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Thank you, Charlie
So long to an intellectual giant
Nov 29
•
Todd Wenning
18
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Thank you, Charlie
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Post-Thanksgiving Thoughts
A brief commentary on various topics that came up over the past week
Nov 26
•
Todd Wenning
9
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Post-Thanksgiving Thoughts
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Conviction: Arrogance, Indispensable, or Both?
Active investors must regularly walk the line between necessary and destructive arrogance
Nov 16
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Todd Wenning
16
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Conviction: Arrogance, Indispensable, or Both?
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5 Flyover Stocks on My Radar
Here are some companies with attractive qualities that are on my watchlist for profiling at Flyover Stocks
Nov 13
•
Todd Wenning
10
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5 Flyover Stocks on My Radar
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Appearance on the Security Analysis Podcast
Homebuilders, trucking, 90s video games - we covered it all.
Nov 9
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Todd Wenning
9
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Appearance on the Security Analysis Podcast
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11 Signs to Avoid Management Meltdowns
Knowing some common yellow and red flags can help us side-step the risk of permanent loss of capital
Nov 7
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Todd Wenning
19
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11 Signs to Avoid Management Meltdowns
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Flyover Stock: Grocery Outlet Holdings (GO)
A unique business model in discount retail paired with meaningful founding family ownership is entering a new growth phase
Nov 1
•
Todd Wenning
10
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Flyover Stock: Grocery Outlet Holdings (GO)
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October 2023
Mind the Gap: The Risks of Missing Moat, Management, or Valuation
Some rationalizations when investing can lead to impaired capital
Oct 26
•
Todd Wenning
28
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Mind the Gap: The Risks of Missing Moat, Management, or Valuation
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Worthington Industries Spin-Off Update
Thoughts from Worthington's recent investor day ahead of the December spin off of the steel business
Oct 24
•
Todd Wenning
3
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Worthington Industries Spin-Off Update
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Turning of the Tide: Assessing Terminal Value Risks
Terminal value accounts for the bulk of a company's intrinsic value - threats to it should be taken seriously
Oct 16
•
Todd Wenning
13
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Turning of the Tide: Assessing Terminal Value Risks
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Core & Main Investor Day Updates
Core & Main laid out its vision for the next five years in a recent investor day
Oct 10
•
Todd Wenning
6
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Core & Main Investor Day Updates
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Flyover Stocks Member Chat Group
How to access the paid members' chat group
Oct 6
•
Todd Wenning
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Flyover Stocks Member Chat Group
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