Archive - Flyover Stocks

Market Storms, The Zulu Principle, The Material World, and Company Updates

How to find and source ideas when the market doesn't leave many obvious opportunities.

Sep 14 •

Flyover Stock: Simpson Manufacturing (SSD)

This month's company survived a moat attack from a well-financed customer-turned-competitor who has since given up and restocked the company's products

Sep 3 •

August 2024

Economic Moats Explained: What They Are & Why They Matter - Part III

The sufficiency of a company’s moat width is dependent on the size of the castle it’s meant to protect.

Aug 24 •

Flyover Stocks Updates: HWDN, HWKN, CNM, and More

A look at some Flyover Stock companies that have made moves in 2024

Aug 21 •

One-Year Review

The first year of Flyover Stocks is in the books. Time to take stock of what's been and what to expect next year.

Aug 16 •

Flyover Stock: Donaldson (DCI)

This Minnesota-based filter specialist stands to benefit from increased emissions pressure on heavy transportation equipment.

Aug 10 •

ESG Investing: Be Curious, Not Judgmental

Call it ESG, sustainability, or transition investing - the underlying principles are important for thoughtful investors to consider

Aug 4 •

July 2024

Economic Moats Explained: What They Are & Why They Matter - Part II

Understanding sources of competitive advantage is the first task of evaluating a company's economic moat

Jul 31 •

Economic Moats Explained: What They Are & Why They Matter - Part I

The beginning of a multi-part deep dive into a foundational concept in quality investing

Jul 23 •

Todd's MOI Presentation on Games Workshop

A recent presentation covering Games Workshop's entry into nostalgia-driven IP that suggests durable cash flows and ROIC

Jul 16 •

Field Trip to Worthington Enterprises HQ

Recapping a tour of a pressure cylinder factory and a meeting with the CEO and CFO

Jul 14 •

Podcast: How the Booming South Impacts Business and Stocks

Todd chats with Lawrence Hamtil and Doug Ott about their paper on the impacts of the population migration to the Southeastern U.S.

Jul 11 •

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