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Flyover Stocks

Latest episodes

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Apr 15, 2025 • 5min

Selling a Stock to Buy a Stock; What Panic Really Looks Like

In this episode, Todd Wenning discusses the behavioral challenges related to selling one stock to buy another and shares one of his favorite articles from the depths of the financial crisis to illustrate what real market panic looks like.For more information, including important disclaimers, please visit the Flyover Stocks blog.
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Apr 10, 2025 • 8min

Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life

In this episode, Todd Wenning discusses some common challenges faced by those in their mid-life (35-50) and offers some suggestions for emerging from this busy time of life financially stronger and more confident as you approach retirement.For more information, including important disclaimers, please visit the Flyover Stocks blog.
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22 snips
Dec 19, 2024 • 59min

Flyover Stocks Interview with Jeff Fischer

In this discussion, guest Jeff Fischer, an experienced investor and former newsletter leader at The Motley Fool, shares insights from his investing journey. He revisits the challenges of the 2008 market crash and emphasizes the importance of fundamental metrics like free cash flow. Jeff also explores options trading strategies, the benefits of recurring revenue for stability, and the complexities of managing a hedge fund. Additionally, he highlights the power dynamics among tech giants and the significance of integrating sustainability into business practices.
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Jul 11, 2024 • 37min

Flyover Stocks Interview with Lawrence Hamtil and Doug Ott

In this episode, Todd Wenning of Flyover Stocks and KNA Capital speaks with Lawrence Hamtil of Fortune Financial and Doug Ott of Andvari Associates about their recent white paper on the US population shift toward the Southeast, entitled "Going South: Implications of Business and Population Migration". Speakers, their families, and/or their firms may own shares of companies mentioned. None of this is financial advice and is meant for informational purposes only. Please see flyoverstocks.com for charts, tables, and other important disclosures. Disclaimers for KNA Capital Management, LLC can be found at www.kna-capital.com/disclaimer.
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May 27, 2024 • 8min

The Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong Reasons

In this episode, Todd Wenning discusses the religiosity of the Berkshire Hathaway meeting, why companies with great customer service may not be great companies to invest in, and why company-specific sell-offs require both behavioral and analytical insights. Please see flyoverstocks.com for charts, tables, and other important disclosures.
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Apr 25, 2024 • 12min

Powerful Experiences, Considering Momentum, and Casino-Like Markets

In this episode, Todd Wenning discusses some powerful experiences he and his family had in recent weeks, how and why he considers momentum factors when starting a new position, and why "casino-like" markets (as Warren Buffett put it) are more the rule than exception.
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Mar 22, 2024 • 4min

Signs of a Good Investment Process, Revisited

In this episode, Todd Wenning examines why a good process is critical to any successful long-term investing approach. Please visit www.flyoverstocks.com for important disclosures and charts.
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Feb 28, 2024 • 31min

Flyover Stocks: Interview with Maya Peterson

Flyover Stocks publisher Todd Wenning chats with author, student, and investor Maya Peterson in this episode. Among other topics, Todd and Maya discuss ways to get young people interested in investing and business, how to find mentors and internships in the industry, and what makes the Berkshire Hathaway annual meeting unique.
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Feb 20, 2024 • 10min

Three Recent Memo Topics

In this episode, Todd Wenning shares three short memos - Did Something Break?, Moats, and Look at Your Fish. Please visit www.flyoverstocks.com for references to charts and for important disclosures.
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Jan 28, 2024 • 6min

Plato to Portfolios: Why Liberal Arts Majors Should Pursue the Investing Industry

In this episode, Todd Wenning shares his advice for liberal arts majors looking to start a career in the investment industry and encourages universities and investment firms to promote the career to liberal arts majors. Please visit www.flyoverstocks.com for important disclosures.

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