Sitemap - 2025 - Flyover Stocks

[Podcast] Todd & Jeff Fischer Discuss the AI-Driven Market

What's Ailing Morningstar?

The Off-Balance Sheet Liability: Why Integrity Is An Important Investment Filter

Flyover Stock: Franklin Electric (FELE)

3 Healthcare Stocks on My Radar

How Consumer Surplus Impacts Pricing Power

Flyover Stock: Ferguson (FERG)

Two Year Review; Q2 Company Updates

Does Moat Investing Work?

Medpace: Bold Buybacks + Business Bounceback

Flyover Stock: Wise (WISE.L; WIZEY)

Howden Joinery Presentation for MOI Global

Understanding Flyover Stock Rankings

Flyover Stock: Knife River (KNF)

Presentation at CFA Society Rochester, Podcast Appearance, and Summer Travel

Two Beaten-Up SMID Caps on My Radar

Meeting with Medpace; Biotech Funding Cycle vs. Interest Rates

Moats, Money, and Management's Mettle

Flyover Stock: Miller Industries (MLR)

AI Policy; More Thoughts on Research Stages; YETI update

Omaha Notes and The Right Amount of Research

Earnings Updates: HWDN, MEDP

Flyover Stock: Tractor Supply (TSCO)

Selling a Stock to Buy a Stock; What Panic Really Looks Like

Navigating the Tariff Sell-Off: A Weekend Plan

A Brief Note on Market Uncertainty

Flyover Stock: Morningstar (MORN)

YETI Gets an Activist

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

Flyover Company Updates: IBP, SSD, HWKN, WINA, and GO

The Inevitable Capital Cycle

Flyover Stock: Garmin (GRMN)

Rethinking the Too Hard Pile; Earnings Updates on MEDP and YETI

Building Mosaics

Textbooks and Tariffs

Projection vs. Perspective; Games Workshop Update

Flyover Stock: Rotork plc (ROR.L)

More Thoughts on AVs; Terminal Values; Update on Medpace