Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offers advice for retail investors. 

00:51 Introducing the Guest: Todd Wenning

02:21 Todd's Origin Story in Investing

05:00 The Birth of Flyover Stocks

05:17 The Importance of Writing in Investing

11:01 Evaluating Companies: Management and Moats

15:02 Navigating Uncertain Times

21:29 Economic Moats and Competitive Advantages

26:15 Understanding Pricing Power and Market Positioning

26:41 Case Study: Admiral Group's Cost Obsession

27:51 Cost Advantage vs. Differentiation

29:51 Flyover Stocks and Advisory Services

32:49 Balancing Long-Term Investments with Short-Term Challenges

37:53 The Importance of Communication in Investment Advisory

44:14 Lightning Round: Best and Worst Investments

46:36 Retail Investors: Patience and Sentiment Analysis

49:11 Final Thoughts and Advice for Retail Investors

Companies mentioned: AMZN, EBAY, GO, KO, META, OAK.B, ORLY, TTD

Check out Flyover Stocks: https://www.flyoverstocks.com/

Check out KNA Capital: https://www.kna-capital.com/

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