Todd on Value: After Hours Podcast
A discussion on uncovering value and quality in niche markets
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 Games Workshop, Copart, Old Dominion, and Ferguson, which are discussed in the podcast episode.
Please see important disclaimers.
I recently joined the Value: After Hours podcast with hosts Tobias Carlisle and Jake Taylor to talk about Flyover Stocks (Games Workshop in particular), economic moats, and the thin-line between arrogance and conviction - among other topics.
You can watch the episode below on YouTube, or wherever you get your podcasts.