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Notes from Howdens Joinery Meeting in London (Flight Crew)
Thoughts from meeting Howdens in London
 • Todd Wenning
50 Words on 32 Flyover Stocks
Short updates on all the companies we've covered at Flyover Stocks since 2024
 • Todd Wenning
The Cost of Dawdling
Lessons from Buffett's Tesco mistake — and a framework for knowing when to sell
 • Todd Wenning
An AI-Resistant SaaS Moat at a Discount
The market slashed this software compounder's multiple over terminal value panic. They forgot about the bureaucratic moat protecting its cash flow.
 • Todd Wenning
Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital
Watch now | Todd and Lawrence discuss low-volatility investing, the AI spending cycle, and what the Midwest gets right about managing risk
 • Todd Wenning
44:00
The Formula Hiding in Plain Sight
Why Spotify keeps winning while investors look the wrong way.
 • Todd Wenning
John Rotonti on the Flyover Stocks Podcast
Culture is the moat nobody's pricing in
 • 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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Analyzing Good Businesses
Analyzing Good Businesses
Compounding Quality
Invariant
Invariant
Devin LaSarre
Implied Expectations
Implied Expectations
Implied Expectations
Latticework by MOI Global
Latticework by MOI Global
John Mihaljevic
User's avatar
Base Hit Investing
John Huber

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