Flyover Stocks
Todd Wenning
Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be considered investment advice. Please do your own due diligence.
Episodes
Mentioned books
Dec 12, 2023 • 17min
Flyover Stock: Howdens Joinery
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.
Dec 11, 2023 • 9min
Too Many Professional Managers, Not Enough Stewards
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.
Dec 9, 2023 • 8min
One Investing Trait to Rule Them All
Knowing when to employ time-tested investing virtues is a key to long-term success. In this episode, Todd Wenning shares why after 20 years in the investment industry, he believes that discernment is the ultimate trait for great investors. Please visit www.flyoverstocks.com to read this article and any charts that may accompany it.
Dec 8, 2023 • 7min
What We Talk About When We Talk About Moats
Todd Wenning discusses how the phrase "economic moat" has become overused by both investors and management and provides ways in which we can have more direct and consistent conversations about durable competitive advantages.
