Todd Wenning

Todd Wenning, the founder of KNA Capital Management, discusses Ecolab's journey from a hotel cleaning innovation to a $66 billion industry leader. He highlights the company's vital role in water purification across industries and its commitment to sustainability. The conversation includes Ecolab's strategic acquisition of Nalco, enhancing its market position, and the impressive financial health reflected in consistent dividend growth. Wenning also explores the company's innovative solutions and its focus on strong customer relationships to drive success.

Experienced investors Jim Gillies and Todd Wenning discuss finding uncorrelated stocks, disqualifying companies based on management and moats, red flags for dishonest management, discovering hidden gems in various sectors, and immersing oneself in a company's story on this episode.

Todd Wenning, an experienced investor, discusses lessons from America's industrial giants in the book 'Lessons from the Titans'. Topics include stewardship mentality of CEOs, the impact of systems and culture on a company's moat, studying Procter and Gamble as a titan in the industry, uncovering hidden gems in the stock market, diversification strategies for managing a stock portfolio, and the importance of finding skilled stewards of businesses as an investor.

Todd Wenning, President and CIO of KNA Capital, shares his insights into the world of economic moats and investment strategies. He discusses the crucial role of moats in ensuring long-term growth and the complexities of building a concentrated portfolio. Todd also touches on the unique impact of nostalgia in investing, particularly how beloved brands like Nintendo thrive across generations. Additionally, he highlights the rewarding experience of teaching finance and the importance of thoughtful investment decisions drawn from consumer behavior.

Todd Wenning, President and CIO at KNA Capital Management, dives deep into Ecolab Inc., a leader in sustainability solutions. He discusses the market's oversight of Ecolab's growth potential, especially in its critical water and hygiene services for industries like healthcare and data centers. Todd unpacks the company's business model, investor incentives, and shows the impact of AI and automation. With insights into Ecolab's competitive landscape, he reveals why this company stands out in a crowded market.