Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"
The Valuation Framework (TVF) turns market and sector news into clear economic models and links those themes to company deep dives that translate insights into valuation.
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.
Subscribe for 2 to 3 analyses of global SMID equities every week. Discover overlooked ideas and rethink familiar names. Published by Andrew Wong, ACA, CFA
