Michael | Stock Spotlight
Michael | Stock Spotlight, ShivamHost 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 | 20 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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stockspotlightpodcast.substack.comLatest Issues
Rollins After the Reset: Growth, Competition & Valuation
On September 19th, 2024, I published my first ever Stock Spotlight podcast deep dive: “Rollins, Inc. ($ROL): Dominating the Pest Control Market.”
Back then, my takeaway was pretty simple: great business, expensive stock. That tension is st...
$MELI: What Investors May Be Misreading Heading Into Earnings
🎧 Listen on Spotify | Apple Podcasts | YouTube
🌐 More from Shivam at Knight Vision Capital
MercadoLibre ($MELI) is not an undiscovered company.
It is widely regarded as one of Latin America’s strongest businesses, combining e-commerce,...
Great Business, Bad Stock? Valuing Ferrari and Costco with Fajasy
🎧 Listen on Spotify | Apple Podcasts | YouTube
A great company is not automatically a great investment at any price.
That is one of the hardest lessons for quality-focused investors (including me) because the better the business looks, t...
The Most Important Financial KPI: Your Savings Rate
🎧 Listen on Spotify | Apple Podcasts | YouTube
Most investors spend their time asking questions like:
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“Can I beat the S&P 500?”
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“What’s the best ETF?”
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“Is Mercado Libre undervalued?”
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“Should I buy NVIDIA?”
Those ar...
Rivian ($RIVN): Survival Story or the Next Automotive Platform?
Listen to Episode 33 with : [Spotify] | [Apple Podcasts] | [YouTube]
Few companies generate stronger opinions than Rivian ($RIVN).
Supporters see one of the most compelling product companies in the automotive industry, with a premium bran...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
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.
I’m Shivam Kashan, an investment analyst focused on undervalued, high-quality companies. On The Knight’s Edge, I share research-driven insights, valuation breakdowns, and timeless principles—grounded in discipline, faith, and purpose.
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