Two Year Review; Q2 Company Updates
Some wild earnings moves in the second quarter made it a fun one to follow
Two Year Review
Later this week, Flyover Stocks will celebrate its second anniversary.
Over the last twelve months, I’ve published 53 articles (including this one). A slower but more sustainable pace than the 70 posts from the first year.
Twelve new companies were profiled, including Wise, Tractor Supply, and Knife River, bringing the total profile count to 25.
At last count, Flyover Stocks has over 10,600 “followers” of which 7,031 are free or paid subscribers.
In a world increasingly drenched in content, I’m heartened by your continued interest in Flyover Stocks. I especially want to thank the paid subscribers who make Flyover Stocks possible.
Here’s the most-read post this year:
The most-read company profile (free preview available):
And the most-popular article series:
The Flyover Stocks podcast hasn’t been as active as I would prefer, but I haven’t forgotten about it and you should expect more content this fall.
Q2 Company Updates
The second quarter earnings season is typically slow. Wall St. is still in the Hamptons, full-year guidance gets set in the first quarter, and it’s not reflective of holiday spending.
That wasn’t the case this year. Perhaps due to investor anxiety regarding tariffs, AI impacts, and market valuations, many stocks saw big moves in their stock prices following second quarter results.
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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 or its clients do not own any companies mentioned above.
Please see important disclaimers.