About
Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be considered investment advice. Please do your own due diligence.
Creator
Todd Wenning
host
Reviews
Episodes(3)
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 expectations and "beat the fade." Learn why buying quality at a premium is a lapse i
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 cycle in both good and bad ways. For more information, including important disclaimers, please visit
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 available data. For more information, including important disclaimers, please visit the blog.