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Rotork Acquired for a Huge Premium
Industrial conglomerate ABB pays a pretty penny for the high quality industrial niche operator
Jul 16
•
Todd Wenning
11
2
[Premium] Europe's Misery Index + 3 Stock Ideas
A dispatch from Rome, plus three names on my radar
Jul 15
•
Todd Wenning
Dividend Investing is Dead
Three structural shifts that broke a centuries-old playbook, and how to adapt your portfolio.
Jul 6
•
Todd Wenning
39
6
3
June 2026
Notes from Howdens Joinery Meeting in London (Flight Crew)
Thoughts from meeting Howdens in London
Jun 25
•
Todd Wenning
5
50 Words on 32 Flyover Stocks
Short updates on all the companies we've covered at Flyover Stocks since 2024
Jun 15
•
Todd Wenning
8
1
The Cost of Dawdling
Lessons from Buffett's Tesco mistake — and a framework for knowing when to sell
Jun 13
•
Todd Wenning
25
3
3
An AI-Resistant SaaS Moat at a Discount
The market slashed this software compounder's multiple over terminal value panic. They forgot about the bureaucratic moat protecting its cash flow.
Jun 8
•
Todd Wenning
7
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
8
44:00
May 2026
The Formula Hiding in Plain Sight
Why Spotify keeps winning while investors look the wrong way.
May 28
•
Todd Wenning
4
John Rotonti on the Flyover Stocks Podcast
Culture is the moat nobody's pricing in
May 18
•
Todd Wenning
9
1
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
8
Stock Duration: What It is and Why It Matters
What bond math can teach you about your stock portfolio
May 11
•
Todd Wenning
49
2
2
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