HeyJaredStock Spotlight
Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Aug 19, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Quarterly Portfolio Review: What I Sold, Bought & Still Own | $TOST, $BKNG (opens the original)
Read excerpt
In this episode of Stock Spotlight, host Michael opens up his portfolio and walks through what has changed since his last quarterly review, including the stocks he sold, bought and how his individual stock positions fit together today. Michael explains why he exited Nintendo ($NTDOY) and Honeywell Aerospace ($HONA), why he added Intuitive Surgical ($ISRG) and Karman Holdings ($KRMN) and then goes deeper on two current holdings: Toast ($TOST) and Booking Holdings ($BKNG). For Toast and Booking, h
$MELI: What Investors May Be Misreading Heading Into Earnings (opens the original)
Read excerpt
MercadoLibre ($MELI) is widely followed, but some of the most important parts of the investment case remain misunderstood. In this episode of Stock Spotlight, host Michael reconnects with Shivam following his trip to Brazil and his presentation on the company to professional investors. They discuss what Shivam’s local observations revealed about the strength of MELI’s ecosystem, why investors may be misreading the credit book and near-term margin pressure, and how the company is gaining ground i
Great Business, Bad Stock? Valuing Ferrari and Costco with Fajasy (opens the original)
Read excerpt
A great company is not automatically a great investment at any price. That is one of the hardest lessons for quality-focused investors because the better the business looks, the easier it becomes to justify paying too much. In this episode, host Michael is joined by Fajasy, founder of StableBread, to examine how much future growth is already embedded in two high-quality businesses: Ferrari and Costco. Using Residual Earnings valuation, Reverse DCF analysis and market-implied Competitive Advantag
The Most Important Financial KPI: Your Savings Rate (opens the original)
Read excerpt
Most investors spend countless hours researching stocks, building valuation models and trying to improve their investment returns. But before your portfolio can compound wealth, you first have to create the capital to invest. In this episode, I explain why I believe your savings rate is the single most important financial KPI, share two simple examples that quantify its long-term impact and introduce a Personal Capital Allocation Dashboard with four metrics I use to think about my own finances.
Rivian Automotive ($RIVN): Survival Story or the Next Automotive Platform? (opens the original)
Read excerpt
Rivian Automotive ($RIVN) might be one of the most polarizing companies in the market today. Customers seem to love the vehicles, the brand continues to gain traction and the R2 launch could dramatically expand its addressable market. Yet the stock remains well below its highs as investors question Rivian’s path to profitability, manufacturing scale and long-term viability. More recently, however, sentiment appears to be improving: $RIVN has returned approximately 19% over the past 3 months, out
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.