OMD DAILY
A podcast about investing in people. Every Monday to Friday, I share what I’ve learned from studying people and companies by exploring the link between human performance and investing. With the goal of helping leaders build utopian companies, this podcast documents the pursuit to become a little wiser every day. I’m your host, Daniel Lee. The creator of OMD Ventures.
- Update frequency
- every day
- Average duration
- 38 minutes
- Episodes
- 60
- Years Active
- 2020
#60 - Reflecting on Investment “Truths” To Fish Where The Fish Are
August 10, 2020: Starting with questioning the basics of small-cap, illiquid companies to Value vs. Growth, diversification and the concept of “moats”, I decided to think through what could actually …
#59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing
August 7, 2020: Learning from a series of episodes from the Tech Buzz China Podcast to learn about Tencent, BABA, Meituan Dianping and Bytedance. Expanding the depth (lack thereof) of my knowledge of…
#58 - Book Review of Why We Sleep by Matthew Walker
August 6, 2020: One-Sentence Summary: It’s the one book everyone in the world should read, especially those in positions of power. It will make you live longer, perform better and make society better…
#57 - Growth vs. Value Investing with James Anderson of Baillie Gifford
August 5, 2020: Learning about the perspective of value and growth investing through James Anderson’s 5 part series comparing the teachings of Ben Graham to the philosophy of growth investing he has …
#56 - Discovering James Anderson, Growth Investor at Baillie Gifford
August 3, 2020: Discovering James Anderson, Joint Manager of Scottish Mortgage Investment Trust at Baillie Gifford. Looking into the approach of growth investing, margin of potential upside, how foll…
#55 - Learning Medley on Fat Tony, Chamath Palihapitiya, Nuclear Energy, Box, Slack and “Others"
July 30/31: A series of learnings over the last few days. A focus on breadth over depth from personal finance, traveling opportunity for Canadians and finding the real life reference for Nassim Taleb…
#54 - Buffett’s Q&A on Management & Culture
July 29, 2020: Learning from Buffett's and Munger’s Q&A on management and culture with snippets on mistakes and businesses. Core to the learnings were their view on compensation, assessing CEOs, and …
#53 - Learning on Brad Feld’s early career, picking a place to build a life, model on monthly sprints and coaching
July 28, 2020: Short learning episode from Tim Ferriss’ interview with Brad Feld. Key learnings for me were on the idea of “Topaphillia” in picking a city to live in, perspective on the early part of…
#52 - Learning Medley on Luck & Success from Maria Konnikova and David Epstein
July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for various businesses, Maria Konnikova’s fascinating career and…
#51 - Learning Medley on Lemonade & pet insurance, Seller on being a Great Investor and Les Schwab Tires
July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; Mark Seller’s famous ‘07 speech on what makes a ‘Great Inves…
#50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia & The North Face and Intuit’s business model
July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokopedia platform from a conversation, Patagonia and The North …
#49 - HEICO’s 9 Years of Shareholder Letters
July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder” and “high-performing conglomerate” so the mission was to …
#48 - Research into Atlassian’s Management, Culture and Business Model
July 14/15, 2020: Looking into the company on a mission to unleash the potential of every team. Sharing high level thoughts on the culture, management and business model from shareholder letters and …
#47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle
July 13, 2020: One-Sentence Summary: As the coach to the CEO/Founder of many world-changing companies, the book can be summarized by the introduction to Bill Campbell’s manifesto: People are the foun…
#46 - Podcast Learning Medley on models of NBA vs. MLB, WeWork’s early foundation, and Uber vs. Lyft
July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-sharing model where incentives are aligned with stakeholder…
#45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital
July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehrotra (Founder of Coda and Product at Youtube) interview on I…
#44 - Business Research into Roku (ROKU)
July 8, 2020: First look at Roku (ROKU). Learning about streaming platforms, the business model, market dynamics and my concerns with the business and management.
- Find detailed notes of the episode o…
#43 - Learning Medley: Food Delivery markets, legendary investor Nick Sleep’s focus, Charlie Songhurst’s learnings from angel investing
July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sleep, and learnings from Invest Like The Best interview with …
#42 - Book Review of Reboot by Jerry Colonna
July 6, 2020: One-Sentence Summary: A thought-provoking book on the value of radical self-inquiry for a person but also the organization he leads, through the coaching and story of the VC turned CEO …
#41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2
July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality…