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Artwork for Stock Spotlight

Stock Spotlight

Michael
Union Pacific
Fortinet
Ferrari
Investing
Intrinsic Value
The Trade Desk
Badger Meter, Inc.
Copart, Inc.
Cintas Corporation
Veeva Systems
Align Technology
Rawlins Incorporated
Technical Analysis
Tyler Technologies
Factor Investing
Reverse DCF
Free Cash Flow Yield
Managed Futures
Programmatic Advertising
Smart Water Metering

Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evo... more

PublishesTwice monthlyEpisodes31Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Stock Spotlight

Latest Episodes

In this episode of Stock Spotlight, I’m joined by Blake Fischer, an independent investment advisor and fellow investor, to discuss how to build a portfolio you can actually stick with through different market environments. We explore the evolution fr... more

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This episode is the foundation for everything Stock Spotlight covers. Michael walks through why he started the podcast, his background in baseball and customer insights, and how both shaped the way he studies businesses and markets.

Topics include t... more

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In Episode 29 of Stock Spotlight, host Michael dives deep into Align Technology ($ALGN), the company behind Invisalign and one of the biggest winners of the digital dentistry boom. After a massive post-pandemic re-rating, Align now trades more like a... more

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Insurance brokers are some of the most consistent compounders in financials, yet they’re often misunderstood. On the surface, companies like $AON, $AJG, $BRO, $MRSH and $WTW can look very similar. But under the hood, differences in business mix, capi... more

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Recent Guests

Shivam Kishan
Investor; founder of Night Vision Capital
Night Vision Capital
Episode: Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
Shivam Kashan
Investor at a family office
Family office
Episode: Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat

Host

Michael
Host of Stock Spotlight

Chart Rankings

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Apple Podcasts
#100
Austria/Business/Investing
Apple Podcasts
#203
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
Q: What about management and insider ownership or the leadership's vision?
Jeff Sprecher is the CEO and founder, who has built ICE into a global electronic market and infrastructure company. Insider ownership is modest but the CEO has substantial net worth and skin in the game, reflecting a long-term, innovative culture with a philosophy of learning from failures.
Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
Q: What about the growth engine going forward? Are there any segments at risk?
The energy segment of the exchange business is expected to drive the most growth, with Brent Crude Oil as a key liquidity benchmark. Mortgage headwinds may pose risk, though management sees potential offset as housing demand could be stimulated.
Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
Q: Could you break down the recurring revenue percentage and where it stems from?
ICE has a healthy mix of recurring and transaction revenues across segments, with aggregate recurring revenue around 51%, and higher recurring shares in specific segments: 28% in exchange, 83% in data, and 73% in mortgage. This supports stability since the exchange is sensitive to trading volume while data and mortgage provide more predictable cash flows.
Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE
Q: What exactly is Intercontinental Exchange today beyond just owning the New York Stock Exchange?
ICE is a diversified financial infrastructure company with major businesses in exchanges, clearing, and data, plus mortgage technology. They operate energy and rate futures, offer trading access and listing services, provide benchmarks and mortgage software, and enable financial connectivity between firms, making ICE more than just a stock exchange operator.
Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat
Q: What about risks from autonomous driving and EVs?
Autonomous driving is considered a distant risk that may not materialize for over a decade, and EVs introduce higher repair costs but also higher-value parts opportunities. The guest believes these trends could be tailwinds in the near term as complexities make older systems obsolete, while salvage values in EVs remain uncertain and OEM access to batteries could impact resale.

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Frequently Asked Questions About Stock Spotlight

What is Stock Spotlight about and what kind of topics does it cover?

Stock Spotlight concentrates on methodical stock evaluation using a 33-question research checklist to determine whether a stock earns a watch or pass. Episodes typically dissect a company's business model, financial health, growth drivers, competitive position, and valuation, often through a data-driven, checklist-first lens. A consistent throughline is building repeatable frameworks for stock selection, with occasional deep dives into broader investing concepts and market signals. A standout trait is the founder-host's emphasis on disciplined analytics and long-horizon thinking, plus a willingness to blend quantitative metrics with qualitative judgment to outline actionable takeaways for investors and portfolio builders.

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How many listeners does Stock Spotlight get?

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How many subscribers and views does Stock Spotlight have?

To see how many followers or subscribers Stock Spotlight has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Stock Spotlight?

These podcasts share a similar audience with Stock Spotlight:

1. The Synopsis
2. Chit Chat Stocks
3. Business Breakdowns
4. Yet Another Value Podcast
5. The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

How many episodes of Stock Spotlight are there?

Stock Spotlight launched 2 years ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Stock Spotlight?

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Where can I see ratings and reviews for Stock Spotlight?

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What guests have appeared on Stock Spotlight?

Recent guests on Stock Spotlight include:

1. Shivam Kishan
2. Shivam Kashan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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