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AI Policy; More Thoughts on Research Stages; YETI update
What are the downsides of investing more in companies you've followed for a long time?
14 hrs ago
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Todd Wenning
4
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AI Policy; More Thoughts on Research Stages; YETI update
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Omaha Notes and The Right Amount of Research
What the Berkshire Hathaway weekend might look like post-Buffett and how to balance research depth with taking action
May 10
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Todd Wenning
21
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Omaha Notes and The Right Amount of Research
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April 2025
Earnings Updates: HWDN, MEDP
Two quality businesses trading at attractive multiples and worthy of further research today
Apr 29
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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
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Todd Wenning
9
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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
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Todd Wenning
27
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Selling a Stock to Buy a Stock; What Panic Really Looks Like
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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
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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
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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
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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
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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
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Todd Wenning
33
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Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life
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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
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Todd Wenning
29
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The Inevitable Capital Cycle
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