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Four Most Interesting Flyover Stocks Right Now
How to prioritize your research list amidst the market shakeup so far in 2026
 • Todd Wenning
Two Types of Drawdowns
Before you take the leap on a beaten-up stock, understand what game you're playing.
 • Todd Wenning
Flight Crew: Morningstar (MORN) Thoughts
Is there more day to dawn for Morningstar, or is it an evening star?
 • Todd Wenning
Seeking the Real McCoy
Why the "simulacra" of AI-generated content will only make the original creators more valuable.
 • Todd Wenning
Business Breakdowns Podcast on Games Workshop
I discuss Games Workshop's moat sources, luxury-like margins, and potential risks in the decade ahead.
 • Todd Wenning
Flight Crew: Games Workshop Update
Games Workshop talks Warhammer World and AI aversion
 • Todd Wenning
How to Value "Exceptional" Businesses (And Why Most Investors Sell Them Too Soon)
Todd Wenning is the founder of KNA Capital Management, LLC, an Ohio-registered investment advisor that manages a concentrated equity strategy and…
 • 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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The fiercely independent investor
The fiercely independent investor
Charlie Huggins
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scuttleblurb
scuttleblurb
Invariant
Invariant
Devin LaSarre
Security Analysis
Security Analysis
Value Stock Geek
Andvari’s Substack
Andvari’s Substack
Douglas Ott

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