# Stock Spotlight

Page: https://stenobird.com/podcast/stock-spotlight-7027390
Text version: https://stenobird.com/podcast/stock-spotlight-7027390.md
RSS feed: https://anchor.fm/s/fa8f9bac/podcast/rss
Official site: https://linktr.ee/stockspotlight
Author: Michael
Episodes: 34

## Resource

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 evolves, Michael will also delve into broader investing topics.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/stock-spotlight-7027390
Markdown: https://stenobird.com/podcast/stock-spotlight-7027390.md

## Episodes
- [Rivian Automotive ($RIVN): Survival Story or the Next Automotive Platform?](https://stenobird.com/podcast/stock-spotlight-7027390/rivian-automotive-rivn-survival-story-or-the-next-automotive-platform) — 2026-07-16T13:30:00+00:00
- [Napco Security Technologies ($NSSC): Hardware Company or Recurring Revenue Compounder?](https://stenobird.com/podcast/stock-spotlight-7027390/napco-security-technologies-nssc-hardware-company-or-recurring-revenue-compounder) — 2026-07-09T13:30:00+00:00
- [$HONA: Is Honeywell Aerospace Worth Buying After the Spin-Off?](https://stenobird.com/podcast/stock-spotlight-7027390/hona-is-honeywell-aerospace-worth-buying-after-the-spin-off) — 2026-06-24T13:30:00+00:00
- [Building a Portfolio You Can Actually Stick With](https://stenobird.com/podcast/stock-spotlight-7027390/building-a-portfolio-you-can-actually-stick-with) — 2026-06-17T13:30:00+00:00
- [What Stock Spotlight Is Really About](https://stenobird.com/podcast/stock-spotlight-7027390/what-stock-spotlight-is-really-about) — 2026-05-27T07:30:00+00:00
- [Align Technology ($ALGN): Fallen Giant or Mispriced Digital Dentistry Platform?](https://stenobird.com/podcast/stock-spotlight-7027390/align-technology-algn-fallen-giant-or-mispriced-digital-dentistry-platform) — 2026-05-26T13:30:00+00:00
- [Insurance Brokers: The Hidden Compounders in Financials](https://stenobird.com/podcast/stock-spotlight-7027390/insurance-brokers-the-hidden-compounders-in-financials) — 2026-04-22T13:30:00+00:00
- [Quarterly Portfolio Review: $FTNT, $RACE, $UNP](https://stenobird.com/podcast/stock-spotlight-7027390/quarterly-portfolio-review-ftnt-race-unp) — 2026-04-01T13:30:00+00:00
- [Entering Positions & Portfolio Tracking](https://stenobird.com/podcast/stock-spotlight-7027390/entering-positions-portfolio-tracking) — 2026-03-25T03:30:28+00:00
- [Intercontinental Exchange ($ICE): Clearing, Collateral and the Business Behind the NYSE](https://stenobird.com/podcast/stock-spotlight-7027390/intercontinental-exchange-ice-clearing-collateral-and-the-business-behind-the-nyse) — 2026-03-11T13:30:00+00:00
- [Veeva Systems ($VEEV): Platform Expansion vs. CRM Competition in a Mission-Critical SaaS](https://stenobird.com/podcast/stock-spotlight-7027390/veeva-systems-veev-platform-expansion-vs-crm-competition-in-a-mission-critical-saas) — 2026-02-04T14:30:00+00:00
- [How I Exit Positions: A Risk-Aware and Thesis-Driven Selling Framework](https://stenobird.com/podcast/stock-spotlight-7027390/how-i-exit-positions-a-risk-aware-and-thesis-driven-selling-framework) — 2026-01-16T14:30:00+00:00
- [Toast, Inc. (TOST): Can a Restaurant OS Become a Long-Term Compounder?](https://stenobird.com/podcast/stock-spotlight-7027390/toast-inc-tost-can-a-restaurant-os-become-a-long-term-compounder) — 2025-12-12T14:30:00+00:00
- [15 Investing Metrics That Actually Matter - and Why](https://stenobird.com/podcast/stock-spotlight-7027390/15-investing-metrics-that-actually-matter-and-why) — 2025-11-28T14:30:00+00:00
- [Cintas Corporation (CTAS): The Engine for Workplace Readiness](https://stenobird.com/podcast/stock-spotlight-7027390/cintas-corporation-ctas-the-engine-for-workplace-readiness) — 2025-11-12T14:30:00+00:00
- [Copart, Inc. (CPRT): The Salvage Vehicle Marketplace With an Amazon-Sized Moat](https://stenobird.com/podcast/stock-spotlight-7027390/copart-inc-cprt-the-salvage-vehicle-marketplace-with-an-amazon-sized-moat) — 2025-10-31T13:30:00+00:00
- [Tyler Technologies, Inc. (TYL): The Operating System of State & Local Governments](https://stenobird.com/podcast/stock-spotlight-7027390/tyler-technologies-inc-tyl-the-operating-system-of-state-local-governments) — 2025-10-08T13:30:00+00:00
- [Badger Meter, Inc. (BMI): The Cash Register of Water Utilities](https://stenobird.com/podcast/stock-spotlight-7027390/badger-meter-inc-bmi-the-cash-register-of-water-utilities) — 2025-09-10T13:30:00+00:00
- [How I Tilt My Portfolio With Factors](https://stenobird.com/podcast/stock-spotlight-7027390/how-i-tilt-my-portfolio-with-factors) — 2025-08-27T13:30:00+00:00
- [The Trade Desk, Inc. (TTD): Programmatic’s Neutral King](https://stenobird.com/podcast/stock-spotlight-7027390/the-trade-desk-inc-ttd-programmatic-s-neutral-king) — 2025-07-23T13:30:00+00:00
- [Alternatives for the Stock-Heavy Investor](https://stenobird.com/podcast/stock-spotlight-7027390/alternatives-for-the-stock-heavy-investor) — 2025-06-25T13:30:00+00:00
- [Manhattan Associates, Inc. (MANH): Exceptional Business, Elevated Price?](https://stenobird.com/podcast/stock-spotlight-7027390/manhattan-associates-inc-manh-exceptional-business-elevated-price) — 2025-06-04T13:30:00+00:00
- [Watch List Battle: $SPGI vs $MCO vs $FDS (Financial Services Showdown)](https://stenobird.com/podcast/stock-spotlight-7027390/watch-list-battle-spgi-vs-mco-vs-fds-financial-services-showdown) — 2025-05-07T13:30:00+00:00
- [Medpace Holdings, Inc. (MEDP): Undervalued CRO or Funding-Dependent Risk?](https://stenobird.com/podcast/stock-spotlight-7027390/medpace-holdings-inc-medp-undervalued-cro-or-funding-dependent-risk) — 2025-04-02T13:30:00+00:00
- [Duolingo, Inc. (DUOL): The Rule of 40 Champion](https://stenobird.com/podcast/stock-spotlight-7027390/duolingo-inc-duol-the-rule-of-40-champion) — 2025-03-05T14:30:00+00:00

## Actions

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