OMD DAILY

OMD DAILY

By Daniel LeeBusinessInvestingManagement
Download on the App Store

OMD DAILY episodes

  • #20 - Research of Workday using Fisher’s Investment Checklist

    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, articles on culture and personal anecdotes from my accounting/consulting days.  

    • 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
  • #19 - Reviewing The Art of Learning by Josh Waitzkin

    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 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    33 min
  • #18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners

    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 strength training program and specific strength/skills goals the program is focused on achieving. Then, the day was spend learning about a unique value investor: Josh Tarsoff of Greenlea Capital Partners. Josh has an investment style that looks at compounders, company culture, mission-driven businesses and a contrarian look at company valuations that I love.  

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    36 min
  • #16 - First look at Spotify using Fisher’s 15-point Checklist

    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.  

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    47 min
  • #15 - First-look at Atlassian using Phil Fisher’s Checklist

    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. 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    1 hr 4 min
  • #14 - Investing in 100-baggers, Calculating 10-baggers, Occam’s Razor, High Inflation Investing and Consumer Internet Niches.

    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, Modest Proposal on Invest like the Best, and Chris Mayer on Meb Faber Show. 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    26 min
  • #13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First

    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 experience launching the program in Canada. We also dig into Frankie’s fascinating career starting as a teenage entrepreneur running a web development business before university, to spending six years in product management in Montreal and Singapore, and joining EF in Singapore. Given my fascination with investing in people, we also explore Frankie’s experience with identifying talent, how the program helps produce successful teams of co-founders and companies, some characteristics that tie in the successful teams in the past and much more! 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    1 hr 3 min
  • #12 - Research Report on Morningstar

    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 a shot of displacing the existing order. 

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    40 min
  • #11 - Constellation Software acquisition, Spotify & Joe Rogan, Restaurants in Toronto & Li Lu Lecture

    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 breaking my heart (short-term), talking with a friend who owns a coffee shop chain in Toronto, and a key learning/appreciation from Li Lu of Himalaya Capital’s 2013 lecture.  

    • Find detailed notes of the episode on omdventures.com/omddaily
    • Support the podcast by donating at omdventures.com/stakeholder
    • Music by icons8.com
    23 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…