#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...
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Business
OMD DAILY
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...
Episodes
20 of 60 episodes
#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 Byted...
#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 m...
#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...
#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 approac...
#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 Can...
#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 lear...
#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...
#52 - Learning Medley on Luck & Success from Maria Konnikova and David Epstein
July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for v...
#51 - Learning Medley on Lemonade & pet insurance, Seller on being a Great Investor and Les Schwab Tires
July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; M...
#50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia & The North Face and Intuit’s business model
July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokop...
#49 - HEICO’s 9 Years of Shareholder Letters
July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder...
#48 - Research into Atlassian’s Management, Culture and Business Model
July 14/15, 2020: Looking into the company on a mission to unleash the potential of every team. Sharing high level thoughts on the culture,...
#47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle
July 13, 2020: One-Sentence Summary: As the coach to the CEO/Founder of many world-changing companies, the book can be summarized by the int...
#46 - Podcast Learning Medley on models of NBA vs. MLB, WeWork’s early foundation, and Uber vs. Lyft
July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-...
#45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital
July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehro...
#44 - Business Research into Roku (ROKU)
July 8, 2020: First look at Roku (ROKU). Learning about streaming platforms, the business model, market dynamics and my concerns with the bu...
#43 - Learning Medley: Food Delivery markets, legendary investor Nick Sleep’s focus, Charlie Songhurst’s learnings from angel investing
July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sle...
#42 - Book Review of Reboot by Jerry Colonna
July 6, 2020: One-Sentence Summary: A thought-provoking book on the value of radical self-inquiry for a person but also the organization he...
#41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2
July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an un...