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Flyover Stocks

Everything we have picked from this writer, newest first.

Crocs’ core brand surpassed $1 billion in quarterly revenue, while HEYDUDE weakness, tariffs and 2025 impairments weigh on shares trading…

Flyover Stocks Sep 13 1 click

Large active managers cluster in Visa, Mastercard, S&P Global, FICO, Alphabet, Meta and Berkshire, challenging alpha in widely owned…

Flyover Stocks Aug 15

ABB agreed to buy Rotork for 503 pence a share, a 73% premium, valuing the U.K.

Flyover Stocks Jul 16

Tyler Technologies’ moat rests on something more durable than code, even as AI-driven fears have cut SaaS valuations.

Flyover Stocks Jun 8

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.

Flyover Stocks Jun 5

Spotify’s 761 million MAUs and investor-day formula explain how it holds off Apple, Amazon and YouTube Music despite their loss-leader…

Flyover Stocks May 28

Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…

Flyover Stocks May 16