Flyover Stocks

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In pursuit of overlooked quality companies with economic moats led by thoughtful stewards of shareholder capital
 • 
Todd Wenning
6
15 Questions to Ask Management Teams, Revisited
Taking a look back at a popular post from 2017
 • 
Todd Wenning
2
Howdens Joinery: Additional Thoughts
Responding to reader questions and my takeaways from the founder's new book
 • 
Todd Wenning
7
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Letting Go: Why Selling is so Hard to Do
 • Todd Wenning
1
Position Sizing: Optimizing for Better Returns
 • Todd Wenning
13
Buffett's Aim Small, Miss Small Approach
 • Todd Wenning
2
Flyover Stock: Howdens Joinery
 • Todd Wenning
17
Flyover Stock: Worthington Industries (WOR)
 • Todd Wenning
3
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Buffett's Aim Small, Miss Small Approach
Neutralizing the impact of sentiment changes allows the business fundamentals to drive the bulk of the investment returns over the long run
 • 
Todd Wenning
2
Letting Go: Why Selling is so Hard to Do
For long-term investors in quality businesses, deciding to sell down or fully exit an investment can be an agonizing process. Behavioral biases and…
 • 
Todd Wenning
1
Why Network Effects Unravel
For network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel.
 • 
Todd Wenning
4
5 Signs of a Flyover Stock
Here are a few characteristics of companies I aim to profile at Flyover Stocks
 • 
Todd Wenning
3
Flyover Stock: Howdens Joinery
Heading across the Pond to profile a UK-based building materials distributor with a unique business model and expanding network of efficiently-run…
 • 
Todd Wenning
17
Position Sizing: Optimizing for Better Returns
Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns.
 • 
Todd Wenning
13
Too Many Professional Managers, Not Enough Stewards
Stewardship is a powerful force in life and in business. Identifying stewards of shareholder capital can increase your odds of finding great businesses…
 • 
Todd Wenning
1
Flyover Stocks
Flyover Stocks
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.
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