Stock Spotlight

In this episode of Stock Spotlight, host Michael dives into Evolution AB, a prominent player in the online gambling industry known for its innovative live casino solutions. He discusses how Evolution has successfully leveraged its B2B business model to capture significant market share among its competitive set. Despite meeting numerous quantitative benchmarks for Quality Growth, Evolution's capital allocation strategy and moderate acquisition intensity raise some concerns. Additionally, the inherent risks tied to its classification as a "sin" stock warrant further scrutiny.

With that said, as of January 30, 2025, Michael has decided to take an asymmetrical risk-reward approach and has purchased a starter position in $EVVTY. This position is less than 1% of his taxable account, and he plans to potentially accumulate more shares after fully digesting the 2024 Annual Report.

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00:00 Intro

00:40 Investment Checklist & Database

02:38 Business & Industry Overview

12:56 Business Model & Quality Growth Attributes

20:56 Financial Statement Overview

25:54 Management & Ownership Structure

30:13 Growth Areas & Risk Factors

33:49 KPIs to Track

34:30 Valuation & Technical Analysis

38:24 Episode Takeaways

39:19 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this episode of Stock Spotlight, host Michael provides an essential overview of investment concepts tailored for novice investors. He covers key investing concepts, various investment types such as stocks and bonds, and different

investment vehicles, equipping listeners with a solid foundation to understand the investing landscape.

Michael also delves into effective investment strategies and the importance of portfolio construction. To conclude, he shares 10 actionable tips designed to empower beginners to confidently embark on their investing journey, ensuring they are well-prepared to make informed decisions as they build their portfolios.

As we step into the new year, now is the perfect time to take charge of your financial future!

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00:00 Intro

00:58 Key Concepts

06:28 Investment Types

08:18 Investment Vehicles

09:42 Investment Strategies

12:40 Portfolio Construction

15:42 10 Tips for Getting Started

17:20 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

Discover hidden investment gems with Stock Spotlight! Join Michael as he uncovers promising opportunities through deep dives into company fundamentals. Each episode meticulously examines stocks that have earned a ‘watch’ or ‘pass’ rating on his 33-question research checklist, providing you with valuable insights from investor presentations, 10-K filings, and industry trends.

Tune in on the first Wednesday of every month at 5:30 AM PST for an in-depth exploration of a compelling investment prospect!

In this episode of Stock Spotlight, host Michael examines Autodesk, Inc. (ADSK), a leader in design and engineering software solutions with a legacy dating back to 1982. Michael highlights Autodesk's evolution from AutoCAD to a comprehensive suite of innovative tools under the leadership of CEO Andrew Anagnost, who took over in 2017. He discusses the company's strong market position, characterized by its successful transition to a subscription-based revenue model and strategic initiatives like generative AI integration and the development of tools like Fusion.

As of November 27th, 2024, Michael plans to watch Autodesk closely, eyeing a buy range around $200. For investors without a full portfolio, Michael suggests the $225-$240 range as an attractive entry point. Michael notes that while Autodesk meets most criteria for a Quality Growth company, investors should be aware of several ongoing challenges, including the shift to annual billing and potential leadership disruptions due to CFO turnover and activist investor pressure.

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00:00 Intro

01:05 Investment Checklist & Database

02:48 Business & Industry Overview

17:03 Business Model & High-Quality Attributes

26:48 Financial Statement Overview

33:01 Management & Ownership Structure

39:04 Growth Areas & Risk Factors

42:29 KPIs to Track

43:49 Valuation & Technical Analysis

47:59 Episode Takeaways

48:47 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this episode of Stock Spotlight, host Michael expands on his investment strategy, focusing on the process of entering new positions and creating effective portfolio tracking metrics. This episode builds upon the previous discussion of investment checklists and benchmarks by introducing additional tools and techniques for successful investing.

Michael begins by reiterating his 33-question research checklist for initial stock assessment, which helps identify companies worthy of a 'watch' or 'pass' rating. He then delves into his strategy for entering new positions, combining fundamental analysis with technical precision to optimize the timing of long-term investments. Additionally, he shares strategies for creating effective portfolio tracking metrics that simplify the process of monitoring investments and inform portfolio weighting decisions.

By providing this comprehensive toolkit, from initial stock selection to ongoing portfolio management, Michael equips listeners with valuable insights to enhance their investment strategies and make data-driven decisions.

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00:00 Intro

00:56 Entering New Positions

02:39 Valuation & Technical Analysis

03:19 Intrinsic Value

04:46 Yields

05:40 Multiples

07:20 Moving Averages and Trend Identification

08:38 Volume Analysis

09:05 Support and Resistance Levels

09:53 Portfolio Tracking Metrics

19:59 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this episode of Stock Spotlight, host Michael examines Automatic Data Processing, Inc. (ADP), a leader in HR services and human capital management (HCM) solutions with a legacy dating back to 1949. Michael highlights ADP's evolution from manual payroll processing to a comprehensive HCM innovator, especially under the leadership of CEO Maria Black, who took over in 2023. He discusses the company's strong market position, characterized by high customer retention rates and strategic initiatives like international expansion and generative AI integration, alongside the valuable insights provided by the ADP Research Institute.

As of November 4th, 2024, Michael plans to watch ADP closely, eyeing a buy range between $210 and $220 to ensure a margin of safety given the competitive landscape and current price of $290, which he considers slightly overvalued. While ADP shows strong fundamentals and medium growth potential, he emphasizes the importance of patience and strategic entry points for investors looking to capitalize on this established player in the HR services and HCM industries.

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00:00 Intro

00:37 Investment Checklist & Database

02:35 Business & Industry Overview

15:30 Business Model & High-Quality Attributes

24:22 Growth Areas & Risk Factors

29:10 KPIs to Track

30:42 Financial Statement Overview

37:03 Management

43:10 Ownership Structure

43:53 Valuation & Technical Analysis

48:10 Episode Takeaways

49:00 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this episode of Stock Spotlight, host Michael explores e.l.f. Beauty, Inc. (ELF), an innovative cosmetics company known for its affordable products that are revolutionizing the beauty industry. With 22 consecutive quarters of 20%+ sales increases, e.l.f. has captured the attention of both beauty enthusiasts and savvy investors alike.

Michael highlights e.l.f.'s digital-first strategy and rapid product development. As of October 2nd 2024, he plans to buy a starter position in e.l.f. Beauty at $106, with a strategy to dollar-cost average if the price drops below $100, citing the company's impressive growth trajectory and strong potential for continued expansion.

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00:00 Intro

00:39 Investment Checklist & Database

02:52 Business & Industry Overview

10:10 Business Model & High-Quality Attributes

19:50 Growth Areas & Risk Factors

23:12 KPIs to Track

24:40 Financial Statement Overview

30:35 Management

34:11 Ownership Structure

34:32 Valuation & Technical Analysis

39:11 Episode Takeaways

40:00 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this episode of Stock Spotlight, host Michael dives into a powerful secret weapon in every savvy investor's arsenal: the investment checklist. He walks you through his comprehensive 33-question framework designed to help him separate the market's gems from the duds.

Listeners will explore 9 categories of company research, including fundamentals, industry, management and valuation. Michael explains how to leverage quality scores and top-quartile benchmarks to make data-driven decisions that could supercharge your portfolio.

Whether you're a seasoned investor or just starting out, this episode provides actionable insights and practical tools to enhance your investment strategy.

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00:00 Intro

00:58 Investment Checklist Overview

02:37 Fundamentals

04:03 Management

04:55 Industry

06:00 Efficiency

07:14 Momentum

08:36 Growth

09:03 Valuation

09:55 Capital Allocation

10:30 Solvency and Liquidity

12:52 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: ⁠https://twitter.com/invest091⁠

Subscribe to my YouTube channel: ⁠https://www.youtube.com/@stockspotlightpodcast⁠

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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.

In this episode of Stock Spotlight, host Michael explores Gartner Inc. (IT), a leading research and advisory company based in Stamford, Connecticut. Listeners will discover why this company has garnered attention from savvy investors and earned a spot on Michael's watch list. The episode highlights Gartner's strong market presence, impressive financial performance and well-known Magic Quadrant research tool.

Whether you're a seasoned investor or just starting out, this episode offers valuable insights into a company that has been quietly dominating its niche. Tune in to find out if Gartner Inc. deserves a place in your investment portfolio.

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00:00 Intro

00:40 Investment Checklist & Database

02:10 Business & Industry Overview

10:26 Business Model & High-Quality Attributes

18:14 Growth Areas & Risk Factors

20:18 KPIs to Track

21:27 Financial Statement Overview

25:13 Management

28:33 Ownership Structure

28:56 Valuation & Technical Analysis

31:55 Episode Takeaways

32:49 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this episode of Stock Spotlight, host Michael explores Rollins Inc. (ROL), a prominent pest control services provider based in Atlanta. Listeners will discover why this company has garnered attention from savvy investors and earned a spot on Michael's watchlist. The episode highlights Rollins' strong market presence, impressive financial performance, and diverse portfolio of brands, including the well-known Orkin.

Michael breaks down Rollins' business model, examining its growth opportunities and potential risks. He also provides insights into the company's financials, management team, and ownership structure, along with a current valuation and technical analysis to guide investment decisions.

Whether you're a seasoned investor or just starting out, this episode offers valuable insights into a company that has been quietly dominating its niche. Tune in to find out if Rollins Inc. deserves a place in your investment portfolio!

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00:00 Intro

00:37 Investment Checklist & Database

02:44 Business Overview

10:35 Business Model & High-Quality Attributes

17:36 Growth Opportunities & Risk Factors

20:01 Financial Statement Overview

23:18 Management

27:49 Ownership Structure

28:35 Valuation & Technical Analysis

31:24 Episode Takeaways

32:05 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.

In this inaugural episode of Stock Spotlight, we’ll deviate from our usual format to lay a solid foundation for our journey together. I’ll share my background in investing, giving you insight into how I got here and what drives my passion for the market.

We’ll also discuss my investment philosophy and current portfolio structure, introduce my investment checklist and database, and outline the format and flow of future episodes.

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00:00 Intro

00:58 Background & Journey

02:08 Investing Philosophy & Current Portfolio Structure

08:04 Investment Checklist & Database

09:57 Format & Flow Of Future Episodes

11:03 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

Follow me on X: https://twitter.com/invest091

Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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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.