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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
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
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Position Sizing: Optimizing for Better Returns
 • Todd Wenning
13
Flyover Stock: Worthington Industries (WOR)
 • Todd Wenning
3
Flyover Stock: Howdens Joinery
 • Todd Wenning
15
One Investing Trait to Rule them All
 • Todd Wenning
5
Why Network Effects Unravel
 • Todd Wenning
4
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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
15
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
One Investing Trait to Rule them All
Knowing when to employ time-tested investing virtues is a key to long-term success
 • 
Todd Wenning
5
Flyover Stock: Worthington Industries (WOR)
An uncommon spin-off story where the opportunity is with the RemainCo
 • 
Todd Wenning
3
What We Talk About When We Talk About Moats
It's time we get back to the basics
 • 
Todd Wenning
Welcome to Flyover Stocks
In pursuit of overlooked quality companies with economic moats led by thoughtful stewards of shareholder capital
 • 
Todd Wenning
6
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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