David Barr
@PenderDave
Value based portfolio manager looking for opportunities in North American technology, industrial and financial companies. Disclaimer: http://bit.ly/1irLsQP
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Great article on the next cohort of tech companies to come public in Canada. The quality of companies here will position Canada very well for the next 20 years! theglobeandmail.com/business/artic…
As usual @iancassel calls it like it is in micro cap.
In microcap often times you are too “early” to the turnaround, catalyst, acceleration of growth. It’s why position sizing is so important and also winning normally looks like sitting on dead money for 1-3 years and then having it triple in a month.
Great post on one of my favourite small cap ideas! 🙏
In 2023, $CPLF signed Endorsed Apps deal with SAP. I assume SAP sees lots of value in $CPLF software. Accountants don’t. They want $CPLF to make R&D investments on it’s I/S. So it remains a cash-burning machine, on paper. In reality, it’s a >25% revs grower with >6x potential
At Pender we see an exciting opportunity in stressed and distressed credit markets today. Join us on June 15, to learn more about the Pender Credit Opportunities Fund, a private, LP fund available to Accredited Investors who meet certain criteria. tinyurl.com/579f9whu
So the value proposition @uber had was customer service. Based on recent experience I think they’re lost.
I always like hearing @sonofsarah talk about AI at our weekly research meeting. Here’s some thoughts he’s sharing publicly.
Had some fun thinking about the intersection of generative AI and vertical SaaS. TL;DR - they're gonna intersect very soon! And it's gonna be super interesting to watch 💻🤖🚀 penderventures.com/generative-ai-…
Hey @BillBrewsterTBB what are the odds that LIV golf is staged to drive interest of the @netflix documentary #FullSwing. Reminds me of storyline taken straight out of WCW Nitro and the NWO!
A big milestone for Pender Ventures as they announce the first close of Fund II. A big thanks to our founding investors and supporters @ExportDevCanada & support from @Vancity, @BMO Capital Partners, @cibc, Kinsted Wealth, @Pender_PTF, among others. bit.ly/3DhGs3M
penderventures.com
Pender Ventures Completes $50 million First Close of Second Venture Fund - Pender Ventures
We are pleased to announce the first close of our second fund, Pender Technology Inflection Fund II (PTIF II), dedicated to investing in B2B software and health tech at the inflection point between...
Liquid alts team, @AmarPandya & Justin join Rita to discuss #recession, #inflation, #riskmanagement & navigating #volatility to identify opportunities in our latest #podcast.What does the team’s crystal ball say for the 2nd half of the year? Find out: bit.ly/3yXbXgj
Find out what's happening in Fixed Income w/ @geoff_castle & Parul Garg in our latest #podcast w/ host Rita Silvan. The team talks us through the funds performance & how they are strategizing to respond to ongoing volatility #Listen: bit.ly/3aBEDmX
I join @mpacella, @penderfelix & @geoff_castle to celebrate 100 episodes of our #podcast! We look back at the journey of building Pender, growing the team, establishing processes & share some of our fav moments. Thank you to our listeners for tuning in! bit.ly/3nSii7z
With increasing #volatility in the #markets, I discuss how the Pender Small Cap Opp Fund is being positioned to respond to #volatility & the resulting opportunities that have come about via this repositioning in my latest #commentary bit.ly/3QXjcNq
Patricia Perez-Coutts features in our latest #podcast along w/ host Geoff Scott. They talk all things Emerging Markets, the Pender Emerging Markets Impact Fund, Patricia's background & her thoughts on identifying opportunities in EM's. Listen: bit.ly/3aDlKzQ
The latest commentary from the Pender investment team covers everything Balanced Funds. The team looks at some of the holdings in detail & discusses the impact of inflation, rising interest rates & continued market uncertainty. Read: bit.ly/3958m6E
United States Trends
- 1. #DeepNodeAI N/A
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