Flyover Stocks

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Big Earnings Moves for these Flyover Stocks
Thoughts on Tractor Supply, Medpace, and a Fallen Angel Compounder
 • Todd Wenning
My Thoughts on a Hotly Debated Stock
A great product, a broken stock, and a very real question about what AI commoditizes and what it doesn’t
 • Todd Wenning
The Market Is Rewriting Terminal Value
Software sell-offs reflect a fundamental shift in terminal assumptions in the age of AI.
 • Todd Wenning
What Public Markets Can Teach Founders About Building Durable Businesses
Moats, capital allocation, and stewardship aren’t public market concepts - they’re business fundamentals.
 • Todd Wenning
A Tough March for These Flyover Stocks
Seven Flyover Stocks down 20%+ - what’s cyclical, what’s not, and how I’m ranking the opportunities
 • Todd Wenning
The Omar Vizquel Portfolio: How "Optimizing" Kills Your Winners
New data from Morningstar shows that active managers’ best move might be to do nothing.
 • Todd Wenning
A Fallen Angel Compounder with Zero Debt Balance Sheet
The company was a market darling during the COVID years and continues to have a number of secular long-term tailwinds.
 • 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.
Recommendations
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The fiercely independent investor
The fiercely independent investor
Charlie Huggins
Invariant
Invariant
Devin LaSarre
Hidden Rock Capital's Newsletter
Hidden Rock Capital's Newsletter
Hidden Rock Capital
The Sleepwell Strategy
The Sleepwell Strategy
Sleepwell
Compounders
Compounders
Ben Claremon

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