November 20, 2023

Todd Wenning: Flyover Stocks: Moats, Managements, Long Games, Seashell Hunting, and More

1 hour 6 minutes

Todd Wenning is a professional investor and writer based in Cincinnati, Ohio. He's currently the author of the Flyover Stocks newsletter, which focuses on finding overlooked companies with economic moats that are led by thoughtful stewards of shareholder capital. Previously, Todd spent eight years on the buyside with Ensemble Capital and Johnson Investment Counsel, and three years on the sell-side with Morningstar where he led the firm's equity stewardship methodology and contributed to the company's book Why Moats Matter. Todd has written publicly about investing since 2006 when he joined The Motley Fool as a writer and financial editor.

https://www.flyoverstocks.com/

We have a wonderful discussion about moats, managements, and playing the long game in investing. Todd shares the inspiration behind his newsletter Flyover Stocks, and we touch on a number of topics, and ideas that he has written about over the years. One of the stories includes Todd’s wife, she is an avid seashell hunter. My wife and I have picked seashells on many occasions, so the story resonated with me. Todd explains what sea shell hunting can teach us about investing. Stay tuned until the end, where we take on the topic of crisis. My guest explains how crisis can make companies better, and stronger, and forge future winners. It’s a wide-ranging, thoughtful discussion where more beginner and advanced investing enthusiasts will find something worth discovering. Todd was a joy to talk to, we had a lovely hour long recording. I highly recommend exploring his newsletter, and his writing.

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