<p>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.  </p><ul><li>Find detailed notes of the episode on <a href="http://omdventures.com/omddaily">omdventures.com/omddaily</a></li><li>Support the podcast by donating at <a href="http://omdventures.com/stakeholder">omdventures.com/stakeholder</a></li><li>Music by <a href="http://icons8.com/">icons8.com</a></li></ul>

#23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses

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.