Felix Narhi's guest appearances

Felix Narhi

The Latticework Podcast, presented by MOI Global

Yet Another Value Podcast

Elon Musk

Keith Smith

David Pakman

Adam Schwartz

David Kim

Mike Mitchell

Aaron Edelheit

Jeff Moore

Sean Stannard-Stockton

Alex Morris

Sean Iddings

Adam Wilk

Yaron Naymark

Bill Brewster

Ryan O'Connor

OwlTail

Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks like, why negative anecdata from first time users doesn't worry Felix, and what separates Stitch Fix from other online retailers.Felix's Q2 letter: https://www.penderfund.com/commentaries/the-managers-commentary-q2-2021-2/My SFIX tweet thread: https://twitter.com/AndrewRangeley/status/1450509121661308928?s=20Felix's Twitter: https://twitter.com/PenderFelixChapters0:00 Intro1:10 Stitch Fix Overview2:40 Addressing the negative anecdata6:30 What does SFIX's transition to Act 2 look like?9:10 Why is SFIX's data and data scientist focus an advantage?16:50 What would an Act 3 look like?19:35 Is it concerning Katrina Lake (the founder) stepped down as CEO?23:45 Discussing the stylist hours worked controversy31:30 Stitch Fix's inventory changes35:30 Will brands pull from Stitch Fix at some point in the future?41:15 Will Stitch Fix ever charge for the data they give brands?44:30 Why isn't Stitch Fix growing faster?49:50 Quantifying Stitch Fix's valuation54:20 Stitch Fix's private market and strategic value57:30 Does Stitch Fix need physical locations?

Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks like, why negative anecdata from first time users doesn't worry Felix, and what separates Stitch Fix from other online retailers. Felix's Q2 letter: <a href="https://www.penderfund.com/commentaries/the-managers-commentary-q2-2021-2/" rel="nofollow" target="_blank">https://www.penderfund.com/commentaries/the-managers-commentary-q2-2021-2/</a> My SFIX tweet thread: <a href="https://twitter.com/AndrewRangeley/status/1450509121661308928?s=20" rel="nofollow" target="_blank">https://twitter.com/AndrewRangeley/status/1450509121661308928?s=20</a> Felix's Twitter: <a href="https://twitter.com/PenderFelix" rel="nofollow" target="_blank">https://twitter.com/PenderFelix</a> Chapters 0:00 Intro 1:10 Stitch Fix Overview 2:40 Addressing the negative anecdata 6:30 What does SFIX's transition to Act 2 look like? 9:10 Why is SFIX's data and data scientist focus an advantage? 16:50 What would an Act 3 look like? 19:35 Is it concerning Katrina Lake (the founder) stepped down as CEO? 23:45 Discussing the stylist hours worked controversy 31:30 Stitch Fix's inventory changes 35:30 Will brands pull from Stitch Fix at some point in the future? 41:15 Will Stitch Fix ever charge for the data they give brands? 44:30 Why isn't Stitch Fix growing faster? 49:50 Quantifying Stitch Fix's valuation 54:20 Stitch Fix's private market and strategic value 57:30 Does Stitch Fix need physical locations?

Felix Narhi discusses Stitch Fix $SFIX

Dave Sather

Shai Dardashti

Latticework New York 2018, September 6, 2018, The Yale Club of New York City

Latticework New York 2018, September 6, 2018, The Yale Club of New York City

Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders (with Shai Dardashti)