In this episode, host Todd Wenning discusses why for network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel. Please visit www.flyoverstocks.com to see additional charts and important disclosures related to this post.

Todd Wenning shares five characteristics of overlooked companies he aims to profile at Flyover Stocks. Please visit www.flyoverstocks.com for charts, illustrations, and important disclosures.

Todd Wenning heads across the Pond to profile Howdens Joinery: a UK-based building materials distributor with a unique business model and expanding network of efficiently-run depots. This post was originally shared on September 5, 2023 and was recorded in December 2023. Please visit www.flyoverstocks.com to read the full report which includes charts, valuation, and important disclosures.

Stewardship is a powerful force in life and in business. Identifying stewards of shareholder capital can increase your odds of finding great businesses with long term value creation potential. In this episode, Todd Wenning offers four ways that investors can look for promising stewards of shareholder capital. Please visit www.flyoverstocks.com to view this article and any charts that may accompany it.

Knowing when to employ time-tested investing virtues is a key to long-term success. In this episode, Todd Wenning shares why after 20 years in the investment industry, he believes that discernment is the ultimate trait for great investors. Please visit www.flyoverstocks.com to read this article and any charts that may accompany it.

Todd Wenning discusses how the phrase "economic moat" has become overused by both investors and management and provides ways in which we can have more direct and consistent conversations about durable competitive advantages.