Todd Wenning
@ToddWenning
Founder, President & CIO of @knacapital Blog: https://www.flyoverstocks.com/ Disclosures: https://www.kna-capital.com/disclaimer Lecturer @univofdayton
I'm happy to announce the launch of KNA Capital Management, an investment management firm pending state registration, where I serve as President and CIO. KNA's equity strategy seeks to identify companies with economic moats led by thoughtful stewards of shareholder capital,…
Cincinnati's own, The Cobra, Hall-of-Famer, Dave Parker.
“Conceived by genius. Achieved by dauntless resolution and unconquerable faith.”
There are many management teams that say they do opportunistic buybacks; few actually do opportunistic buybacks. $MEDP is the latter.
Thanks to @JMihaljevic for making this presentation available to non-MOI members.
KNA Capital CIO @toddwenning recently presented on #HWDN at the 2025 @manualofideas Global Wide Moat Conference. You can view and listen to Todd's presentation using the link below. kna-capital.com/content/howden…
The CFA Institute is no longer the outstanding organization it was when I joined upon earning my charter 31 years ago. If you are a CFA charterholder and have not yet voted your proxy (deadline this Monday the 21st at noon Eastern) or may consider changing your vote, or are…
It just happened in Capri… Andrea Bocelli surprised everyone by singing Schubert’s Ave Maria during mass What a wonder — holidays in Italy 🇮🇹
In KNA Capital’s June update for the Core Equity strategy, CIO @ToddWenning discusses a number of portfolio holdings and comments on a new research paper on the impacts of passive investing. kna-capital.com/content/kna-ca…
My local pest control company has been part of at least 3 rollups over the last few years. Service gets worse every time and the price goes up. (Most recently bought by $ROL.) Makes you wonder about some of these strategies.