Flyover Stocks

What's Ailing Morningstar?

The recent market sell-off suggests terminal risks are on the table

Oct 19 • 

Todd Wenning

3

2

The Off-Balance Sheet Liability: Why Integrity Is An Important Investment Filter

Buffett, West Point, and the high cost of managerial hypocrisy

Oct 9 • 

Todd Wenning

26

4

September 2025

Flyover Stock: Franklin Electric (FELE)

A closer look at Franklin Electric's high-margin energy business and growth in water systems.

Sep 30 • 

Todd Wenning

5

3 Healthcare Stocks on My Radar

Sorting through one of the worst performing sectors of the past year.

Sep 14 • 

Todd Wenning

23

How Consumer Surplus Impacts Pricing Power

Building pricing power in competitive markets depends on the spread between price and value

Sep 2 • 

Todd Wenning

30

August 2025

Flyover Stock: Ferguson (FERG)

A critical nexus between thousands of suppliers and over a million customers.

Aug 24 • 

Todd Wenning

8

Two Year Review; Q2 Company Updates

Some wild earnings moves in the second quarter made it a fun one to follow

Aug 10 • 

Todd Wenning

7

Does Moat Investing Work?

Why competitive advantages alone don't guarantee investment success

Aug 2 • 

Todd Wenning

32

4

July 2025

Medpace: Bold Buybacks + Business Bounceback

Medpace repurchased about 10% of its stock in the first half of 2025

Jul 22 • 

Todd Wenning

3

1

Flyover Stock: Wise (WISE.L; WIZEY)

Reshaping Cross-Border Payments with Speed, Simplicity, and Scale.

Jul 22 • 

Todd Wenning

9

Howden Joinery Presentation for MOI Global

Todd's recent presentation on a best-in-class UK supplier of kitchens and joinery, distinguished by its powerful and defensible competitive moat.

Jul 12 • 

Todd Wenning

1

Understanding Flyover Stock Rankings

A primer on my scoring methodology

Jul 8 • 

Todd Wenning

1