Stock Spotlight is a fundamentals first investing podcast for long-term investors who want to understand the business behind the stock.

Hosted by Michael, each episode breaks down compelling investment opportunities through company deep dives, industry breakdowns, guest conversations, investing frameworks and portfolio lessons from real researchdecisions.

Stock Spotlight covers high-quality compounders and emerging growth areas like EVs, space, software, market infrastructure and other industries shaping the future. Each episode focuses on business quality, competitive advantages, free cash flow potential, valuation, risks, key KPIs and long-term return potential.

New episodes release monthly, with deep dives designed to help investors build better watch lists and ask better questions.