Flyover Stocks

In this episode, Todd Wenning introduces the Flyover Stocks scoring system for quantifying qualitative factors like moats and management and how you can use such ratings in position sizing and portfolio management. Please visit www.flyoverstocks.com for charts, tables, and important disclosures.

Todd Wenning discusses the risks to long-term investors if they are missing moat, management, or valuation criteria in their investment thesis about a company. Please see www.flyoverstocks.com for charts and important disclosures.

In this episode, Todd Wenning looks at the math behind why Warren Buffett starts looking at companies trading around 15 times earnings. Please visit www.flyoverstocks.com to see accompanying charts and tables, and to view important disclosures.

In this episode, Todd Wenning shares 15 questions he often asks when meeting management teams of companies he's researching. Please visit www.flyoverstocks.com to view the original post and for important disclosures.

For long-term investors in quality businesses, deciding to sell down or fully exit an investment can be an agonizing process. Behavioral biases and personalities can complicate these decisions. In this episode, Todd Wenning discusses some ways in which we might improve our selling process. Please visit www.flyoverstocks.com for charts and important disclosures.

Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns. In this episode, Todd Wenning suggests some ways to think about position sizing and the benefits and risks of various approaches. Please visit www.flyoverstocks.com to see charts and read important disclosures.

In this episode, host Todd Wenning discusses why for network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel. Please visit www.flyoverstocks.com to see additional charts and important disclosures related to this post.

Todd Wenning shares five characteristics of overlooked companies he aims to profile at Flyover Stocks. Please visit www.flyoverstocks.com for charts, illustrations, and important disclosures.

Todd Wenning heads across the Pond to profile Howdens Joinery: a UK-based building materials distributor with a unique business model and expanding network of efficiently-run depots. This post was originally shared on September 5, 2023 and was recorded in December 2023. Please visit www.flyoverstocks.com to read the full report which includes charts, valuation, and important disclosures.

Stewardship is a powerful force in life and in business. Identifying stewards of shareholder capital can increase your odds of finding great businesses with long term value creation potential. In this episode, Todd Wenning offers four ways that investors can look for promising stewards of shareholder capital. Please visit www.flyoverstocks.com to view this article and any charts that may accompany it.