On this special episode of Stock Spotlight, Michael is joined by Shivam Kashan to shine the spotlight on Copart — the global leader in online salvage vehicle auctions and one of the most quietly dominant marketplaces in the United States. Think of Copart as a vertically integrated marketplace: like eBay economically, but with Amazon-like logistics infrastructure and a scale advantage that’s incredibly hard to replicate.
Michael’s Quality Checklist gives Copart a strong 78% Quality Score, placing it among the highest-ranked industrials he’s analyzed. Together, they explore why Copart is at a 52-week low, its fee-driven revenue model, duopoly position with IAA and how its land ownership strategy underpins its moat.
If you’re drawn to durable business models, network-effect marketplaces or understanding what gives Copart its Amazon-like scale and moat, this is an episode you won’t want to miss.
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00:00 Intro
01:45 Shivam’s Background & Why Copart
06:21 Copart's Business Model
12:07 Industry Dynamics
16:46 Industry & Business Trends
20:51 Financials
23:31 KPIs to Track
25:32 Risk Factors
30:58 Valuation
33:33 Outro
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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.
On this episode of Stock Spotlight, Michael shines the spotlight on Tyler Technologies ($TYL), the largest pure-play provider of public sector software. Think of Tyler as the “operating system of state & local governments” — powering tax collection, court systems, payroll, permitting, and digital citizen services across 13,000+ client sites. With 98% retention and 85% recurring revenue, it’s a mission-critical business that governments simply can’t run without.
Michael breaks down why Tyler scored a modest 53% on his Quality Checklist and a decent 6/9 on the Quality Growth Profile, how SaaS migration and payments (via its NIC acquisition) provide secular tailwinds, and why its 2030 roadmap — 90%+ recurring revenue and margin expansion — may prove both ambitious and achievable. He also walks through key KPIs to track, from SaaS mix to adjusted ROIC and explains why valuation remains the biggest sticking point: a $520 share price vs. ~$320 fair value in his DCF. Hear why Tyler stays on the watch list for now and why the $450–$480 technical support zone could provide a more attractive entry.
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00:00 Intro
00:38 Investment Checklist & Database
01:41 Business Overview
12:30 Industry Overview
17:42 Quality Growth Profile
20:39 Financial Statement Overview
28:08 Leadership & Incentives
35:00 KPIs to Track
36:39 Valuation & Technical Analysis
42:17 Verdict
44:12 Outro
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.
On this episode of Stock Spotlight, Michael shines the spotlight on Badger Meter ($BMI), the hidden powerhouse behind smart water management. Think of BMI’s meters as the cash registers of utilities: essential, sticky, and increasingly digital. With secular tailwinds in conservation, regulation, and infrastructure investment, the company sits at the intersection of necessity and innovation.
Michael breaks down why Badger Meter scored a strong 81% on his Quality Checklist, how SaaS revenue and international expansion could fuel the next leg of growth, and where valuation leaves room — or risk. With a fair value range of ~$129–$216 and technical support in the $160s, BMI offers a compelling picks-and-shovels play on one of the world’s most vital resources. Hear why Michael has initiated a position and what would make him trim or sell.
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00:00 Intro
00:37 Investment Checklist & Database
01:17 Business Overview
11:51 Industry Overview
16:37 Quality Growth Profile
20:25 Financial Statement Overview
27:02 Management & Ownership Structure
32:16 KPIs to Track
33:12 Valuation & Technical Analysis
38:27 Verdict
40:35 Outro
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Outro Music: Ra – Prospect
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.
On this episode of Stock Spotlight, Michael pulls back the curtain on how he personally invests with factors. Instead of spotlighting one company, he explains how he layers factor ETFs on top of his core index exposure - building what he calls a 3-layer cake portfolio: S&P 500 base, factor tilts for extra flavor, stock picks on top for fun.
You’ll learn about the major factors (size, value, momentum and more), why they’ve delivered long-term premiums and how Michael blends them into his own portfolio construction. He also covers the hard part: the patience and discipline it takes to stick with factors when they underperform for years at a time.
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00:00 Intro
00:45 What is Factor Investing
03:00 The 8 Factors Explained
13:57 What I Actually Own
17:52 Why Factor Investing Is Harder Than It Sounds
19:42 Practical Takeaways
23:47 Outro
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.
On this episode of Stock Spotlight, Michael dives into The Trade Desk ($TTD), the demand-side platform at the heart of programmatic advertising. With deep integrations, a founder-led culture and a commitment to neutrality in a world of walled gardens, TTD has become the go-to tool for agencies and brands navigating the open internet.
But even a king has its challenges. Despite strong free cash flow, high gross margins and tailwinds from CTV and digital spend, The Trade Desk faces valuation risk, elevated SBC and intensifying competition from ad giants like Google and Amazon. Michael walks through the business model, key metrics, competitive landscape and valuation — and shares why $TTD is on his watchlist, but not in his portfolio (yet).
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00:00 Intro
00:37 Investment Checklist & Database
01:17 Business Overview
13:13 Industry Overview
21:06 Quality Growth Profile
25:07 Financial Statement Overview
29:47 Management & Ownership Structure
34:34 KPIs to Track
35:25 Valuation & Technical Analysis
40:55 Verdict
42:00 Outro
----------------------------------------------------------------
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Outro Music: Ra – Prospect
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.
In this special episode of Stock Spotlight, Michael steps away from his usual stock deep dives to explore how alternatives can boost portfolio resilience — not for alpha, but for staying power.
He shares why traditional diversification failed in 2022, the role of risk-adjusted returns, and the liquid alternatives he now uses personally:
• Managed Futures ($DBMF, $KMLM, $CTA)
• Gold & Precious Metals ($GLDM, physical)
• Long/Short Equity ($BTAL)
• Why $CAOS didn’t make the cut
• Tax tips & portfolio construction
If you’re 100% stocks, this episode may change how you think about risk, compounding and staying invested when markets get rough.
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00:00 Opening - Confession & Context
00:45 Why Risk-Adjusted Returns Matter
02:21 The Problem With Traditional Portfolios
04:41 What Are Alternatives & Which Matter
05:31 Managed Futures – The All-Weather Engine
09:23 Precious Metals – The Portfolio Anchor
14:14 Long/Short Equity – The Low Volatility Play
16:21 Tail Risk Hedging – What Didn’t Make My Cut
19:19 The Tax Angle
22:35 Putting It All Together
23:51 Closing Statements
----------------------------------------------------------------
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.
On this episode of Stock Spotlight, Michael breaks down Manhattan Associates ($MANH), a quiet powerhouse in supply chain software that’s been helping global retailers like Home Depot and CVS orchestrate complex omnichannel operations. With a versionless cloud platform and nearly 30% annual growth in cloud revenue, Manhattan is transitioning from a legacy services-heavy model to a high-margin SaaS business.
But is it already priced for perfection? Despite best-in-class capital discipline, strong ROIC, and a sticky product suite, the stock trades at a premium on most valuation metrics and faces decelerating growth alongside a recent CEO transition. Michael shares why he’s moving $MANH to his watchlist for now — and what would need to change to make this a buy.
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00:00 Intro
00:39 Investment Checklist & Database
02:03 Business Overview
12:45 Industry Overview
16:56 Quality Growth Profile
23:00 Financial Statement Overview
29:56 Management & Ownership Structure
35:56 KPIs to Track
37:51 Valuation & Technical Analysis
43:19 Bulls vs. Bears & Verdict
45:47 Outro
----------------------------------------------------------------
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Outro Music: Ra – Prospect
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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.
On this episode of Stock Spotlight, we’re kicking off a brand-new series, Watchlist Battles. These episodes will feature quality companies going head-to-head for a potential spot in my watch list or portfolio. Today’s showdown features three financial services giants:
I'll break it all down over five rounds plus a bonus round at the end, so listen to see which company makes the strongest case for a spot alongside $MSCI.
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00:00 Intro
01:10 Why I'm Bullish On Financial Services
03:18 Round 1: Business Model
08:24 Round 2: Financial Quality
13:52 Round 3: Future Growth
15:42 Round 4: Management & Ownership Structure
19:40 Round 5: Valuation
22:57 Bonus Round: Best Fit With MSCI
25:20 Conclusion: Watch List Battle Winner
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Outro Music: Ra – Prospect
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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.
On this episode of Stock Spotlight, Michael analyzes Medpace Holdings (MEDP), a unique player in the contract research organization (CRO) space. Unlike industry giants focused on big pharma, Medpace specializes in small to mid-sized biotech firms - a double-edged sword that grants pricing power, but also exposes it to biotech funding volatility.
With a potential return to double-digit growth in 2026, Medpace meets the criteria for a Quality Growth company, but its narrow moat, lack of true market leadership and poor Glassdoor ratings raise red flags. From a valuation standpoint, Medpace appears modestly undervalued, yet technical indicators signal caution.
Is Medpace a hidden gem in the healthcare sector or a high-risk bet reliant on biotech funding stability? Tune in as Michael unpacks his strategy for this niche CRO.
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00:00 Intro
00:38 Investment Checklist & Database
02:31 Business & Industry Overview
13:23 Business Model & Quality Growth Attributes
22:19 Financial Statement Overview
30:05 Management & Ownership Structure
34:48 Growth Areas & Risk Factors
37:46 KPIs to Track
38:43 Valuation & Technical Analysis
43:46 Episode Takeaways
44:36 Outro
----------------------------------------------------------------
Intro Music: Andrey Rossi – Seize the Day
Outro Music: Ra – Prospect
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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.
On this episode of Stock Spotlight, Michael dives into Duolingo (DUOL), the #1 education app that has mastered engagement through viral marketing and AI-driven personalization. He unpacks Duolingo’s high-growth, subscription-led business model, discussing its impressive pricing strategy versus competitors and its expanding optionality beyond language learning. With a Rule of 40 score reaching 87% in 2024 - akin to top-tier software companies - Duolingo’s rapid growth is undeniable. But are its low operating margins and high valuation cause for concern?
Michael explores this question by analyzing Duolingo’s monetization strategy and growth levers to assess whether its rapid expansion can ultimately translate into sustained profitability. As an investor, he remains bullish on the business but cautious on valuation, maintaining a small 1-2% position while waiting for a more attractive entry point in the $220-$250 range before adding more shares.
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00:00 Intro
00:39 Investment Checklist & Database
02:19 Business & Industry Overview
10:59 Business Model & Quality Growth Attributes
20:37 Financial Statement Overview
27:22 Management & Ownership Structure
32:19 Growth Areas & Risk Factors
36:11 KPIs to Track
37:15 Valuation & Technical Analysis
40:23 Episode Takeaways
40:47 Outro
----------------------------------------------------------------
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Outro Music: Ra – Prospect
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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 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
----------------------------------------------------------------
Intro Music: Andrey Rossi – Seize the Day
Outro Music: Ra – Prospect
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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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Outro Music: Ra – Prospect
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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
----------------------------------------------------------------
Intro Music: Andrey Rossi – Seize the Day
Outro Music: Ra – Prospect
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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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Outro Music: Ra – Prospect
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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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Outro Music: Ra – Prospect
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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
----------------------------------------------------------------
Intro Music: Andrey Rossi – Seize the Day
Outro Music: Ra – Prospect
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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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Outro Music: Ra – Prospect
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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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Outro Music: Ra – Prospect
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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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Outro Music: Ra – Prospect
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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.
