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Earnings Updates: HWDN, MEDP
Two quality businesses trading at attractive multiples and worthy of further research today
Apr 29
•
Todd Wenning
1
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Earnings Updates: HWDN, MEDP
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Flyover Stock: Tractor Supply (TSCO)
Out where dirt turns to gold
Apr 26
•
Todd Wenning
8
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Flyover Stock: Tractor Supply (TSCO)
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Selling a Stock to Buy a Stock; What Panic Really Looks Like
Navigating tough decisions in volatile markets
Apr 12
•
Todd Wenning
27
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Selling a Stock to Buy a Stock; What Panic Really Looks Like
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3
Navigating the Tariff Sell-Off: A Weekend Plan
Just like after a storm on the beach, the best opportunities emerge after a market sell-off.
Apr 5
•
Todd Wenning
11
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Navigating the Tariff Sell-Off: A Weekend Plan
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A Brief Note on Market Uncertainty
How to manage your response to market turbulence
Apr 3
•
Todd Wenning
16
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A Brief Note on Market Uncertainty
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March 2025
Flyover Stock: Morningstar (MORN)
From mutual fund ratings to data powerhouse: How Morningstar became an essential tool for investment professionals
Mar 24
•
Todd Wenning
5
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Flyover Stock: Morningstar (MORN)
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YETI Gets an Activist
A closer look at how Engaged Capital plans to unlock value at YETI
Mar 19
•
Todd Wenning
1
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YETI Gets an Activist
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Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life
Overcoming job loss, family pressures, and retirement anxieties.
Mar 15
•
Todd Wenning
32
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Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life
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7
Flyover Company Updates: IBP, SSD, HWKN, WINA, and GO
Updated thoughts on some previously profiled Flyover Stocks
Mar 11
•
Todd Wenning
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Flyover Company Updates: IBP, SSD, HWKN, WINA, and GO
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February 2025
The Inevitable Capital Cycle
Long-term investors need to be attuned to the rhythms of capital flows
Feb 27
•
Todd Wenning
29
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The Inevitable Capital Cycle
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4
Flyover Stock: Garmin (GRMN)
The maker of GPS, navigation, and monitoring equipment fits the Flyover Stock mold in more ways than one.
Feb 22
•
Todd Wenning
5
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Flyover Stock: Garmin (GRMN)
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Rethinking the Too Hard Pile; Earnings Updates on MEDP and YETI
How a Sherlock Holmes story can help us better allocate our mental capital between apparent simple and complex ideas.
Feb 14
•
Todd Wenning
9
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Rethinking the Too Hard Pile; Earnings Updates on MEDP and YETI
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