David Barr (@PenderDave) header
David Barr (@PenderDave) profile picture

David Barr

@PenderDave

Value based portfolio manager looking for opportunities in North American technology, industrial and financial companies. Disclaimer: https://xitter.gq/t.co/Mc4NP0ZzOe

 Vancouver
penderfund.com
Joined September 2011
  • Tweets1.1K
  • Following509
  • Followers4.9K
26Media
Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)Photo by David Barr (@PenderDave)
David Barr retweeted
Laura Baker (@PenderLB) profile picture
Laura Baker@PenderLBFeb 20
January started strong for small caps, our Fund delivered +7.7%. Outperformance reflected disciplined exposure and thematic focus. Opportunity often emerges where prices disconnect from fundamentals. penderfund.com/commentaries/…
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David Barr retweeted
Laura Baker (@PenderLB) profile picture
Laura Baker@PenderLBFeb 20
Luck rarely feels like luck in real time. It looks like geography, community, timing ... & the banana peels you didn’t slip on. In markets, longevity often depends as much on what you avoid as what you pursue. Some reflections on luck and good judgment: thependerpulse.substack.com/…
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🚨ANNOUNCEMENT🚨 Launching "Best of Feynman: Physics, Art & Safecracking" on @gumroad Get it now for $0 Retweet to receive your free PDF of the book.
Image from Richard Feynman (@RobotFeynman)
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Amazing, can't wait to get this one!
Richard Feynman (@RobotFeynman) profile pictureRichard Feynman@RobotFeynman20 Nov 2021
🚨ANNOUNCEMENT🚨 Launching "Best of Feynman: Physics, Art & Safecracking" on @gumroad Get it now for $0 Retweet to receive your free PDF of the book.
Image from Richard Feynman (@RobotFeynman)
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While we may not be able to control Mother Nature, we can leverage technology to help our utilities build more resilient & efficient electric grids;while actively providing support to utilities struggling to maintain vital services to their communities due to recent storms. #GRID
Disasters are worst when they come from multiple directions. The current weather in Texas and nearby states is causing unusually high demand while simultaneously impacting the supply of electricity. Scarcity and economics are colliding – resulting in rolling blackouts, unbelievably high energy costs and putting an increasing number of families and communities at risk. By transforming the electric grid, utilities can avoid or mitigate the impact of rolling blackouts by deploying remote disconnect meters, proactively reducing peak demand by controlling appliances and systems at premises, reducing voltage to minimally-acceptable limits to conserve energy and utilizing distributed energy resources to support their communities.

ALT Disasters are worst when they come from multiple directions. The current weather in Texas and nearby states is causing unusually high demand while simultaneously impacting the supply of electricity. Scarcity and economics are colliding – resulting in rolling blackouts, unbelievably high energy costs and putting an increasing number of families and communities at risk. By transforming the electric grid, utilities can avoid or mitigate the impact of rolling blackouts by deploying remote disconnect meters, proactively reducing peak demand by controlling appliances and systems at premises, reducing voltage to minimally-acceptable limits to conserve energy and utilizing distributed energy resources to support their communities.

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NOW PLAYING, VIRTUAL PANEL: "Small Stocks, Big Markets" Hosted by Dave Barr @PenderDave featuring $PFM.V $JTR.V and Tantalus #Investing #Canada #Smallcap #MicroCap, LIVE NOW: webcaster4.com/Webcast/Page/…
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DAY 1 of the SNN Network Canada Virtual Event is HERE! First up, VIRTUAL KEYNOTE: "Canadian MicroCap State of the Union" with @PaulAndreola, @smallcapdisc, #Investing #Canada #MicroCap, NOW PLAYING: webcaster4.com/Webcast/Page/…
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Initial Speakers include: @PaulAndreola @SophicCapital @PenderDave @RyanIrvine75 @KeyStocks @JoeMazumdar and Ralph Garcea #Canada #MicroCap #Investing Register here: canada.snn.network/signup
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What do you do when one of the best small cap value-oriented money managers in the country @PenderDave calls you up and asks you to work on one of his companies? You definitely say yes! Don't miss our $JTR webinar today at 2pm ET: us02web.zoom.us/webinar/regi…
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This typical rant doesn’t take into account 1) GAAP is also invented - it’s not some unversial law; and 2) accounting standards are far from perfect - especially when it comes to cap light businesses.
DHH (@dhh) profile pictureDHH
@dhh7 Jul 2020
It would be ever so great if journalists covering these companies would stop acccepting this *adjusted bullshit in their reporting. Allowing companies to invent their own standard of profitability, disregarding the expenses and charges they don’t like to count, is bonkers.
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David Barr retweeted
mpacella (@mpacella) profile picture
mpacella@mpacella29 May 2020
UBC researchers use technology to speed up COVID-19 diagnoses bc.ctvnews.ca/ubc-researcher…
UBC researchers use technology to speed up COVID-19 diagnoses

UBC researchers use technology to speed up COVID-19 diagnoses

A portable ultrasound device developed by a Burnaby company in 2017 is being redeployed as a tool in the fight against COVID-19.

ctvnews.ca
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Seth Klarman just opened up Baupost for investment for the first time in forever....if that isn't a "stocks are screaming cheap" signal nothing is
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The entirety of humanity has never had a *SINGULAR ENEMY*. What happens when 200,000,000 scientists, physicians and technologists focus on a single crisis? We *science the shit out it* and solve the problem!
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David Barr retweeted
Meb Faber (@MebFaber) profile picture
Meb Faber
@MebFaber12 Mar 2020
US small cap value is down almost 40% YTD. As my grandma used to say, Lawd have mercy!!!
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Getting in at the ground floor: The bull-run is already over for the small-cap space, and that spells upside opportunities, says @Penderfund's David Barr morningstar.ca/ca/news/19674…
Image from Morningstar.ca (@MorningstarCDN)
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Looking forward to great conversations and the wisdom of Sean Stannard-Stockton @IntrinsicInv, David Barr @PenderDave, David Marcus @EvermoreGlobal, Rupal Bhansali, Charles de Vaulx, Arnold Van Den Berg, and others at Latticework 2019.
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superb @BIVnews @reporton podcast w Maria Pacella: BC is entrepreneurial, out-of-the-box thinking & collaborative but headwinds of capital equation (public & private) & lack of prov pension fund invest are harsh. Key data pt: $440M venture invest in BC vs $4B Canada vs $130B USA
BIV News (@BIVnews) profile pictureBIV News@BIVnews4 Jul 2019
.@Penderfund Capital Management's Maria Pacella joins the BIV Today podcast for a deep dive into B.C.'s tech sector and #venturecapital, tackling everything from the Digital Technology #Supercluster to the state of inflection stage companies biv.com/audio/2019/07/taking…
Image from BIV News (@BIVnews)
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Congratulations to @Penderfund on winning 2 mutual fund #FundGradeA+2018 Awards: fundgradeawards.com
Fundgrade A+ Awards

Fundgrade A+ Awards

fundgradeawards.com
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Buyback Derangement Syndrome .@CliffordAsness nails this and hopefully this will reduce some of the drivel that’s been written on the subject wsj.com/articles/buyback-der…
Opinion | Buyback Derangement Syndrome

Opinion | Buyback Derangement Syndrome

What sufferers accuse Apple of is a contradiction in terms—self-liquidating to a value of $1 trillion.

wsj.com
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China, Canada & Hong Kong are among the economies most at risk of a banking crisis, according to BIS early warning indicators bloomberg.com/news/articles/…
China Banking Crisis Warning Signal Still Flashing, BIS Says

China Banking Crisis Warning Signal Still Flashing, BIS Says

China, Canada and Hong Kong are among the economies most at risk of a banking crisis, according to early-warning indicators compiled by the Bank for International Settlements.

bloomberg.com
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