Stock Spotlight

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 embedded data analytics, Veeva has become the operating system for biopharma, delivering elite margins, strong free cash flow per share and a wide economic moat built on high switching costs and regulated environments.Michael explore Veeva’s growth drivers, including rapid expansion in R&D solutions, emerging AI-powered workflows and long-term optionality within a $20B+ TAM, while also addressing the key risks facing the stock today: increasing CRM competition from Salesforce and the ultimate long-term impact of AI.Using a quality-focused fundamental framework combined with valuation and technical analysis, I break down why Veeva remains a high-quality compounder, what metrics investors should monitor and whether the current setup presents an attractive long-term opportunity.----------------------------------------------------------------00:00 Intro00:38 Investment Checklist & Database01:17 Business Overview09:22 Industry Overview14:41 Quality Growth Profile17:55 Financial Statement Overview22:47 Leadership & Incentives28:15 KPIs to Track29:26 Valuation & Technical Analysis33:49 Verdict36:54 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: ⁠https://x.com/invest091⁠Subscribe 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.

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 and continuously upgrade portfolio quality over time. Selling is not about calling tops. It is about defining your downside before emotion sets in, managing uncertainty when conviction is still forming and only staying invested when the business continues to validate the original thesis.I walk through how I set downside boundaries during the first 0-90 days of ownership, why thesis drift becomes the most important long-term sell signal and how I use KPIs to keep the decision grounded in evidence instead of narrative. You’ll hear exactly how this played out in two real examples from my own portfolio, including Duolingo and e.l.f. Beauty, where the “why” behind the sell mattered as much as the timing.I finish by sharing the five questions I now ask before exiting any position. If you’re a long-term investor who wants a structured way to sell with discipline instead of regret, this episode lays out the full framework.----------------------------------------------------------------00:00 Opening01:12 Why Selling Matters02:31 Early Risk Management05:13 Thesis-Driven Selling09:05 Reallocating Capital & Improving Quality10:58 Case Study - $DUOL14:18 Case Study - $ELF17:17 5 Questions to Ask Before Selling17:57 Closing----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://X.com/invest091Subscribe 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.

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 free cash flow. Despite that momentum, the company is still early in its profitability journey. SaaS quality is improving, but the payments heavy revenue mix continues to distort gross margins and complicate valuation work.The path from high growth to a durable compounder remains open. If Toast executes consistently, today’s valuation may offer intriguing opportunity, but if it stumbles, the outcome range widens quickly. Michael breaks down why the fair value estimate spans $28 to $43 and highlights the KPIs that matter most, including SaaS gross profit contribution and ARR per location. For quality focused investors, Toast is not yet a core compounder, but it may be a compelling optionality position at the current price of $35.----------------------------------------------------------------00:00 Intro00:37 Investment Checklist & Database01:25 Business Overview12:18 Industry Overview18:41 Quality Growth Profile19:36 Financial Statement Overview24:38 Leadership & Incentives27:37 KPIs to Track28:55 Valuation & Technical Analysis33:05 Verdict35:20 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: ⁠⁠https://x.com/invest091⁠Subscribe 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.

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 discipline, from free cash flow conversion to innovation efficiency, these are the numbers that separate durable compounders from fragile growth stories.Michael explains what each metric reveals, how to calculate it and why it deserves a place in every investor’s toolkit. By the end, you’ll understand how to connect the dots between a company’s quality, its compounding rate and its long-term value creation.----------------------------------------------------------------00:00 Intro01:33 Value Creation08:28 Cash Flow Quality10:45 Business Model & Management17:35 Innovation Efficiency20:14 Solvency24:53 Closing----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://X.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael shines the light on Cintas Corporation ($CTAS) — the quiet giant that keeps America’s workplaces running. From uniforms and first aid to safety and facility services, Cintas powers over one million business locations with an unmatched blend of scale, efficiency and recurring revenue.Michael walks through why Cintas scored an impressive 82% on his Quality Checklist (94th percentile overall), its durable moat built on route density and switching costs and how decades of disciplined leadership and decentralized culture have created a lean, compounding machine. He also explains why valuation — despite strength in margins, ROIIC and FCF conversion — remains the single biggest hurdle.Hear how Cintas’ 30%+ ROIIC, 100% FCF conversion and 12% value compounding rate position it as a long-term quality compounder and why Michael’s base case TSR forecast of 11% per year makes this one worth watching closely, especially if shares revisit the $160–$170 support zone.----------------------------------------------------------------00:00 Intro00:40 Investment Checklist & Database01:22 Business Overview08:08 Industry Overview13:06 Quality Growth Profile16:27 Financial Statement Overview22:22 Leadership & Incentives26:36 KPIs to Track28:10 Valuation & Technical Analysis32:43 Verdict34:16 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://x.com/invest091⁠Subscribe 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.

On this special episode of Stock Spotlight, Michael is joined by Shivam Kashan to shine the spotlight on Copart — the global leader in online salvage vehicle auctions and one of the most quietly dominant marketplaces in the United States. Think of Copart as a vertically integrated marketplace: like eBay economically, but with Amazon-like logistics infrastructure and a scale advantage that’s incredibly hard to replicate.Michael’s Quality Checklist gives Copart a strong 78% Quality Score, placing it among the highest-ranked industrials he’s analyzed. Together, they explore why Copart is at a 52-week low, its fee-driven revenue model, duopoly position with IAA and how its land ownership strategy underpins its moat.If you’re drawn to durable business models, network-effect marketplaces or understanding what gives Copart its Amazon-like scale and moat, this is an episode you won’t want to miss.----------------------------------------------------------------00:00 Intro01:45 Shivam’s Background & Why Copart06:21 Copart's Business Model12:07 Industry Dynamics16:46 Industry & Business Trends20:51 Financials23:31 KPIs to Track25:32 Risk Factors30:58 Valuation33:33 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://x.com/invest091Follow Shivam on X: https://x.com/shivamkashanSubscribe 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.

On this episode of Stock Spotlight, Michael shines the spotlight on Tyler Technologies ($TYL), the largest pure-play provider of public sector software. Think of Tyler as the “operating system of state & local governments” — powering tax collection, court systems, payroll, permitting, and digital citizen services across 13,000+ client sites. With 98% retention and 85% recurring revenue, it’s a mission-critical business that governments simply can’t run without.Michael breaks down why Tyler scored a modest 53% on his Quality Checklist and a decent 6/9 on the Quality Growth Profile, how SaaS migration and payments (via its NIC acquisition) provide secular tailwinds, and why its 2030 roadmap — 90%+ recurring revenue and margin expansion — may prove both ambitious and achievable. He also walks through key KPIs to track, from SaaS mix to adjusted ROIC and explains why valuation remains the biggest sticking point: a $520 share price vs. ~$320 fair value in his DCF. Hear why Tyler stays on the watch list for now and why the $450–$480 technical support zone could provide a more attractive entry.----------------------------------------------------------------00:00 Intro00:38 Investment Checklist & Database01:41 Business Overview12:30 Industry Overview17:42 Quality Growth Profile20:39 Financial Statement Overview28:08 Leadership & Incentives35:00 KPIs to Track36:39 Valuation & Technical Analysis42:17 Verdict44:12 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael shines the spotlight on Badger Meter ($BMI), the hidden powerhouse behind smart water management. Think of BMI’s meters as the cash registers of utilities: essential, sticky, and increasingly digital. With secular tailwinds in conservation, regulation, and infrastructure investment, the company sits at the intersection of necessity and innovation.Michael breaks down why Badger Meter scored a strong 81% on his Quality Checklist, how SaaS revenue and international expansion could fuel the next leg of growth, and where valuation leaves room — or risk. With a fair value range of ~$129–$216 and technical support in the $160s, BMI offers a compelling picks-and-shovels play on one of the world’s most vital resources. Hear why Michael has initiated a position and what would make him trim or sell.----------------------------------------------------------------00:00 Intro00:37 Investment Checklist & Database01:17 Business Overview11:51 Industry Overview16:37 Quality Growth Profile20:25 Financial Statement Overview27:02 Management & Ownership Structure32:16 KPIs to Track33:12 Valuation & Technical Analysis38:27 Verdict40:35 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael pulls back the curtain on how he personally invests with factors. Instead of spotlighting one company, he explains how he layers factor ETFs on top of his core index exposure - building what he calls a 3-layer cake portfolio: S&P 500 base, factor tilts for extra flavor, stock picks on top for fun.You’ll learn about the major factors (size, value, momentum and more), why they’ve delivered long-term premiums and how Michael blends them into his own portfolio construction. He also covers the hard part: the patience and discipline it takes to stick with factors when they underperform for years at a time.----------------------------------------------------------------00:00 Intro00:45 What is Factor Investing03:00 The 8 Factors Explained13:57 What I Actually Own17:52 Why Factor Investing Is Harder Than It Sounds19:42 Practical Takeaways23:47 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael dives into The Trade Desk ($TTD), the demand-side platform at the heart of programmatic advertising. With deep integrations, a founder-led culture and a commitment to neutrality in a world of walled gardens, TTD has become the go-to tool for agencies and brands navigating the open internet.But even a king has its challenges. Despite strong free cash flow, high gross margins and tailwinds from CTV and digital spend, The Trade Desk faces valuation risk, elevated SBC and intensifying competition from ad giants like Google and Amazon. Michael walks through the business model, key metrics, competitive landscape and valuation — and shares why $TTD is on his watchlist, but not in his portfolio (yet).----------------------------------------------------------------00:00 Intro00:37 Investment Checklist & Database01:17 Business Overview13:13 Industry Overview21:06 Quality Growth Profile25:07 Financial Statement Overview29:47 Management & Ownership Structure34:34 KPIs to Track35:25 Valuation & Technical Analysis40:55 Verdict42:00 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

In this special episode of Stock Spotlight, Michael steps away from his usual stock deep dives to explore how alternatives can boost portfolio resilience — not for alpha, but for staying power.He shares why traditional diversification failed in 2022, the role of risk-adjusted returns, and the liquid alternatives he now uses personally:• Managed Futures ($DBMF, $KMLM, $CTA)• Gold & Precious Metals ($GLDM, physical)• Long/Short Equity ($BTAL)• Why $CAOS didn’t make the cut• Tax tips & portfolio constructionIf you’re 100% stocks, this episode may change how you think about risk, compounding and staying invested when markets get rough.----------------------------------------------------------------00:00 Opening - Confession & Context00:45 Why Risk-Adjusted Returns Matter02:21 The Problem With Traditional Portfolios04:41 What Are Alternatives & Which Matter05:31 Managed Futures – The All-Weather Engine09:23 Precious Metals – The Portfolio Anchor14:14 Long/Short Equity – The Low Volatility Play16:21 Tail Risk Hedging – What Didn’t Make My Cut19:19 The Tax Angle22:35 Putting It All Together23:51 Closing Statements----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael breaks down Manhattan Associates ($MANH), a quiet powerhouse in supply chain software that’s been helping global retailers like Home Depot and CVS orchestrate complex omnichannel operations. With a versionless cloud platform and nearly 30% annual growth in cloud revenue, Manhattan is transitioning from a legacy services-heavy model to a high-margin SaaS business.But is it already priced for perfection? Despite best-in-class capital discipline, strong ROIC, and a sticky product suite, the stock trades at a premium on most valuation metrics and faces decelerating growth alongside a recent CEO transition. Michael shares why he’s moving $MANH to his watchlist for now — and what would need to change to make this a buy.Update: Morningstar has actually given Manhattan a Wide Moat rating (I said Narrow), though I’d personally place it somewhere between a solid Narrow and a true Wide.----------------------------------------------------------------00:00 Intro00:39 Investment Checklist & Database02:03 Business Overview12:45 Industry Overview16:56 Quality Growth Profile23:00 Financial Statement Overview29:56 Management & Ownership Structure35:56 KPIs to Track37:51 Valuation & Technical Analysis43:19 Bulls vs. Bears & Verdict45:47 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, we’re kicking off a brand-new series, Watchlist Battles. These episodes will feature quality companies going head-to-head for a potential spot in my watch list or portfolio. Today’s showdown features three financial services giants:​ Standard & Poor’s Global ($SPGI) - A diversified powerhouse in financial data, credit ratings and indexing, with scale and reach that few can match. But after its massive $44B acquisition of IHS Markit in 2022, is its balance sheet still as pristine as investors expect?​ Moody’s ($MCO) - A dominant force in credit ratings with strong brand equity, growing analytics capabilities and durable cash flows. But with much of its value still tied to cyclical debt issuance and a premium valuation, is the upside already priced in?​ FactSet ($FDS) - A steady, subscription-driven data specialist trusted by institutional investors, known for its customizable workflows and Open:FactSet APIs. But in a market dominated by giants, can its niche positioning unlock outsized upside?I'll break it all down over five rounds plus a bonus round at the end, so listen to see which company makes the strongest case for a spot alongside $MSCI.----------------------------------------------------------------00:00 Intro01:10 Why I'm Bullish On Financial Services03:18 Round 1: Business Model08:24 Round 2: Financial Quality13:52 Round 3: Future Growth15:42 Round 4: Management & Ownership Structure19:40 Round 5: Valuation22:57 Bonus Round: Best Fit With MSCI25:20 Conclusion: Watch List Battle Winner----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael analyzes Medpace Holdings (MEDP), a unique player in the contract research organization (CRO) space. Unlike industry giants focused on big pharma, Medpace specializes in small to mid-sized firms - a double-edged sword that grants pricing power, but also exposes it to biotech funding volatility.With a potential return to double-digit growth in 2026, Medpace meets the criteria for a Quality Growth company, but its narrow moat, lack of true market leadership and poor Glassdoor ratings raise red flags. From a valuation standpoint, Medpace appears modestly undervalued, yet technical indicators signal caution.Is Medpace a hidden gem in the healthcare sector or a high-risk bet reliant on biopharma funding stability? Tune in as Michael unpacks his strategy for this niche CRO.----------------------------------------------------------------00:00 Intro00:38 Investment Checklist & Database02:31 Business & Industry Overview13:23 Business Model & Quality Growth Attributes22:19 Financial Statement Overview30:05 Management & Ownership Structure34:48 Growth Areas & Risk Factors37:46 KPIs to Track38:43 Valuation & Technical Analysis43:46 Episode Takeaways44:36 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

On this episode of Stock Spotlight, Michael dives into Duolingo (DUOL), the #1 education app that has mastered engagement through viral marketing and AI-driven personalization. He unpacks Duolingo’s high-growth, subscription-led business model, discussing its impressive pricing strategy versus competitors and its expanding optionality beyond language learning. With a Rule of 40 score reaching 87% in 2024 - akin to top-tier software companies - Duolingo’s rapid growth is undeniable. But are its low operating margins and high valuation cause for concern?Michael explores this question by analyzing Duolingo’s monetization strategy and growth levers to assess whether its rapid expansion can ultimately translate into sustained profitability. As an investor, he remains bullish on the business but cautious on valuation, maintaining a small 1-2% position while waiting for a more attractive entry point in the $220-$250 range before adding more shares.----------------------------------------------------------------00:00 Intro00:39 Investment Checklist & Database02:19 Business & Industry Overview10:59 Business Model & Quality Growth Attributes20:37 Financial Statement Overview27:22 Management & Ownership Structure32:19 Growth Areas & Risk Factors36:11 KPIs to Track37:15 Valuation & Technical Analysis40:23 Episode Takeaways40:47 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

In this episode of Stock Spotlight, host Michael dives into Evolution AB, a prominent player in the online gambling industry known for its innovative live casino solutions. He discusses how Evolution has successfully leveraged its B2B business model to capture significant market share among its competitive set. Despite meeting numerous quantitative benchmarks for Quality Growth, Evolution's capital allocation strategy and moderate acquisition intensity raise some concerns. Additionally, the inherent risks tied to its classification as a "sin" stock warrant further scrutiny.With that said, as of January 30, 2025, Michael has decided to take an asymmetrical risk-reward approach and has purchased a starter position in $EVVTY. This position is less than 1% of his taxable account, and he plans to potentially accumulate more shares after fully digesting the 2024 Annual Report.----------------------------------------------------------------00:00 Intro00:40 Investment Checklist & Database02:38 Business & Industry Overview12:56 Business Model & Quality Growth Attributes20:56 Financial Statement Overview25:54 Management & Ownership Structure30:13 Growth Areas & Risk Factors33:49 KPIs to Track34:30 Valuation & Technical Analysis38:24 Episode Takeaways39:19 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

In this episode of Stock Spotlight, host Michael provides an essential overview of investment concepts tailored for novice investors. He covers key investing concepts, various investment types such as stocks and bonds, and different investment vehicles, equipping listeners with a solid foundation to understand the investing landscape.Michael also delves into effective investment strategies and the importance of portfolio construction. To conclude, he shares 10 actionable tips designed to empower beginners to confidently embark on their investing journey, ensuring they are well-prepared to make informed decisions as they build their portfolios.As we step into the new year, now is the perfect time to take charge of your financial future! ----------------------------------------------------------------00:00 Intro00:58 Key Concepts06:28 Investment Types08:18 Investment Vehicles09:42 Investment Strategies12:40 Portfolio Construction15:42 10 Tips for Getting Started17:20 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

Discover hidden investment gems with Stock Spotlight! Join Michael as he uncovers promising opportunities through deep dives into company fundamentals. Each episode meticulously examines stocks that have earned a ‘watch’ or ‘pass’ rating on his 33-question research checklist, providing you with valuable 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 an in-depth exploration of a compelling investment prospect!

In this episode of Stock Spotlight, host Michael examines Autodesk, Inc. (ADSK), a leader in design and engineering software solutions with a legacy dating back to 1982. Michael highlights Autodesk's evolution from AutoCAD to a comprehensive suite of innovative tools under the leadership of CEO Andrew Anagnost, who took over in 2017. He discusses the company's strong market position, characterized by its successful transition to a subscription-based revenue model and strategic initiatives like generative AI integration and the development of tools like Fusion.As of November 27th, 2024, Michael plans to watch Autodesk closely, eyeing a buy range around $200. For investors without a full portfolio, Michael suggests the $225-$240 range as an attractive entry point. Michael notes that while Autodesk meets most criteria for a Quality Growth company, investors should be aware of several ongoing challenges, including the shift to annual billing and potential leadership disruptions due to CFO turnover and activist investor pressure.----------------------------------------------------------------00:00 Intro01:05 Investment Checklist & Database02:48 Business & Industry Overview17:03 Business Model & High-Quality Attributes26:48 Financial Statement Overview33:01 Management & Ownership Structure39:04 Growth Areas & Risk Factors42:29 KPIs to Track43:49 Valuation & Technical Analysis47:59 Episode Takeaways48:47 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.

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 Intro00:56 Entering New Positions02:39 Valuation & Technical Analysis03:19 Intrinsic Value04:46 Yields05:40 Multiples07:20 Moving Averages and Trend Identification08:38 Volume Analysis09:05 Support and Resistance Levels09:53 Portfolio Tracking Metrics19:59 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: https://twitter.com/invest091Subscribe 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.