PODCAST · business
OMD DAILY
by Daniel Lee
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.
Episodes
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#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 be true about investing and how looking at companies as cities that develop people could be a pond...
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#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 the Chinese tech landscape from "1mm to 5cm”. Then, I get some perspective on the Big Tech…
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#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. Rating On Time Of Review: 10/10. This book should be required reading in every school, and for...
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#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 developed at Baillie Gifford. Find detailed notes of the episode on omdventures.com/omddaily…
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#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 following Buffett may have stopped a generation of investors from learning and Growth at an…
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#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’s Fat Tony. Then, a detour to nuclear fusion for investments and a rabbit hole into Chamath’s…
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#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 the most important trait in management. All from the Buffett FAQ site that acts as a precursor to...
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#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 his career that isn’t mentioned in pop-media, difference between a coach and therapist with...
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#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 skill/people in poker, and David Epstein on accumulating diverse experiences for a fulfilling...
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#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 Investor’ (hint: writing is important); a story of Les Schwab Tires and common sense profit sharing.…
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#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 Face’s founding stories and the power of their brand from the Business Wars podcast and thinking...
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#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 see if management shared lessons on their decentralized organization structure. Find detailed…
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#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 annual reports of Atlassian. Find detailed notes of the episode on omdventures.com/omddaily…
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#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 foundation of any company’s success. The primary job of each manager is to help people be more…
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#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 stakeholders come to reckoning in times of crisis. Second is a series on WeWork’s founder and a look at what...
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#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 Invest Like The Best podcast. Though I learned a lot about bundling, the big trigger was that he…
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#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 on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by...
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#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 Charlie Songhurst on his learnings from angel investing in ~500 companies. Find detailed notes of...
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#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 whisperer. Rating On Time Of Review: A thinker. A reference book for the questions. It needs to be...
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#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 of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study…
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#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 of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study…
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#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, management and the like. Find detailed notes of the episode on omdventures.com/omddaily Support…
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#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 market position of its major product segments. Find detailed notes of the episode on...
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#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 coaching, measuring ROI from coaching, building trust and everything to do with developing people....
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#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 Review - It was okay. It’s a classic so I’d like to revisit it again in the future. I think there is...
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#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 of the episode on omdventures.com/omddaily Support the podcast by donating at...
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#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 notes of the episode on omdventures.com/omddaily Support the podcast by donating at...
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#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 revelation of how little I know and how I noodle investing concepts. Find detailed notes of the episode...
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#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 started my annual pilgrimage to Paul Graham’s essays digging into various models for Doing What You...
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#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 post mortem from the 2 years of holding this position. Find detailed notes of the episode on...
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#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 using it once and didn’t understand what the point of it was. Over time, as I saw the business...
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#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 podcast by donating at omdventures.com/stakeholder Music by icons8.com
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#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 100 marketplaces from a16z’s article on private/startups and First Round Capital’s focused interview...
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#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 contribute, irrespective of their level of coding skill." Aka, it started out as a DIY website...
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#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 investing approach to venture and using Gall’s Law as a model supporting it. Find detailed notes of the...
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#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 omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by...
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#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 provides. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by…
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#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. aggregator, the moats that make these businesses thrive, building a media business and mental models for...
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#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 checklist as the foundation and if I were to hint on the verdict…. It’s been disappointments on its...
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#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 and this letter is an amazing checklist for analyzing culture, management and business model for...
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#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 on culture and personal anecdotes from my accounting/consulting days. Find detailed notes of the...
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#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 notes of the episode on omdventures.com/omddaily Support the podcast by donating at...
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#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 strength training program and specific strength/skills goals the program is focused on achieving.…
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#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 from the Focused Compounding podcast. Find detailed notes of the episode on...
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#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 detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at...
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#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 detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at...
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#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, Modest Proposal on Invest like the Best, and Chris Mayer on Meb Faber Show. Find detailed notes of…
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#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 experience launching the program in Canada. We also dig into Frankie’s fascinating career starting as a...
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#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 shot of displacing the existing order. Find detailed notes of the episode on…
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#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 breaking my heart (short-term), talking with a friend who owns a coffee shop chain in Toronto, and a…
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ABOUT THIS SHOW
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.
HOSTED BY
Daniel Lee
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Frequently Asked Questions
How many episodes does OMD DAILY have?
OMD DAILY currently has 60 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is OMD DAILY about?
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...
How often does OMD DAILY release new episodes?
OMD DAILY has 60 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to OMD DAILY?
You can listen to OMD DAILY on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts OMD DAILY?
OMD DAILY is created and hosted by Daniel Lee.
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