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Todd Wenning
134 followers -
Investment analyst by day, dog walker by night.
Investment analyst by day, dog walker by night.

134 followers
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Where You Can Find Me
Hi everyone, I recently joined Ensemble Capital as a senior investment analyst and will be contributing posts to Ensemble's excellent blog, Intrinsic Investing . Please bookmark Intrinsic Investing and follow us on Twitter ( here ) to see my future posts. C...
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15 Questions to Ask Management Teams
Whether or not you should meet with a company's management team is a debatable topic among fundamental investors. Those against meeting with management believe you can get what you need from the numbers and company filings. By speaking with management, you ...
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13 Investing Gems from Anthony Bolton
One of the unexpected benefits of working overseas early in my career was learning about investors I probably wouldn't have come across until much later on. British investors like Nick Train, Neil Woodford , and Terry Smith, for example, have influenced my ...
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3 Challenging Scenarios for Quality-Value Investors
One night a few weeks ago, I sketched out my investment philosophy in
a “one pager” format.  I found the process to be useful, so I shared it on
Twitter before heading to bed, thinking others might give it a try themselves. Tried my hand at a one-pager of m...
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Moats & Knights, Part Deux
In December, I wrote about the rare and powerful " moat and knight " combination - a company with a defensible competitive advantage led by top-notch capital allocators.  Since coming across that concept a few years ago, I've wrestled with the relative impo...
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Making the Leap from a Liberal Arts Major to a Finance Career
I recently had the opportunity to hear a presentation by Paul Smith, the president of the CFA Institute. One of the data points he shared was that, among CFA Charterholders over the age of 50, about half had liberal arts undergraduate degrees. For those und...
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Moats and Knights
One of my favorite Warren Buffett quotes is a lesser-known one. It comes from a transcribed conversation he had with University of Maryland MBA students back in 2013, where he was asked about Morningstar's work on economic moats.  Here's part of what he sai...
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How to Stay Patient for Longer
After purchasing our house last year, I went onto the popular real estate site, Zillow, to register as the property's owner. Among other things, this allowed me to control and update the house's data on the site. It also provided me with weekly email update...
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Hero Worship in Investing
Men almost always walk in paths beaten by others and act by imitation. Though he cannot hold strictly to the ways of others or match the ability of those he imitates, a prudent man must always tread the path of great men and imitate those who have excelled,...
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My New Book: Keeping Your Dividend Edge
Hi everyone, I'm happy to announce the publication of my first book:  Keeping Your Dividend Edge: Strategies for Growing & Protecting Your Dividends , now available on Amazon in paperback and in the Kindle eBook format . (The two versions are currently list...
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