Investing by the Books #53 Todd Wenning on Lessons from the Titans

Investing By The Books

2024-01-08

23:15

Todd Wenning is a professional investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. Todd is the man behind Keeping Your Dividend Edge and a contributing author to the book Why Moats Matter. In this episode, we speak about Lessons from the Titans, a book about what today’s businesses can learn from America’s industrial giants.

EP

NS

Eddie Palmgren

Niklas Sävås

Episode Notes

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This episode was recorded on Nov 13, 2023.

Books Mentioned

  • Lessons from the Titans – Scott Davis, Carter Copeland, Rob Wertheimer
  • Why Moats Matter – Heather Brilliant
  • The Seven Signs of Ethical Collapse – Marianne M. Jennings
  • Same as Ever – Morgan Housel
  • Common Stocks and Uncommon Profits – Philip A. Fisher
  • Big Money Thinks Small – Joe Tillinghast
  • Keeping Your Dividend Edge – Todd Wenning

Companies Mentioned

  • Vanguard
  • Truist Bank
  • The Motley Fool
  • Morningstar
  • Procter & Gamble 
  • General Electric
  • Honeywell
  • Danaher
  • Admiral Group
  • Roper Technologies
  • Constellation Software
  • Grocery Outlet 
  • Jack Henry and Associates
  • Worthington Industries
  • Howden’s Joinery
  • Games Workshop

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Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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