Michael | Stock Spotlight
Host of the Stock Spotlight podcast. I use a structured 33-question research framework to identify quality businesses, then deep dive the most compelling investment opportunities. Subscribe for episode recaps, research notes & long-form analysis.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 3 months ago | Last Issue | 8 days ago |
| Active | |||||
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stockspotlightpodcast.substack.comLatest Issues
$IPAR Quality Score Update: A Solid Niche Compounder With Momentum Questions
I ran Interparfums ($IPAR) through my 33-question quality checklist and the result was stronger than I expected for a mid-cap consumer staples name that does not get the same level of attention as many larger compounders.
Sources: Stock An...
Backing Into $HONA Valuation Before the Spin
Honeywell Aerospace is expected to separate from Honeywell ($HON) on June 29th and trade under the ticker $HONA. The when-issued (WI) shares are already giving investors a useful valuation signal, but the share price alone does not tell us...
Building a Portfolio I Can Actually Stick With
After recording an episode with Blake about building a portfolio others can actually stick with, I realized the most useful follow up was my own portfolio.
I currently own 20 individual stocks, a core S&P 500 position and a growing mix of...
$ISRG Quality Score Update: A Premium Compounder Still Screens Near the Top
The best quality scores usually are not the companies with zero flaws. They are the companies where the strengths are broad, the weaknesses are identifiable and the business still clears a high bar across profitability, reinvestment, balanc...
Align Technology ($ALGN): Fallen Giant or Mispriced Digital Dentistry Platform?
Intro
For Episode 29 of Stock Spotlight, I wanted to analyze a company that sits in an interesting middle ground between:
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quality compounder,
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fallen growth stock,
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and turnaround candidate.
That brought me to Align Tech...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Michael.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
I analyze stocks with a 33-question checklist, then deep dive the most compelling opportunities. Host of the Stock Spotlight podcast.
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