Weekend Thoughts: Quality Traps, Pitching Ideas, and Financial Education
Tying up some odds and ends this holiday weekend| 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
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
