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
#20 - Research of Workday using Fisher’s Investment Checklist
June 2, 2020: Looking at Workday, the HR & Finance ERP provider, using Phil Fisher’s 15 point investment checklist. A first pass of the company from the 2019 annual report, proxy statement, articles …
#19 - Reviewing The Art of Learning by Josh Waitzkin
June 1, 2020: One-sentence summary on the Art of Learning: Learning bottom-up tactics/strategies for optimal performance from a chess grandmaster turned world champion martial artist
- Find detailed no…
#18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners
May 29, 2020: I spend most of the day learning about calisthenics training and trying to incorporate powerlifting program disciplines into. It resulted in the base version of my first bodyweight stre…
#17 - Spotify’s Culture, Cold Brew Coffee at Home, Calisthenics, Management Incentives
May 28, 2020: Learning about Spotify’s Culture from Corporate Rebel’s 2-part report, learning to cold brew coffee at home from Starbucks, external validation on OMD Daily, rethinking about management…
#16 - First look at Spotify using Fisher’s 15-point Checklist
May 27, 2020: Investment research on Spotify using Phil Fisher’s 15 point checklist as a foundation. Information obtained from reading the 2019 annual report and 2019 Q4 shareholder letter.
- Find det…
#15 - First-look at Atlassian using Phil Fisher’s Checklist
May 26, 2020: Research into Atlassian using Phil Fisher’s 15 point investment checklist. This was a first-take of the company after reading the 2019 annual report and Q4 2019 shareholder letter.
- Find…
#14 - Investing in 100-baggers, Calculating 10-baggers, Occam’s Razor, High Inflation Investing and Consumer Internet Niches.
May 25, 2020: A hodge podge of learnings on - Rule of 240 from Focused Compounding, Occam’s Razor and Charlie Munger, High Inflation Investing from The Investor’s Podcast and Focused Compounding, Mod…
#13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First
2020-05-22: Today’s episode is a conversation with Francois Le Nguyen, General Manager of Entrepreneur First (EF). We start out by learning about EF, how they invest in talent and Frankie’s experienc…
#12 - Research Report on Morningstar
May 21, 2020: Learnings from writing an investment research report for Morningstar. A financial data platform that’s ingrained with a culture of cost-discipline and contrarian attitudes that has a sh…
#11 - Constellation Software acquisition, Spotify & Joe Rogan, Restaurants in Toronto & Li Lu Lecture
May 20, 2020: A hodge podge of learnings today. All breadth and no depth. Talking about Constellation’s exciting acquisition of Topics starting the spin-off train, Spotify’s deal with Joe Rogan break…
#10 - Interview with Ricky Zhang, Founder of Prince of Travel
May 19, 2020: Today’s conversation is with Ricky Zhang, the Founder of Prince of Travel. I first interviewed Ricky on episode 17 of the Accounted For podcast where we go through his career journey to…
#9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily
2020-05-18: Learnings from going through Mohnish Pabrai’s lectures/Q&A at Boston College, Trinity College and London Business School. Learning about companies with exceptional management, why price m…
#7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings
May 14, 2020: Learnings from Sam Well COVID on his real estate portfolio, Q&A with Francis Chou and Mohnish Pabrai that’s been an amazing 2 hours of investment learnings, and Michael Lewis’ fascinati…
#8 - Interview with Will Matthews, Professor of Culture at G Adventures
May 15, 2020: Today’s episode is a conversation with Will Matthews, the Professor of Culture at G Adventures. G Adventures is a travel company founded 30 years ago with the headquarters in Toronto bu…
#5 - Researching Morningstar, Spotify and Brian Koppelman
May 12, 2020: Morningstar 2018 shareholder meeting changing my mind, new preliminary research into Spotify via shareholder letters and annual reports. Continued by learning about movie production and…
#3 - Constellation Software Shareholder Meeting
May 8, 2020: Learnings from the 2019/2020 Constellation Software Annual Meeting. Acquisitions in vertical market software industry, use of leverage, public vs. private market opportunity set, spin-of…
#6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc.
May 13, 2020: Today’s episode is a conversation with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc. Stephen was one of the early employees to join Simon Sinek’s te…
#2 - Trupanion Investment Research
May 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle.
- Find detailed notes of the episode on omdventures.com/omddaily
- Support the podcast by donating at …
#4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo
May 11, 2020: Learnings from initial research into Morningstar from annual report and proxy statement. Additional learning on how the modern European architecture was influenced by tuberculosis inste…
#1 Pilot - Kevin Kelly & Stan Druckenmiller
The inaugural episode of OMD Daily. Going through the 68 learnings from Kevin Kelly, Senior Maverick at Wired Magazine, and legendary investor, Stanley Druckenmiller’s 2015 speech on his investing le…