Building a Quality Growth Portfolio (with Will Biddy)

<p>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.</p><p><br></p><p>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.</p><p><br></p><p>----------------------------------------------------------------</p><p>00:00 Intro</p><p>01:14 Will&#39;s Investing Background</p><p>05:53 Defining a Quality Growth Business</p><p>11:23 Balancing Quality and Valuation</p><p>15:43 Shared Stock Case Studies</p><p>24:41 Building and Managing the Portfolio</p><p>29:49 Rapid-Fire Lightning Round</p><p>32:43 Outro</p><p><br></p><p>----------------------------------------------------------------</p><p>Intro Music: Andrey Rossi – Seize the Day</p><p>Outro Music: Ra – Prospect</p><p>*Music provided by Uppbeat Premium</p><p><br></p><p>Follow Will on X: <a href="https://x.com/WillBiddy_/" target="_blank" rel="noopener noreferer">https://x.com/WillBiddy_/</a></p><p>Listen to Will YouTube: <a href="https://www.youtube.com/@Will_Biddy" target="_blank" rel="noopener noreferer">https://www.youtube.com/@Will_Biddy</a></p><p>Follow me on X: <a href="https://x.com/invest091" target="_blank" rel="noopener noreferer">https://x.com/invest091</a></p><p>Listen on YouTube: <a href="https://www.youtube.com/@stockspotlightpodcast" target="_blank" rel="noopener noreferer">https://www.youtube.com/@stockspotlightpodcast</a></p><p>Subscribe to the newsletter: <a href="https://stockspotlightpodcast.substack.com/" target="_blank" rel="noopener noreferer">https://stockspotlightpodcast.substack.com/</a></p><p><br></p><p>----------------------------------------------------------------</p><p>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.</p>