Episode
Quarterly Portfolio Review: $FTNT, $RACE, $UNP
- Podcast
- Stock Spotlight
- Published
- Apr 1, 2026
- Duration seconds
- 737
- Processing state
not_requested
Actions
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Summary
In this episode of Stock Spotlight, I walk through a quarterly portfolio review across three companies I own: Fortinet, Ferrari and Union Pacific. For each company, I break down: • The original investment thesis • Key KPIs and how they’re trending • What the market is focused on right now • My forward outlook • A simple green / yellow / red rating The goal is simple: track whether execution still supports the underwriting. ---------------------------------------------------------------- 00:00 Intro 00:53 Fortinet ($FTNT) 04:31 Ferrari ($RACE) 08:03 Union Pacific ($UNP) 11:24 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://x.com/invest091 Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.