Todd Wenning

Founder of the Flyover Stocks Substack and principal of K&A Capital, an Ohio-registered RIA; former Morningstar analyst who focuses on small-cap companies with economic moats and teaches finance at the University of Dayton.

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Dec 4, 2025 • 60min

Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

Todd Wenning, founder of Flyover Stocks and principal at K&A Capital, specializes in small-cap companies with economic moats. He unveils his approach to identifying these 'flyover' stocks and discusses the significance of management quality in investment outcomes. Engaging insights include the unique growth dynamics of Games Workshop's Warhammer IP and the stable network moat of Old Dominion Freight. Todd emphasizes the importance of intellectual humility in investing and shares how ESG factors can play a role in moat evaluation.

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