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.

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00:00 Intro

00:53 Fortinet ($FTNT)

04:31 Ferrari ($RACE)

08:03 Union Pacific ($UNP)

11:24 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

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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.