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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
2
Economic Moats Explained: What They Are & Why They Matter - Part I
The beginning of a multi-part deep dive into a foundational concept in quality investing
 • 
Todd Wenning
1
Todd's MOI Presentation on Games Workshop
A recent presentation covering Games Workshop's entry into nostalgia-driven IP that suggests durable cash flows and ROIC
 • 
Todd Wenning
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Flyover Stock: Hawkins (HWKN)
 • Todd Wenning
Position Sizing: Optimizing for Better Returns
 • Todd Wenning
14
Signs of a Good Investment Process, Revisited
 • Todd Wenning
1
Flyover Stock: Packaging Corp. of America (PKG)
 • Todd Wenning
Updated Thoughts on Flyover Stock Companies
 • Todd Wenning
Mind the Gap: The Risks of Missing Moat, Management, or Valuation
 • Todd Wenning
6
Field Trip to Worthington Enterprises HQ
Recapping a tour of a pressure cylinder factory and a meeting with the CEO and CFO
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Todd Wenning
4
Podcast: How the Booming South Impacts Business and Stocks
Todd chats with Lawrence Hamtil and Doug Ott about their paper on the impacts of the population migration to the Southeastern U.S.
 • 
Todd Wenning
Flyover Stock: Winmark (WINA)
Taking another look at this classic Flyover Stock, ten years on.
 • 
Todd Wenning
A Brief but Important Update
Hi everyone, For the past few months, I have laid the groundwork for KNA Capital Management, an investment management firm currently pending state…
 • 
Todd Wenning
Lessons from The Warren Buffett Way
The 30-year-old classic sheds light on Buffett's thoughts on inflation, franchises, permanent holding criteria and much more.
 • 
Todd Wenning
2
Flyover Stock: First Watch Restaurant Group (FWRG)
A niche restaurant concept with a 41 year track record that's spreading across the country
 • 
Todd Wenning
Updated Thoughts on Flyover Stock Companies, 2nd Edition
A round-up of recent Flyover Stocks news
 • 
Todd Wenning
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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