Flyover Stocks

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July 2025

Medpace: Bold Buybacks + Business Bounceback
Medpace repurchased about 10% of its stock in the first half of 2025
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Todd Wenning
1
Flyover Stock: Wise (WISE.L; WIZEY)
Reshaping Cross-Border Payments with Speed, Simplicity, and Scale.
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Todd Wenning
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.
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Todd Wenning
Understanding Flyover Stock Rankings
A primer on my scoring methodology
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Todd Wenning
Flyover Stock: Knife River (KNF)
Spun off in 2023, the North Dakota-based construction materials and service business is worth a closer look today.
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Todd Wenning

June 2025

Presentation at CFA Society Rochester, Podcast Appearance, and Summer Travel
A busy end to the second quarter; looking forward to the second half of 2025
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Todd Wenning
Two Beaten-Up SMID Caps on My Radar
With the market's attention remaining on large cap growth, looking for opportunities among overlooked SMID caps is a good place to start.
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Todd Wenning
7
Meeting with Medpace; Biotech Funding Cycle vs. Interest Rates
What's ailing the biotech funding cycle and when will it turn again?
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Todd Wenning
Moats, Money, and Management's Mettle
Timeless lessons on evaluating business resilience
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Todd Wenning
5

May 2025

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