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 | 22 | Founded | 5 months ago | Last Issue | 6 days ago |
| Active | |||||
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stockspotlightpodcast.substack.comLatest Issues
A Better Way to Think About Days Sales Outstanding
I made a small change to my 33 question checklist this week after running Casey’s ($CASY) through the screen and realizing that my Days Sales Outstanding (DSO) rule was probably more arbitrary than actually useful. DSO measures roughly how...
Quarterly Portfolio Review: What I Sold, Bought & Still Own | $TOST, $BKNG
🎧 Listen on [Spotify] | [Apple Podcasts] | [YouTube]
I typically don’t make big changes to the top positions in my portfolio, but I do like to play around the edges a bit. In Q2 ‘26, I sold Nintendo ($NTDOY) and Honeywell Aerospace ($HONA...
Rollins After the Reset: Growth, Competition & Valuation
On September 19th, 2024, I published my first ever Stock Spotlight podcast deep dive: “Rollins, Inc. ($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...
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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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