19 episodes

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.

Flyover Stocks Todd Wenning

    • Business
    • 3.7 • 3 Ratings

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.

    Flyover Stocks Interview with Lawrence Hamtil and Doug Ott

    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.

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

    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.

    • 8 min
    Powerful Experiences, Considering Momentum, and Casino-Like Markets

    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.

    • 11 min
    Signs of a Good Investment Process, Revisited

    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.

    • 4 min
    Flyover Stocks: Interview with Maya Peterson

    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.

    • 30 min
    Three Recent Memo Topics

    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.

    • 9 min

Customer Reviews

3.7 out of 5
3 Ratings

3 Ratings

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