Buffett's Aim Small, Miss Small Approach
In this episode, Todd Wenning looks at the math behind why Warren Buffett starts looking at companies trading around 15 times earnings. Please visit www.flyoverstocks.com to see accompanying charts an...
26 Dec 20235min
15 Questions to Ask Management Teams, Revisited
In this episode, Todd Wenning shares 15 questions he often asks when meeting management teams of companies he's researching. Please visit www.flyoverstocks.com to view the original post and for import...
22 Dec 202311min
Letting Go: Why Selling is so Hard to Do
For long-term investors in quality businesses, deciding to sell down or fully exit an investment can be an agonizing process. Behavioral biases and personalities can complicate these decisions. In thi...
20 Dec 202313min
Position Sizing: Optimizing for Better Returns
Knowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns. In this episode, Todd Wenning suggests some ways to think about position sizing and the...
18 Dec 202310min
Why Network Effects Unravel
In this episode, host Todd Wenning discusses why for network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel. Ple...
16 Dec 20237min
5 Signs of a Flyover Stock
Todd Wenning shares five characteristics of overlooked companies he aims to profile at Flyover Stocks. Please visit www.flyoverstocks.com for charts, illustrations, and important disclosures.
14 Dec 20235min
Flyover Stock: Howdens Joinery
Todd Wenning heads across the Pond to profile Howdens Joinery: a UK-based building materials distributor with a unique business model and expanding network of efficiently-run depots. This post was ori...
12 Dec 202317min
Too Many Professional Managers, Not Enough Stewards
Stewardship is a powerful force in life and in business. Identifying stewards of shareholder capital can increase your odds of finding great businesses with long term value creation potential. In this...
11 Dec 20238min
