Archive - Flyover Stocks

Position Sizing: Optimizing for Better Returns

Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns.

Aug 29, 2023 •

Letting Go: Why Selling is so Hard to Do

For long-term investors in quality businesses, deciding to sell down or fully exit an investment can be an agonizing process. Behavioral biases and…

Sep 18, 2023 •

Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life

Overcoming job loss, family pressures, and retirement anxieties.

Mar 15 •

Return on Mental Capital

Thoughts on maximizing returns on research time

Oct 5, 2024 •

The Inevitable Capital Cycle

Long-term investors need to be attuned to the rhythms of capital flows

Feb 27 •

Signs of a Good Investment Process, Revisited

A good process is critical to any successful long-term investing approach.

Mar 13, 2024 •

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, 2024 •

A Common Misconception About Buffett

Debunking one of the accepted myths about how Buffett values companies

Dec 13, 2024 •

Flyover Stock: Installed Building Products (IBP)

Another Ohio company flying under most investors' radars that's producing great fundamental - and market - results.

Jan 21, 2024 •

Flyover Stock: Hawkins (HWKN)

This 86-year-old chemical distributor is the most overlooked and under-covered company we've profiled at Flyover Stocks.

Feb 24, 2024 •

Flyover Stock: Packaging Corp. of America (PKG)

Packaging Corp. enjoys an advantageous position in a consolidating industry and has sidestepped its peers' capital allocation blunders.

Mar 28, 2024 •

Lessons from The Warren Buffett Way

The 30-year-old classic sheds light on Buffett's thoughts on inflation, franchises, permanent holding criteria and much more.

Jun 20, 2024 •

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