Felix Narhi of PenderFund Capital Management presented his in-depth investment thesis on The Zillow Group (US: Z, ZG) at Wide-Moat Investing Summit 2019. Thesis Summary: Zillow is a founder-led, mission-driven, data-centric organization serving the full […]
Pender CEO, David Barr and Pender Senior Investment Analyst, Amar Pandya presented their in-depth investment theses on Athabasca Oil (Canada: ATH) and Diversified Royalty (Canada: DIV) at MOI Best Ideas 2019. Read the thesis summary here
The Manual of Ideas asks David Barr about “the business of investing vs investing in businesses” as part of the Zurich Project. Listen to the podcast here
MOI Global – Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
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Felix Narhi of PenderFund Capital Management presented his in-depth investment thesis on The Zillow Group (US: Z, ZG) at Wide-Moat Investing Summit 2019. Thesis Summary: Zillow is a founder-led, mission-driven, data-centric organization serving the full […]
MOI Global – Diversified Royalty and Athabasca Oil: Small-Cap Opportunities in Canada
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Pender CEO, David Barr and Pender Senior Investment Analyst, Amar Pandya presented their in-depth investment theses on Athabasca Oil (Canada: ATH) and Diversified Royalty (Canada: DIV) at MOI Best Ideas 2019. Read the thesis summary here
MOI Global Podcast: David Barr on Value Investing and the Business of Investing
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The Manual of Ideas asks David Barr about “the business of investing vs investing in businesses” as part of the Zurich Project. Listen to the podcast here