Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior. Click to read Flyover Stocks, by Todd Wenning, a Substack publication with thousands of subscribers.| www.flyoverstocks.com
This month's company survived a moat attack from a well-financed customer-turned-competitor who has since given up and restocked the company's products| www.flyoverstocks.com
Tying up some odds and ends this holiday weekend| www.flyoverstocks.com
How to assess whether a company's moat is getting wider or narrower| www.flyoverstocks.com
Understanding sources of competitive advantage is the first task of evaluating a company's economic moat| www.flyoverstocks.com
The sufficiency of a company’s moat width is dependent on the size of the castle it’s meant to protect.| www.flyoverstocks.com
With the market's attention remaining on large cap growth, looking for opportunities among overlooked SMID caps is a good place to start.| www.flyoverstocks.com
Timeless lessons on evaluating business resilience| www.flyoverstocks.com
A dominant player in the towing and recovery equipment industry that could perform at a higher level.| www.flyoverstocks.com
Moat depth measures how well a company can defend itself when a competitor decides to attack| www.flyoverstocks.com
Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns.| www.flyoverstocks.com
Here are a few characteristics of companies I aim to profile at Flyover Stocks| www.flyoverstocks.com
The conclusion of a six-part series on economic moats| www.flyoverstocks.com
Knowing when to employ time-tested investing virtues is a key to long-term success| www.flyoverstocks.com
A Midwestern clinical contract research organization with high growth, an invested founder/CEO, and sparse sell-side coverage| 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
Thoughts on maximizing returns on research time| www.flyoverstocks.com
Neutralizing the impact of sentiment changes allows the business fundamentals to drive the bulk of the investment returns over the long run| www.flyoverstocks.com
The beginning of a multi-part deep dive into a foundational concept in quality investing| www.flyoverstocks.com
Audio version:| www.flyoverstocks.com
How eroding moats can lead to poor subsequent performance| www.flyoverstocks.com
Investing is a decision-making business and it's easier to make decisions when you better understand what you're comparing and contrasting.| www.flyoverstocks.com
Active investors must regularly walk the line between necessary and destructive arrogance| www.flyoverstocks.com
In pursuit of overlooked quality companies with economic moats led by thoughtful stewards of shareholder capital| www.flyoverstocks.com