Flyover Stocks
av Todd Wenning
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Luca Dellanna: Why Corporate Culture Is a Track Record, Not a…
Luca Dellanna: Why Corporate Culture Is a Track Record, Not a…
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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.
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- Luca Dellanna: Why Corporate Culture Is a Track Record, Not a Mission Statement · 35 minMost investors look for culture in slogans, survey scores, and polished investor decks. Luca Dellanna says that’s the wrong place to look: culture shows up in the track record of…
- Ben Carlson: Risk, Reward, and the Future of Investing · 52 minEpisode Description The advice everyone gives about risk is too simple. Ben Carlson breaks down why your risk tolerance changes with age, experience, and even trauma and why that…
- Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital · 44 minTodd sits down with Lawrence Hamtil, principal at Fortune Financial Advisors in Kansas, for a wide-ranging conversation on what it means to manage other people's money…
- "Find Your Way and Be Great at It" — John Rotonti on Quality, Culture, and the Art of Conviction Investing · 1 h 8 minTodd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there's no single "right…
- Morgan Housel on Money in Your 40s and Beyond · 59 minAcclaimed writer Morgan Housel, the author of the international best sellers, The Psychology of Money, Same as Ever, and The Art of Spending and partner at The Collaborative Fund…
- When 40x P/E is a Bargain · 9 minIn 1992, the bears called Fastenal "optically expensive" at 39x earnings. They were wrong. Today, we look at how persistent ROIC (Return on Invested Capital) allows elite…
- How Should Investors Think About AI Today? Todd Wenning and Jeff Fischer Discuss · 46 minIn this episode, Todd Wenning and Jeff Fischer discuss a variety of topics around the state of today's market, what AI could mean for the economy, and how to monitor companies…
- Does Moat Investing Work? · 8 minIn this episode, Todd Wenning discusses why the presence of an economic moat is insufficient for investment. He considers the question philosophically but also practically by…
- Selling a Stock to Buy a Stock; What Panic Really Looks Like · 5 minIn this episode, Todd Wenning discusses the behavioral challenges related to selling one stock to buy another and shares one of his favorite articles from the depths of the…
- Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life · 8 minIn this episode, Todd Wenning discusses some common challenges faced by those in their mid-life (35-50) and offers some suggestions for emerging from this busy time of life…
- Flyover Stocks Interview with Jeff Fischer · 59 minIn this episode, Todd Wenning covers a variety of investing topics with his friend and mentor, Jeff Fischer. Among other topics, Todd and Jeff discuss their time together running…
- Flyover Stocks Interview with Lawrence Hamtil and Doug Ott · 37 minIn 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…
- The Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong Reasons · 8 minIn 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…
- Powerful Experiences, Considering Momentum, and Casino-Like Markets · 12 minIn 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…
- Signs of a Good Investment Process, Revisited · 4 minIn 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…
- Flyover Stocks: Interview with Maya Peterson · 31 minFlyover 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…
- Three Recent Memo Topics · 10 minIn 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…
- Plato to Portfolios: Why Liberal Arts Majors Should Pursue the Investing Industry · 6 minIn this episode, Todd Wenning shares his advice for liberal arts majors looking to start a career in the investment industry and encourages universities and investment firms to…
- How to Quantify the Qualitative · 8 min · Säsong 1 Avsnitt 12In this episode, Todd Wenning introduces the Flyover Stocks scoring system for quantifying qualitative factors like moats and management and how you can use such ratings in…
- Mind the Gap: The Risks of Missing Moat, Management, or Valuation · 11 min · Säsong 1 Avsnitt 11Todd Wenning discusses the risks to long-term investors if they are missing moat, management, or valuation criteria in their investment thesis about a company. Please see…
