Ferguson, Old Dominion, and Eddie Murphy's Pool
Recent podcast roundup| www.flyoverstocks.com
How long-term investors should be thinking about AI impacts| www.flyoverstocks.com
The recent market sell-off suggests terminal risks are on the table| Flyover Stocks
Buffett, West Point, and the high cost of managerial hypocrisy| Flyover Stocks
A closer look at Franklin Electric's high-margin energy business and growth in water systems.| Flyover Stocks
Sorting through one of the worst performing sectors of the past year.| Flyover Stocks
Building pricing power in competitive markets depends on the spread between price and value| Flyover Stocks
A critical nexus between thousands of suppliers and over a million customers.| Flyover Stocks
Some wild earnings moves in the second quarter made it a fun one to follow| Flyover Stocks
Why competitive advantages alone don't guarantee investment success| Flyover Stocks
Medpace repurchased about 10% of its stock in the first half of 2025| Flyover Stocks
Reshaping Cross-Border Payments with Speed, Simplicity, and Scale.| Flyover Stocks
Todd's recent presentation on a best-in-class UK supplier of kitchens and joinery, distinguished by its powerful and defensible competitive moat.| Flyover Stocks
Spun off in 2023, the North Dakota-based construction materials and service business is worth a closer look today.| Flyover Stocks
A busy end to the second quarter; looking forward to the second half of 2025| Flyover Stocks
With the market's attention remaining on large cap growth, looking for opportunities among overlooked SMID caps is a good place to start.| Flyover Stocks
What's ailing the biotech funding cycle and when will it turn again?| Flyover Stocks
What the Berkshire Hathaway weekend might look like post-Buffett and how to balance research depth with taking action| www.flyoverstocks.com
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
For network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel.| www.flyoverstocks.com
The 30-year-old classic sheds light on Buffett's thoughts on inflation, franchises, permanent holding criteria and much more.| www.flyoverstocks.com
How to assess whether a company's moat is getting wider or narrower| www.flyoverstocks.com
This month's company is going through a challenging period but is supported by a strong culture and loyal relationships| 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
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
