Todd Wenning
@toddwenning.bsky.social
Founder & CIO at KNA Capital Management
Writer of the Flyover Stocks Substack
Lecturer at University of Dayton
Disclaimers: https://www.kna-capital.com/disclaimer
Writer of the Flyover Stocks Substack
Lecturer at University of Dayton
Disclaimers: https://www.kna-capital.com/disclaimer
Watched the flag go up over Ft Sumter this morning
June 1, 2025 at 3:31 PM
Watched the flag go up over Ft Sumter this morning
It was to fun to revisit my old employer where I cut my teeth in economic moat analysis.
$MORN remains overlooked as a publicly-traded company, with only 3 analysts covering it. Some of that is due to limited liquidity related to Mansueto's large holding.
www.flyoverstocks.com/p/flyover-st...
$MORN remains overlooked as a publicly-traded company, with only 3 analysts covering it. Some of that is due to limited liquidity related to Mansueto's large holding.
www.flyoverstocks.com/p/flyover-st...
Flyover Stock: Morningstar (MORN)
From mutual fund ratings to data powerhouse: How Morningstar became an essential tool for investment professionals
www.flyoverstocks.com
March 26, 2025 at 12:57 AM
It was to fun to revisit my old employer where I cut my teeth in economic moat analysis.
$MORN remains overlooked as a publicly-traded company, with only 3 analysts covering it. Some of that is due to limited liquidity related to Mansueto's large holding.
www.flyoverstocks.com/p/flyover-st...
$MORN remains overlooked as a publicly-traded company, with only 3 analysts covering it. Some of that is due to limited liquidity related to Mansueto's large holding.
www.flyoverstocks.com/p/flyover-st...
Reposted by Todd Wenning
Nice post from @toddwenning.bsky.social that hits home for geriatric millennials like myself
www.flyoverstocks.com/p/navigating...
www.flyoverstocks.com/p/navigating...
Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life
Overcoming job loss, family pressures, and retirement anxieties.
www.flyoverstocks.com
March 18, 2025 at 2:29 PM
Nice post from @toddwenning.bsky.social that hits home for geriatric millennials like myself
www.flyoverstocks.com/p/navigating...
www.flyoverstocks.com/p/navigating...
Today's Flyover Stocks post is a departure from normal topics, but it's a topic I wanted to discuss as I think mid-life personal finance is a sadly overlooked space. I hope this helps you or someone you know.
www.flyoverstocks.com/p/navigating...
www.flyoverstocks.com/p/navigating...
Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life
Overcoming job loss, family pressures, and retirement anxieties.
www.flyoverstocks.com
March 15, 2025 at 7:13 PM
Today's Flyover Stocks post is a departure from normal topics, but it's a topic I wanted to discuss as I think mid-life personal finance is a sadly overlooked space. I hope this helps you or someone you know.
www.flyoverstocks.com/p/navigating...
www.flyoverstocks.com/p/navigating...
Today’s post discusses how the thesis behind complex businesses can actually be simple. The opposite can also be true.
Paid subscribers have access to my $MEDP and $YETI updates.
www.flyoverstocks.com/p/rethinking...
Paid subscribers have access to my $MEDP and $YETI updates.
www.flyoverstocks.com/p/rethinking...
Rethinking the Too Hard Pile; Earnings Updates on MEDP and YETI
How a Sherlock Holmes story can help us better allocate our mental capital between apparent simple and complex ideas.
www.flyoverstocks.com
February 14, 2025 at 5:32 PM
Today’s post discusses how the thesis behind complex businesses can actually be simple. The opposite can also be true.
Paid subscribers have access to my $MEDP and $YETI updates.
www.flyoverstocks.com/p/rethinking...
Paid subscribers have access to my $MEDP and $YETI updates.
www.flyoverstocks.com/p/rethinking...
My latest for Flyover Stocks discusses AVs, terminal values in the face of innovation, and for paid subscribers additional insights on MEDP.
www.flyoverstocks.com/p/more-thoug...
www.flyoverstocks.com/p/more-thoug...
More Thoughts on AVs; Terminal Values; Update on Medpace
How to think about step-change innovation; Should we be worried about Medpace's culture?
www.flyoverstocks.com
January 11, 2025 at 6:37 PM
My latest for Flyover Stocks discusses AVs, terminal values in the face of innovation, and for paid subscribers additional insights on MEDP.
www.flyoverstocks.com/p/more-thoug...
www.flyoverstocks.com/p/more-thoug...
Had a lovely trip with the family to Arizona over break. Such a cool landscape.
Back to Cincinnati and 30s, clouds, and rain…
Back to Cincinnati and 30s, clouds, and rain…
January 1, 2025 at 4:17 PM
Had a lovely trip with the family to Arizona over break. Such a cool landscape.
Back to Cincinnati and 30s, clouds, and rain…
Back to Cincinnati and 30s, clouds, and rain…
A Common Misconception About Buffett
Kevin over at the Kingswell Substack - worth a follow!
www.flyoverstocks.com
December 14, 2024 at 12:02 AM
My Flyover Stocks profile of $HWKN has far and away been the most popular profile. I've dropped the paywall on it. Enjoy!
www.flyoverstocks.com/p/flyover-st...
www.flyoverstocks.com/p/flyover-st...
Flyover Stock: Hawkins (HWKN)
This 86-year-old chemical distributor is the most overlooked and under-covered company we've profiled at Flyover Stocks.
www.flyoverstocks.com
December 12, 2024 at 1:31 AM
My Flyover Stocks profile of $HWKN has far and away been the most popular profile. I've dropped the paywall on it. Enjoy!
www.flyoverstocks.com/p/flyover-st...
www.flyoverstocks.com/p/flyover-st...
A pleasure to sponsor my daughter’s Nutcracker performance. Big role for her this year!
December 7, 2024 at 9:06 PM
A pleasure to sponsor my daughter’s Nutcracker performance. Big role for her this year!
Today I published the last of a six-part series on economic moats. Part VI discusses the role management plays in a company’s moat.
www.flyoverstocks.com/p/economic-m...
www.flyoverstocks.com/p/economic-m...
Economic Moats Explained: What They Are & Why They Matter - Part VI
The conclusion of a six-part series on economic moats
www.flyoverstocks.com
December 6, 2024 at 5:29 PM
Today I published the last of a six-part series on economic moats. Part VI discusses the role management plays in a company’s moat.
www.flyoverstocks.com/p/economic-m...
www.flyoverstocks.com/p/economic-m...
Reposted by Todd Wenning
Two stages of writing:
1) This shouldn't take too long
2) Oh no
1) This shouldn't take too long
2) Oh no
December 4, 2024 at 7:36 PM
Two stages of writing:
1) This shouldn't take too long
2) Oh no
1) This shouldn't take too long
2) Oh no
The kids like the Calm sleep stories…Apologies to the business podcast that was #6 this year.
December 4, 2024 at 11:42 PM
The kids like the Calm sleep stories…Apologies to the business podcast that was #6 this year.
The goal of a long-term investor is to treat good and bad performance with equanimity. So much easier said than done, but that is the state that will keep you from making big mistakes on both ends. No dancing, but also no despair.
December 3, 2024 at 12:39 PM
The goal of a long-term investor is to treat good and bad performance with equanimity. So much easier said than done, but that is the state that will keep you from making big mistakes on both ends. No dancing, but also no despair.
As EVs take a slow but steady share of new car sales, it will mean declining relevance of urban gas stations (independents first), but increasing relevance of off-highway fueling stations with amenities catered to longer charging sessions.
December 2, 2024 at 1:11 AM
As EVs take a slow but steady share of new car sales, it will mean declining relevance of urban gas stations (independents first), but increasing relevance of off-highway fueling stations with amenities catered to longer charging sessions.
