OMD DAILY

OMD DAILY

By Daniel LeeBusinessInvestingManagement
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OMD DAILY episodes

  • #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 grow, IPO, and even expand into Toronto… I got curious on how this could be. 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    42 min
  • #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 with Jeff Lawson on Twilio’s values and culture.  

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    29 min
  • #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 platform for non-tech folks like yours truly. Once again, I use Phil Fisher’s 15 point investment checklist as a foundation.  

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    50 min
  • #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 episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    28 min
  • #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 donating at omdventures.com/stakeholder
    • Music by icons8.com
    39 min
  • #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 identifying ‘potentially’ successful marketplace businesses. 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    28 min
  • #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 management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure.  

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

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

About OMD DAILY

From the publisher's feed

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…