Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
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Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Why Moats Matter with Todd Wenning, President and CIO of KNA Capital
Compounders Podcast
59 minutes 31 seconds
10 months ago
Why Moats Matter with Todd Wenning, President and CIO of KNA Capital
My 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 undergrads; and
- Why nostalgia can be a very attractive theme to invest behind
For more information about KNA Capital, please visit: https://www.kna-capital.com/
For more information about the Flyover Stocks substack, please visit: https://www.flyoverstocks.com/
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iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
Compounders Podcast
Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
