This episode is the foundation for everything Stock Spotlight covers. Michael walks through why he started the podcast, his background in baseball and customer insights, and how both shaped the way he studies businesses and markets.

Topics include the 33-question quality checklist, quality growth investing, valuation techniques, portfolio construction and what to expect from future episodes.

Tune in if you want a clearer process for studying quality businesses, pressure-testing valuation and TSR expectations, and turning stock research into something repeatable.

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00:00 Intro

00:08 Opening

01:24 Why I Started Stock Spotlight

02:23 My Background

03:52 What Stock Spotlight Covers

05:15 My Investing Philosophy

06:33 The 33-Question Checklist

08:05 Valuation and Expectations

09:25 Portfolio Construction

10:32 The Substack Layer

11:23 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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Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast

Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/

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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.