Happy Holidays; Thoughts on EVs/AVs

Many changes are coming in the transporation industry in the coming decades

I hope you had a happy holiday season.

Thank you for your support in 2024. A few weeks ago, Flyover Stocks eclipsed 6,000 total subscribers and continues to add followers on a daily basis.

We profiled 12 new companies in 2024 and I plan to do the same in 2025. Thus far, Packaging Corporation (at $20 billion market cap and $8 billion revenue) has been the largest company we’ve covered. I plan to profile some larger companies next year.

I also haven’t profiled a non-US stock since December 2023, so I plan to remedy that in 2025.

Thanks again for your interest in Flyover Stocks.

Happy New Year!

EVs and AVs

For the past five years or so, auto transportation has started to change in a way that it hasn’t for a century. What follows is not a comprehensive study, but some topics I’m exploring given the impacts the transition will have on all parts of the auto and transportation sector.

Here are some recent charts on the topic that have piqued my interest:

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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 and its clients own shares of Copart.

Please see important disclaimers.

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