Evening Bamboo Insight: 21 Jul 2014

Evening Bamboo Insight: 21 Jul 2014


1. The Risk Of Being Seen as Savvy; Who should get to invest in deals that aren’t available to the general public?

2. Germany’s Merkel Avoids Painful Economic Reforms; It’s what Merkel’s not doing that worries German economists

3. The BRICS Don’t Need a Bank of Their Own

4. Through a flurry of recent enforcement actions, market cops are targeting suspected fraud among the thousands of tiny “microcap” companies, or penny stocks

5. How Washington Whittles Away Property Rights; When government thinks that it ultimately owns all income, bureaucrats never tire of finding ways to spend it

6. Companies are getting more expensive to buy. But instead of walking away, buyout firms are paying up

7. US Treasury Admits Collateral Problem In Bond Market; Considers Issuing Ultra Long-Dated Bonds

8. The Quiet Movement to Make Government Fail Less Often

9. Holding Company Of Portugal’s 2nd Largest Bank Just Filed For Bankruptcy Protection

Asia Pacific

1. (China) – Huge embezzlement in China’s affordable housing projects

2. A Japanese Hamlet Is Now an Economics Lab; Prime Minister Abe has designated six special economic zones for experiments in deregulation

3. (China) – In China, Joining the Army Will Cost You; It can cost Chinese families 50,000 yuan to 100,000 yuan to secure a spot in the PLA for their son or daughter

4. (China) – Chinese traders grew more cautious about private bond issuers after a construction company warned that it might default on a 400 million yuan ($64.5 million) bond

5. (China/Tech) – Yahoo and Alibaba: Less Isn’t More

6. (China/Energy) – China Flexes Might With Energy Giants; South China Sea Quarrel Chills Drilling by Some Oil Companies

7. (China) – Chinese Commodity Contagion Leads To First Letter Of Credit Settlement Failure

8. (India/Healthcare) – Sutures India: Growing In Stature with Wound-Care Products

9. Bikaji Foods: Taking the Taste of Bikaner Global; The Agarwals of Bikaner, descendants of Haldiram Bhujiawala, are packaging their local flavour for a national and global market


1. Leonard Cohen on Creativity, Hard Work, and Why You Should Never Quit Before You Know What It Is You’re Quitting

2. How to Find Yourself; “Little triumphs are the pennies of self-esteem.”

3. The Art of Self-Renewal: A Timeless 1964 Field Guide to Keeping Your Company and Your Soul Vibrantly Alive

4. Barbara Walters on the Art of Conversation, How to Talk to Bores, and What Truman Capote Teaches Us About Being Interesting

5. Claude Shannon: The Man Who Turned Paper Into Pixels; If Alan Turing is to be considered the father of modern computing, then the American mathematician Claude Shannon is the architect of the Information Age

6. Seneca on Gathering Ideas And Combinatorial Creativity; Einstein: “Combinatory play seems to be the essential feature in productive thought.”

7. Paul Graham: On Arguing With Idiots, Where Ideas Come From, and What Makes Good Programmers

8. Books – Hackers & Painters: Big Ideas from the Computer Age

9. Learn or Die: Using Science to Build a Leading-Edge Learning Organization

10. What would you do to be a little smarter every single day?

11. Interruptions Are Even Worse Than We Thought

12. Book Review: ‘The Fantastic Laboratory of Dr. Weigl’ by Arthur Allen; Two scientists who worked to beat typhus and sabotage the Nazis

13. Book Review: ‘The Intel Trinity’ by Michael S. Malone; A born leader, an ethereal genius and a tough taskmaster built the most important company on the planet

14. The Intel Trinity: How Robert Noyce, Gordon Moore, and Andy Grove Built the World’s Most Important Company

15. Job Hunting in the Network Age; The LinkedIn founder says you are no longer in charge of your résumé in an interconnected online world, but neither is your boss

16. How to Get Ahead by Speaking Vaguely

17. How Indiana University Cut Student Debt; By specifying the real cost of loans, the university got students to cut back

18. Peak Profanity: The Curse Of The Foul-Mouthed CEO; A Bloomberg review of thousands of conference calls recorded in the past 10 years shows CEO cursing spiked after the recession in 2009 and waned as the recovery strengthened

19. Who Made That Scotch Tape?

20. How To Persuade Anyone Of Anything In 10 Seconds

21. 23 Daily Habits That Will Make You Smarter

22. Daniel Goleman: What Predicts Success? It’s Not Your IQ

23. GRANTHAM: Here Are 5 Lessons I Learned From 2 Failed Investments

24. Here’s The Secret Behind Taco Bell’s 45-Year Success

25. Bill Gates And Warren Buffett Have The Same Favorite Book – And You’ll Love It Too


1. It’s Not TV, It’s HBO: 21st Century Fox and Time Warner’s game of clones

2. (China/Tech) – Yahoo and Alibaba: Less Isn’t More

3. Chloe & Isabel Crafts Its Own Sales Model; Direct Jewelry Seller Branches Out With Help of Independent ‘Merchandisers,’ Considers Expanding Into Asia

4. Coming Soon to Social Media: Click to Buy Now; Twitter and Facebook, which are fighting for the attention of social media users and advertisers, both announced baby steps into the world of e-commerce


1. Pernod Makes a Little Vodka in a Berlin Garage; Pernod aims to win locavore tipplers with a small brand made by franchisees in cities worldwide.

2. Chip Giants Struggle to Break Into Cars; Intel, Qualcomm, and Nvidia lag less well-known chipmakers in the $27.9bn market for car microprocessors. One barrier to entry is the car industry’s safety and reliability standards

3. Liberty’s Content to Wait at ITV; At a time when U.S. media companies are eyeing bigger content deals, staking a claim on ITV looks smart for Liberty

4. The outcome of 21st Century Fox’s battle for Time Warner will likely come down to which CEO shareholders trust more: Rupert Murdoch or Jeff Bewkes. Fox Move Signals M&A Time

5. General Electric has stepped up efforts to find a buyer for its century-old appliance business, one of the company’s final ties to American consumer


1. What Doctors Can Tell About Your Health Just By Looking At Your Nails

Investing Process

1. Buffett’s Achilles’ Heel: Investing in Retail; Billionaire and Berkshire Partner Munger Often Speak of ‘Failures’


1. (China/Energy) – China Flexes Might With Energy Giants; South China Sea Quarrel Chills Drilling by Some Oil Companies




Morning Bamboo Insight: 21 Jul 2014

Morning Bamboo Insight: 21 Jul 2014


1. In a Subprime Bubble for Used Cars, Borrowers Pay Sky-High Rates

2. This Way Up: Mobility in America; Economic mobility is alive and well for Americans who pursue technical or practical training

3. Slim’s Asset Sales Has People Wondering What He’ll Buy Next; Mexican Billionaire Carlos Slim Owns TracFone That Could Serve as Building Block

4. Bill Marriott: Where Hotels Are Going; The Marriott International chairman on Chinese menus, bigger lobbies and the future of hotels

Asia Pacific

1. (China) – Qingdao Port Warehouse Receipts Forged with Phony Seals, Says Source

2. (China/Tech) – Short-seller target NQ Mobile dismisses independent auditor

3. (China/Tech) – Red flags: Alibaba’s Ma and Ma’s private equity firm

4. (China/Tech) – A Westerner’s Inside View of Alibaba Successes and Failures

5. (Australia) – Lessons From the Aussie Carbon Victory; Tony Abbott has shown it is possible to challenge the climate orthodoxy and roll back an unpopular tax


1. Danish People Really Do Have The Secret To Happiness: It’s In Their DNA; the Danish concept of arbejdsglæde means happiness at work

2. Lessons Learned in Emerging Markets Resonate Elsewhere Too; Innovation designed to exploit opportunities in emerging markets can be transferred back home to positive effect

3. Love People, Not Pleasure: What do fame, wealth and lots of sex bring? Exactly the opposite of what you think

4. The Future of Robot Caregivers

5. Many wealthy families living off their investments are returning to active business operations, impact investing or philanthropy, as they feel they lack of purpose

6. Leadership Lessons from a War Zone

7. Math Camp in a Barn: Intensive Instruction, No-Nonsense Discipline; In North Carolina’s poorest county, Indian children get the equivalent of a year’s schooling in three weeks

8. Why Is It So Hard for Us to Do Nothing? A new study shows that many people would rather get an electric shock than just sit and think

9. Financial Savvy Starts in Childhood; Early Financial Lessons Influence How Adults Handle Money

10. Risk Is Never a Strict Numbers Game; We tell children to shun ecstasy but don’t fret about horseback riding-and other foibles of our view of danger


1. Amazon launches a Netflix-style subscription service for books

2. IBM Preps for Post-Silicon Era

3. EE Times Silicon 60: Hot Startups to Watch

4. Forbes sells control of media business to Hong Kong group of investors

5. White spaces: An analyst explains the grand opportunities he sees for innovation

6. Time Warner win would make Murdoch U.S. media king

7. Gtech of Italy to Acquire Slot Machine Maker for $4.7 Billion; Lottomatica, controlled by the De Agostini family, acquired the United States lottery company Gtech in 2006 for $4.65 billion

8. (China/Tech) – A Westerner’s Inside View of Alibaba Successes and Failures

9. (Tech/Healthcare) – Little-known InterSystems grows to dominate an IT market in age of Obamacare

10. How The Internet Of Things Impacts Industrials


1. (Tech/Healthcare) – Little-known InterSystems grows to dominate an IT market in age of Obamacare


1. (Tech/Consumer) – Home Depot, Lowes bring the Internet of Things to DIYers

2. Acquisitions Are a Value-Enhancing Strategy for VF; Moat-building cost and brand advantages position the firm well.

Investing Process

1. Research – Do Hedge Funds Prefer Safe Stocks? Revisiting Hedge Fund Preferences for Stock Characteristics



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