Building a Quality Growth Portfolio (with Will Biddy)

In this episode of Stock Spotlight, host Michael is joined by investor and content creator Will Biddy to discuss how they build and manage quality growth portfolios. Will shares how he got started in investing, what makes a business “world class” and how he balances business quality with valuation. Michael and Will also use Toast ($TOST) and Intuitive Surgical ($ISRG) as case studies, comparing what attracted them to each company, the key metrics they follow and the risks that could challenge their investment theses. They finish by discussing position sizing, when to add or sell and a rapid-fire lightning round. \---------------------------------------------------------------- 00:00 Intro 01:14 Will's Investing Background 05:53 Defining a Quality Growth Business 11:23 Balancing Quality and Valuation 15:43 Shared Stock Case Studies 24:41 Building and Managing the Portfolio 29:49 Rapid-Fire Lightning Round 32:43 Outro \---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect \*Music provided by Uppbeat Premium Follow Will on X: https://x.com/WillBiddy\_/ Listen to Will YouTube: https://www.youtube.com/@Will\_Biddy Follow me on X: https://x.com/invest091 Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.substack.com/ \---------------------------------------------------------------- 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.