The Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong Reasons
In this episode, Todd Wenning discusses the religiosity of the Berkshire Hathaway meeting, why companies with great customer service may not be great companies to invest in, and why company-specific s...
27 Maj 20248min
Powerful Experiences, Considering Momentum, and Casino-Like Markets
In this episode, Todd Wenning discusses some powerful experiences he and his family had in recent weeks, how and why he considers momentum factors when starting a new position, and why "casino-like" m...
25 Apr 202411min
Signs of a Good Investment Process, Revisited
In this episode, Todd Wenning examines why a good process is critical to any successful long-term investing approach. Please visit www.flyoverstocks.com for important disclosures and charts.
22 Mars 20244min
Flyover Stocks: Interview with Maya Peterson
Flyover Stocks publisher Todd Wenning chats with author, student, and investor Maya Peterson in this episode. Among other topics, Todd and Maya discuss ways to get young people interested in investing...
28 Feb 202430min
Three Recent Memo Topics
In this episode, Todd Wenning shares three short memos - Did Something Break?, Moats, and Look at Your Fish. Please visit www.flyoverstocks.com for references to charts and for important disclosures.
20 Feb 20249min
Plato to Portfolios: Why Liberal Arts Majors Should Pursue the Investing Industry
In this episode, Todd Wenning shares his advice for liberal arts majors looking to start a career in the investment industry and encourages universities and investment firms to promote the career to l...
28 Jan 20246min
How to Quantify the Qualitative
In this episode, Todd Wenning introduces the Flyover Stocks scoring system for quantifying qualitative factors like moats and management and how you can use such ratings in position sizing and portfol...
9 Jan 20248min
Mind the Gap: The Risks of Missing Moat, Management, or Valuation
Todd Wenning discusses the risks to long-term investors if they are missing moat, management, or valuation criteria in their investment thesis about a company. Please see www.flyoverstocks.com for cha...
6 Jan 202411min
