Talking Billions with Bogumil Baranowski cover image

Talking Billions with Bogumil Baranowski

Todd Wenning: Flyover Stocks: Moats, Managements, Long Games, Seashell Hunting, and More

Nov 20, 2023
Professional investor Todd Wenning discusses economic moats, management strategies, and crisis investing. He shares insights on how seashell hunting can teach us about investing and how crisis can strengthen companies. The conversation covers long-term investing, resilient businesses, and the value of helping others make sound financial decisions.
01:06:03

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Engage in efforts where others won't, similar to seashell hunting, to uncover valuable investing opportunities.
  • Resilient businesses survive crises with robust moats, competent management, and stakeholder relationships, emerging stronger post-crisis.

Deep dives

Lessons from Seashell Hunting: Finding Opportunities in Remote & Challenging Environments

Venturing to remote parts of the Outer Banks after a storm, the experience of seashell hunting parallels investing by emphasizing the need to engage in efforts where others won't. Discovering rare seashells in uninhabited areas highlights the importance of diligence and venturing into challenging territories to uncover valuable treasures, drawing a powerful comparison to the world of investing.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode