Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 190 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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flyoverstocks.comLatest Issues
Family-Owned Business Trading at Distressed Prices
A rare “deep value” Flyover Stock company profile
In the three years since I started doing Flyover Stocks profiles, I haven’t profiled any companies that might qualify as “deep value” - i.e. stocks that Ben Graham might have loved - mainly...
The Gatekeeper Risk Investors Overlook
The movie Cars is set in the forgotten town of Radiator Springs, which used to be a vibrant travel stop when Route 66 carried people - er, cars - across the country.
Then, the interstate highway was built, which circumvented traffic around...
Talking AI, Moats, and Capital Allocation on Planet MicroCap
Hi everyone,
I recently made my fourth appearance on the Planet MicroCap podcast with Bobby Kraft (one more to go until I’m in the “Five-Timers Club”!) dating back to 2019.
Bobby is a great host and I’m always happy to talk investing with...
Howden Joinery’s American Expansion Opportunity
Disclosure: I’m the President and Chief Investment Officer of KNA Capital Management, LLC, which holds Howden Joinery shares in client accounts. I also personally own shares. The paper linked in this post was written and published by...
Recent Thoughts on Rates, AI Revolution, and Moats
This post is adapted from my September letter to clients of KNA Capital Management and has been edited for length. You can read the full September letter and disclosures.
Higher rates, higher hurdles
One of the major shifts in Septe...
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Authors
The writers behind this newsletter.
Investor and writer based in Cincinnati, Ohio. Focused on finding businesses with economic moats and led by thoughtful stewards of capital.
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