In this special episode of Stock Spotlight, host Michael steps back from individual company deep dives to unpack the core framework behind his entire investing process — the 15 metrics that truly matter. From returns on capital to reinvestment discipline, from free cash flow conversion to innovation efficiency, these are the numbers that separate durable compounders from fragile growth stories.

Michael explains what each metric reveals, how to calculate it and why it deserves a place in every investor’s toolkit. By the end, you’ll understand how to connect the dots between a company’s quality, its compounding rate and its long-term value creation.

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00:00 Intro

01:33 Value Creation

08:28 Cash Flow Quality

10:45 Business Model & Management

17:35 Innovation Efficiency

20:14 Solvency

24:53 Closing

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

*Music provided by Uppbeat Premium

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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.