Flyover Stocks

Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be considered investment advice. Please do your own due diligence.

Flyover Stocks is a business podcast hosted by Todd Wenning, with 28 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Todd Wenning hosts Flyover Stocks, a business show with 28 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Flyover Stocks

  Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

  Jun 5, 202644 minS0

  <p>Todd sits down with Lawrence Hamtil, principal at Fortune Financial Advisors in Kansas, for a wide-ranging conversation on what it means to manage other people's money responsibly in a market fixated on AI and mega-cap momentum. Lawrence shares why a sector-neutral, roughly equal-weighted approach has served his clients well across cycles, how he thinks about position sizing as a fiduciary, and why he'd rather apologize for underperforming in a bull market than blow up a client's irreplaceable capital.</p><p>The conversation also digs into the AI spending cycle and its parallels to the China commodity super-cycle of the 2000...

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  Flyover Stocks

  "Find Your Way and Be Great at It" — John Rotonti on Quality, Culture, and the Art of Conviction Investing

  May 18, 20261h 8mS0

  <p>Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there's no single "right way" to invest, and how to get comfortable paying a premium multiple for exceptional businesses. John shares key takeaways from his J-Ro Show, where he interviewed some of the top names in professional investment management, and breaks down the four growth engines he looks for in a portfolio company. The conversation covers position sizing, the Mittelstand concept, corporate culture as an undervalued moat, and why Amphenol's seat at the table with NVIDIA...

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  Flyover Stocks

  Morgan Housel on Money in Your 40s and Beyond

  Apr 23, 202659 minS0

  <p>Acclaimed writer Morgan Housel, the author of the international best sellers, The Psychology of Money, Same as Ever, and The Art of Spending and partner at The Collaborative Fund joined Flyover Stocks publisher Todd Wenning to discuss major money matters in our 40s. </p><p>Included in this conversation:</p>Morgan Housel's career journey and writing styleThe role of authentic storytelling in financeImpact of AI on human connection and storytellingHousing policy and its effect on affordabilityParenting, education, and societal expectations in the 40s<p>For more information, including important disclaimers, please ⁠⁠visit the blog⁠⁠.</p><p>Flyover Stocks is an educat...

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  Flyover Stocks

  When 40x P/E is a Bargain

  Jan 22, 20269 minS0

  <p>In 1992, the bears called Fastenal "optically expensive" at 39x earnings. They were wrong. Today, we look at how persistent ROIC (Return on Invested Capital) allows elite companies to defy market expectations and "beat the fade." Learn why buying quality at a premium is a lapse in timing, but buying junk at a discount is a lapse in judgment. Featuring the four-point quality checklist used by the pros.</p><p>For more information, including important disclaimers, please visit the blog.</p><p>Flyover Stocks is an educational podcast hosted by Todd Wenning.</p><p>Todd is the founder of KNA C...

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  Flyover Stocks

  How Should Investors Think About AI Today? Todd Wenning and Jeff Fischer Discuss

  Oct 21, 202546 minS0

  <p>In this episode, Todd Wenning and Jeff Fischer discuss a variety of topics around the state of today's market, what AI could mean for the economy, and how to monitor companies caught up in the AI cycle in both good and bad ways.</p><p><br></p><p>For more information, including important disclaimers, please visit the Flyover Stocks blog.</p><p><br></p><p>Jeff can be found on X @optionwell and Todd can be found @toddwenning.</p><p><br></p><p>Flyover Stocks is an educational podcast hosted by Todd Wenning.</p><p>Todd is the founder...

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