Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.
I analyze a company every week, assessing whether they are worth holding for the long term. I provide regular updates into my portfolio with total transparency. The publication also includes a weekly podcast.
Follow me on my investing journey. Expect a handful of deep dives and a few updates per year on businesses I am invested in. I seek out (1) growing, (2) competitively advantaged businesses (3) run by uniquely capable leadership
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.