Michael | Stock Spotlight
Michael | Stock Spotlight, ShivamHost of the Stock Spotlight podcast. I use a structured 33 question checklist to identify quality businesses and then deep dive the most compelling investment opportunities. Subscribe for episode recaps, research notes, portfolio updates and more!
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||
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stockspotlightpodcast.substack.comLatest Issues
$CASY Quality Score: Testing a Convenience Store Compounder
Convenience stores are not usually the first place investors look for a high quality compounder. The industry is capital intensive, reported revenue moves with fuel prices, fuel demand can be cyclical and individual stores operate on relati...
Karman Holdings ($KRMN) — September ‘26 Investment Memo
There are companies that build the missile, launch vehicle or defense platform and then there are companies that supply the mission critical systems inside them.
Karman Holdings is the latter. They design, engineer, manufacture and test sp...
Building a Gross Profit Forecast Model for Toast
I’ve spent a lot of time digging into Toast lately and one question that I kept coming back to was how I actually wanted to forecast the business.
Revenue alone wasn’t the right answer since a large portion of Toast’s revenue comes from pa...
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...
Q2 ‘26 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...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Host of the Stock Spotlight podcast. Structured stock research using a 33 question checklist + deep dives on compelling businesses.
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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