#44 - Business Research into Roku (ROKU)

OMD DAILY by Daniel Lee

Jul 9, 202045:18Business

July 8, 2020: First look at Roku (ROKU). Learning about streaming platforms, the business model, market dynamics and my concerns with the business and management. Find detailed notes of the episode on omdventures.com/omd...

Related Episodes

Continue listening to more episodes from OMD DAILY.

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

Aug 11, 2020 - 61:34

August 10, 2020: Starting with questioning the basics of small-cap, illiquid companies to Value vs. Growt...

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

Aug 11, 2020 - 36:59

August 7, 2020: Learning from a series of episodes from the Tech Buzz China Podcast to learn about Tencen...

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

Aug 8, 2020 - 50:20

August 6, 2020: One-Sentence Summary: It’s the one book everyone in the world should read, especially tho...

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

Aug 7, 2020 - 36:57

August 5, 2020: Learning about the perspective of value and growth investing through James Anderson’s 5 p...

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

Aug 4, 2020 - 30:23

August 3, 2020: Discovering James Anderson, Joint Manager of Scottish Mortgage Investment Trust at Bailli...

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

Aug 1, 2020 - 36:50

July 30/31: A series of learnings over the last few days. A focus on breadth over depth from personal fin...

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

Jul 30, 2020 - 47:21

July 29, 2020: Learning from Buffett's and Munger’s Q&A on management and culture with snippets on mistak...

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

Jul 29, 2020 - 20:44

July 28, 2020: Short learning episode from Tim Ferriss’ interview with Brad Feld. Key learnings for me we...