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3 Healthcare Stocks on My Radar
Sorting through one of the worst performing sectors of the past year.
Sep 14
•
Todd Wenning
17
How Consumer Surplus Impacts Pricing Power
Building pricing power in competitive markets depends on the spread between price and value
Sep 2
•
Todd Wenning
26
August 2025
Flyover Stock: Ferguson (FERG)
A critical nexus between thousands of suppliers and over a million customers.
Aug 24
•
Todd Wenning
7
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
30
4
July 2025
Medpace: Bold Buybacks + Business Bounceback
Medpace repurchased about 10% of its stock in the first half of 2025
Jul 22
•
Todd Wenning
3
1
Flyover Stock: Wise (WISE.L; WIZEY)
Reshaping Cross-Border Payments with Speed, Simplicity, and Scale.
Jul 22
•
Todd Wenning
8
Howden Joinery Presentation for MOI Global
Todd's recent presentation on a best-in-class UK supplier of kitchens and joinery, distinguished by its powerful and defensible competitive moat.
Jul 12
•
Todd Wenning
1
Understanding Flyover Stock Rankings
A primer on my scoring methodology
Jul 8
•
Todd Wenning
Flyover Stock: Knife River (KNF)
Spun off in 2023, the North Dakota-based construction materials and service business is worth a closer look today.
Jul 6
•
Todd Wenning
8
June 2025
Presentation at CFA Society Rochester, Podcast Appearance, and Summer Travel
A busy end to the second quarter; looking forward to the second half of 2025
Jun 30
•
Todd Wenning
9
Two Beaten-Up SMID Caps on My Radar
With the market's attention remaining on large cap growth, looking for opportunities among overlooked SMID caps is a good place to start.
Jun 16
•
Todd Wenning
15
7
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