最高の Todd Wenning ポッドキャスト (2024)

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12. Long/Short Investing w/ George Livadas from Upslope Capital 49:10

4d ago49:10

49:10

In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he believe this to be a strategy that fits his investment philosophy. We also go over other topics like... The characteristics of a quality company Thoughts on shorting Investment p…

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EPISODE 6 - Thriving on the edge with Yann Mrazek 32:56

5d ago32:56

32:56

This sixth episode of our series features Yann Mrazek. Yann has excelled in both sport and business: a four-time Swiss Basketball League champion, he is now one of the most valued and respected business lawyers in Dubai. From professional athlete to fearless entrepreneur, Yann has always pushed his limits, embracing discomfort as a driver of succes…

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EPISODE 5 - A spark of adrenaline with Alex Ghotbi 43:19

1M ago43:19

43:19

This fifth episode of our series features Alexandre Ghotbi. Passionate about watchmaking, he turned his passion into a profession after a career as a lawyer. Also known for his expertise for vintage watches, he is now one of the most important auctioneers in the watch market. In this episode, Alex tells about his childhood in Iran, the rising of hi…

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11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas 56:46

2M ago56:46

56:46

In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry. We discuss, among other topics... The healthcare industry in general The bioprocessing sub-segment The parts of the value chain that can potentially add the most shareholder value How AI can impact the value chain Much more Do…

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10. Untangling the Spirits Industry w/ Christian Billinger 1:14:20

2M ago1:14:20

1:14:20

Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like... What the industry is and its history Growth drivers Competitive dynamics Main players Challenges and headwinds The current stat…

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EPISODE 4 - Helping for good with Nirdhar Khazanie 29:41

3M ago29:41

29:41

This fourth episode of our series features Nirdhar Khazanie. Better known as Ninu, he’s a Senior Product Manager, working on Facebook Messenger, Instagram, and WhatsApp security and data privacy at Meta. No less! But first and foremost he’s a true watch lover, driven by the desire to help others. Ninu is both an incredibly determined gentleman, fou…

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9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott 52:24

3M ago52:24

52:24

Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US. They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-conten…

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EPISODE 3 - Reinventing Human Body with Bill Doyle 30:58

3M ago30:58

30:58

This third episode of our series features Bill Doyle. Bill was early fascinated by the stories of engineers. He studied physics, material science and engineering, and developed while being a grad student in MIT the first practical electroluminescent lamps that were later integrated into watchmaking processes. Besides his passion for independent wat…

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8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor 1:16:37

3M ago1:16:37

1:16:37

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Link to Crossroads Capital: https://www.crossroadscap.io/ Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023 Don't forget to follow the show and leave a review if you enjoy it! Topics covered... What Ryan cons…

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Flyover Stocks Interview with Lawrence Hamtil and Doug Ott 36:48

4M ago36:48

36:48

In 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 ma…

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7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth 1:24:35

4M ago1:24:35

1:24:35

In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as... How Ernest got hired at Baskin (comes with good advice for people who might be starting out) Why today is different to the dotcom era Disruption…

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6. What is a high-quality company? w/ Drew Cohen from Speedwell Research 1:17:57

4M ago1:17:57

1:17:57

Hi again! It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched. Drew and I have also written some artic…

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EPISODE 2 - The power of regrets with Todd Searle 33:51

4M ago33:51

33:51

This second episode of our series features Todd Searle. Todd defines himself as a dreamer, which is the best way to talk about him. He is so passionate about artisanal watchmaking that he left everything behind to live fully of his passion, becoming one of the main directors of watchmaking documentaries in the world.. Fierce protector of the spirit…

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EPISODE 1 - Learn how to smell the roses with Wen Hsieh 28:09

4M ago28:09

28:09

This first episode of our series features Wen Hsieh. He was, until recently, a managing partner at Kleiner Perkins, one of the world's most prominent venture capital firms in Silicon Valley, he's an expert at fostering tech innovations through startups, and he just started his own Hardtech VC firm Matter Venture Partners. Maximilian Büsser says tha…

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TALES FROM THE TRIBE : TEASER 1:00

5M ago1:00

1:00

To Maximilian Büsser, founder of MB&F, watchmaking is art, but most of all, it’s a mindset, a journey. The history of watchmaking is filled with adventurers - dreamers, engineers, artists who will each in their own way contribute to a better world. The watchmaking journey is first and foremost about very special individuals. Some are rebels and mav…

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The Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong Reasons 8:09

5M ago8:09

8:09

In 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.…

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Powerful Experiences, Considering Momentum, and Casino-Like Markets 11:37

6M ago11:37

11:37

In 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.

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Signs of a Good Investment Process, Revisited 4:03

8M ago4:03

4:03

In 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.

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Flyover Stocks: Interview with Maya Peterson 30:57

8M ago30:57

30:57

Flyover 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.…

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Three Recent Memo Topics 9:57

9M ago9:57

9:57

In 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.

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Plato to Portfolios: Why Liberal Arts Majors Should Pursue the Investing Industry 6:22

9M ago6:22

6:22

In 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.

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How to Quantify the Qualitative 8:06

10M ago8:06

8:06

In 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.

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Mind the Gap: The Risks of Missing Moat, Management, or Valuation 11:19

10M ago11:19

11:19

Todd 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.

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Buffett's Aim Small, Miss Small Approach 5:56

10M ago5:56

5:56

In 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.

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15 Questions to Ask Management Teams, Revisited 11:10

11M ago11:10

11:10

In 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.

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Letting Go: Why Selling is so Hard to Do 13:22

11M ago13:22

13:22

For 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…

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Position Sizing: Optimizing for Better Returns 10:15

11M ago10:15

10:15

Knowing 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.…

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Why Network Effects Unravel 7:55

11M ago7:55

7:55

In 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.…

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5 Signs of a Flyover Stock 5:33

11M ago5:33

5:33

Todd 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.

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Flyover Stock: Howdens Joinery 17:27

11M ago17:27

17:27

Todd 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 chart…

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Too Many Professional Managers, Not Enough Stewards 8:57

11M ago8:57

8:57

Stewardship 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 v…

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One Investing Trait to Rule Them All 7:41

11M ago7:41

7:41

Knowing 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.…

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What We Talk About When We Talk About Moats 7:16

11M ago7:16

7:16

Todd 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.

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5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning 1:15:02

1y ago1:15:02

1:15:02

Link 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! -------------------------------------…

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What The CONSUMER truly WANTS To Hear from their Real Estate Agent - Ft. Zillow's Don Pak 10:00

1+ y ago10:00

10:00

In this episode with our Zillow Growth Advisor, Don Pak, along with some of our agents, we talk about what the consumer truly wants from their Real Estate Agent.Providing Value to Clients, Content Management, Value based marketing, and being a REAL PERSON, not a SALESPERSONJohn Wentworth による

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4. A Conversation with Shree Viswanathan, founder of SVN Capital 1:29:40

1+ y ago1:29:40

1:29:40

Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI), focusing on the main risks for each.…

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Episode 4 - Keys to Dominating Every Day w/ Danny O'Brien 33:30

1+ y ago33:30

33:30

Learn the keys and process to dominate every single day and be the best version of yourself you can be.John Wentworth による

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Q & A w/ Professional Boxers Joey and Mickel Spencer 35:04

1+ y ago35:04

35:04

Q & A w/ Professional Boxers Joey and Mickel Spencer by John WentworthJohn Wentworth による

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3. A Conversation With François Rochon, founder of Giverny Capital 1:08:00

1+ y ago1:08:00

1:08:00

Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics. For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/ For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.co…

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Episode 2 - Coachable and Committed 29:12

1+ y ago29:12

29:12

In this episode John and Tony speak on how being coachable and committed is the main needle moving component in your business.John Wentworth による

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Episode 1 - Take Action 26:01

1+ y ago26:01

26:01

Welcome to the Wentworth Podcast, a NO BULLSH*T business leadership podcast. In this episode we discuss TAKING ACTION. Like this podcast, it's not perfect, but we took action and got it done.John Wentworth による

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2. A Conversation on Quality Investing with Christian Billinger 1:13:14

2y ago1:13:14

1:13:14

Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden. I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Bil…

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1. Talking Investments and Copart (CPRT) with Chris Mayer 54:21

2y ago54:21

54:21

In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)

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Boxing, Faith, and Marriage Featuring: Joey Spencer 53:26

4+ y ago53:26

53:26

John Wentworth による

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The Ways of Life, Love, and Faith Ft. Todd Warda 38:00

4+ y ago38:00

38:00

John Wentworth による

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Ft. Chris Swanson - Leading, Loving, Faith 34:30

5y ago34:30

34:30

John Wentworth による

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Ft. David Nemer - Independent Agent to Team Agent 42:16

6y ago42:16

42:16

In this episode John talks with David Nemer of the John Wentworth Real Estate Group about his transition from being a long time independent agent to now being a part of the JWG team.John Wentworth による

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Ft. Sarah Minter | Becoming a New Agent 33:37

6y ago33:37

33:37

In this episode John talks with Sarah Minter. Sarah is new to the Real Estate industry and is a part of the John Wentworth Group.John Wentworth による

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Ft. Danny O'Brien - From the Field to Home 42:19

6y ago42:19

42:19

In this episode John talks with Danny O'Brien. Former Defensive lineman for the University of Tennessee. They discuss transitioning from high level athletics to real estate, what it's like being a new agent, and have few laughs along the way.John Wentworth による

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Ft. Todd Warda - Tips for new agents 25:42

6y ago25:42

25:42

In this episode John welcomes Todd Warda of the John Wentworth Real Estate Group into the studio. They discuss Todd's background, tips for new agents, and talk about the future of the real estate industry.John Wentworth による

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ポッドキャスト Todd Wenning

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