The Religiosity of the Berkshire AGM, The Downside of Consumer Surplus, and Being Right for the Wrong Reasons
Description
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.
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...
Published 07/11/24
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.
Published 04/25/24