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.
Read MoreJune 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
Read MoreMay 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
Read MoreMay 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
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 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.
Read More2020-05-22: 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!
Read MoreMay 21, 2020: Learnings from writing an investment research report for Morningstar. A financial data platform that’s engrained with a culture of cost-discipline and contrarian attitudes that has a shot of displacing the existing order.
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 18, 2020: 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.
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 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.
Read MoreMay 7, 2020: Research summary on Trupanion, medical insurance for pets company based out of Seattle.
Read MoreInaugural episode of OMD Daily. Going through the 68 learnings from Kevin Kelly and Stanley Druckenmiller’s 2015 speech on his investing lessons, mistakes etc…
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