Ferguson, Old Dominion, and Eddie Murphy's Pool
Recent podcast roundup
I hope your week is off to a good start.
I’m working on the newest Flyover Stock company profile (archives can be found here), which I hope to have out later this week.
If you’re looking for some new podcasts, I recently appeared on two of the inaugural episodes of John Rotonti’s Rebellious Allocations podcast to discuss Ferguson (profiled here) and Old Dominion Freight Lines (not profiled at Flyover Stocks).
For a different angle, I joined my former Motley Fool colleague Chris Hill on his Money Unplugged podcast to talk about personal finance, my early career cleaning celebrity pools, and my experience teaching at The University of Dayton.
Links to all three podcast episodes can be found below.
Todd Wenning is the founder of KNA Capital Management, LLC, an Ohio-registered investment advisor that manages a concentrated equity strategy and provides other investment-related services.
At the time of publication, Todd, his immediate family, and/or KNA Capital Management, LLC or its clients owned shares of Ferguson and Old Dominion Freight Lines
Please see important disclaimers.
Ferguson (FERG)
Old Dominion (ODFL)
Money Unplugged
Thanks for having a listen!
Stay patient, stay focused.
Todd


Thanks for sharing these podcast links! Ferguson is such an intresting case study in distribution excellence. The plumbing and heating supply business may seem mundane, but Ferguson's scale advantages and execution are impressive. Looking forward to your upcoming company profile on them!