Archive - Flyover Stocks

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

16 hrs ago • 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

A Tough March for These Flyover Stocks

Seven Flyover Stocks down 20%+ - what’s cyclical, what’s not, and how I’m ranking the opportunities

Mar 22 • Todd Wenning

The Omar Vizquel Portfolio: How "Optimizing" Kills Your Winners

New data from Morningstar shows that active managers’ best move might be to do nothing.

Mar 17 • Todd Wenning

A Fallen Angel Compounder with Zero Debt Balance Sheet

The company was a market darling during the COVID years and continues to have a number of secular long-term tailwinds.

Mar 14 • Todd Wenning

Stocks on My Radar - Value Edition

Three ideas with forward P/E ratios below 11 times.

Mar 5 • Todd Wenning

Fish Where the Stream is Full: 13 Thoughts on Investing

Things I think I think right now

Mar 1 • Todd Wenning

February 2026

Four Most Interesting Flyover Stocks Right Now

How to prioritize your research list amidst the market shakeup so far in 2026

Feb 21 • Todd Wenning

Two Types of Drawdowns

Before you take the leap on a beaten-up stock, understand what game you're playing.

Feb 12 • Todd Wenning

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