Dave Sather, president of Sather Financial, Sean Stannard-Stockton, president of Ensemble Capital, and Felix Narhi, chief investment officer of PenderFund, joined the MOI Global community at Latticework New York 2018, held at the Yale Club of New York City in September.
Dave, Sean, and Felix discussed compounders, with particular emphasis on how the nature of wide-moat businesses is changing and the likely compounders of tomorrow. Shai Dardashti, chairman of Casulo Group, moderated the panel discussion.
This private audio recording is a special episode of the Latticework Podcast, available exclusively to MOI Global members below.
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