Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital
Todd sits down with Lawrence Hamtil, principal at Fortune Financial Advisors in Kansas, for a wide-ranging conversation on what it means to manage other people's money responsibly in a market fixated ...
5 Jun 44min
"Find Your Way and Be Great at It" — John Rotonti on Quality, Culture, and the Art of Conviction Investing
Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there's no single "right way" to invest, and how t...
18 Mai 1h 8min
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
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
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?
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
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
