{"podcast":{"title":"Stock Spotlight","slug":"stock-spotlight-7027390","podcast_index_feed_id":7027390,"rss_url":"https://anchor.fm/s/fa8f9bac/podcast/rss","website_url":"https://linktr.ee/stockspotlight","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/41937155/41937155-1775053977515-c9510ae3d084f.jpg","author":"Michael","episode_count":34,"summary":"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.","last_synced_at":"2026-07-17T00:21:02.104207+00:00","page_url":"https://stenobird.com/podcast/stock-spotlight-7027390"},"episode":{"title":"Quarterly Portfolio Review: $FTNT, $RACE, $UNP","slug":"quarterly-portfolio-review-ftnt-race-unp","published_at":"2026-04-01T13:30:00+00:00","page_url":"https://stenobird.com/podcast/stock-spotlight-7027390/quarterly-portfolio-review-ftnt-race-unp","show_page_url":"https://stenobird.com/podcast/stock-spotlight-7027390","url":"https://podcasters.spotify.com/pod/show/mf369/episodes/Quarterly-Portfolio-Review-FTNT--RACE--UNP-e3gu311","audio_url":"https://anchor.fm/s/fa8f9bac/podcast/play/117426657/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-24%2Fa7f3ab6b-002f-1896-e770-f4bfddabd516.mp3","summary":"In this episode of Stock Spotlight, I walk through a quarterly portfolio review across three companies I own: Fortinet, Ferrari and Union Pacific. For each company, I break down: • The original investment thesis • Key KPIs and how they’re trending • What the market is focused on right now • My forward outlook • A simple green / yellow / red rating The goal is simple: track whether execution still supports the underwriting. ---------------------------------------------------------------- 00:00 Intro 00:53 Fortinet ($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.","meta_description":"In this episode of Stock Spotlight, I walk through a quarterly portfolio review across three companies I own: Fortinet, Ferrari and Union Pacific. For eac…","key_points":[],"chapters":[],"topics":[],"duration_seconds":737,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stock-spotlight-7027390/episodes/quarterly-portfolio-review-ftnt-race-unp/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/stock-spotlight-7027390/quarterly-portfolio-review-ftnt-race-unp.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}