About Flyover Stocks
Hello! I’m Todd Wenning. I founded Flyover Stocks in 2023 to help investors identify high-quality businesses with durable competitive advantages (economic moats) and management teams focused on long-term value.
After two decades in the heart of the financial industry - from analyzing stocks for The Motley Fool to covering companies on the sell-side for Morningstar and the buy-side for Johnson Investment Counsel and Ensemble Capital Management - I realized that the best opportunities are often found by looking where others aren’t.
At Flyover Stocks, we don’t chase hype. We build a “bullpen” of exceptional businesses and wait patiently for the right price.
Our Investment Philosophy
We focus on three pillars of quality:
Economic Moats: Businesses with structural advantages that protect high returns on capital.
Management & Capital Allocation: Leaders who think like owners and deploy cash wisely.
Valuation Discipline: Understanding that even a great business is a poor investment at the wrong price.
Choose Your Flight Path
With a community over 10,000 readers (subscribers + followers), I’ve designed two membership tiers to match how you engage with the market. Whether you are a professional investor needing real-time updates or a casual learner building your framework, there is a place for you here.
1. The Flight Crew ($650/year)
Designed for professional or serious investors who value timely research and active thesis tracking.
Real-Time Research: Receive new company profiles the moment they are published.
Ongoing Commentary: Stay updated on previously profiled companies as news and earnings develop.
Advanced Analysis: Deeper dives into competitors, capital allocation, and valuation models.
2. The Hangar ($299/year or $39/month)
Designed for self-paced learners and investors building their knowledge base.
Full Archive Access: Deep-dive into our library of quality business research.
60-Day Delayed Release: Access new company profiles 60 days after the Flight Crew.
Investment Education: All regular posts on investment frameworks, industries, and moat analysis.
Free Subscribers
Public essays on the markets, investing psychology, and philosophy.
What Flyover Stocks Is—and Isn’t
To ensure this community is the right fit for you, please keep the following in mind:
Not a Buy/Sell Service: I provide the research and the framework, but I do not issue “Buy” or “Sell” alerts.
Not a Model Portfolio: I do not manage a portfolio for you to mirror. I share insights on intriguing companies to help you build your portfolio.
Focus on Education: My goal is to help you improve your own investment process. Always conduct your own due diligence before making an investment decision.
Informational Only: Content here should not be considered personalized financial advice. Please see our full disclaimers.
Join the Community
Whether you are here to sharpen your professional edge or to learn the art of quality investing at your own pace, I’m glad to have you on board.
Stay patient, stay focused.
Todd
Please see important disclaimers.
