OMD DAILY
60 episodes - English - Latest episode: over 3 years ago -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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Episodes
#10 - Interview with Ricky Zhang, Founder of Prince of Travel
May 20, 2020 12:30 - 1 hour - 49.3 MBMay 19, 2020: Today’s conversation is with Ricky Zhang, the Founder of Prince of Travel. I first interviewed Ricky on episode 17 of the Accounted For podcast where we go through his career journey to starting Prince of Travel and I will include the episode link in the show notes at omdventures.com/omddaily. For those of you who aren’t familiar, Prince of Travel is the go-to website for Canadians who want to learn about and plan luxury travel and Ricky shares various reviews and tact...
#9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily
May 19, 2020 12:30 - 44 minutes - 39.1 MB2020-05-18: Learnings from going through Mohnish Pabrai’s lectures/Q&A at Boston College, Trinity College and London Business School. Learning about companies with exceptional management, why price matters, owner earnings, circle of competence, Mohnish’s 10 commandments for investing, deserving to manage outside capital and more. I also dig into Joe Mansueto’s fascinating career of founding Morningstar: The low-key billionaire inspired by Buffett. Find detailed notes of the episo...
#2 - Trupanion Investment Research
May 18, 2020 14:30 - 40 minutes - 38.5 MBMay 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
#4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo
May 18, 2020 14:30 - 29 minutes - 24.9 MBMay 11, 2020: Learnings from initial research into Morningstar from annual report and proxy statement. Additional learning on how the modern European architecture was influenced by tuberculosis instead of some fad of minimalism and Tom Russo’s view on what matters in long term investments. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
#5 - Researching Morningstar, Spotify and Brian Koppelman
May 18, 2020 14:30 - 41 minutes - 32.9 MBMay 12, 2020: Morningstar 2018 shareholder meeting changing my mind, new preliminary research into Spotify via shareholder letters and annual reports. Continued by learning about movie production and the career of Brian Koppelman. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
#3 - Constellation Software Shareholder Meeting
May 18, 2020 14:30 - 37 minutes - 35.2 MBMay 8, 2020: Learnings from the 2019/2020 Constellation Software Annual Meeting. Acquisitions in vertical market software industry, use of leverage, public vs. private market opportunity set, spin-offs, organic growth vs. acquisition trade-off, culture and difference with Berkshire. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
#6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc.
May 18, 2020 14:30 - 1 hour - 63 MBMay 13, 2020: Today’s episode is a conversation with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc. Stephen was one of the early employees to join Simon Sinek’s team, the author of bestsellers like Start With Why, Leaders Eat Last and the Infinite Game. In my first conversation with Stephen on the Accounted For podcast, link in the episode notes, he explored his career journey to joining Simon’s team and today we explore his experience helping lea...
#7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings
May 18, 2020 14:30 - 30 minutes - 25.8 MBMay 14, 2020: Learnings from Sam Well COVID on his real estate portfolio, Q&A with Francis Chou and Mohnish Pabrai that’s been an amazing 2 hours of investment learnings, and Michael Lewis’ fascinating career as a writer. Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com
#8 - Interview with Will Matthews, Professor of Culture at G Adventures
May 18, 2020 14:30 - 1 hour - 77.4 MBMay 15, 2020: Today’s episode is a conversation with Will Matthews, the Professor of Culture at G Adventures. G Adventures is a travel company founded 30 years ago with the headquarters in Toronto but offices globally with 1000+ employees (full-time and part-time). From its 4.5 Glassdoor rating, to unusual titles (CEO stands for Chief Experience Officer used by G Adventures’ front-line tour guides), EQ focused interviews in ball pits, global leadership camps all over the world to ed...
#1 Pilot - Kevin Kelly & Stan Druckenmiller
May 14, 2020 15:00 - 54 minutes - 52 MBThe inaugural episode of OMD Daily. Going through the 68 learnings from Kevin Kelly, Senior Maverick at Wired Magazine, and legendary investor, Stanley Druckenmiller’s 2015 speech on his investing lessons, mistakes etc… Find detailed notes of the episode on omdventures.com/omddaily Support the podcast by donating at omdventures.com/stakeholder Music by icons8.com