Investing Unscripted 158. Flyover Stocks Unscripted
Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offers advice for retail investors.
00:51 Introducing the Guest: Todd Wenning
02:21 Todd's Origin Story in Investing
05:00 The Birth of Flyover Stocks
05:17 The Importance of Writing in Investing
11:01 Evaluating Companies: Management and Moats
15:02 Navigating Uncertain Times
21:29 Economic Moats and Competitive Advantages
26:15 Understanding Pricing Power and Market Positioning
26:41 Case Study: Admiral Group's Cost Obsession
27:51 Cost Advantage vs. Differentiation
29:51 Flyover Stocks and Advisory Services
32:49 Balancing Long-Term Investments with Short-Term Challenges
37:53 The Importance of Communication in Investment Advisory
44:14 Lightning Round: Best and Worst Investments
46:36 Retail Investors: Patience and Sentiment Analysis
49:11 Final Thoughts and Advice for Retail Investors
Companies mentioned: AMZN, EBAY, GO, KO, META, OAK.B, ORLY, TTD
Check out Flyover Stocks: https://www.flyoverstocks.com/
Check out KNA Capital: https://www.kna-capital.com/
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