Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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I think that means we're live. This is Value After Hours. I'm Tobias Carlisle joined as always by my cohost, Jake Taylor. Our special guest today is Todd Wenning, KNA Capital Flyoverstocks. How are you, Todd?
Doing great. Thanks for having me.
Pleasure. Tell us a little bit about KNA FlyOverStocks. What's your focus there? What's your philosophy?
Yeah. So FlyOverStocks is a blog that I started in 2023. When I was at Morningstar, I did a series called Seeking Small Cap Moats that proved pretty popular. And I kept getting emails about it for years after I had left Morningstar. And so I figured when I started a Substack, I was gonna focus on around the same thing. So FlyerStocks is focused on companies that I think are are quality, that are that are worth looking into, that may not have a lot of analyst coverage, that I find particularly interesting that may have an economic moat led by good managers. So that's that's the that's the conte
Do they have to be Midwest based, companies for to qualify as flyover?
Some, some are in, like, the Southwest. I have some UK companies as well, but generally speaking, they're names that people don't know very well.
And then how about teaching that you do, I know, at, at Dayton?
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