David Barr I’m looking forward to reading three books this holiday season. Two relate to decision making, while the third has contributed to my never-ending quest to keep myself organized and it’s time for a […]
Book Reviews
At Pender, we see three sources of potential competitive advantage for investors today, analytical, behavioural and organisational, or cultural. In our day to day, we spend a large percentage of our research time trying to […]
David Barr One of the things I love about the summer is that you get away from the office and have the chance to reflect. I can think about our investment process and I have […]
David Barr A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market Edward O. Thorp (Author), Nassim Nicholas Taleb (Foreword) Investing is a probabilistic endeavour and […]
Building a business is hard. This is the reality for many CEOs. Just look at some of the most successful companies today. Facebook was confronted with questions on its ability to monetize its network post […]
Pender Book Review: The Manual of Ideas: The Proven Framework for Finding the Best Value Investments
I read The Manual of Ideas a few years ago, but gave myself a refresher over the summer. I am currently at Latticework, an event put on by The Manual of Ideas community, where leading […]
Summertime is a slower time of year for travel for us. Fewer companies to see, conferences to attend or clients to meet with. This gives us the opportunity to use this time to dive deeper into […]
As someone who loves to read, choosing the next book is always exciting. Since there are more books on my reading list than I’ll ever be able to read, I use two criteria to guide […]
I recently read The Undoing Project: A Friendship That Changed Our Minds by Michael Lewis. When Lewis presented at the CFA Society Vancouver 50th Anniversary Dinner in November 2015, he mentioned that he was working […]
“Warren Buffett credits many of his great money decisions to his voracious reading habit. He … estimates he spends as much as 80 percent of his day reading.” He says, “Read 500 pages … every […]
Ted Williams played major league baseball for the Boston Red Sox for 19 years between 1939 and 1960 and went on to manage the Washington Senators and the Texas Rangers. Nicknamed “The Greatest Hitter Who […]
We first read Cialdini’s psychology classic “Influence” more than a decade ago after hearing that it was one of Charlie Munger’s favourite all time books – we have been hooked on its core findings ever […]
Williams came up with three rules to hit by that I think translate very well to value investing. There are two things I look forward to every year end. Spending time over the holidays with […]
