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
#40 - Book Review of Maverick by Ricardo Semler, Part 1 of 2
July 2, 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…
#39 - Business Research into Alphabet (GOOG) Part 2
June 30, 2020: First look at Alphabet. Splitting the research into multiple parts. Continuing from yesterday, in this episode I’ll look into costs, margins, returns on capital, reinvestment, culture,…
#38 - Business Research into Alphabet (GOOG) Part 1
June 29, 2020: First look at Alphabet. Splitting the research into multiple parts. Today I look into some elements that make GOOG "not a conventional company”, how it makes money, customers, and mark…
#37 - Interview with Katie Wyka, Performance Coach at Clio. In-house Talent Acceleration for A Fast-Growing Software Company.
June 26, 2020: An interview with Katie Wyka, Performance Coach at Clio. Learning about Clio’s culture/values, Katie’s role in talent acceleration as Clio’s first in-house coach, the frameworks for co…
#36 - Book Review of Self Reliance And Other Essays by Ralph Waldo Emerson
June 24+25, 2020: One-Sentence Summary - A challenging set of essays that genuinely makes you “think” as it outlays the value of independent thought that is so rare in the world. Rating On Time Of Re…
#35 - How I Read a Book Every 2 Weeks
June 23, 2020: Talking through an essay I wrote on "How to Read a Book Every 2 Weeks”. Going over my system currently (my best one yet) and all the past systems that didn’t work.
- Find detailed notes…
#34 - Book Review of The Alchemist by Paulo Coehlo
June 22, 2020: One-Sentence Summary: A fictional tale that masterfully incorporates various mental models on the singular focus of embarking on the journey to live a life of purpose.
- Find detailed no…
#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety
June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revel…
#32 - Learning from Diamandis’ Laws, Maria Popova on Finding Purpose and Paul Graham on Doing What You Love
June 18, 2020: A curiosity-driven adventure took me down the rabbit hole of learning about Peter Diamandis’ 29 Laws and Maria Popova’s essay on Finding Purpose through 7 fascinating people. This star…
#31 - Learning From My Largest Investment Mistake To Date
June 17, 2020: Talking about a position I took that accounted for 40% of my portfolio and one I exited with losing 15% of my net worth. A reflection on how it started, what it was like as a quick pos…
#30 - Pinterest Business Research
June 16, 2020: A first look at Pinterest, company living on making inspirations come true, and the world of digital advertising. I’m not a Pinterest user. Just putting it out there. Though, I did try…
#29 - Book Review of Stumbling on Happiness by Dan Gilbert
June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves.
- Find detailed notes of the episode on omdventures.com/omddaily
- Support the…
#28 - Learnings on Marketplaces from Andreessen Horowitz & Twilio’s Values and Cultures from First Round Capital
June 12, 2020: Learnings inspired by listening to Invest Like The Best podcast episodes with Sarah Tavel of Benchmark and Jeff Lawson of Twilio. This took me down the rabbit hole of learning about 10…
#27 - Research into Wix using Fisher’s Investment Checklist
June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and …
#26 - What is Open Source, Decentralized Machinery Company in 1999, Benchmark’s Bottom-Up Investing
June 10, 2020: Learning about Open Source with LEGOs, Illinois Tool Works’ decentralized business model, a Canadian box company that rewards cost savings with money, and Benchmark’s bottom-up investi…
#25 - Book Review of The Inner Game of Tennis by W. Timothy Gallwey
June 9, 2020: One-Sentence Summary: An excellent overview of building a framework to achieve peak performance in sports and life through the lens of tennis.
- Find detailed notes of the episode on omd…
#24 - Book Review of Ego Is The Enemy by Ryan Holiday
June 8, 2020: One-Sentence Summary: It’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book prov…
#23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses
June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of Benchmark. Learning about what makes a platform vs. aggregat…
#22 - Research of Lululemon using Fisher’s Investment Checklist
June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checkl…
#21- Learning about Michael Shearn of Money Compound Fund. A true people investor.
June 3, 2020: Sharing learnings from Money Compound Fund’s 2019 Q3 Letter by Michael Shearn. Michael wrote the Investment Checklist but his investment philosophy has evolved since writing his book an…