Flyover Stocks

Graeter's and Games Workshop: The Case for Business Stewardship

The characteristics of capital stewards, from Cincinnati to Nottingham.

Nov 8 • 

Todd Wenning

9

2

Flyover Stock: Cavco Industries (CVCO)

Benefitting from consolidation in the manufactured homes industry

Nov 3 • 

Todd Wenning

5

October 2025

Ferguson, Old Dominion, and Eddie Murphy's Pool

Recent podcast roundup

Oct 27 • 

Todd Wenning

2

1

[Podcast] Todd & Jeff Fischer Discuss the AI-Driven Market

How long-term investors should be thinking about AI impacts

Oct 22 • 

Todd Wenning

5

What's Ailing Morningstar?

The recent market sell-off suggests terminal risks are on the table

Oct 19 • 

Todd Wenning

4

2

The Off-Balance Sheet Liability: Why Integrity Is An Important Investment Filter

Buffett, West Point, and the high cost of managerial hypocrisy

Oct 9 • 

Todd Wenning

28

5

September 2025

Flyover Stock: Franklin Electric (FELE)

A closer look at Franklin Electric's high-margin energy business and growth in water systems.

Sep 30 • 

Todd Wenning

5

3 Healthcare Stocks on My Radar

Sorting through one of the worst performing sectors of the past year.

Sep 14 • 

Todd Wenning

24

How Consumer Surplus Impacts Pricing Power

Building pricing power in competitive markets depends on the spread between price and value

Sep 2 • 

Todd Wenning

30

August 2025

Flyover Stock: Ferguson (FERG)

A critical nexus between thousands of suppliers and over a million customers.

Aug 24 • 

Todd Wenning

8

Two Year Review; Q2 Company Updates

Some wild earnings moves in the second quarter made it a fun one to follow

Aug 10 • 

Todd Wenning

7

Does Moat Investing Work?

Why competitive advantages alone don't guarantee investment success

Aug 2 • 

Todd Wenning

34

4