Reletter
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Flyover Stocks

Todd Wenning
Hundreds of paid subscribers

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
Substack
PricingFreemiumPublishesTwice weekly
Issues180Founded4 years agoLast Issue12 days ago
Active

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flyoverstocks.com
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Latest Issues

[Podcast] Ben Carlson: Risk, Reward, and the Future of Investing

Subscribe now

Hi everyone,

Earlier this morning, I sat down with Ben Carlson, director of institutional asset management at Ritholtz Wealth Management and author of the A Wealth of Common Sense blog, which I’ve read for well over a decade...

12 days ago
6

A Company at the Center of Europe's Cooling Transition

Change is needed to the way Europe deals with regular summer heatwaves

My trip to Europe this summer convinced me that the region needs better solutions for keeping its residents and visitors cool in the summer months.

13 days ago
13
Paid

If Everybody Knows It's a Bargain, Where's the Alpha?; Company Updates

Exploring why so many quality managers cluster around the same ideas

It’s 13F season again and having read through some of them, it struck me that there’s a lack of best idea diversity among the larger, more famous active managers.

24 days ago
18
Paid

[Video] What is Quality?

Here is a link to the downloadable slides featured in this presentation.

In this 27-minute presentation, I address the question, “What is Quality?”

As investors, we hear the phrase “Quality” all the time - in fund names, in factors, in st...

a month ago
2

What Six Weeks in Europe Taught Me About HVAC, Travel, and Cheap UK Stocks

Air conditioning is becoming a political and economic flashpoint in Europe. It’s an investment theme to have on your radar.

I just returned from a six-week stay in Europe, built around a five-week university teaching stint in Rome with sto...

a month ago
23
4

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Authors

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  • Todd Wenning

    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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