OMD DAILY

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 this over and over again. 

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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.  

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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.  

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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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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 enough there to warrant a second try. 

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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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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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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.  

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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 Love.  

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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.  

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