# Quarterly Portfolio Review: $FTNT, $RACE, $UNP

Page: https://stenobird.com/podcast/stock-spotlight-7027390/quarterly-portfolio-review-ftnt-race-unp
Text version: https://stenobird.com/podcast/stock-spotlight-7027390/quarterly-portfolio-review-ftnt-race-unp.md
Podcast: [Stock Spotlight](https://stenobird.com/podcast/stock-spotlight-7027390)
Published: 2026-04-01T13:30:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/mf369/episodes/Quarterly-Portfolio-Review-FTNT--RACE--UNP-e3gu311
Audio file: https://anchor.fm/s/fa8f9bac/podcast/play/117426657/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-24%2Fa7f3ab6b-002f-1896-e770-f4bfddabd516.mp3
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JSON: https://stenobird.com/v1/public/podcasts/stock-spotlight-7027390/episodes/quarterly-portfolio-review-ftnt-race-unp
Duration seconds: 737

## Resource

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.

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## Transcript

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