Investing by the Books

#53 Todd Wenning on Lessons from the Titans


Listen Later

Todd Wenning is an investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. In episode five, we came across some of his work as he is a contributing author to the book Why Moats Matter. This time, we speak about Lessons from the Titans, a book about the lessons that today’s businesses can draw from America’s industrial giants.

For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts so please give us a rating/review in your podcast player! Also, feel free to share great authors, books, and investors you want to hear on the show. /Eddie & Niklas with team

This episode was recorded on Nov 13, 2023.

—————————————

Episode Chapters

(00:00) Introduction by Eddie & Niklas

(01:11) Welcoming Todd

(07:37) Todd’s interest in history

(10:24) Lessons from the Titans

(30:09) Thoughts on acquisition-driven businesses

(33:00) Lessons on risk management

(35:50) The people behind the business

(44:31) Handling small problems that compounds

(46:51) Adding a company to the book

(51:22) Flyover stocks/Todd’s new project

(54:51) Difference between small and large caps in terms of moats

(58:10) Book discussions

—————————————

Books Mentioned

  • Lessons from the Titans - Scott Davis, Carter Copeland, Rob Wertheimer
  • Why Moats Matter - Heather Brilliant
  • The Seven Signs of Ethical Collapse - Marianne M. Jennings
  • Same as Ever - Morgan Housel
  • Common Stocks and Uncommon Profits - Philip A. Fisher
  • Big Money Thinks Small - Joe Tillinghast
  • Keeping Your Dividend Edge - Todd Wenning

—————————————

Companies Mentioned

  • Vanguard
  • Truist Bank
  • The Motley Fool
  • Morningstar
  • Procter & Gamble
  • General Electric
  • Honeywell
  • Danaher
  • Admiral Group
  • Roper Technologies
  • Constellation Software
  • Grocery Outlet
  • Jack Henry and Associates
  • Worthington Industries
  • Howden’s Joinery
  • Games Workshop

—————————————

More on Todd

Flyover Stocks

Threads

X

—————————————

About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

—————————————

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter/X: https://twitter.com/Investbythebook

—————————————

What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

—————————————

Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

...more
View all episodesView all episodes
Download on the App Store

Investing by the BooksBy Redeye AB

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Investing by the Books

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,372 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

928 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

792 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

274 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

190 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

560 Listeners

Excess Returns by Excess Returns

Excess Returns

67 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

Chai with Pabrai by Mohnish Pabrai

Chai with Pabrai

75 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

401 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

The Business Brew by Bill Brewster

The Business Brew

247 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

348 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

45 Listeners