OMD DAILY

OMD DAILY

60 episodes

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.

Podcasts

#60 - Reflecting on Investment Truths To Fish Where The Fish Are

Published: Aug. 11, 2020, 9:27 p.m.
Duration: 1 hour 1 minute 34 seconds

Listed in: Business

#59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing

Published: Aug. 11, 2020, 2:47 a.m.
Duration: 36 minutes 59 seconds

Listed in: Business

#58 - Book Review of Why We Sleep by Matthew Walker

Published: Aug. 8, 2020, 5:15 p.m.
Duration: 50 minutes 20 seconds

Listed in: Business

#57 - Growth vs. Value Investing with James Anderson of Baillie Gifford

Published: Aug. 7, 2020, 6 p.m.
Duration: 36 minutes 57 seconds

Listed in: Business

#56 - Discovering James Anderson, Growth Investor at Baillie Gifford

Published: Aug. 4, 2020, 9:15 p.m.
Duration: 30 minutes 23 seconds

Listed in: Business

#55 - Learning Medley on Fat Tony, Chamath Palihapitiya, Nuclear Energy, Box, Slack and Others"

Published: Aug. 1, 2020, 3 a.m.
Duration: 36 minutes 50 seconds

Listed in: Business

#54 - Buffetts Q&A on Management & Culture

Published: July 30, 2020, 8 p.m.
Duration: 47 minutes 21 seconds

Listed in: Business

#52 - Learning Medley on Luck & Success from Maria Konnikova and David Epstein

Published: July 28, 2020, 2:30 p.m.
Duration: 41 minutes 52 seconds

Listed in: Business

#51 - Learning Medley on Lemonade & pet insurance, Seller on being a Great Investor and Les Schwab Tires

Published: July 21, 2020, 5 p.m.
Duration: 27 minutes 16 seconds

Listed in: Business

#49 - HEICOs 9 Years of Shareholder Letters

Published: July 17, 2020, 8:15 p.m.
Duration: 22 minutes 44 seconds

Listed in: Business

#48 - Research into Atlassians Management, Culture and Business Model

Published: July 16, 2020, 8 p.m.
Duration: 55 minutes 51 seconds

Listed in: Business

#47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle

Published: July 14, 2020, 4:30 p.m.
Duration: 42 minutes 39 seconds

Listed in: Business

#46 - Podcast Learning Medley on models of NBA vs. MLB, WeWorks early foundation, and Uber vs. Lyft

Published: July 13, 2020, 6 p.m.
Duration: 33 minutes 32 seconds

Listed in: Business

#45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital

Published: July 10, 2020, 6 p.m.
Duration: 24 minutes 37 seconds

Listed in: Business

#44 - Business Research into Roku (ROKU)

Published: July 9, 2020, 10:15 p.m.
Duration: 45 minutes 18 seconds

Listed in: Business

#42 - Book Review of Reboot by Jerry Colonna

Published: July 7, 2020, 5:30 p.m.
Duration: 33 minutes 45 seconds

Listed in: Business

#41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2

Published: July 6, 2020, 4 p.m.
Duration: 31 minutes 29 seconds

Listed in: Business

#40 - Book Review of Maverick by Ricardo Semler, Part 1 of 2

Published: July 3, 2020, 11:30 p.m.
Duration: 40 minutes 23 seconds

Listed in: Business

#39 - Business Research into Alphabet (GOOG) Part 2

Published: July 1, 2020, 3:30 p.m.
Duration: 42 minutes 52 seconds

Listed in: Business

#38 - Business Research into Alphabet (GOOG) Part 1

Published: June 30, 2020, 12:30 p.m.
Duration: 35 minutes 58 seconds

Listed in: Business

#36 - Book Review of Self Reliance And Other Essays by Ralph Waldo Emerson

Published: June 26, 2020, 3:30 p.m.
Duration: 23 minutes 53 seconds

Listed in: Business

#35 - How I Read a Book Every 2 Weeks

Published: June 24, 2020, 9:30 p.m.
Duration: 18 minutes 30 seconds

Listed in: Business

#34 - Book Review of The Alchemist by Paulo Coehlo

Published: June 23, 2020, 12:30 p.m.
Duration: 36 minutes 42 seconds

Listed in: Business

#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety

Published: June 22, 2020, 3 p.m.
Duration: 25 minutes 21 seconds

Listed in: Business

#32 - Learning from Diamandis Laws, Maria Popova on Finding Purpose and Paul Graham on Doing What You Love

Published: June 19, 2020, 7:30 p.m.
Duration: 30 minutes 51 seconds

Listed in: Business

#31 - Learning From My Largest Investment Mistake To Date

Published: June 18, 2020, 5 p.m.
Duration: 18 minutes 58 seconds

Listed in: Business

#30 - Pinterest Business Research

Published: June 17, 2020, 8 p.m.
Duration: 41 minutes 29 seconds

Listed in: Business

#29 - Book Review of Stumbling on Happiness by Dan Gilbert

Published: June 16, 2020, 12:30 p.m.
Duration: 42 minutes 5 seconds

Listed in: Business

#28 - Learnings on Marketplaces from Andreessen Horowitz & Twilios Values and Cultures from First Round Capital

Published: June 15, 2020, 3:30 p.m.
Duration: 28 minutes 37 seconds

Listed in: Business

#27 - Research into Wix using Fishers Investment Checklist

Published: June 12, 2020, 10 p.m.
Duration: 49 minutes 26 seconds

Listed in: Business

#26 - What is Open Source, Decentralized Machinery Company in 1999, Benchmarks Bottom-Up Investing

Published: June 11, 2020, 12:30 p.m.
Duration: 27 minutes 1 second

Listed in: Business

#25 - Book Review of The Inner Game of Tennis by W. Timothy Gallwey

Published: June 10, 2020, 12:30 p.m.
Duration: 33 minutes 36 seconds

Listed in: Business

#24 - Book Review of Ego Is The Enemy by Ryan Holiday

Published: June 9, 2020, 12:30 p.m.
Duration: 38 minutes 33 seconds

Listed in: Business

#23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses

Published: June 8, 2020, 12:30 p.m.
Duration: 27 minutes 4 seconds

Listed in: Business

#22 - Research of Lululemon using Fishers Investment Checklist

Published: June 5, 2020, 12:30 p.m.
Duration: 33 minutes 30 seconds

Listed in: Business

#21- Learning about Michael Shearn of Money Compound Fund. A true people investor.

Published: June 4, 2020, 12:30 p.m.
Duration: 27 minutes 25 seconds

Listed in: Business

#20 - Research of Workday using Fishers Investment Checklist

Published: June 3, 2020, 12:30 p.m.
Duration: 41 minutes 42 seconds

Listed in: Business

#19 - Reviewing The Art of Learning by Josh Waitzkin

Published: June 2, 2020, 12:30 p.m.
Duration: 32 minutes 30 seconds

Listed in: Business

#18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners

Published: June 1, 2020, 12:30 p.m.
Duration: 35 minutes 48 seconds

Listed in: Business

#17 - Spotifys Culture, Cold Brew Coffee at Home, Calisthenics, Management Incentives

Published: May 29, 2020, 12:30 p.m.
Duration: 25 minutes 17 seconds

Listed in: Business

#16 - First look at Spotify using Fishers 15-point Checklist

Published: May 28, 2020, 12:30 p.m.
Duration: 46 minutes 58 seconds

Listed in: Business

#15 - First-look at Atlassian using Phil Fishers Checklist

Published: May 27, 2020, 12:30 p.m.
Duration: 1 hour 3 minutes 2 seconds

Listed in: Business

#13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First

Published: May 25, 2020, 12:30 p.m.
Duration: 1 hour 2 minutes 34 seconds

Listed in: Business

#12 - Research Report on Morningstar

Published: May 22, 2020, 12:30 p.m.
Duration: 39 minutes 10 seconds

Listed in: Business

#11 - Constellation Software acquisition, Spotify & Joe Rogan, Restaurants in Toronto & Li Lu Lecture

Published: May 21, 2020, 12:30 p.m.
Duration: 22 minutes 15 seconds

Listed in: Business

#10 - Interview with Ricky Zhang, Founder of Prince of Travel

Published: May 20, 2020, 12:30 p.m.
Duration: 1 hour 4 minutes 21 seconds

Listed in: Business

#9 - Mohnish Pabrai Lecture Marathon, Joe Mansuetos career, Morningstar Founder, and Launching OMD Daily

Published: May 19, 2020, 12:30 p.m.
Duration: 44 minutes 55 seconds

Listed in: Business

#8 - Interview with Will Matthews, Professor of Culture at G Adventures

Published: May 18, 2020, 2:30 p.m.
Duration: 1 hour 21 minutes 59 seconds

Listed in: Business

#2 - Trupanion Investment Research

Published: May 18, 2020, 2:30 p.m.
Duration: 40 minutes 13 seconds

Listed in: Business

#3 - Constellation Software Shareholder Meeting

Published: May 18, 2020, 2:30 p.m.
Duration: 37 minutes 40 seconds

Listed in: Business

#4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo

Published: May 18, 2020, 2:30 p.m.
Duration: 29 minutes 29 seconds

Listed in: Business

#7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings

Published: May 18, 2020, 2:30 p.m.
Duration: 30 minutes 3 seconds

Listed in: Business

#6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc.

Published: May 18, 2020, 2:30 p.m.
Duration: 1 hour 4 minutes 59 seconds

Listed in: Business

#5 - Researching Morningstar, Spotify and Brian Koppelman

Published: May 18, 2020, 2:30 p.m.
Duration: 41 minutes 7 seconds

Listed in: Business

#1 Pilot - Kevin Kelly & Stan Druckenmiller

Published: May 14, 2020, 3 p.m.
Duration: 54 minutes 59 seconds

Listed in: Business