Archive - Flyover Stocks

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Watch now | Todd and Lawrence discuss low-volatility investing, the AI spending cycle, and what the Midwest gets right about managing risk

Jun 5 • Todd Wenning

44:00

May 2026

The Formula Hiding in Plain Sight

Why Spotify keeps winning while investors look the wrong way.

May 28 • Todd Wenning

John Rotonti on the Flyover Stocks Podcast

Culture is the moat nobody's pricing in

May 18 • Todd Wenning

Quality Trap or Buying Opportunities? IBP and MTD Updates

When a falling price is an opportunity, and when it isn't

May 16 • Todd Wenning

Stock Duration: What It is and Why It Matters

What bond math can teach you about your stock portfolio

May 11 • Todd Wenning

April 2026

The Sound Craftsman

Active investing in the age of AI

Apr 30 • Todd Wenning

Big Earnings Moves for these Flyover Stocks

Thoughts on Tractor Supply, Medpace, and a Fallen Angel Compounder

Apr 25 • Todd Wenning

Podcast with Morgan Housel on Money in Your 40s and Beyond

We discuss writing, housing, spending vs. investing with kids, and managing "time-saving" services

Apr 23 • Todd Wenning

My Thoughts on a Hotly Debated Stock

A great product, a broken stock, and a very real question about what AI commoditizes and what it doesn’t

Apr 16 • Todd Wenning

The Market Is Rewriting Terminal Value

Software sell-offs reflect a fundamental shift in terminal assumptions in the age of AI.

Apr 11 • Todd Wenning

March 2026

The Reality of Starting a Solo RIA

Lessons on overhead, the "marketing hat," and why I’m glad I took the leap.

Mar 26 • Todd Wenning

What Public Markets Can Teach Founders About Building Durable Businesses

Moats, capital allocation, and stewardship aren’t public market concepts - they’re business fundamentals.

Mar 24 • Todd Wenning

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