Welcome to Flyover Stocks!

I’m Todd Wenning. Since 2006, I’ve written for publications including The Motley Fool, Morningstar, Financial Analysts Journal, and Investors Chronicle (UK). My experience includes three-and-a-half years on the sell side with Morningstar and eight years on the buy side with Johnson Investment Counsel and Ensemble Capital Management.

In 2024, I opened an Ohio-registered investment firm called KNA Capital Management. The firm manages separate accounts and seeks to patiently own companies with economic moats led by thoughtful stewards of shareholder capital, acquired at an attractive price.

What is Flyover Stocks?

Writing is ingrained in my investment process, and I view Flyover Stocks as the place to share my latest thoughts on topics like position sizingselling stocks, and evaluating management.

Flyover Stocks is a platform where we can learn and improve together.

I also regularly profile overlooked or underfollowed companies. You can view the archive here and preview each profile.

What do paid members receive?

Paid subscribers have full access to the company profiles, including analysis of the company’s moat, management, valuation, and ranked qualitative attributes.

Exclusive content, including an educational series on economic moats, is also available to paid subscribers.

Upgrade to a paid subscription to get full access to every post and company profile.


Have questions?

  • Email: flyoverstocks@gmail.com

  • Twitter/X: @toddwenning (DMs are open)

  • Flyover Stocks chat


What Flyover Stocks isn’t

Importantly, Flyover Stocks is not a buy-sell recommendation service or a portfolio-mirroring service. Please do your own due diligence on the companies profiled.

I’m not using Flyover Stocks to establish a track record and profiles are not necessarily published when the company’s stock looks cheap.

This site is for informational purposes only and none of it should be considered financial advice. Please see disclaimers for more information.


Here are a few articles to get you started


It’s great to have you on board.

Stay patient, stay focused.

Todd

Please see important disclaimers.

Subscribe to 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.

People

Investor and writer based in Cincinnati, Ohio. Focused on finding businesses with economic moats and led by thoughtful stewards of capital.