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 | Daily |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 months ago | Last Issue | 18 days ago |
| Active | |||||
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stockspotlightpodcast.substack.comLatest Issues
$ISRG Quality Score Update: A Premium Compounder Still Screens Near the Top
The best quality scores usually are not the companies with zero flaws. They are the companies where the strengths are broad, the weaknesses are identifiable and the business still clears a high bar across profitability, reinvestment, balanc...
Align Technology ($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...
PEG Is a Distribution, Not a Threshold
This post started from a discussion on X. Dimitry Nakhla originally shared a list of “10 Quality Stocks PEG < 1.75x.”
It works as a quick screen, but the push back from The Market Notebook was right.
PEG cutoffs are less useful than PEG...
Insurance Brokers DCF: Episode 28 Follow Up
Following Episode 28, this is a quick DCF valuation pass on insurance brokers using a 5-YR DCF built on analyst estimates and a check on how reliable those estimates have been in the past.
Framework
- 5-YR analyst FCF forecasts (all...
Insurance Brokers: The Hidden Compounders in Financials
Insurance brokers are one of the most consistent compounding sectors in financials, but they’re also one of the most misunderstood. On the surface, these companies look nearly identical. But underneath, differences in growth model, cycle ex...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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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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