Podcasts by OMD DAILY

#60 - Reflecting on Investment “Truths” To Fish Where The Fish Are from 2020-08-11T17:27:56

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 actu...

#59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing from 2020-08-10T22:47:48

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 knowled...

#58 - Book Review of Why We Sleep by Matthew Walker from 2020-08-08T13:15

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 b...

#57 - Growth vs. Value Investing with James Anderson of Baillie Gifford from 2020-08-07T14:00

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...

#56 - Discovering James Anderson, Growth Investor at Baillie Gifford from 2020-08-04T17:15

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...

#55 - Learning Medley on Fat Tony, Chamath Palihapitiya, Nuclear Energy, Box, Slack and “Others" from 2020-07-31T23:00

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 ...

#54 - Buffett’s Q&A on Management&Culture from 2020-07-30T16:00

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 C...

#53 - Learning on Brad Feld’s early career, picking a place to build a life, model on monthly sprints and coaching from 2020-07-29T15:00

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 pa...

#52 - Learning Medley on Luck&Success from Maria Konnikova and David Epstein from 2020-07-28T10:30

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 caree...

#51 - Learning Medley on Lemonade&pet insurance, Seller on being a Great Investor and Les Schwab Tires from 2020-07-21T13:00

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 ...

#50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia&The North Face and Intuit’s business model from 2020-07-20T12:00

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 N...

#49 - HEICO’s 9 Years of Shareholder Letters from 2020-07-17T16:15

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 wa...

#48 - Research into Atlassian’s Management, Culture and Business Model from 2020-07-16T16:00

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...

#47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle from 2020-07-14T12:30

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...

#46 - Podcast Learning Medley on models of NBA vs. MLB, WeWork’s early foundation, and Uber vs. Lyft from 2020-07-13T14:00

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 stakeh...

#45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital from 2020-07-10T14:00

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...

#44 - Business Research into Roku (ROKU) from 2020-07-09T18:15

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. 

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#43 - Learning Medley: Food Delivery markets, legendary investor Nick Sleep’s focus, Charlie Songhurst’s learnings from angel investing from 2020-07-08T15:00

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 ...

#42 - Book Review of Reboot by Jerry Colonna from 2020-07-07T13:30

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...

#41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2 from 2020-07-06T12:00

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 qu...

#40 - Book Review of Maverick by Ricardo Semler, Part 1 of 2 from 2020-07-03T19:30

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 qu...

#39 - Business Research into Alphabet (GOOG) Part 2 from 2020-07-01T11:30

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, cul...

#38 - Business Research into Alphabet (GOOG) Part 1 from 2020-06-30T08:30

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...

#37 - Interview with Katie Wyka, Performance Coach at Clio. In-house Talent Acceleration for A Fast-Growing Software Company. from 2020-06-29T11:00

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 f...

#36 - Book Review of Self Reliance And Other Essays by Ralph Waldo Emerson from 2020-06-26T11:30

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 ...

#35 - How I Read a Book Every 2 Weeks from 2020-06-24T17:30

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.  

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#34 - Book Review of The Alchemist by Paulo Coehlo from 2020-06-23T08:30

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. 

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#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety from 2020-06-22T11:00

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 ...

#32 - Learning from Diamandis’ Laws, Maria Popova on Finding Purpose and Paul Graham on Doing What You Love from 2020-06-19T15:30

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...

#31 - Learning From My Largest Investment Mistake To Date from 2020-06-18T13:00

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 quic...

#30 - Pinterest Business Research from 2020-06-17T16:00

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 di...

#29 - Book Review of Stumbling on Happiness by Dan Gilbert from 2020-06-16T08:30

June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves. 

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#28 - Learnings on Marketplaces from Andreessen Horowitz&Twilio’s Values and Cultures from First Round Capital from 2020-06-15T11:30

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 abo...

#27 - Research into Wix using Fisher’s Investment Checklist from 2020-06-12T18:00

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...

#26 - What is Open Source, Decentralized Machinery Company in 1999, Benchmark’s Bottom-Up Investing from 2020-06-11T08:30

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 in...

#25 - Book Review of The Inner Game of Tennis by W. Timothy Gallwey from 2020-06-10T08:30

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.  

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#24 - Book Review of Ego Is The Enemy by Ryan Holiday from 2020-06-09T08:30

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...

#23 - Learning From Ben Thompson&Bill Gurley on Marketplaces, Platforms&Aggregator Businesses from 2020-06-08T08:30

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. agg...

#22 - Research of Lululemon using Fisher’s Investment Checklist from 2020-06-05T08:30

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 c...

#21- Learning about Michael Shearn of Money Compound Fund. A true people investor. from 2020-06-04T08:30

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 bo...

#20 - Research of Workday using Fisher’s Investment Checklist from 2020-06-03T08:30

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, ...

#19 - Reviewing The Art of Learning by Josh Waitzkin from 2020-06-02T08:30

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 

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#18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners from 2020-06-01T08:30

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...

#17 - Spotify’s Culture, Cold Brew Coffee at Home, Calisthenics, Management Incentives from 2020-05-29T08:30

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 manag...

#16 - First look at Spotify using Fisher’s 15-point Checklist from 2020-05-28T08:30

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.   Listen

#15 - First-look at Atlassian using Phil Fisher’s Checklist from 2020-05-27T08:30

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....

#14 - Investing in 100-baggers, Calculating 10-baggers, Occam’s Razor, High Inflation Investing and Consumer Internet Niches. from 2020-05-26T08:30

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...

#13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First from 2020-05-25T08:30

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 expe...

#12 - Research Report on Morningstar from 2020-05-22T08:30

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...

#11 - Constellation Software acquisition, Spotify&Joe Rogan, Restaurants in Toronto&Li Lu Lecture from 2020-05-21T08:30

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 ...

#10 - Interview with Ricky Zhang, Founder of Prince of Travel from 2020-05-20T08:30

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 journ...

#9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily from 2020-05-19T08:30

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, wh...

#8 - Interview with Will Matthews, Professor of Culture at G Adventures from 2020-05-18T10:30

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 Toron...

#2 - Trupanion Investment Research from 2020-05-18T10:30

May 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle.  

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#3 - Constellation Software Shareholder Meeting from 2020-05-18T10:30

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, sp...

#4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo from 2020-05-18T10:30

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 ...

#7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings from 2020-05-18T10:30

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’ ...

#6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc. from 2020-05-18T10:30

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...

#5 - Researching Morningstar, Spotify and Brian Koppelman from 2020-05-18T10:30

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 productio...

#1 Pilot - Kevin Kelly&Stan Druckenmiller from 2020-05-14T11:00

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 investi...