OMD DAILY

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.

Show Notes

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.  

What is 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.