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Morning Bamboo Insight: 21 Jul 2014

Morning Bamboo Insight: 21 Jul 2014

Macro

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

http://dealbook.nytimes.com/2014/07/19/in-a-subprime-bubble-for-used-cars-unfit-borrowers-pay-sky-high-rates/?_php=true&_type=blogs&emc=edit_th_20140720&nl=todaysheadlines&nlid=36114517&_r=0

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

http://online.wsj.com/articles/this-way-up-mobility-in-america-1405710779?mod=WSJ_hpp_MIDDLENexttoWhatsNewsThird

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

http://online.wsj.com/articles/carlos-slim-will-he-go-shopping-in-the-u-s-telecom-market-1405722201?tesla=y&mg=reno64-wsj&url=http://online.wsj.com/article/SB10001424052702303984304580029233486852668.html

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

http://online.wsj.com/articles/bill-marriott-where-hotels-are-going-1405716717?mod=WSJ_hp_EditorsPicks

Asia Pacific

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

http://english.caixin.com/2014-07-18/100706072.html

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

http://www.reuters.com/article/2014/07/18/us-nq-mobile-auditor-idUSKBN0FN1C220140718?feedType=RSS&feedName=technologyNews

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

http://www.reuters.com/article/2014/07/16/us-alibaba-yunfeng-idUSKBN0FL17220140716

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

http://dealbook.nytimes.com/2014/07/16/a-westerners-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

http://online.wsj.com/articles/australias-carbon-tax-message-1405616207

http://online.wsj.com/articles/switzer-lessons-from-the-aussie-carbon-victory-1405616379

Life

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

http://www.fastcoexist.com/3033219/danish-people-really-do-have-the-secret-to-happiness-its-in-their-dna?partner=newsletter

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

http://ww2.cfo.com/global-business/2014/07/lessons-learned-emerging-markets-resonate-elsewhere/

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

http://www.nytimes.com/2014/07/20/opinion/sunday/arthur-c-brooks-love-people-not-pleasure.html

4. The Future of Robot Caregivers

http://www.nytimes.com/2014/07/20/opinion/sunday/the-future-of-robot-caregivers.html

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

http://www.campdenfb.com/article/many-wealthy-families-feeling-lack-purpose

6. Leadership Lessons from a War Zone

http://www.fastcompany.com/3033095/hit-the-ground-running/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

http://online.wsj.com/articles/naomi-schaefer-riley-math-camp-in-a-barn-intensive-instruction-no-nonsense-discipline-1405724859

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

http://online.wsj.com/articles/why-is-it-so-hard-for-us-to-do-nothing-1405697956?mod=WSJ_hpp_MIDDLENexttoWhatsNewsThird

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

http://online.wsj.com/articles/financial-savvy-starts-in-childhood-1405816348?mod=WSJ_hpp_MIDDLENexttoWhatsNewsForth

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

http://online.wsj.com/articles/risk-is-never-a-strict-numbers-game-1405728892

TMT

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

http://www.washingtonpost.com/blogs/the-switch/wp/2014/07/18/amazon-launches-a-netflix-style-subscription-service-for-books/

http://www.reuters.com/article/2014/07/18/us-amazon-kindle-idUSKBN0FN1NF20140718?feedType=RSS&feedName=technologyNews

2. IBM Preps for Post-Silicon Era

http://www.eetimes.com/document.asp?doc_id=1323078&elq=135f5c4b3c7c4793afb3de5cefcda3f2&elqCampaignId=18136

3. EE Times Silicon 60: Hot Startups to Watch

http://www.eetimes.com/document.asp?doc_id=1323068&print=yes

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

http://www.reuters.com/article/2014/07/18/us-publishing-forbes-idUSKBN0FN1XZ20140718

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

http://www.washingtonpost.com/blogs/innovations/wp/2014/07/14/white-spaces-an-analyst-explains-the-grand-opportunities-he-sees-for-innovation/?wpisrc=nl_inn

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

http://www.reuters.com/article/2014/07/16/us-time-warner-fox-idUSKBN0FL15T20140716

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

http://dealbook.nytimes.com/2014/07/16/gtech-of-italy-to-acquire-slot-machine-maker-for-4-7-billion

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

http://dealbook.nytimes.com/2014/07/16/a-westerners-inside-view-of-alibaba-successes-and-failures

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

http://www.washingtonpost.com/business/little-known-intersystems-grows-to-dominate-an-it-market-in-age-of-obamacare/2014/07/17/db975f82-0ba0-11e4-8341-b8072b1e7348_story.html

10. How The Internet Of Things Impacts Industrials

http://www.valuewalk.com/2014/07/how-the-internet-of-things-impacts-industrials

Healthcare

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

http://www.washingtonpost.com/business/little-known-intersystems-grows-to-dominate-an-it-market-in-age-of-obamacare/2014/07/17/db975f82-0ba0-11e4-8341-b8072b1e7348_story.html

Consumer

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

http://www.washingtonpost.com/business/on-it/home-depot-lowes-bring-the-internet-of-things-to-diyers/2014/07/19/e5247790-0b75-11e4-8c9a-923ecc0c7d23_story.html

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

http://news.morningstar.com/articlenet/article.aspx?id=656350

Investing Process

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

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2449165

 

 

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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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