Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offers advice for retail investors.
00:51 Introducing the Guest: Todd Wenning
02:21 Todd's Origin Story in Investing
05:00 The Birth of Flyover Stocks
05:17 The Importance of Writing in Investing
11:01 Evaluating Companies: Management and Moats
15:02 Navigating Uncertain Times
21:29 Economic Moats and Competitive Advantages
26:15 Understanding Pricing Power and Market Positioning
26:41 Case Study: Admiral Group's Cost Obsession
27:51 Cost Advantage vs. Differentiation
29:51 Flyover Stocks and Advisory Services
32:49 Balancing Long-Term Investments with Short-Term Challenges
37:53 The Importance of Communication in Investment Advisory
44:14 Lightning Round: Best and Worst Investments
46:36 Retail Investors: Patience and Sentiment Analysis
49:11 Final Thoughts and Advice for Retail Investors
Companies mentioned: AMZN, EBAY, GO, KO, META, OAK.B, ORLY, TTD
Check out Flyover Stocks: https://www.flyoverstocks.com/
Check out KNA Capital: https://www.kna-capital.com/
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader
*****************************************
Email: investingunscripted@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
******************************************
To get 15% off any paid plan at finchat.io, visit https://fiscal.ai/unscripted
******************************************
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
******************************************
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.