OMD DAILY

Daniel Lee

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استثمار

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.

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

August 10, 2020: Starting with questioning the basics of small-cap, illiquid companies to Value vs. Growth, diversification and the concept of “moats”, I decided to think through what could actually be true about investing and how looking at companies as cities that develop people could be a pond to fish in. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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

August 7, 2020: Learning from a series of episodes from the Tech Buzz China Podcast to learn about Tencent, BABA, Meituan Dianping and Bytedance. Expanding the depth (lack thereof) of my knowledge of the Chinese tech landscape from "1mm to 5cm”. Then, I get some perspective on the Big Tech hearings from Ben Thompson’s Stratechery summary. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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

August 6, 2020: One-Sentence Summary: It’s the one book everyone in the world should read, especially those in positions of power. It will make you live longer, perform better and make society better. Rating On Time Of Review: 10/10. This book should be required reading in every school, and for every adult…. It’s a travesty that it isn’t. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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

August 5, 2020: Learning about the perspective of value and growth investing through James Anderson’s 5 part series comparing the teachings of Ben Graham to the philosophy of growth investing he has developed at Baillie Gifford. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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

August 3, 2020: Discovering James Anderson, Joint Manager of Scottish Mortgage Investment Trust at Baillie Gifford. Looking into the approach of growth investing, margin of potential upside, how following Buffett may have stopped a generation of investors from learning and Growth at an Unreasonable Price. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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

July 30/31: A series of learnings over the last few days. A focus on breadth over depth from personal finance, traveling opportunity for Canadians and finding the real life reference for Nassim Taleb’s Fat Tony. Then, a detour to nuclear fusion for investments and a rabbit hole into Chamath’s early career to get some perspective for your late-20s and quick looks at Box and Slack. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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#54 - Buffett’s Q&A on Management & Culture

July 29, 2020: Learning from Buffett's and Munger’s Q&A on management and culture with snippets on mistakes and businesses. Core to the learnings were their view on compensation, assessing CEOs, and the most important trait in management. All from the Buffett FAQ site that acts as a precursor to the CNBC archive of Berkshire videos. Special thanks to the Focused Compounding podcast for enlightening me to this wonderful site. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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#53 - Learning on Brad Feld’s early career, picking a place to build a life, model on monthly sprints and coaching

July 28, 2020: Short learning episode from Tim Ferriss’ interview with Brad Feld. Key learnings for me were on the idea of “Topaphillia” in picking a city to live in, perspective on the early part of his career that isn’t mentioned in pop-media, difference between a coach and therapist with mentions of Jerry Colonna and the monthly system he uses with his wife and how I think that has a wider application in organizations. Find detailed notes of the episode on omdventures.com/omddailySupport the podcast by donating at omdventures.com/stakeholderMusic by icons8.com

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مشاهدة الكل (٦٠)

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.

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Daniel Lee
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