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Thank you, Charlie
So long to an intellectual giant
 • 
Todd Wenning
Post-Thanksgiving Thoughts
A brief commentary on various topics that came up over the past week
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Todd Wenning
Conviction: Arrogance, Indispensable, or Both?
Active investors must regularly walk the line between necessary and destructive arrogance
 • 
Todd Wenning
5 Flyover Stocks on My Radar
Here are some companies with attractive qualities that are on my watchlist for profiling at Flyover Stocks
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Todd Wenning
Appearance on the Security Analysis Podcast
Homebuilders, trucking, 90s video games - we covered it all.
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Todd Wenning
1
11 Signs to Avoid Management Meltdowns
Knowing some common yellow and red flags can help us side-step the risk of permanent loss of capital
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Todd Wenning
4
Flyover Stock: Grocery Outlet Holdings (GO)
A unique business model in discount retail paired with meaningful founding family ownership is entering a new growth phase
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Todd Wenning
October 2023
Mind the Gap: The Risks of Missing Moat, Management, or Valuation
Some rationalizations when investing can lead to impaired capital
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Todd Wenning
6
Worthington Industries Spin-Off Update
Thoughts from Worthington's recent investor day ahead of the December spin off of the steel business
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Todd Wenning
Turning of the Tide: Assessing Terminal Value Risks
Terminal value accounts for the bulk of a company's intrinsic value - threats to it should be taken seriously
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Todd Wenning
1
Core & Main Investor Day Updates
Core & Main laid out its vision for the next five years in a recent investor day
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Todd Wenning
Flyover Stocks Member Chat Group
How to access the paid members' chat group
 • 
Todd Wenning
1
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