<li><p>Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening in the plumbing and heating industry, Ferguson’s business model, competitive landscape, moat, management, corporate culture, and more.</p></li>

Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening in the plumbing and heating industry, Ferguson’s business model, competitive landscape, moat, management, corporate culture, and more.

Todd Wenning on Ferguson (FERG)

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.

Share Todd Wenning on Ferguson (FERG)

Sign up to save your podcasts

Todd Wenning on Ferguson (FERG)

Todd Wenning on Ferguson (FERG)