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

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Flyover Stocks

Todd Wenning

24 episodes

1 day ago

Flyover Stocks (www.flyoverstocks.com) is an investing newsletter focused on identifying overlooked companies with economic moats led by thoughtful stewards of shareholder capital. On this podcast, host and publisher Todd Wenning, CFA shares audio versions of written Flyover Stocks posts and the occasional audio-only episode. Register today at www.flyoverstocks.com to learn more about Flyover Stocks and get all the latest Flyover Stocks posts in your email. None of the content should be considered investment advice. Please do your own due diligence.

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

Flyover Stocks

8 minutes 9 seconds

1 year ago

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

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.