Felix Narhi joined MOI Global at their Wide-Moat Investing Summit 2020 to present his in-depth investment thesis on Stitch Fix (US: SFIX). “Stitch Fix is an innovative online apparel retailer with attractive unit economics supported […]
Felix Narhi joined MOI Global on their Zurich Project Podcast to discuss the Implications of Accelerating Technological Change. “The time between early adopters and when the masses arrive in force is shrinking. The implications to […]
David Barr joined MOI Global members for a LIVE Q&A session at a special event, Intelligent Investing in Crisis Mode 2020. “The reality is, the facts have changed in pretty much every company today. [We […]
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: Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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Felix Narhi joined MOI Global at their Wide-Moat Investing Summit 2020 to present his in-depth investment thesis on Stitch Fix (US: SFIX). “Stitch Fix is an innovative online apparel retailer with attractive unit economics supported […]
MOI Global: Felix Narhi on the Implications of Accelerating Technological Change
Written on .
Felix Narhi joined MOI Global on their Zurich Project Podcast to discuss the Implications of Accelerating Technological Change. “The time between early adopters and when the masses arrive in force is shrinking. The implications to […]
MOI Global – David Barr on Intelligent Investing in Crisis Mode
Written on .
David Barr joined MOI Global members for a LIVE Q&A session at a special event, Intelligent Investing in Crisis Mode 2020. “The reality is, the facts have changed in pretty much every company today. [We […]
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