Archive - Flyover Stocks

AI Terminal Value Risks & Opportunities

Things I think I think about the future

Nov 24 •

3 More Flyover Stocks on My Radar

Precision, Pipes, and Paint: Uncovering the Durable Moats in the Heartland's Industrial Niche.

Nov 21 •

The People Behind Warren Buffett

Turns out it's who you're with that really matters

Nov 15 •

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

The characteristics of capital stewards, from Cincinnati to Nottingham.

Nov 8 •

Flyover Stock: Cavco Industries (CVCO)

Benefitting from consolidation in the manufactured homes industry

Nov 3 •

October 2025

Ferguson, Old Dominion, and Eddie Murphy's Pool

Recent podcast roundup

Oct 27 •

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

How long-term investors should be thinking about AI impacts

Oct 22 •

What's Ailing Morningstar?

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

Oct 19 •

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

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

Oct 9 •

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 •

3 Healthcare Stocks on My Radar

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

Sep 14 •

How Consumer Surplus Impacts Pricing Power

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

Sep 2 •

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