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Economic Moats Explained: What They Are & Why They Matter - Part I
The beginning of a multi-part deep dive into a foundational concept in quality investing
Jul 23
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Todd Wenning
15
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Economic Moats Explained: What They Are & Why They Matter - Part I
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Todd's MOI Presentation on Games Workshop
A recent presentation covering Games Workshop's entry into nostalgia-driven IP that suggests durable cash flows and ROIC
Jul 16
•
Todd Wenning
5
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Todd's MOI Presentation on Games Workshop
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Field Trip to Worthington Enterprises HQ
Recapping a tour of a pressure cylinder factory and a meeting with the CEO and CFO
Jul 14
•
Todd Wenning
3
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Field Trip to Worthington Enterprises HQ
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Podcast: How the Booming South Impacts Business and Stocks
Todd chats with Lawrence Hamtil and Doug Ott about their paper on the impacts of the population migration to the Southeastern U.S.
Jul 11
•
Todd Wenning
4
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Podcast: How the Booming South Impacts Business and Stocks
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Flyover Stock: Winmark (WINA)
Taking another look at this classic Flyover Stock, ten years on.
Jul 9
•
Todd Wenning
8
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Flyover Stock: Winmark (WINA)
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June 2024
A Brief but Important Update
Hi everyone, For the past few months, I have laid the groundwork for KNA Capital Management, an investment management firm currently pending state…
Jun 27
•
Todd Wenning
13
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A Brief but Important Update
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Lessons from The Warren Buffett Way
The 30-year-old classic sheds light on Buffett's thoughts on inflation, franchises, permanent holding criteria and much more.
Jun 20
•
Todd Wenning
26
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Lessons from The Warren Buffett Way
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Flyover Stock: First Watch Restaurant Group (FWRG)
A niche restaurant concept with a 41 year track record that's spreading across the country
Jun 10
•
Todd Wenning
6
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Flyover Stock: First Watch Restaurant Group (FWRG)
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Updated Thoughts on Flyover Stock Companies, 2nd Edition
A round-up of recent Flyover Stocks news
Jun 4
•
Todd Wenning
4
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Updated Thoughts on Flyover Stock Companies, 2nd Edition
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Don't Panic: How Long-Term Investors Should Handle Short Seller Reports
How investors respond in the face of a short attack can say a lot about their level of conviction and their depth of research
Jun 1
•
Todd Wenning
10
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Don't Panic: How Long-Term Investors Should Handle Short Seller Reports
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May 2024
Reflections On Trusting Management, Everyone Knows It's Expensive, Markel Reunion
Thoughts on recent topics
May 24
•
Todd Wenning
11
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Reflections On Trusting Management, Everyone Knows It's Expensive, Markel Reunion
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Forecasting: Considering Multiple Angles
There's more than one approach to valuation and forecasting
May 20
•
Todd Wenning
9
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Forecasting: Considering Multiple Angles
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