Understanding sources of competitive advantage is the first task of evaluating a company's economic moat| www.flyoverstocks.com
Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns.| www.flyoverstocks.com
Todd Wenning is the President and CIO of KNA Capital Management, LLC, an Ohio-registered investment management firm based in Cincinnati, Ohio.| www.flyoverstocks.com
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