About Todd Wenning
I'm an investor and writer based in Cincinnati, Ohio. After graduating with a history degree in 2003, I started from scratch in finance and have spent the last 20+ years learning, improving, and teaching. Writing publicly about investing since 2006 accelerated my development, including my book, Keeping Your Dividend Edge (2016), and hundreds of blog posts and articles for sites such as Morningstar, Investor's Chronicle (UK), the CFA Institute, and The Motley Fool.
My philosophy is rooted in a simple (yet hard to do) principle: investing in companies with economic moats, managed by dedicated and capable stewards, at attractive prices, and then - critically - not getting in the way of that combination as it compounds value over time.
In August 2017, I published a diagram of my investing philosophy that was widely shared on Twitter. Below is my updated version with some minor changes.
I've spent eight years on the buy-side as a generalist analyst at Ensemble Capital and Johnson Investment Counsel and have nearly four years of sell-side experience at Morningstar where I led the company's equity stewardship methodology and covered companies in the basic materials, consumer, and industrial sectors. Before my time in institutional research, I was an analyst, newsletter editor, and writer for The Motley Fool, supported private wealth managers at SunTrust Asset Management, and was a licensed representative at Vanguard.
Over the years, I’ve given a number of presentations for Manual of Ideas (MOI), Bernstein, and The Motley Fool, and appeared on various podcasts, including The Acquirers Podcast, Investing Matters, and Good Investing Talks.
I'm a CFA® charterholder and a member of the CFA Society of Cincinnati.
I'm a proud graduate of Saint Joseph's University in Philadelphia, where I majored in history and minored in economics. I'm a lifelong Cincinnati Reds & Bengals fan and support Fulham FC in English football.
You can read some of my earlier writing here and contact me by email if you have any questions.
It’s great to have you on board.
Stay patient, stay focused.
Todd
As of April 1, 2024, Todd and/or his family own shares of: Costco, Kinsale Capital, Hingham Institution for Savings, Berkshire Hathaway, Nintendo, Markel, Diageo, Saia, Sherwin-Williams, Watsco, Amazon, Tractor Supply, Worthington Enterprises, CVS Health, CarMax, Peloton, William-Sonoma, NVR, Admiral Group, Howdens Joinery, Kimberly Clark, and Games Workshop.
Disclaimer:
This material is published by W8 Group, LLC and is for informational, entertainment, and educational purposes only and is not financial advice or a solicitation to deal in any of the securities mentioned. All investments carry risks, including the risk of losing all your investment. Investors should carefully consider the risks involved before making any investment decision. Be sure to do your own due diligence before making an investment of any kind.
At time of publication, the author or his family may have an interest in the securities mentioned or discussed. Any ownership of this kind will be disclosed at the time of publication, but may not be updated if ownership of a particular security changes after publication.
This newsletter does not provide buy or sell recommendations and articles should not be interpreted this way.
Information presented may be sourced from third parties and public filings. Unless otherwise specified, any links to these sources are included for convenience only and are not endorsements, sponsorships, or recommendations of any opinions expressed or services offered by those third parties.
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