HeyJaredFlyover Stocks
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.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 27, 2026
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- Jul 15, 2026
Latest issues
A Business Competitors Can’t Afford to Copy (opens the original)
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I have not given enough credit to the power of food delivery platforms like DoorDash and UberEats.Frankly I didn’t think so many people would be willing to pay marked-up menu prices on top of delivery fees for the convenience of having food brought to them.Yet, here we are. The rise of food delivery aggregators is changing the competitive dynamics of the restaurant business and eroding many moats in the sector.Consumers are increasingly starting their food search on the aggregators’ apps rather
What I’m Reading, Watching, and Listening To Today (opens the original)
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Hi everyone,There’s so much content out there today and so little time. As such, I highly value recommendations from investors I respect to maximize the return on my time.In the same spirit, here are some podcasts, posts, and other media I’ve recently enjoyed and have been recommending to others.Note: I do not have any affiliate links below or receive compensation from these recommendations. Subscribe nowPodcasts<a href="https://open.spotify.com/show/5PjfmsE6owwO
Stocks on My Radar - Consumer Edition (opens the original)
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The original version of this article included Callaway Golf (CALY) as a stock on my radar. After publishing, my wife pointed me to the co-branded ad Callaway ran with Good Good Golf in late August, which showed a male golfer shoving a female golfer to the ground as she reached for his driver. The ad was produced by Good Good, but as Callaway’s CEO acknowledged, it was approved by Callaway before it went live. Callaway has since apologized, ended the Good Good partnership, and pledged $1 million
The Surface Area for Luck (opens the original)
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The following is adapted from the August letter to clients of KNA Capital Management, the registered investment adviser I founded.At the time of publication, KNA Capital Management's clients own shares of Games Workshop and Halma. The author's immediate family owns shares of Halma, Games Workshop, and Amazon.Full disclosures appear at the end of this post, and here.A few years ago, my family and I took a day trip to Kentucky horse country. While there, we learned about a horse named Sham.<div cl
[Podcast] Ben Carlson: Risk, Reward, and the Future of Investing (opens the original)
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Subscribe nowHi everyone,Earlier this morning, I sat down with Ben Carlson, director of institutional asset management at Ritholtz Wealth Management and author of the A Wealth of Common Sense blog, which I’ve read for well over a decade now..We covered a broad range of topics, including:The consolidation of the wealth and asset management industries and what that means for clientsBen’s definition of risk and
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