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Jun 18, 2025 55 min

158. Flyover Stocks Unscripted

from Investing Unscripted Hosted by Jason Hall and Jeff Santoro

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: [email protected] 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 ****************************************** 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

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This episode was published on June 18, 2025.

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