Shows
The Bourbon RoadBonding Over Bourbon: Dusty Old Crow, Angel's Envy, and Old DominickWelcome back to another episode of the Bourbon Road podcast! This week, Todd Ritter is holding down the fort solo while Jim Shannon escapes to warmer weather. But Todd isn't drinking alone at the Bourbon Road bar; he's joined by two fantastic returning guests to celebrate the Bottled in Bond Act. Amsey Wenning, the "Alec Baldwin of the show" from the Frankfort Bourbon Society and Bourbon on the Banks, is back, along with filmmaker Bo Cumberland, the director behind the Frankfort: The Heart of Bourbon documentary. The guys dive into a deep discussion about Bo's recent documentary...
2026-03-041h 03
Business BreakdownsGamesWorkshop: The World of WarhammerToday we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core IP. And while Games Workshop and its Warhammer franchise may not be as familiar to our North America listeners - this episode will tell you why that may be changing very soon.
My guest is Todd Wenning, President and CIO of KNA Capital. Todd shares his own personal story uncovering Games Workshop many years ago, he gets into the fun evolution of this business which...
2026-01-3039 minThe Bourbon RoadBonjour Bourbon: A Deep Dive into French Oak FinishingBonjour and welcome to another episode of The Bourbon Road! With Jim still observing Dry January, Todd Ritter is flying solo in the host chair—but he's certainly not drinking alone. To help him navigate a deep dive into the world of French Oak finishing, Todd has recruited two heavy hitters from the local whiskey scene: returning guest Amzie "The Alec Baldwin of The Bourbon Road" Wenning and David Sandlin, proprietor of The House of Commons bar in Frankfort. The trio embarks on a flavorful journey to explore how French Oak influence changes the profile of both bo...
2026-01-2846 min
Flyover StocksWhen 40x P/E is a BargainIn 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.For more information, including important disclaimers, please visit the blog.Flyover Stocks is an educational podcast hosted by Todd Wenning.Todd is the founder of KNA C...
2026-01-2208 min
Shares for BeginnersSummer Repeat - Todd Wenning - Flyover Stocks | Dividends, Moats and DCFsIn this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017. For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/todd-wenning-flyover-stocks📈 CHECK OUT THESE INV...
2025-12-1633 min
The Acquirers PodcastTodd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched...
2025-12-0459 min
Money Unplugged with Chris HillTodd Wenning on Early Jobs, Investing Wisdom, and Long-Term ThinkingDecades before he started KNA Capital, a boutique investment firm, Todd Wenning got an up-close look at the homes of the rich and famous as he cleaned their swimming pools. He takes a break from teaching finance at the University of Dayton to discuss: - Why his love of history resulted in a college degree from St. Joseph’s University but not a career - Getting a job at The Vanguard Group - Making his students study corporate fraud by reading “The Smartest Guys In The Room” - The movie scene he uses to teach his studen...
2025-10-2432 minFlyover StocksHow Should Investors Think About AI Today? Todd Wenning and Jeff Fischer DiscussIn 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.For more information, including important disclaimers, please visit the Flyover Stocks blog.Jeff can be found on X @optionwell and Todd can be found @toddwenning.Flyover Stocks is an educational podcast hosted by Todd Wenning.Todd is the founder...
2025-10-2145 min
Rebellious AllocationsTodd Wenning on Old Dominion Freight Line (ODFL)Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight industry inflection points, Old Dominion’s business model, competitive landscape, moat trends, management, corporate culture, and more.
2025-10-1352 minRebellious AllocationsTodd Wenning on Ferguson (FERG)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.
2025-10-1345 minFlyover StocksDoes Moat Investing Work?In this episode, Todd Wenning discusses why the presence of an economic moat is insufficient for investment. He considers the question philosophically but also practically by taking a look at available data.For more information, including important disclaimers, please visit the blog.
2025-08-1907 min
Investing Unscripted158. Flyover Stocks UnscriptedJason 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 Wenning02:21 Todd's Origin Story in Investing05:00 The Birth of Flyover Stocks05:17 The Importance of Writing in Investing11:01 Evaluating Companies: Management and Moats
2025-06-1851 min
Business BreakdownsEcolab: Clean MachineToday we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and protects over 36% of the world's packaged food supply and over 44% of the global milk supply.My guest is Todd Wenning, founder of KNA Capital Management, who has a knack for finding interesting businesses. We get into Ecolab's very on-brand origin story, how the business kept that core focus throughout its history, and how it became one of two vendors that any...
2025-04-2341 minFlyover StocksSelling a Stock to Buy a Stock; What Panic Really Looks LikeIn this episode, Todd Wenning discusses the behavioral challenges related to selling one stock to buy another and shares one of his favorite articles from the depths of the financial crisis to illustrate what real market panic looks like.For more information, including important disclaimers, please visit the Flyover Stocks blog.
2025-04-1505 minFlyover StocksNavigating Finances in Your 40s: Essential Financial Strategies for Mid-LifeIn this episode, Todd Wenning discusses some common challenges faced by those in their mid-life (35-50) and offers some suggestions for emerging from this busy time of life financially stronger and more confident as you approach retirement.For more information, including important disclaimers, please visit the Flyover Stocks blog.
2025-04-1008 minThe Bourbon RoadThe Four Maltmigos Ride AgainJim and Todd welcome Rob Carter and Amzie Wenning, and the four maltmigos embark on a journey to find exceptional American Single Malt whiskeys. Join us as we taste through 5 great examples and score four of them for the top spot. A fun episode you won't want to miss. Smokeys Lifestyle Cigars The Hill House Bed and Breakfast Be sure to check out our private Facebook group, "The Bourbon Roadies" for a great group of bourbon loving people. You will be welcomed with open arms!
2025-02-261h 26The Bourbon RoadThe Jimmy Beam EpisodeIn this episode, Jim and Todd join with special guest Amzie Wenning. We dive into a very special Wild Turkey release and three different recent Jim Beam releases. You'll get a kick out of this one! Smokeys Lifestyle Cigars The Hill House Bed and Breakfast Be sure to check out our private Facebook group, "The Bourbon Roadies" for a great group of bourbon loving people. You will be welcomed with open arms!
2025-01-291h 02
Compounders PodcastWhy Moats Matter with Todd Wenning, President and CIO of KNA CapitalMy guest on the show today is Todd Wenning, the President and CIO of KNA Capital. Many of our listeners might have come across Todd’s excellent discussions of moats during his time at Morningstar and Ensemble Capital—or on his Substack Flyover Stocks. Todd founded KNA Capital earlier this year and I was eager to speak with Todd about:
What pushed him to start his own firm;
Why economic moats are so important to him and his process;
How he decided on the right level of concentration;
What he finds so valuable about the process of teaching unde...
2025-01-1359 minFlyover StocksFlyover Stocks Interview with Jeff FischerIn this episode, Todd Wenning covers a variety of investing topics with his friend and mentor, Jeff Fischer. Among other topics, Todd and Jeff discuss their time together running the Motley Fool Pro newsletter through the Great Financial Crisis, how to use options as a part of a long-term investing strategy, the power of recurring revenue, the challenges of managing other people's money, and the bifurcation of the market.
For more information, including important disclaimers, please visit the Flyover Stocks blog.
Jeff can be found on X/Twitter @fooljefffischer...
2024-12-1958 min
Yet Another Value PodcastKNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECLTodd Wenning, CFA, President and CIO at KNA Capital Management, joins the podcast to discuss his thesis on Ecolab Inc. (NYSE: ECL), a global sustainability leader offering water, hygiene and infection prevention solutions and services.
For more information about KNA Capital Management, please visit: https://www.kna-capital.com/
To subscribe to Todd's newsletter, Flyover Stocks, on Substack, please visit: https://www.flyoverstocks.com/
You can Follow Todd Wenning on Twitter/X @ToddWenning: https://x.com/ToddWenning
Chapters:
[0:00] Introduction + Episode sponsor: Daloopa
[1:24] What is Ecolab $ECL and why...
2024-11-081h 04Flyover StocksFlyover Stocks Interview with Lawrence Hamtil and Doug OttIn this episode, Todd Wenning of Flyover Stocks and KNA Capital speaks with Lawrence Hamtil of Fortune Financial and Doug Ott of Andvari Associates about their recent white paper on the US population shift toward the Southeast, entitled "Going South: Implications of Business and Population Migration".
Speakers, their families, and/or their firms may own shares of companies mentioned. None of this is financial advice and is meant for informational purposes only.
Please see flyoverstocks.com for charts, tables, and other important disclosures. Disclaimers for KNA Capital Management, LLC...
2024-07-1136 minFlyover StocksThe Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong ReasonsIn this episode, Todd Wenning discusses the religiosity of the Berkshire Hathaway meeting, why companies with great customer service may not be great companies to invest in, and why company-specific sell-offs require both behavioral and analytical insights. Please see flyoverstocks.com for charts, tables, and other important disclosures.
2024-05-2708 minThe Bourbon RoadBourbon on the Banks 2024 PreviewJim is joined by Diane Strong, Amzie Wenning and Todd Ritter for this year's Bourbon on the Banks preview. We drink through four different special whiskeys while discussing this years upcoming event. Be sure to tune in to catch the discount on event tickets. Hurry before they sell out again this year! Thank you to our sponsors, Blanton's Bourbon Shop and Pints and Barrels. Be sure to check out our private Facebook group, "The Bourbon Roadies" for a great group of bourbon loving people. You will be welcomed with open arms!
2024-05-231h 16Flyover StocksPowerful Experiences, Considering Momentum, and Casino-Like MarketsIn this episode, Todd Wenning discusses some powerful experiences he and his family had in recent weeks, how and why he considers momentum factors when starting a new position, and why "casino-like" markets (as Warren Buffett put it) are more the rule than exception.
2024-04-2511 min
Chit Chat StocksSmall Cap Value Investing: How to Find Long Term Winners For Your PortfolioOn this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover:
(06:36) Finding Uncorrelated Stocks
(35:22) Disqualifying a Company: Management, Moats, and Passion
(45:35) Red Flags for Dishonest Management
(59:41) Finding Hidden Gems in Different Sectors
(01:08:46) Immersing Yourself in the Story of a Company
You can find more of Jim's work at Hidden Gems Canada here: https://www.fool.ca/order/hidden-gems-canada-retail/
Todd...
2024-04-171h 17Flyover StocksSigns of a Good Investment Process, RevisitedIn this episode, Todd Wenning examines why a good process is critical to any successful long-term investing approach. Please visit www.flyoverstocks.com for important disclosures and charts.
2024-03-2204 minShares for BeginnersTodd Wenning - Flyover Stocks | Dividends, Moats and DCFsIn this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017.For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/todd-wenning-flyover-stocks...
2024-03-1333 min
Stocks for BeginnersTodd Wenning - Flyover Stocks | Moats, Management and ValueIn this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017.For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks.Blog post available at: https://www.stocksforbeginners.net/blog/todd-wenning-flyover-stocksThere’s...
2024-03-0533 min
Flyover StocksFlyover Stocks: Interview with Maya PetersonFlyover Stocks publisher Todd Wenning chats with author, student, and investor Maya Peterson in this episode. Among other topics, Todd and Maya discuss ways to get young people interested in investing and business, how to find mentors and internships in the industry, and what makes the Berkshire Hathaway annual meeting unique.
2024-02-2830 minFlyover StocksThree Recent Memo TopicsIn this episode, Todd Wenning shares three short memos - Did Something Break?, Moats, and Look at Your Fish. Please visit www.flyoverstocks.com for references to charts and for important disclosures.
2024-02-2009 minFlyover StocksPlato to Portfolios: Why Liberal Arts Majors Should Pursue the Investing IndustryIn this episode, Todd Wenning shares his advice for liberal arts majors looking to start a career in the investment industry and encourages universities and investment firms to promote the career to liberal arts majors. Please visit www.flyoverstocks.com for important disclosures.
2024-01-2806 minFlyover StocksHow to Quantify the QualitativeIn this episode, Todd Wenning introduces the Flyover Stocks scoring system for quantifying qualitative factors like moats and management and how you can use such ratings in position sizing and portfolio management. Please visit www.flyoverstocks.com for charts, tables, and important disclosures.
2024-01-0908 min
Investing by the Books#53 Todd Wenning on Lessons from the TitansTodd Wenning is an investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. In episode five, we came across some of his work as he is a contributing author to the book Why Moats Matter. This time, we speak about Lessons from the Titans, a book about the lessons that today’s businesses can draw from America’s industrial giants.For more info about the podcast, go to the episode page and make sure to follow us on Twitter/X. We love to hear your thoughts so please give us a rating/review in your podc...
2024-01-091h 02Flyover StocksMind the Gap: The Risks of Missing Moat, Management, or ValuationTodd Wenning discusses the risks to long-term investors if they are missing moat, management, or valuation criteria in their investment thesis about a company. Please see www.flyoverstocks.com for charts and important disclosures.
2024-01-0611 minFlyover StocksBuffett's Aim Small, Miss Small ApproachIn this episode, Todd Wenning looks at the math behind why Warren Buffett starts looking at companies trading around 15 times earnings. Please visit www.flyoverstocks.com to see accompanying charts and tables, and to view important disclosures.
2023-12-2605 minFlyover Stocks15 Questions to Ask Management Teams, RevisitedIn this episode, Todd Wenning shares 15 questions he often asks when meeting management teams of companies he's researching. Please visit www.flyoverstocks.com to view the original post and for important disclosures.
2023-12-2211 minFlyover StocksLetting Go: Why Selling is so Hard to DoFor long-term investors in quality businesses, deciding to sell down or fully exit an investment can be an agonizing process. Behavioral biases and personalities can complicate these decisions. In this episode, Todd Wenning discusses some ways in which we might improve our selling process. Please visit www.flyoverstocks.com for charts and important disclosures.
2023-12-2013 minFlyover StocksPosition Sizing: Optimizing for Better ReturnsKnowing how much to invest behind each holding is a critical but under-discussed component of portfolio returns. In this episode, Todd Wenning suggests some ways to think about position sizing and the benefits and risks of various approaches. Please visit www.flyoverstocks.com to see charts and read important disclosures.
2023-12-1810 minFlyover StocksWhy Network Effects UnravelIn this episode, host Todd Wenning discusses why for network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel. Please visit www.flyoverstocks.com to see additional charts and important disclosures related to this post.
2023-12-1607 minFlyover Stocks5 Signs of a Flyover StockTodd Wenning shares five characteristics of overlooked companies he aims to profile at Flyover Stocks. Please visit www.flyoverstocks.com for charts, illustrations, and important disclosures.
2023-12-1405 minFlyover StocksFlyover Stock: Howdens JoineryTodd Wenning heads across the Pond to profile Howdens Joinery: a UK-based building materials distributor with a unique business model and expanding network of efficiently-run depots. This post was originally shared on September 5, 2023 and was recorded in December 2023. Please visit www.flyoverstocks.com to read the full report which includes charts, valuation, and important disclosures.
2023-12-1217 minFlyover StocksToo Many Professional Managers, Not Enough StewardsStewardship is a powerful force in life and in business. Identifying stewards of shareholder capital can increase your odds of finding great businesses with long term value creation potential. In this episode, Todd Wenning offers four ways that investors can look for promising stewards of shareholder capital. Please visit www.flyoverstocks.com to view this article and any charts that may accompany it.
2023-12-1108 minFlyover StocksOne Investing Trait to Rule Them AllKnowing when to employ time-tested investing virtues is a key to long-term success. In this episode, Todd Wenning shares why after 20 years in the investment industry, he believes that discernment is the ultimate trait for great investors. Please visit www.flyoverstocks.com to read this article and any charts that may accompany it.
2023-12-0907 min
Flyover StocksWhat We Talk About When We Talk About MoatsTodd Wenning discusses how the phrase "economic moat" has become overused by both investors and management and provides ways in which we can have more direct and consistent conversations about durable competitive advantages.
2023-12-0807 min
Planet MicroCap Podcast | MicroCap Investing StrategiesFlyover Stocks, Conviction, Letting Go and Minding the Gap with Todd Wenning, Founder and Editor of Flyover Stocks NewsletterMy guest on the show today is Todd Wenning, Founder and Editor of the Flyover Stocks Newsletter now available on Substack. Last time we had Todd on the podcast, we talked about his investing philosophy as depicted in his diagram outlining the overlapping synergies between management, moat and price. He has since launched his newsletter, “Flyover Stocks” on Substack, and wanted to have him on to learn more about it, as well as discuss some of his first posts on there.For more information about Flyover Stocks, please visit: https://www.flyoverstocks.com/You can Foll...
2023-11-2846 min
Planet MicroCap Podcast | MicroCap Investing StrategiesFlyover Stocks, Conviction, Letting Go and Minding the Gap with Todd Wenning, Founder and Editor of Flyover Stocks NewsletterMy guest on the show today is Todd Wenning, Founder and Editor of the Flyover Stocks Newsletter now available on Substack. Last time we had Todd on the podcast, we talked about his investing philosophy as depicted in his diagram outlining the overlapping synergies between management, moat and price. He has since launched his newsletter, “Flyover Stocks” on Substack, and wanted to have him on to learn more about it, as well as discuss some of his first posts on there.
For more information about Flyover Stocks, please visit: https://www.flyoverstocks.com/
You can Follow Todd Wenning on Twitter/X @Tod...
2023-11-2846 min
Talking Billions with Bogumil BaranowskiTodd Wenning: Flyover Stocks: Moats, Managements, Long Games, Seashell Hunting, and MoreTodd Wenning is a professional investor and writer based in Cincinnati, Ohio. He's currently the author of the Flyover Stocks newsletter, which focuses on finding overlooked companies with economic moats that are led by thoughtful stewards of shareholder capital. Previously, Todd spent eight years on the buyside with Ensemble Capital and Johnson Investment Counsel, and three years on the sell-side with Morningstar where he led the firm's equity stewardship methodology and contributed to the company's book Why Moats Matter. Todd has written publicly about investing since 2006 when he joined The Motley Fool as a writer and financial editor.
https...
2023-11-201h 06
The Security Analysis PodcastTodd Wenning: Flyover StocksTodd Wenning is a professional investor and writer. He publishes the Flyover Stocks newsletter, which focuses on finding high quality businesses with economic moats and great shareholder friendly management. He has extensive writing experience through various blogs, the CFA institute, and the Motley Fool. He notably worked at Morningstar where he covered a variety of different companies, industries, and sectors. He is also a CFA charter holder. He is very much a Buffett style investor with a focus on quality.* Todd’s Twitter Feed - https://twitter.com/ToddWenning* Flyover Stocks...
2023-10-1150 min
Talking Billions with Bogumil BaranowskiSean Stannard-Stockton, Ensemble Capital, Intrinsic InvestingI’ve been an avid reader of Sean’s articles for many years. Sean and his team have a very thoughtful way of presenting sometimes not so intuitive or easy investment concepts. Sean together with Todd Wenning have been regularly sharing their experience and knowledge through writing. I highly recommend checking the episode notes for links, and looking up their work and articles.
Sean Stannard-Stockton is president and chief investment officer of Ensemble Capital, which he co-founded in 2004. Ensemble manages $1.5 billion on behalf of approximately 240 high net worth families and institutions. Their core equity strategy is a focused portfolio of 2...
2023-09-251h 19
Best Anchor Stocks5. Stock Picking, Nintendo, And A Flyover Stock With Todd WenningLink to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and leave a review! ---------------------------------------------------------------- Hello! I had the chance of speaking to Todd Wenning this week, founder of Flyover Stocks. We discussed stock picking in general and important topics such as portfolio sizing, volatility...and we also touched on Nintendo and a Flyover Stock that was recently...
2023-09-121h 15
The 7investing PodcastEvaluating Moats, Management, and Price with Todd WenningThere are thousands of publicly-traded companies for investors to choose from on any given day. What's the best way to evaluate them -- and to separate the cream from the crop?
7investing CEO Simon Erickson recently interviewed Flyover Stocks' founder Todd Wenning. Todd has spent two decades in the investing industry -- representing the buy-side with Ensemble Capital, the sell-side with Morningstar, and the retail side with The Motley Fool. He's now launched his own Flyover Stocks newsletter to help investors find overlooked, quality companies.
In the first part of the conversation, Simon asks Todd...
2023-08-3138 min
Intrinsic InvestingEnsemble Capital Second Quarter 2023 Webinar ReplayDuring our second quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Alphabet Inc. and ServiceNow, the current market and economic situation, as well as our framework when looking at the housing shortage of the country. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings
2023-07-1857 minIntrinsic InvestingEnsemble Capital Second Quarter 2023 Webinar ReplayDuring our second quarter 2023 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Alphabet Inc. and ServiceNow, the current market and economic situation, as well as our framework when looking at the housing shortage of the country. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings
2023-07-1857 minIntrinsic InvestingWhy Regret and Good Investing Don’t MixBad outcomes are a natural part of investing. Todd Wenning discusses why it does no good to dwell on regrets about decisions where a good process led to a bad outcome. Please read important disclosures at www.ensemblecapital.com/holdings.
2023-03-0207 minIntrinsic InvestingWhy Regret and Good Investing Don’t MixBad outcomes are a natural part of investing. Todd Wenning discusses why it does no good to dwell on regrets about decisions where a good process led to a bad outcome. Please read important disclosures at www.ensemblecapital.com/holdings.
2023-03-0207 minIntrinsic InvestingPlaying Long Games: Focus on Companies with Moats and Relevant ProductsIn this episode, Todd Wenning discusses how companies with economic moats and relevant products can extend their competitive lifecycles for decades or more. Please read important disclosures at www.ensemblecapital.com/holdings.
2023-02-0208 minIntrinsic InvestingPlaying Long Games: Focus on Companies with Moats and Relevant ProductsIn this episode, Todd Wenning discusses how companies with economic moats and relevant products can extend their competitive lifecycles for decades or more. Please read important disclosures at www.ensemblecapital.com/holdings.
2023-02-0208 minIntrinsic InvestingEnsemble Capital Fourth Quarter 2022 Webinar ReplayDuring our fourth quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Masimo and Paychex, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
2023-01-131h 02Intrinsic InvestingEnsemble Capital Fourth Quarter 2022 Webinar ReplayDuring our fourth quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings Masimo and Paychex, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
2023-01-131h 02
Investing MattersTodd Wenning, Senior Investment Analyst at Ensemble Capital, importance of compounding investing with a dividend edge, Investing Matters Podcast - Episode 26Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts.
What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to...
2022-10-2649 minIntrinsic InvestingEnsemble Capital Third Quarter 2022 Webinar ReplayDuring our third quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings NVR and Schwab, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
2022-10-171h 02Intrinsic InvestingEnsemble Capital Third Quarter 2022 Webinar ReplayDuring our third quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed holdings NVR and Schwab, the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar. Please read important disclosures at www.ensemblecapital.com/holdings.
2022-10-171h 02Intrinsic InvestingEnsemble Capital Second Quarter 2022 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our second quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2022-07-181h 19Intrinsic InvestingEnsemble Capital Second Quarter 2022 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our second quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, as well as recent portfolio performance. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2022-07-181h 19Intrinsic InvestingEnsemble Capital First Quarter 2022 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our first quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Alphabet (Google) and Chipotle. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2022-04-2059 minIntrinsic InvestingEnsemble Capital First Quarter 2022 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our first quarter 2022 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Alphabet (Google) and Chipotle. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2022-04-2059 min
Good Investing TalksIs Nintendo stock poised for winning in the 2020s, Ryan O'Connor and Todd Wenning?
They are back! Ryan O’Connor and Todd Wenning have joined us to give an update on Nintendo. Our video goes online together with Ryan’s latest letter that covers Nintendo in-depth. Check it out here: https://www.dropbox.com/s/941q1a2nb17iwx5/2021_Annual_Letter.pdf
We have discussed the following topics:00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *00:38 Introduction02:15 Nintendo before the Switch release06:44 What Nintendo has achieved since 2017?08:30 Active users14:33 The demographics of Nintendo customers33:45 Nintendo’s marketing power38:45 Lego & Nintendo48:07 Buildi...
2022-03-302h 03
Tractors And TroubadoursEp. 13: Farmers and retailers share 2022 ag outlook, Pete Buttigieg talks electric vehicles in rural America, the Larsen Tractor Test and Power Museum, the music of Rob Aldridge and the ProponentsOn this episode, live from the Concept AgriTek dealer meeting in Charleston, Missouri, Zach Norgaard, Nick Wenning and Jamie Strickland discuss their outlook for the ag industry ahead of the 2022 planting season. U.S. Transportation Secretary Pete Buttigieg discusses the Biden-Harris administration’s strategy for bringing electric vehicle infrastructure to rural America, and Ohio Farm Bureau member Lisa Strickland talks about a project benefiting food insecure citizens in her community. Lance Todd, manager of the Lester F. Larsen Tractor Test and Power Museum in Lincoln, Nebraska, talks about the museum’s history, as well as upcoming projects. Jesse Allen and...
2022-02-111h 44Intrinsic InvestingEnsemble Capital Fourth Quarter 2021 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Blackline and Costco. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2022-01-2054 minIntrinsic InvestingEnsemble Capital Fourth Quarter 2021 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Blackline and Costco. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2022-01-2054 minIntrinsic InvestingEnsemble Capital Third Quarter 2021 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Booking Holdings and Landstar. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2021-10-191h 01Intrinsic InvestingEnsemble Capital Third Quarter 2021 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our third quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Booking Holdings and Landstar. There’s a Q&A with the team at the end of the presentation. This is an audio replay of the full webinar.
2021-10-191h 01
The Investing for Beginners Podcast - Your Path to Financial FreedomTodd Wenning on Sell-Side Analysts and How Company Culture Impacts Investments Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-10-0755 minIntrinsic InvestingEnsemble Capital Second Quarter 2021 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our second quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Illumina and Nintendo. This is an audio replay of the full webinar.
2021-07-2256 minIntrinsic InvestingEnsemble Capital Second Quarter 2021 Portfolio UpdatePlease read important disclosures at www.ensemblecapital.com/holdings. During our second quarter 2021 portfolio update, Ensemble Capital’s Chief Investment Officer Sean Stannard-Stockton, and Senior Investment Analysts Arif Karim and Todd Wenning, discussed the current market and economic situation, and two of our holdings, Illumina and Nintendo. This is an audio replay of the full webinar.
2021-07-2256 min
The Intelligent Investing Podcast#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital LetterThis episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com's free beta today with tikr.com/intelligent
This episode is also sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this research service...
2021-05-1210 min
Chit Chat StocksTodd Wenning | Investment PhilosophyTodd Wenning from Ensemble Capital joins Chit Chat Money this week. The group discusses different investment philosophies and the different ways they come across new investment ideas. Before the interview, Brett and Ryan share their favorite stories from the week. After the interview, Brett and Ryan discuss this week's hot water, buy-sell-hold, and anecdotal evidence. Let's Go!
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2021-03-161h 32
Good Investing TalksIs Nintendo a multi-bagger? Ryan O'Connor on Todd Wenning deep dive on the japanese stock
With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive into Nintendo.
Here you can find the transcript:
Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger?
Here you can find the YouTube video
During our conversation we touched on the following points:00:00 Welcome message and disclaimer01:36 What both learned from each other on investing and Nintendo11:24 Nintendo and the gaming market19:18 The boom and bust cycle – still active?27:22 Nintendo’s target groups34:01 The hard...
2021-01-312h 11The Acquirers PodcastCompetitive Advantage: Sean Stannard-Stockton and Todd Wenning of Ensemble Capital on high conviction, high quality investing with Tobias Carlisle on The Acquirers PodcastSean Stannard-Stockton and Todd Wenning manage Ensemble Capital. Ensemble believes investors are best served by owning a portfolio of companies, both emerging and established, that have significant growth opportunities and competitive advantages that allow them to sustain their profitability while returning capital to shareholders over time. Rather than trying to guess which way the market or certain stocks may move in reaction to short-term news, Ensemble looks to participate in the profitability of companies that will achieve superior long-term corporate performance.
Ensemble: https://ensemblecapital.com/
Twitter: https://twitter.com/IntrinsicInv
Todd: https://twitter...
2019-11-2259 min
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 92 - Moats, Management and Price: Breaking Down the Venn Diagram with Todd Wenning, Senior Analyst at Ensemble CapitalFor this episode of Planet MicroCap Podcast, I spoke with Todd Wenning, Senior Analyst at Ensemble Capital. I first became aware of Todd when I found his profile on Twitter and he had this venn diagram outlining his investment philosophy pinned to his page. I thought to myself, I’ve got to interview him to learn more about how and why Todd constructed his philosophy, and condense his strategy into this one-pager.Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve pr...
2019-07-231h 06
CONKERS' CORNER18th CONKERS' CORNER: 11th July 2016 Conkers’ Corner speaking with Todd WenningWelcome to the 18th CONKERS’ CORNER. In this interview I have the pleasure of speaking with Todd Wenning @ToddWenning. Todd is a CFA charterholder and a member of the CFA Society of Chicago. He is also the Author of the book “Keeping your Edge: Strategies for Growing & Protecting your Dividends”.Todd started his career as a registered Representative and then became an Equity Trader at Vanguard Group. He later moved to Virginia to work for Suntrust Asset Management where he helped to manage the portfolios of ultra-high net worth individuals.Todd then went onto work for Mo...
2017-12-011h 11