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Evening Bamboo Insight: 21 Jul 2014

Evening Bamboo Insight: 21 Jul 2014

Macro

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

http://online.wsj.com/news/articles/SB20001424052702304223004580035533802993368

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

http://www.businessweek.com/articles/2014-07-17/germanys-merkel-avoids-painful-economic-reforms

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

http://www.businessweek.com/articles/2014-07-17/brics-dont-need-development-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

http://online.wsj.com/articles/seven-indicted-on-a-charge-of-manipulating-stock-moves-1405613211

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

http://online.wsj.com/articles/michael-boskin-how-washington-whittles-away-property-rights-1405552997

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

http://online.wsj.com/articles/buyout-shops-must-dig-deeper-into-wallets-for-purchases-1405550548

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

http://www.zerohedge.com/news/2014-07-18/us-treasury-admits-collateral-problem-bond-market-considers-issuing-ultra-long-dated

8. The Quiet Movement to Make Government Fail Less Often

http://www.nytimes.com/2014/07/15/upshot/the-quiet-movement-to-make-government-fail-less-often.html?ref=economy

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

http://www.zerohedge.com/news/2014-07-18/holding-company-portugals-2nd-largest-bank-just-filed-bankruptcy-protection

Asia Pacific

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

http://news.xinhuanet.com/english/china/2014-07/18/c_133493877.htm

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

http://www.businessweek.com/articles/2014-07-17/japans-economic-experiment-gives-yabu-hope-for-farming-revival

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

http://www.businessweek.com/articles/2014-07-17/chinese-army-applicants-pay-recruiters-to-get-limited-slots

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

http://online.wsj.com/articles/chinese-construction-company-huatong-warns-on-bond-default-1405580900

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

http://online.wsj.com/articles/heard-on-the-street-yahoo-and-alibaba-less-isnt-more-1405524610

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

http://online.wsj.com/articles/china-tells-oil-companies-to-choose-sides-in-territorial-dispute-1405529382

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

http://www.zerohedge.com/news/2014-07-18/chinese-commodity-contagion-leads-first-letter-credit-settlement-failure

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

http://forbesindia.com/printcontent/38234

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

http://forbesindia.com/printcontent/38228

Life

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

http://www.brainpickings.org/index.php/2014/07/15/leonard-cohen-paul-zollo-creativity/

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

http://www.brainpickings.org/index.php/2014/07/17/florence-king-finding-yourself/

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

http://www.brainpickings.org/index.php/2014/07/14/self-renewal-gardner/

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

http://www.brainpickings.org/index.php/2014/07/16/barbara-walters-how-to-talk/

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

http://www.farnamstreetblog.com/2014/07/claude-shannon-paper-into-pixels/

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

http://www.farnamstreetblog.com/2014/07/seneca-on-combinatorial-creativity/

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

http://www.farnamstreetblog.com/2014/07/paul-graham-hackers-painters/

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

http://www.amazon.com/Hackers-Painters-Big-Ideas-Computer/dp/1449389554

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

http://www.amazon.com/exec/obidos/ASIN/0231170246/

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

http://www.quora.com/What-would-you-do-to-be-a-little-smarter-every-single-day/answer/Shane-Parrish-2?srid=i6uc&share=1

11. Interruptions Are Even Worse Than We Thought

http://www.newrepublic.com/article/118714/interruptions-work-make-you-way-less-productive

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

http://online.wsj.com/articles/book-review-the-fantastic-laboratory-of-dr-weigl-by-arthur-allen-1405713393

http://www.washingtonpost.com/opinions/book-review-the-fantastic-laboratory-of-dr-wiegl-by-arthur-allen/2014/07/18/6b7a85da-01fa-11e4-8572-4b1b969b6322_story.html

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

http://online.wsj.com/articles/book-review-the-intel-trinity-by-michael-s-malone-1405718089

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

http://www.amazon.com/Intel-Trinity-Robert-Important-Company/dp/0062226762/

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

http://online.wsj.com/articles/the-weekend-interview-job-hunting-in-the-network-age-1405724333

16. How to Get Ahead by Speaking Vaguely

http://www.businessweek.com/articles/2014-07-17/abstract-speakings-power-when-communications-not-in-the-details

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

http://www.businessweek.com/articles/2014-07-17/how-indiana-university-cut-student-debt

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

http://www.zerohedge.com/news/2014-07-17/peak-profanity-curse-foul-mouthed-ceo

http://www.bloomberg.com/infographics/2014-07-16/graphic-language-the-curse-of-the-ceo.html

19. Who Made That Scotch Tape?

http://www.nytimes.com/2014/07/20/magazine/who-made-that-scotch-tape.html?ref=economy

20. How To Persuade Anyone Of Anything In 10 Seconds

http://www.businessinsider.com/persuade-anyone-of-anything-2014-7

21. 23 Daily Habits That Will Make You Smarter

http://www.businessinsider.com/daily-habits-that-make-you-smarter-2014-7

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

https://www.linkedin.com/today/post/article/20140717120528-117825785-what-predicts-success-it-s-not-your-iq?trk=nus-cha-roll-art-title

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

http://www.businessinsider.com/grantham-5-important-lessons-2014-7

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

http://www.businessinsider.com/secret-behind-taco-bells-45-year-success-2014-7

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

http://www.businessinsider.com/bill-gates-and-buffett-have-the-same-favorite-book-2014-7

TMT

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

http://www.businessweek.com/articles/2014-07-17/fox-time-warner-combo-would-wield-much-bargaining-power

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

http://online.wsj.com/articles/heard-on-the-street-yahoo-and-alibaba-less-isnt-more-1405524610

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

http://online.wsj.com/articles/how-i-built-it-chloe-isabel-crafts-its-own-sales-model-1405557127

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

http://bits.blogs.nytimes.com/2014/07/17/coming-soon-to-social-media-click-to-buy-now/?_php=true&_type=blogs&ref=technology&_r=0

Consumer

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.

http://www.businessweek.com/articles/2014-07-17/pernod-tries-small-batch-vodka-franchises-for-locavore-appeal

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

http://www.businessweek.com/articles/2014-07-17/intel-qualcomm-and-nvidia-struggle-to-break-into-car-chips

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

http://online.wsj.com/articles/libertys-content-to-wait-at-itv-1405604084

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

http://online.wsj.com/articles/shareholders-choice-murdoch-or-bewkes-1405547743

http://online.wsj.com/articles/heard-on-the-street-fox-move-signals-m-a-time-1405539099

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

http://online.wsj.com/articles/ge-seeks-to-sell-appliance-unit-1405543877

Healthcare

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

http://www.businessinsider.com/signs-of-disease-in-the-nails-2014-5

Investing Process

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

http://online.wsj.com/articles/buffetts-achilles-heel-retail-investing-1405539148

Energy

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

http://online.wsj.com/articles/china-tells-oil-companies-to-choose-sides-in-territorial-dispute-1405529382

 

 

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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing. KB has been rooted in the principles of value investing for over a decade as an analyst in Asian capital markets. He was head of research and fund manager at a Singapore-based value investment firm. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. He was previously the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has trained CEOs, entrepreneurs, CFOs, management executives in business strategy, value investing, macroeconomic and industry trends, and detecting accounting frauds in Singapore, HK and China. KB was a faculty (accounting) at SMU teaching accounting courses. KB is currently the Chief Investment Officer at an ASX-listed investment holdings company since September 2015, helping to manage the listed Asian equities investments in the Hidden Champions Fund. Disclaimer: This article is for discussion purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any investments, securities, futures or options. All articles in the website reflect the personal opinions of the writer.

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