Quarterly Portfolio Review: $FTNT, $RACE, $UNP

In this episode of Stock Spotlight, I walk through a quarterly portfolio review across three companies I own: Fortinet, Ferrari and Union Pacific.For each company, I break down:• The original investment thesis• Key KPIs and how they’re trending• What the market is focused on right now• My forward outlook• A simple green / yellow / red ratingThe goal is simple: track whether execution still supports the underwriting.----------------------------------------------------------------00:00 Intro00:53 Fortinet ($FTNT)04:31 Ferrari ($RACE)08:03 Union Pacific ($UNP)11:24 Outro----------------------------------------------------------------Intro Music: Andrey Rossi – Seize the DayOutro Music: Ra – Prospect*Music provided by Uppbeat PremiumFollow me on X: ⁠⁠https://x.com/invest091⁠⁠Subscribe 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.