OMD DAILY Transistor (https://transistor.fm) https://feeds.transistor.fm/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 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. OMD Ventures bea1811e-f61d-5d0e-8f76-04ad2e18f435 no en Fri, 09 Feb 2024 15:08:43 -0500 Tue, 02 Dec 2025 16:15:14 -0500 https://omdventures.com/omddaily https://img.transistor.fm/VpNes5hsUR-0mWPpMTx7BzcoXUieYRpi0Od1vUfKh88/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEwNjk3LzE1ODk0/MDAxODItYXJ0d29y/ay5qcGc.jpg OMD DAILY https://omdventures.com/omddaily episodic Daniel Lee 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. A podcast about investing in people. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Daniel Lee No Yes #60 - Reflecting on Investment “Truths” To Fish Where The Fish Are #60 - Reflecting on Investment “Truths” To Fish Where The Fish Are full 8f68e6ed-88ec-49d0-9f2a-1aae25f15932 https://share.transistor.fm/s/5c3d4184 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. 

]]> 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. 

]]> Tue, 11 Aug 2020 17:27:56 -0400 Daniel Lee Daniel Lee 3694 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. 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing #59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing full aa7a2530-4b8f-4d37-9ce9-e5019dbaf405 https://share.transistor.fm/s/a6c29652 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.   

]]> 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.   

]]> Mon, 10 Aug 2020 22:47:48 -0400 Daniel Lee Daniel Lee 2219 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. 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 g career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #58 - Book Review of Why We Sleep by Matthew Walker #58 - Book Review of Why We Sleep by Matthew Walker full 8b273a79-2d45-4cbb-af9c-9437e0247c6a https://share.transistor.fm/s/800290fd 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.  

]]> 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.  

]]> Sat, 08 Aug 2020 13:15:00 -0400 Daniel Lee Daniel Lee 3020 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. 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 r career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #57 - Growth vs. Value Investing with James Anderson of Baillie Gifford #57 - Growth vs. Value Investing with James Anderson of Baillie Gifford full 942f373f-c648-4f90-a169-aed10db7c7e8 https://share.transistor.fm/s/b86ffe7c 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.  

]]> 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.  

]]> Fri, 07 Aug 2020 14:00:00 -0400 Daniel Lee Daniel Lee 2217 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. 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #56 - Discovering James Anderson, Growth Investor at Baillie Gifford #56 - Discovering James Anderson, Growth Investor at Baillie Gifford full 6de6020f-8190-41ae-bb0d-1a4e3fc57044 https://share.transistor.fm/s/9aba8a5f 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.

]]> 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.

]]> Tue, 04 Aug 2020 17:15:00 -0400 Daniel Lee Daniel Lee 1823 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. 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #55 - Learning Medley on Fat Tony, Chamath Palihapitiya, Nuclear Energy, Box, Slack and “Others" #55 - Learning Medley on Fat Tony, Chamath Palihapitiya, Nuclear Energy, Box, Slack and “Others" full df575f3c-ac8b-43ce-aa96-be8997fe0a2d https://share.transistor.fm/s/5e8930f4 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.  

]]> 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.  

]]> Fri, 31 Jul 2020 23:00:00 -0400 Daniel Lee Daniel Lee 2210 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. 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 invest career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #54 - Buffett’s Q&A on Management & Culture #54 - Buffett’s Q&A on Management & Culture full 6791ba99-b4d2-49fc-a47b-d9bff7d434d4 https://share.transistor.fm/s/4ee1226a 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.  

]]> 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.  

]]> Thu, 30 Jul 2020 16:00:00 -0400 Daniel Lee Daniel Lee 2841 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 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #53 - Learning on Brad Feld’s early career, picking a place to build a life, model on monthly sprints and coaching #53 - Learning on Brad Feld’s early career, picking a place to build a life, model on monthly sprints and coaching full b6123bd4-8b36-44d0-a617-b89f3df65be8 https://share.transistor.fm/s/58603ca0 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.  

]]> 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.  

]]> Wed, 29 Jul 2020 15:00:00 -0400 Daniel Lee Daniel Lee 1244 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. 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, differenc career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #52 - Learning Medley on Luck & Success from Maria Konnikova and David Epstein #52 - Learning Medley on Luck & Success from Maria Konnikova and David Epstein full 307d8f07-0ed0-49fd-a672-a5e6e0afef2e https://share.transistor.fm/s/174bfd8f July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for various businesses, Maria Konnikova’s fascinating career and skill/people in poker, and David Epstein on accumulating diverse experiences for a fulfilling career, questioning the ‘grit’ research and stories on what makes a successful comic book creator and Nintendo’s Gameboy story.  

]]> July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for various businesses, Maria Konnikova’s fascinating career and skill/people in poker, and David Epstein on accumulating diverse experiences for a fulfilling career, questioning the ‘grit’ research and stories on what makes a successful comic book creator and Nintendo’s Gameboy story.  

]]> Tue, 28 Jul 2020 10:30:00 -0400 Daniel Lee Daniel Lee 2512 July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for various businesses, Maria Konnikova’s fascinating career and skill/people in poker, and David Epstein on accumulating diverse experiences for a fulfilling career, questioning the ‘grit’ research and stories on what makes a successful comic book creator and Nintendo’s Gameboy story. July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for various businesses, Maria Konnikova’s fascinating career and skill/people in poker, and David Epstein on accumulatin career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #51 - Learning Medley on Lemonade & pet insurance, Seller on being a Great Investor and Les Schwab Tires #51 - Learning Medley on Lemonade & pet insurance, Seller on being a Great Investor and Les Schwab Tires full 04e78e57-e2e2-4e40-a12c-77d91204e717 https://share.transistor.fm/s/fd773521 July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; Mark Seller’s famous ‘07 speech on what makes a ‘Great Investor’ (hint: writing is important); a story of Les Schwab Tires and common sense profit sharing.  

]]> July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; Mark Seller’s famous ‘07 speech on what makes a ‘Great Investor’ (hint: writing is important); a story of Les Schwab Tires and common sense profit sharing.  

]]> Tue, 21 Jul 2020 13:00:00 -0400 Daniel Lee Daniel Lee 1636 July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; Mark Seller’s famous ‘07 speech on what makes a ‘Great Investor’ (hint: writing is important); a story of Les Schwab Tires and common sense profit sharing. July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; Mark Seller’s famous ‘07 speech on what makes a ‘Great Investor’ (hint: writing is important); a story of Les Schwab career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia & The North Face and Intuit’s business model #50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia & The North Face and Intuit’s business model full 2712c08c-6ffe-4661-b6af-9d3e443ab967 https://share.transistor.fm/s/26efe50b July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokopedia platform from a conversation, Patagonia and The North Face’s founding stories and the power of their brand from the Business Wars podcast and thinking about Intuit’s business model after learning Scuttleblurb’s article.  

]]> July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokopedia platform from a conversation, Patagonia and The North Face’s founding stories and the power of their brand from the Business Wars podcast and thinking about Intuit’s business model after learning Scuttleblurb’s article.  

]]> Mon, 20 Jul 2020 12:00:00 -0400 Daniel Lee Daniel Lee 1927 July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokopedia platform from a conversation, Patagonia and The North Face’s founding stories and the power of their brand from the Business Wars podcast and thinking about Intuit’s business model after learning Scuttleblurb’s article July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokopedia platform from a conversation, Patagonia and The North Face’s founding stories and the power of their brand fro career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #49 - HEICO’s 9 Years of Shareholder Letters #49 - HEICO’s 9 Years of Shareholder Letters full bee0582f-4e50-4adb-b002-0c657173bef3 https://share.transistor.fm/s/d3b33870 July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder” and “high-performing conglomerate” so the mission was to see if management shared lessons on their decentralized organization structure.  

]]> July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder” and “high-performing conglomerate” so the mission was to see if management shared lessons on their decentralized organization structure.  

]]> Fri, 17 Jul 2020 16:15:00 -0400 Daniel Lee Daniel Lee 1364 July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder” and “high-performing conglomerate” so the mission was to see if management shared lessons on their decentralized organization structure. July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder” and “high-performing conglomerate” so the mission was to see if management shared lessons on their decentralized career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #48 - Research into Atlassian’s Management, Culture and Business Model #48 - Research into Atlassian’s Management, Culture and Business Model full 1a237ac4-ba26-44b7-874b-d60c5f97fed8 https://share.transistor.fm/s/00d8d26f 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, management and business model from shareholder letters and annual reports of Atlassian. 

]]> 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, management and business model from shareholder letters and annual reports of Atlassian. 

]]> Thu, 16 Jul 2020 16:00:00 -0400 Daniel Lee Daniel Lee 3351 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, management and business model from shareholder letters and annual reports of Atlassian. 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, management and business model from shareholder letters and annual reports of Atlassian. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle #47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle full b366c301-1d4c-4d69-85e3-8a78ccbabdf2 https://share.transistor.fm/s/1b1d12ed 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 introduction to Bill Campbell’s manifesto: People are the foundation of any company’s success. The primary job of each manager is to help people be more effective in their job and to grow and develop. Rating On Time Of Review: It’s one of the few books that define what I want to do with my life. A one of a kind book 10/10. 

]]> 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 introduction to Bill Campbell’s manifesto: People are the foundation of any company’s success. The primary job of each manager is to help people be more effective in their job and to grow and develop. Rating On Time Of Review: It’s one of the few books that define what I want to do with my life. A one of a kind book 10/10. 

]]> Tue, 14 Jul 2020 12:30:00 -0400 Daniel Lee Daniel Lee 2559 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 introduction to Bill Campbell’s manifesto: People are the foundation of any company’s success. The primary job of each manager is to help people be more effective in their job and to grow and develop. Rating On Time Of Review: It’s one of the few books that define what I want to do with my life. A one of a kind book 10/10. 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 introduction to Bill Campbell’s manifesto: People are the foundation of any company’s success. The primary job of each career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #46 - Podcast Learning Medley on models of NBA vs. MLB, WeWork’s early foundation, and Uber vs. Lyft #46 - Podcast Learning Medley on models of NBA vs. MLB, WeWork’s early foundation, and Uber vs. Lyft full b81b204c-576b-4d05-9a6f-4f3be9ef571b https://share.transistor.fm/s/fbbdfadc July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-sharing model where incentives are aligned with stakeholders come to reckoning in times of crisis. Second is a series on WeWork’s founder and a look at what life was like in the fast-growth era of the business. Third is a series looking at the battle between Lyft and Uber… looking at the different founding stories, tactics by the founders to build the business and hints at what the cultural difference internally could’ve been like.   

]]> July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-sharing model where incentives are aligned with stakeholders come to reckoning in times of crisis. Second is a series on WeWork’s founder and a look at what life was like in the fast-growth era of the business. Third is a series looking at the battle between Lyft and Uber… looking at the different founding stories, tactics by the founders to build the business and hints at what the cultural difference internally could’ve been like.   

]]> Mon, 13 Jul 2020 14:00:00 -0400 Daniel Lee Daniel Lee 2012 July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-sharing model where incentives are aligned with stakeholders come to reckoning in times of crisis. Second is a series on WeWork’s founder and a look at what life was like in the fast-growth era of the business. Third is a series looking at the battle between Lyft and Uber… looking at the different founding stories, tactics by the founders to build the business and hints at what the cultural difference internally could’ve been like. July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-sharing model where incentives are aligned with stakeholders come to reckoning in times of crisis. Second is a seri career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital #45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital full 2955d6cf-f124-4d49-a41c-0ea990d4d758 https://share.transistor.fm/s/efa73f57 July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehrotra (Founder of Coda and Product at Youtube) interview on Invest Like The Best podcast. Though I learned a lot about bundling, the big trigger was that he was coached by Bill Campbell. The second was Chamath’s interview on the Odd Lots podcast. It’s always entertaining to hear Chamath’s views but the most insight was on his views on addressing racism and that took me down a rabbit hole reflecting on my own experience.  

]]> July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehrotra (Founder of Coda and Product at Youtube) interview on Invest Like The Best podcast. Though I learned a lot about bundling, the big trigger was that he was coached by Bill Campbell. The second was Chamath’s interview on the Odd Lots podcast. It’s always entertaining to hear Chamath’s views but the most insight was on his views on addressing racism and that took me down a rabbit hole reflecting on my own experience.  

]]> Fri, 10 Jul 2020 14:00:00 -0400 Daniel Lee Daniel Lee 1477 July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehrotra (Founder of Coda and Product at Youtube) interview on Invest Like The Best podcast. Though I learned a lot about bundling, the big trigger was that he was coached by Bill Campbell. The second was Chamath’s interview on the Odd Lots podcast. It’s always entertaining to hear Chamath’s views but the most insight was on his views on addressing racism and that took me down a rabbit hole reflecting on my own experience. July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehrotra (Founder of Coda and Product at Youtube) interview on Invest Like The Best podcast. Though I learned a lot abou career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #44 - Business Research into Roku (ROKU) #44 - Business Research into Roku (ROKU) full fa7be586-d29f-43f6-9bce-06fe655ae6db https://share.transistor.fm/s/fb7c817a 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. 

]]> 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. 

]]> Thu, 09 Jul 2020 18:15:00 -0400 Daniel Lee Daniel Lee 2718 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. 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #43 - Learning Medley: Food Delivery markets, legendary investor Nick Sleep’s focus, Charlie Songhurst’s learnings from angel investing #43 - Learning Medley: Food Delivery markets, legendary investor Nick Sleep’s focus, Charlie Songhurst’s learnings from angel investing full 30a5ac1f-5e05-4bcd-a30d-5982ff3596c0 https://share.transistor.fm/s/4993d64d July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sleep, and learnings from Invest Like The Best interview with Charlie Songhurst on his learnings from angel investing in ~500 companies.  

]]> July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sleep, and learnings from Invest Like The Best interview with Charlie Songhurst on his learnings from angel investing in ~500 companies.  

]]> Wed, 08 Jul 2020 15:00:00 -0400 Daniel Lee Daniel Lee 2299 July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sleep, and learnings from Invest Like The Best interview with Charlie Songhurst on his learnings from angel investing in ~500 companies. July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sleep, and learnings from Invest Like The Best interview with Charlie Songhurst on his learnings from angel investing career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #42 - Book Review of Reboot by Jerry Colonna #42 - Book Review of Reboot by Jerry Colonna full 7e815c7d-e09b-4ef7-bc46-feb0a4ed8455 https://share.transistor.fm/s/d3a1c329 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 leads, through the coaching and story of the VC turned CEO whisperer. Rating On Time Of Review: A thinker. A reference book for the questions. It needs to be read at the right time, like most books. That’ll make the difference of whether it’s a 3/10 or a 8/10.  

]]> 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 leads, through the coaching and story of the VC turned CEO whisperer. Rating On Time Of Review: A thinker. A reference book for the questions. It needs to be read at the right time, like most books. That’ll make the difference of whether it’s a 3/10 or a 8/10.  

]]> Tue, 07 Jul 2020 13:30:00 -0400 Daniel Lee Daniel Lee 2025 July 7, 2020: One-Sentence Summary: A thought-provoking book on the value of radical self-inquiry for a person but also the organization he leads, through the coaching and story of the VC turned CEO whisperer. Rating On Time Of Review: A thinker. A reference book for the questions. It needs to be read at the right time, like most books. That’ll make the difference of whether it’s a 3/10 or a 8/10. July 7, 2020: One-Sentence Summary: A thought-provoking book on the value of radical self-inquiry for a person but also the organization he leads, through the coaching and story of the VC turned CEO whisperer. Rating On Time Of Review: A thinker. A refere career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2 #41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2 full b4c4e93a-b279-4000-a83a-77a1eaa56282 https://share.transistor.fm/s/a82dd57c July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study this over and over again. 

]]> July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study this over and over again. 

]]> Mon, 06 Jul 2020 12:00:00 -0400 Daniel Lee Daniel Lee 1889 July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study this over and over again. July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #40 - Book Review of Maverick by Ricardo Semler, Part 1 of 2 #40 - Book Review of Maverick by Ricardo Semler, Part 1 of 2 full fd0a9c32-47c1-431e-a8f4-1556f5837540 https://share.transistor.fm/s/abd06941 July 2, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study this over and over again. 

]]> July 2, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study this over and over again. 

]]> Fri, 03 Jul 2020 19:30:00 -0400 Daniel Lee Daniel Lee 2423 July 2, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: Best business book. 10/10. Just study this over and over again. July 2, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an unconventional workplace that focuses on investing in quality of life for business success. Rating On Time Of Review: career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #39 - Business Research into Alphabet (GOOG) Part 2 #39 - Business Research into Alphabet (GOOG) Part 2 full 301db6fb-3eb0-4c07-9d34-9552d2478af7 https://share.transistor.fm/s/60627867 June 30, 2020: First look at Alphabet. Splitting the research into multiple parts. Continuing from yesterday, in this episode I’ll look into costs, margins, returns on capital, reinvestment, culture, management and the like.  

]]> June 30, 2020: First look at Alphabet. Splitting the research into multiple parts. Continuing from yesterday, in this episode I’ll look into costs, margins, returns on capital, reinvestment, culture, management and the like.  

]]> Wed, 01 Jul 2020 11:30:00 -0400 Daniel Lee Daniel Lee 2572 June 30, 2020: First look at Alphabet. Splitting the research into multiple parts. Continuing from yesterday, in this episode I’ll look into costs, margins, returns on capital, reinvestment, culture, management and the like. June 30, 2020: First look at Alphabet. Splitting the research into multiple parts. Continuing from yesterday, in this episode I’ll look into costs, margins, returns on capital, reinvestment, culture, management and the like. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #38 - Business Research into Alphabet (GOOG) Part 1 #38 - Business Research into Alphabet (GOOG) Part 1 full 742f9db9-5c40-48b3-ba1f-54d491da4509 https://share.transistor.fm/s/c8c84862 June 29, 2020: First look at Alphabet. Splitting the research into multiple parts. Today I look into some elements that make GOOG "not a conventional company”, how it makes money, customers, and market position of its major product segments.  

]]> June 29, 2020: First look at Alphabet. Splitting the research into multiple parts. Today I look into some elements that make GOOG "not a conventional company”, how it makes money, customers, and market position of its major product segments.  

]]> Tue, 30 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2158 June 29, 2020: First look at Alphabet. Splitting the research into multiple parts. Today I look into some elements that make GOOG "not a conventional company”, how it makes money, customers, and market position of its major product segments. June 29, 2020: First look at Alphabet. Splitting the research into multiple parts. Today I look into some elements that make GOOG "not a conventional company”, how it makes money, customers, and market position of its major product segments. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #37 - Interview with Katie Wyka, Performance Coach at Clio. In-house Talent Acceleration for A Fast-Growing Software Company. #37 - Interview with Katie Wyka, Performance Coach at Clio. In-house Talent Acceleration for A Fast-Growing Software Company. full 4e5f5b09-a15a-41b4-b4a5-7e7fa5c76320 https://share.transistor.fm/s/a4796c5a June 26, 2020: An interview with Katie Wyka, Performance Coach at Clio. Learning about Clio’s culture/values, Katie’s role in talent acceleration as Clio’s first in-house coach, the frameworks for coaching, measuring ROI from coaching, building trust and everything to do with developing people.  

]]> June 26, 2020: An interview with Katie Wyka, Performance Coach at Clio. Learning about Clio’s culture/values, Katie’s role in talent acceleration as Clio’s first in-house coach, the frameworks for coaching, measuring ROI from coaching, building trust and everything to do with developing people.  

]]> Mon, 29 Jun 2020 11:00:00 -0400 Daniel Lee Daniel Lee 4391 June 26, 2020: An interview with Katie Wyka, Performance Coach at Clio. Learning about Clio’s culture/values, Katie’s role in talent acceleration as Clio’s first in-house coach, the frameworks for coaching, measuring ROI from coaching, building trust and everything to do with developing people. June 26, 2020: An interview with Katie Wyka, Performance Coach at Clio. Learning about Clio’s culture/values, Katie’s role in talent acceleration as Clio’s first in-house coach, the frameworks for coaching, measuring ROI from coaching, building trust and career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #36 - Book Review of Self Reliance And Other Essays by Ralph Waldo Emerson #36 - Book Review of Self Reliance And Other Essays by Ralph Waldo Emerson full d6a04aa8-d45e-4ca6-a211-9d6c9ae2eef7 https://share.transistor.fm/s/c49b5210 June 24+25, 2020: One-Sentence Summary - A challenging set of essays that genuinely makes you “think” as it outlays the value of independent thought that is so rare in the world. Rating On Time Of Review - It was okay. It’s a classic so I’d like to revisit it again in the future. I think there is enough there to warrant a second try. 

]]> June 24+25, 2020: One-Sentence Summary - A challenging set of essays that genuinely makes you “think” as it outlays the value of independent thought that is so rare in the world. Rating On Time Of Review - It was okay. It’s a classic so I’d like to revisit it again in the future. I think there is enough there to warrant a second try. 

]]> Fri, 26 Jun 2020 11:30:00 -0400 Daniel Lee Daniel Lee 1433 June 24+25, 2020: One-Sentence Summary - A challenging set of essays that genuinely makes you “think” as it outlays the value of independent thought that is so rare in the world. Rating On Time Of Review - It was okay. It’s a classic so I’d like to revisit it again in the future. I think there is enough there to warrant a second try. June 24+25, 2020: One-Sentence Summary - A challenging set of essays that genuinely makes you “think” as it outlays the value of independent thought that is so rare in the world. Rating On Time Of Review - It was okay. It’s a classic so I’d like to revisi career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #35 - How I Read a Book Every 2 Weeks #35 - How I Read a Book Every 2 Weeks full e1bc5153-cdd2-4c6b-98b1-beb98cbcc883 https://share.transistor.fm/s/577a10b2 June 23, 2020: Talking through an essay I wrote on "How to Read a Book Every 2 Weeks”. Going over my system currently (my best one yet) and all the past systems that didn’t work.  

]]> June 23, 2020: Talking through an essay I wrote on "How to Read a Book Every 2 Weeks”. Going over my system currently (my best one yet) and all the past systems that didn’t work.  

]]> Wed, 24 Jun 2020 17:30:00 -0400 Daniel Lee Daniel Lee 1110 June 23, 2020: Talking through an essay I wrote on "How to Read a Book Every 2 Weeks”. Going over my system currently (my best one yet) and all the past systems that didn’t work. June 23, 2020: Talking through an essay I wrote on "How to Read a Book Every 2 Weeks”. Going over my system currently (my best one yet) and all the past systems that didn’t work. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #34 - Book Review of The Alchemist by Paulo Coehlo #34 - Book Review of The Alchemist by Paulo Coehlo full b22ea062-e81e-4178-ac2f-82328c153abe https://share.transistor.fm/s/e293bf4f June 22, 2020: One-Sentence Summary: A fictional tale that masterfully incorporates various mental models on the singular focus of embarking on the journey to live a life of purpose. 

]]> June 22, 2020: One-Sentence Summary: A fictional tale that masterfully incorporates various mental models on the singular focus of embarking on the journey to live a life of purpose. 

]]> Tue, 23 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2202 June 22, 2020: One-Sentence Summary: A fictional tale that masterfully incorporates various mental models on the singular focus of embarking on the journey to live a life of purpose. June 22, 2020: One-Sentence Summary: A fictional tale that masterfully incorporates various mental models on the singular focus of embarking on the journey to live a life of purpose. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #33 - The Relationship of ROIC, Growth, Yield and Margin of Safety #33 - The Relationship of ROIC, Growth, Yield and Margin of Safety full 203da6d1-7238-4c06-aa1d-805eef3007b5 https://share.transistor.fm/s/ad8f3329 June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing concepts.  

]]> June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing concepts.  

]]> Mon, 22 Jun 2020 11:00:00 -0400 Daniel Lee Daniel Lee 1521 June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing concepts. June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR) and trying to look at margin of safety differently. A revelation of how little I know and how I noodle investing co career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #32 - Learning from Diamandis’ Laws, Maria Popova on Finding Purpose and Paul Graham on Doing What You Love #32 - Learning from Diamandis’ Laws, Maria Popova on Finding Purpose and Paul Graham on Doing What You Love full 9354daf4-a649-4e37-b536-dfa873001609 https://share.transistor.fm/s/05cf7c80 June 18, 2020: A curiosity-driven adventure took me down the rabbit hole of learning about Peter Diamandis’ 29 Laws and Maria Popova’s essay on Finding Purpose through 7 fascinating people. This started my annual pilgrimage to Paul Graham’s essays digging into various models for Doing What You Love.  

]]> June 18, 2020: A curiosity-driven adventure took me down the rabbit hole of learning about Peter Diamandis’ 29 Laws and Maria Popova’s essay on Finding Purpose through 7 fascinating people. This started my annual pilgrimage to Paul Graham’s essays digging into various models for Doing What You Love.  

]]> Fri, 19 Jun 2020 15:30:00 -0400 Daniel Lee Daniel Lee 1851 June 18, 2020: A curiosity-driven adventure took me down the rabbit hole of learning about Peter Diamandis’ 29 Laws and Maria Popova’s essay on Finding Purpose through 7 fascinating people. This started my annual pilgrimage to Paul Graham’s essays digging into various models for Doing What You Love. June 18, 2020: A curiosity-driven adventure took me down the rabbit hole of learning about Peter Diamandis’ 29 Laws and Maria Popova’s essay on Finding Purpose through 7 fascinating people. This started my annual pilgrimage to Paul Graham’s essays digging career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #31 - Learning From My Largest Investment Mistake To Date #31 - Learning From My Largest Investment Mistake To Date full b527cc06-d499-45aa-81b1-fb4145ad402a https://share.transistor.fm/s/e4003dd1 June 17, 2020: Talking about a position I took that accounted for 40% of my portfolio and one I exited with losing 15% of my net worth. A reflection on how it started, what it was like as a quick post mortem from the 2 years of holding this position.  

]]> June 17, 2020: Talking about a position I took that accounted for 40% of my portfolio and one I exited with losing 15% of my net worth. A reflection on how it started, what it was like as a quick post mortem from the 2 years of holding this position.  

]]> Thu, 18 Jun 2020 13:00:00 -0400 Daniel Lee Daniel Lee 1138 June 17, 2020: Talking about a position I took that accounted for 40% of my portfolio and one I exited with losing 15% of my net worth. A reflection on how it started, what it was like as a quick post mortem from the 2 years of holding this position. June 17, 2020: Talking about a position I took that accounted for 40% of my portfolio and one I exited with losing 15% of my net worth. A reflection on how it started, what it was like as a quick post mortem from the 2 years of holding this position. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #30 - Pinterest Business Research #30 - Pinterest Business Research full cb612a98-5e2e-44ce-be1c-efa53135ef88 https://share.transistor.fm/s/c79b4024 June 16, 2020: A first look at Pinterest, company living on making inspirations come true, and the world of digital advertising. I’m not a Pinterest user. Just putting it out there. Though, I did try using it once and didn’t understand what the point of it was. Over time, as I saw the business grow, IPO, and even expand into Toronto… I got curious on how this could be. 

]]> June 16, 2020: A first look at Pinterest, company living on making inspirations come true, and the world of digital advertising. I’m not a Pinterest user. Just putting it out there. Though, I did try using it once and didn’t understand what the point of it was. Over time, as I saw the business grow, IPO, and even expand into Toronto… I got curious on how this could be. 

]]> Wed, 17 Jun 2020 16:00:00 -0400 Daniel Lee Daniel Lee 2489 June 16, 2020: A first look at Pinterest, company living on making inspirations come true, and the world of digital advertising. I’m not a Pinterest user. Just putting it out there. Though, I did try using it once and didn’t understand what the point of it was. Over time, as I saw the business grow, IPO, and even expand into Toronto… I got curious on how this could be. June 16, 2020: A first look at Pinterest, company living on making inspirations come true, and the world of digital advertising. I’m not a Pinterest user. Just putting it out there. Though, I did try using it once and didn’t understand what the point of i career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #29 - Book Review of Stumbling on Happiness by Dan Gilbert #29 - Book Review of Stumbling on Happiness by Dan Gilbert full d143e82c-6a8a-4bce-82c0-0babc65f3fe7 https://share.transistor.fm/s/a025f12e June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves. 

]]> June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves. 

]]> Tue, 16 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2525 June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves. June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #28 - Learnings on Marketplaces from Andreessen Horowitz & Twilio’s Values and Cultures from First Round Capital #28 - Learnings on Marketplaces from Andreessen Horowitz & Twilio’s Values and Cultures from First Round Capital full 9343d44b-7212-4c9e-afa6-7be3145c665d https://share.transistor.fm/s/e2e0fcee June 12, 2020: Learnings inspired by listening to Invest Like The Best podcast episodes with Sarah Tavel of Benchmark and Jeff Lawson of Twilio. This took me down the rabbit hole of learning about 100 marketplaces from a16z’s article on private/startups and First Round Capital’s focused interview with Jeff Lawson on Twilio’s values and culture.  

]]> June 12, 2020: Learnings inspired by listening to Invest Like The Best podcast episodes with Sarah Tavel of Benchmark and Jeff Lawson of Twilio. This took me down the rabbit hole of learning about 100 marketplaces from a16z’s article on private/startups and First Round Capital’s focused interview with Jeff Lawson on Twilio’s values and culture.  

]]> Mon, 15 Jun 2020 11:30:00 -0400 Daniel Lee Daniel Lee 1717 June 12, 2020: Learnings inspired by listening to Invest Like The Best podcast episodes with Sarah Tavel of Benchmark and Jeff Lawson of Twilio. This took me down the rabbit hole of learning about 100 marketplaces from a16z’s article on private/startups and First Round Capital’s focused interview with Jeff Lawson on Twilio’s values and culture. June 12, 2020: Learnings inspired by listening to Invest Like The Best podcast episodes with Sarah Tavel of Benchmark and Jeff Lawson of Twilio. This took me down the rabbit hole of learning about 100 marketplaces from a16z’s article on private/startups a career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #27 - Research into Wix using Fisher’s Investment Checklist #27 - Research into Wix using Fisher’s Investment Checklist full 8f6d1f79-c57e-4051-b024-50e83beacac9 https://share.transistor.fm/s/b88b6299 June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and contribute, irrespective of their level of coding skill." Aka, it started out as a DIY website platform for non-tech folks like yours truly. Once again, I use Phil Fisher’s 15 point investment checklist as a foundation.  

]]> June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and contribute, irrespective of their level of coding skill." Aka, it started out as a DIY website platform for non-tech folks like yours truly. Once again, I use Phil Fisher’s 15 point investment checklist as a foundation.  

]]> Fri, 12 Jun 2020 18:00:00 -0400 Daniel Lee Daniel Lee 2966 June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and contribute, irrespective of their level of coding skill." Aka, it started out as a DIY website platform for non-tech folks like yours truly. Once again, I use Phil Fisher’s 15 point investment checklist as a foundation. June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Internet should be accessible to everyone to develop, create and contribute, irrespective of their level of coding skill. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #26 - What is Open Source, Decentralized Machinery Company in 1999, Benchmark’s Bottom-Up Investing #26 - What is Open Source, Decentralized Machinery Company in 1999, Benchmark’s Bottom-Up Investing full 94bdce53-5005-4d68-92a1-a4c427546f8b https://share.transistor.fm/s/59b39e48 June 10, 2020: Learning about Open Source with LEGOs, Illinois Tool Works’ decentralized business model, a Canadian box company that rewards cost savings with money, and Benchmark’s bottom-up investing approach to venture and using Gall’s Law as a model supporting it.  

]]> June 10, 2020: Learning about Open Source with LEGOs, Illinois Tool Works’ decentralized business model, a Canadian box company that rewards cost savings with money, and Benchmark’s bottom-up investing approach to venture and using Gall’s Law as a model supporting it.  

]]> Thu, 11 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1621 June 10, 2020: Learning about Open Source with LEGOs, Illinois Tool Works’ decentralized business model, a Canadian box company that rewards cost savings with money, and Benchmark’s bottom-up investing approach to venture and using Gall’s Law as a model supporting it. June 10, 2020: Learning about Open Source with LEGOs, Illinois Tool Works’ decentralized business model, a Canadian box company that rewards cost savings with money, and Benchmark’s bottom-up investing approach to venture and using Gall’s Law as a model s career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #25 - Book Review of The Inner Game of Tennis by W. Timothy Gallwey #25 - Book Review of The Inner Game of Tennis by W. Timothy Gallwey full 7f82127f-3bea-4ee1-8342-f2c754e720ea https://share.transistor.fm/s/9bb88ecd June 9, 2020: One-Sentence Summary: An excellent overview of building a framework to achieve peak performance in sports and life through the lens of tennis.  

]]> June 9, 2020: One-Sentence Summary: An excellent overview of building a framework to achieve peak performance in sports and life through the lens of tennis.  

]]> Wed, 10 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2016 June 9, 2020: One-Sentence Summary: An excellent overview of building a framework to achieve peak performance in sports and life through the lens of tennis. June 9, 2020: One-Sentence Summary: An excellent overview of building a framework to achieve peak performance in sports and life through the lens of tennis. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #24 - Book Review of Ego Is The Enemy by Ryan Holiday #24 - Book Review of Ego Is The Enemy by Ryan Holiday full 6b1b2716-a5d1-4b55-81c7-28b6b159986e https://share.transistor.fm/s/70dd7aad June 8, 2020: One-Sentence Summary: It’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book provides. 

]]> June 8, 2020: One-Sentence Summary: It’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book provides. 

]]> Tue, 09 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2313 June 8, 2020: One-Sentence Summary: It’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book provides. June 8, 2020: One-Sentence Summary: It’s the book to read when you feel resistance, envy, failure, and anger at the world because the problem is you and all you need is the perspective this book provides. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses #23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses full 6c44b691-c25a-48b3-a77f-0ac9dcf6132c https://share.transistor.fm/s/45b0af3d June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of Benchmark. Learning about what makes a platform vs. aggregator, the moats that make these businesses thrive, building a media business and mental models for identifying ‘potentially’ successful marketplace businesses. 

]]> June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of Benchmark. Learning about what makes a platform vs. aggregator, the moats that make these businesses thrive, building a media business and mental models for identifying ‘potentially’ successful marketplace businesses. 

]]> Mon, 08 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1624 June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of Benchmark. Learning about what makes a platform vs. aggregator, the moats that make these businesses thrive, building a media business and mental models for identifying ‘potentially’ successful marketplace businesses. June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of Benchmark. Learning about what makes a platform vs. aggregator, the moats that make these businesses thrive, buildin career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #22 - Research of Lululemon using Fisher’s Investment Checklist #22 - Research of Lululemon using Fisher’s Investment Checklist full 09f311a1-4133-4312-bc90-753ae6695890 https://share.transistor.fm/s/3d1ad22a June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checklist as the foundation and if I were to hint on the verdict…. It’s been disappointments on its management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure.  

]]> June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checklist as the foundation and if I were to hint on the verdict…. It’s been disappointments on its management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure.  

]]> Fri, 05 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2010 June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checklist as the foundation and if I were to hint on the verdict…. It’s been disappointments on its management for a business I had high hopes for. I still recommend taking a look at the business that brought us athleisure. June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history. Once again, I use Phil Fisher’s 15-point investment checklist as the foundation and if I were to hint on the verdi career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #21- Learning about Michael Shearn of Money Compound Fund. A true people investor. #21- Learning about Michael Shearn of Money Compound Fund. A true people investor. full 7498eb71-342a-4c8c-b0ed-84a0211cf75f https://share.transistor.fm/s/a2ed47fb June 3, 2020: Sharing learnings from Money Compound Fund’s 2019 Q3 Letter by Michael Shearn. Michael wrote the Investment Checklist but his investment philosophy has evolved since writing his book and this letter is an amazing checklist for analyzing culture, management and business model for compounders.  

]]> June 3, 2020: Sharing learnings from Money Compound Fund’s 2019 Q3 Letter by Michael Shearn. Michael wrote the Investment Checklist but his investment philosophy has evolved since writing his book and this letter is an amazing checklist for analyzing culture, management and business model for compounders.  

]]> Thu, 04 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1645 June 3, 2020: Sharing learnings from Money Compound Fund’s 2019 Q3 Letter by Michael Shearn. Michael wrote the Investment Checklist but his investment philosophy has evolved since writing his book and this letter is an amazing checklist for analyzing culture, management and business model for compounders. June 3, 2020: Sharing learnings from Money Compound Fund’s 2019 Q3 Letter by Michael Shearn. Michael wrote the Investment Checklist but his investment philosophy has evolved since writing his book and this letter is an amazing checklist for analyzing cult career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #20 - Research of Workday using Fisher’s Investment Checklist #20 - Research of Workday using Fisher’s Investment Checklist full f573d79e-729f-42cf-8a8f-666b358dd98c https://share.transistor.fm/s/8ec7e0a4 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.  

]]> 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.  

]]> Wed, 03 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2502 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. 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #19 - Reviewing The Art of Learning by Josh Waitzkin #19 - Reviewing The Art of Learning by Josh Waitzkin full 646d37f2-edce-4c74-aa98-8bc2d330b2ed https://share.transistor.fm/s/d9ae4485 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 

]]> 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 

]]> Tue, 02 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1950 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 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners #18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners full 39d5e2a7-af55-4006-830e-505ca29d3080 https://share.transistor.fm/s/b20ab4ab 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.  

]]> 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.  

]]> Mon, 01 Jun 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2148 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. 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #17 - Spotify’s Culture, Cold Brew Coffee at Home, Calisthenics, Management Incentives #17 - Spotify’s Culture, Cold Brew Coffee at Home, Calisthenics, Management Incentives full e7d57045-cce8-4d54-8fa5-c2a03838b41c https://share.transistor.fm/s/ae057984 May 28, 2020: Learning about Spotify’s Culture from Corporate Rebel’s 2-part report, learning to cold brew coffee at home from Starbucks, external validation on OMD Daily, rethinking about management from the Focused Compounding podcast.  

]]> May 28, 2020: Learning about Spotify’s Culture from Corporate Rebel’s 2-part report, learning to cold brew coffee at home from Starbucks, external validation on OMD Daily, rethinking about management from the Focused Compounding podcast.  

]]> Fri, 29 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1517 May 28, 2020: Learning about Spotify’s Culture from Corporate Rebel’s 2-part report, learning to cold brew coffee at home from Starbucks, external validation on OMD Daily, rethinking about management from the Focused Compounding podcast. May 28, 2020: Learning about Spotify’s Culture from Corporate Rebel’s 2-part report, learning to cold brew coffee at home from Starbucks, external validation on OMD Daily, rethinking about management from the Focused Compounding podcast. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #16 - First look at Spotify using Fisher’s 15-point Checklist #16 - First look at Spotify using Fisher’s 15-point Checklist full 91d84df2-3ac0-4109-a40a-37069e9847d1 https://share.transistor.fm/s/77f4841c 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.  

]]> 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.  

]]> Thu, 28 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2818 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. 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #15 - First-look at Atlassian using Phil Fisher’s Checklist #15 - First-look at Atlassian using Phil Fisher’s Checklist full eba65276-6d12-4c1d-8d5d-318a870c9160 https://share.transistor.fm/s/2df9ac63 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. 

]]> 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. 

]]> Wed, 27 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 3782 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. 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #14 - Investing in 100-baggers, Calculating 10-baggers, Occam’s Razor, High Inflation Investing and Consumer Internet Niches. #14 - Investing in 100-baggers, Calculating 10-baggers, Occam’s Razor, High Inflation Investing and Consumer Internet Niches. full add4746d-3ac1-4cad-8d74-d6e95ca7d5eb https://share.transistor.fm/s/ccacffaa 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. 

]]> 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. 

]]> Tue, 26 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1518 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. 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 career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First #13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First full 826670f6-66e0-4122-b957-f02bb8f6eb46 https://share.transistor.fm/s/e39d629c 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! 

]]> 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! 

]]> Mon, 25 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 3754 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! 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 Fran career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #12 - Research Report on Morningstar #12 - Research Report on Morningstar full 3a68baeb-4ce4-444d-887c-96e89a88554d https://share.transistor.fm/s/71692f98 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. 

]]> 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. 

]]> Fri, 22 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2350 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. 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research No #11 - Constellation Software acquisition, Spotify & Joe Rogan, Restaurants in Toronto & Li Lu Lecture #11 - Constellation Software acquisition, Spotify & Joe Rogan, Restaurants in Toronto & Li Lu Lecture full d9e047d2-3b8e-49e6-aaa6-020f31b1302e https://share.transistor.fm/s/6394a100 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.  

]]> 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.  

]]> Thu, 21 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 1335 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. 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 own career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #10 - Interview with Ricky Zhang, Founder of Prince of Travel #10 - Interview with Ricky Zhang, Founder of Prince of Travel full 6e52d5c3-304f-40df-b084-7b705d3017a0 https://share.transistor.fm/s/9d20048b May 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 tactics to help Canadians achieve their luxury travel goals. In this catch-up conversation, I ask Ricky about the his experience in the travel industry during the COVID era, his journey in 2019 of growing the business, tactics related to running a media company and much more! Please note that this interview was recorded at the end of April and we suffer some sound difficulties due to internet connectivity issues near the end.. something I hope you can forgive me on.  

]]> May 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 tactics to help Canadians achieve their luxury travel goals. In this catch-up conversation, I ask Ricky about the his experience in the travel industry during the COVID era, his journey in 2019 of growing the business, tactics related to running a media company and much more! Please note that this interview was recorded at the end of April and we suffer some sound difficulties due to internet connectivity issues near the end.. something I hope you can forgive me on.  

]]> Wed, 20 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 3861 May 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 tactics to help Canadians achieve their luxury travel goals. In this catch-up conversation, I ask Ricky about the his experience in the travel industry during the COVID era, his journey in 2019 of growing the business, tactics related to running a media company and much more! Please note that this interview was recorded at the end of April and we suffer some sound difficulties due to internet connectivity issues near the end.. something I hope you can forgive me on. May 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 episod career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily #9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily full 77e73d7b-3960-4fcf-8802-5cc5f22d66d5 https://share.transistor.fm/s/ab73f1bc 2020-05-18: 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.  

]]> 2020-05-18: 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.  

]]> Tue, 19 May 2020 08:30:00 -0400 Daniel Lee Daniel Lee 2695 2020-05-18: 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. 2020-05-18: 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, Mohnis career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings #7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings full ca8e91e7-1383-482c-a772-84045eb4f4ad https://share.transistor.fm/s/6284320e May 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. 

]]> May 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. 

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 1803 May 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. May 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #5 - Researching Morningstar, Spotify and Brian Koppelman #5 - Researching Morningstar, Spotify and Brian Koppelman full 3862be20-1da1-44c1-86bc-e3889e5130b6 https://share.transistor.fm/s/03b3ac0e May 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.  

]]> May 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.  

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 2467 May 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. May 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. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo #4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo full f443fecd-a75f-4188-98cd-7ec6b0d4be07 https://share.transistor.fm/s/5aa4beaa May 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.  

]]> May 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.  

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 1769 May 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. May 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 wha career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #3 - Constellation Software Shareholder Meeting #3 - Constellation Software Shareholder Meeting full 5a063a5f-e1dd-4433-9446-3069ef7b2a3b https://share.transistor.fm/s/5ed8e531 May 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.  

]]> May 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.  

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 2260 May 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. May 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 an career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #2 - Trupanion Investment Research #2 - Trupanion Investment Research full 0a03bf06-c991-4e26-91ef-3ae0d358a443 https://share.transistor.fm/s/ab880867 May 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle.  

]]> May 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle.  

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 2413 May 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle. May 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle. career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc. #6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc. full 6e52d459-a102-44c1-81d8-49595d61f8b6 https://share.transistor.fm/s/65be2fd5 May 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 leaders build companies where people wake up inspired, feel safe wherever they are and end the day fulfilled by the work they do. We chat about the companies Stephen works with, building trust, before vs. after, challenges to the work and much more. This was a previously recorded interview in preparation for this podcast. 

]]> May 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 leaders build companies where people wake up inspired, feel safe wherever they are and end the day fulfilled by the work they do. We chat about the companies Stephen works with, building trust, before vs. after, challenges to the work and much more. This was a previously recorded interview in preparation for this podcast. 

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 3899 May 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 leaders build companies where people wake up inspired, feel safe wherever they are and end the day fulfilled by the work they do. We chat about the companies Stephen works with, building trust, before vs. after, challenges to the work and much more. This was a previously recorded interview in preparation for this podcast. May 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, Leade career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #8 - Interview with Will Matthews, Professor of Culture at G Adventures #8 - Interview with Will Matthews, Professor of Culture at G Adventures full 9582f6cb-0a2b-4c10-97f8-2f2f74b7c9b9 https://share.transistor.fm/s/f3af8679 May 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 educating employees how to read financial statements, G Adventures invests heavily into investing in people. In our chat, we explore a little about Will’s transition from IT to leading culture and the various tactics and lessons he’s experienced in leading G Adventures to invest in its people. This was a previously recorded interview in preparation for this podcast. 

]]> May 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 educating employees how to read financial statements, G Adventures invests heavily into investing in people. In our chat, we explore a little about Will’s transition from IT to leading culture and the various tactics and lessons he’s experienced in leading G Adventures to invest in its people. This was a previously recorded interview in preparation for this podcast. 

]]> Mon, 18 May 2020 10:30:00 -0400 Daniel Lee Daniel Lee 4919 May 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 educating employees how to read financial statements, G Adventures invests heavily into investing in people. In our chat, we explore a little about Will’s transition from IT to leading culture and the various tactics and lessons he’s experienced in leading G Adventures to invest in its people. This was a previously recorded interview in preparation for this podcast. May 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 p career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes #1 Pilot - Kevin Kelly & Stan Druckenmiller #1 Pilot - Kevin Kelly & Stan Druckenmiller full a27aa5bd-4efe-4cc3-8d20-2f74d8c24019 https://share.transistor.fm/s/f576583e The 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…  

]]> The 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…  

]]> Thu, 14 May 2020 11:00:00 -0400 Daniel Lee Daniel Lee 3299 The 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… The 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… career, entrepreneurship, investing, people, capital, technology, business, management, documentary, learning, development, wise, finance, human, research Yes