OMD DAILY

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 about Intuit’s business model after learning Scuttleblurb’s article.  

• Find detailed notes of the episode on omdventures.com/omddaily
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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 notes of the episode on omdventures.com/omddaily
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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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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 effective in their job and to grow and develop. Rating On Time Of Review: It’s one of the few books that define what I want to do with my life. A one of a kind book 10/10. 

• Find detailed notes of the episode on omdventures.com/omddaily
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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 life was like in the fast-growth era of the business. Third is a series looking at the battle between Lyft and Uber… looking at the different founding stories, tactics by the founders to build the business and hints at what the cultural difference internally could’ve been like.   

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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 was coached by Bill Campbell. The second was Chamath’s interview on the Odd Lots podcast. It’s always entertaining to hear Chamath’s views but the most insight was on his views on addressing racism and that took me down a rabbit hole reflecting on my own experience.  

• Find detailed notes of the episode on omdventures.com/omddaily
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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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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.  

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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 read at the right time, like most books. That’ll make the difference of whether it’s a 3/10 or a 8/10.  

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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 this over and over again. 

• Find detailed notes of the episode on omdventures.com/omddaily
• Support the podcast by donating at omdventures.com/stakeholder
• Music by icons8.com