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  • Gartner Inc. (IT): Tech Research Leader's Influence Analyzed
    2024/10/02

    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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    Intro Music: Andrey Rossi – Seize the Day

    Outro Music: Ra – Prospect

    *Music provided by Uppbeat Premium


    Follow me on X: https://twitter.com/invest091

    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.

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    33 分
  • Rollins Inc. (ROL): Pest Control Leader's Steady Growth and Market Dominance
    2024/09/19

    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


    ----------------------------------------------------------------

    Intro Music: Andrey Rossi – Seize the Day

    Outro Music: Ra – Prospect

    *Music provided by Uppbeat Premium


    Follow me on X: https://twitter.com/invest091

    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.

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    33 分
  • Introduction to Stock Spotlight
    2024/09/18

    In this inaugural episode of Stock Spotlight, we’ll deviate from our usual format to lay a solid foundation for our journey together. I’ll share my background in investing, giving you insight into how I got here and what drives my passion for the market.


    We’ll also discuss my investment philosophy and current portfolio structure, introduce my investment checklist and database, and outline the format and flow of future episodes.


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    00:00 Intro

    00:58 Background & Journey

    02:08 Investing Philosophy & Current Portfolio Structure

    08:04 Investment Checklist & Database

    09:57 Format & Flow Of Future Episodes

    11:03 Outro


    ----------------------------------------------------------------

    Intro Music: Andrey Rossi – Seize the Day

    Outro Music: Ra – Prospect

    *Music provided by Uppbeat Premium


    Follow me on X: https://twitter.com/invest091

    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.

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    12 分