What We Talk About When We Talk About Moats
Flyover Stocks8 Des 2023

What We Talk About When We Talk About Moats

Todd Wenning discusses how the phrase "economic moat" has become overused by both investors and management and provides ways in which we can have more direct and consistent conversations about durable competitive advantages.

Episoder(26)

Morgan Housel on Money in Your 40s and Beyond

Morgan Housel on Money in Your 40s and Beyond

Acclaimed writer Morgan Housel, the author of the international best sellers, The Psychology of Money, Same as Ever, and The Art of Spending and partner at The Collaborative Fund joined Flyover Stocks...

23 Apr 59min

When 40x P/E is a Bargain

When 40x P/E is a Bargain

In 1992, the bears called Fastenal "optically expensive" at 39x earnings. They were wrong. Today, we look at how persistent ROIC (Return on Invested Capital) allows elite companies to defy market expe...

22 Jan 8min

How Should Investors Think About AI Today? Todd Wenning and Jeff Fischer Discuss

How Should Investors Think About AI Today? Todd Wenning and Jeff Fischer Discuss

In this episode, Todd Wenning and Jeff Fischer discuss a variety of topics around the state of today's market, what AI could mean for the economy, and how to monitor companies caught up in the AI cycl...

21 Okt 202545min

Does Moat Investing Work?

Does Moat Investing Work?

In this episode, Todd Wenning discusses why the presence of an economic moat is insufficient for investment. He considers the question philosophically but also practically by taking a look at availabl...

19 Aug 20257min

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

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

In this episode, Todd Wenning discusses the behavioral challenges related to selling one stock to buy another and shares one of his favorite articles from the depths of the financial crisis to illustr...

15 Apr 20255min

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

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

In this episode, Todd Wenning discusses some common challenges faced by those in their mid-life (35-50) and offers some suggestions for emerging from this busy time of life financially stronger and mo...

10 Apr 20258min

Flyover Stocks Interview with Jeff Fischer

Flyover Stocks Interview with Jeff Fischer

In this episode, Todd Wenning covers a variety of investing topics with his friend and mentor, Jeff Fischer. Among other topics, Todd and Jeff discuss their time together running the Motley Fool Pro n...

19 Des 202458min

Flyover Stocks Interview with Lawrence Hamtil and Doug Ott

Flyover Stocks Interview with Lawrence Hamtil and Doug Ott

In this episode, Todd Wenning of Flyover Stocks and KNA Capital speaks with Lawrence Hamtil of Fortune Financial and Doug Ott of Andvari Associates about their recent white paper on the US population ...

11 Jul 202436min

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