 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael shines the spotlight on Badger Meter ($BMI), the hidden powerhouse behind smart water management. Think of...
How I Tilt My Portfolio With Factors
27 Aug 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael pulls back the curtain on how he personally invests with factors. Instead of spotlighting one company, he ...
The Trade Desk, Inc. (TTD): Programmatic’s Neutral King
23 Jul 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael dives into The Trade Desk ($TTD), the demand-side platform at the heart of programmatic advertising. With ...
Alternatives for the Stock-Heavy Investor
25 Jun 2025
Contributed by Lukas
In this special episode of Stock Spotlight, Michael steps away from his usual stock deep dives to explore how alternatives can boost portfolio resilie...
Manhattan Associates, Inc. (MANH): Exceptional Business, Elevated Price?
04 Jun 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael breaks down Manhattan Associates ($MANH), a quiet powerhouse in supply chain software that’s been helpin...
Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)
07 May 2025
Contributed by Lukas
On this episode of Stock Spotlight, we’re kicking off a brand-new series, Watchlist Battles. These episodes will feature quality companies going hea...
Medpace Holdings, Inc. (MEDP): Undervalued CRO or Funding-Dependent Risk?
02 Apr 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael analyzes Medpace Holdings (MEDP), a unique player in the contract research organization (CRO) space. Unlik...
Duolingo, Inc. (DUOL): The Rule of 40 Champion
05 Mar 2025
Contributed by Lukas
On this episode of Stock Spotlight, Michael dives into Duolingo (DUOL), the #1 education app that has mastered engagement through viral marketing and ...
Evolution AB (EVO, EVVTY): Balancing Growth and Controversy in Online Gambling
05 Feb 2025
Contributed by Lukas
In this episode of Stock Spotlight, host Michael dives into Evolution AB, a prominent player in the online gambling industry known for its innovative ...
A Beginner's Guide to Investing
01 Jan 2025
Contributed by Lukas
In this episode of Stock Spotlight, host Michael provides an essential overview of investment concepts tailored for novice investors. He covers key in...
Stock Spotlight Trailer
11 Dec 2024
Contributed by Lukas
Discover hidden investment gems with Stock Spotlight! Join Michael as he uncovers promising opportunities through deep dives into company fundamentals...
Autodesk, Inc. (ADSK): Strong Business Model Meets Questionable Management
04 Dec 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael examines Autodesk, Inc. (ADSK), a leader in design and engineering software solutions with a legacy d...
The Investor's Toolbox: Entering Positions & Portfolio Tracking
20 Nov 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael expands on his investment strategy, focusing on the process of entering new positions and creating ef...
Automatic Data Processing, Inc. (ADP): Can They Remain HR Leaders?
06 Nov 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael examines Automatic Data Processing, Inc. (ADP), a leader in HR services and human capital management ...
e.l.f. Beauty, Inc. (ELF): Affordable Glam’s Market Disruption
23 Oct 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael explores e.l.f. Beauty, Inc. (ELF), an innovative cosmetics company known for its affordable products...
The Investor's Toolbox: Checklists & Benchmarks
09 Oct 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael dives into a powerful secret weapon in every savvy investor's arsenal: the investment checklist. He w...
Gartner, Inc. (IT): Tech Research Leader's Influence Analyzed
02 Oct 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael explores Gartner Inc. (IT), a leading research and advisory company based in Stamford, Connecticut. L...
Rollins, Inc. (ROL): Dominating the Pest Control Market
19 Sep 2024
Contributed by Lukas
In this episode of Stock Spotlight, host Michael explores Rollins Inc. (ROL), a prominent pest control services provider based in Atlanta. Listeners w...
Introduction to Stock Spotlight
18 Sep 2024
Contributed by Lukas
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 m...