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Daily Bamboo Innovator Insight: Thurs 20 Nov 2014 – Barefoot to Billionaire: Reflections on a Life’s Work and a Promise to Cure Cancer; Why True Entrepreneurs Go Down ‘and Still Come Back Fighting’; Jon Huntsman Sr. discusses how he built a successful business

Life

The Way Warren Buffett Sold Gum As A 6-Year-Old Reveals A Trait That Made Him A Billionaire: BusinessInsider

How A Top Creative Director Learned To Embrace The Chaos Of Creativity And Make Great Work: FastCompany

Marina Mahathir: Warriors who lack vision: TheStar

How Humans Learn to Communicate With Their Eyes; Human understanding of expressions and what they mean emerges very early: WSJ

This Insight Helped Kobe Bryant Become A Better Leader; “People carry emotions with them. They have lives off the court. That helped me communicate better.”: BusinessInsider

Gregg Popovich Shares His Philosophy On Handling Failure: BusinessInsider

Invisibility lens creator to talk about his work; A Korean-American physicist made headlines in late September when he proved that Harry Potter’s invisibility cloak can exist in the real world: JoongAng

Singapore-Listed GLP Co-Founder Jeffrey Schwartz Dies at Age 55: Bloomberg

7 Successful People Share The Defining Moments That Shaped Their Careers: BusinessInsider

A Programmer Describes How He Nearly Went Insane Learning How To Code, And How To Avoid His Mistakes: BusinessInsider

The 5 Best Ways To Start A Presentation: BusinessInsider

Millionaire YouTube Star Bethany Mota Shares The Secrets To Being Successful Online: Be real and be yourself. Be consistent and upload videos as often as you can. You have to have passion, and refuse to coast. Stay connected with your audience: BusinessInsider

Avoiding the dark side of creativity: TheStandard

Simplify Your Life: FarnamStreet

Family business needs equality not hierarchy: Tim Slattery of Slattery Auctions: BRW

How Do Asia’s Rich View Succession Planning? Forbes

Finding innovative ideas in unexpected places; Looking far outside your own industry can yield surprising solutions to tough problems. Fortune

Why Japan And China Cannot Compete With America in Entrepreneurship: Forbes

A List of Goals Is Not a Strategy: HBR

A corporate balance sheet with a little added love: FT

The Post-PC CEO: No Desk, No Desktop; Starwood’s Frits van Paasschen Turns to Smartphones, Tablets as Primary Work Tools: WSJ

Former Billionaire Batista Faces Insider Trading Trial as Brazilian Middle Class Watches: Bloomberg

Voo Soo Sang, managing director of Woodlands Transport – Singapore’s largest private bus operator with annual revenue of $130m – has not forgotten his humble beginnings.: AsiaOne

The Latest Innovation: Redesigning the Business Model: K@W

Books

Best Business Books 2014: Strategy&

Barefoot to Billionaire: Reflections on a Life’s Work and a Promise to Cure Cancer; Why True Entrepreneurs Go Down ‘and Still Come Back Fighting’; Jon Huntsman Sr. discusses how he built a successful business.: Amazon. K@W

Accelerate: Building Strategic Agility for a Faster-Moving World: Amazon

The Moment You Can’t Ignore: When Big Trouble Leads to a Great Future: Amazon

Joy, Inc.: How We Built a Workplace People Love: Amazon

It’s Not the How or the What but the Who: Succeed by Surrounding Yourself with the Best: Amazon

The Moment of Clarity: Using the Human Sciences to Solve Your Toughest Business Problems: Amazon

Romancing the Brand: How Brands Create Strong, Intimate Relationships with Consumers: Amazon

Business Strategy: Managing Uncertainty, Opportunity, and Enterprise: Amazon

Fewer, Bigger, Bolder: From Mindless Expansion to Focused Growth: Amazon

Tilt: Shifting Your Strategy from Products to Customers: Amazon

The Art of Asking (Signed Edition): How I Learned to Stop Worrying and Let People Help: Amazon

Amanda Palmer on expanding her TED Talk into a book and getting a lesson in vulnerability from Brené Brown: TED

Investing Process & Research

Muddy Waters is Short Superb Summit (1228.HK); Muddy Waters Strikes Again, Says HK-Listed Superb Summit Uses M&A To Fake Books: MW, Barron’s

China’s NVC Lighting ex-CEO, bankers investigated for suspected $100 mln fraud: Reuters, SCMP, IBTimes

McLaren Group has signed an alliance with KPMG to apply the same predictive analytics and technology it does to its Formula One team to KPMG’s audit and consulting clients: FT

What is Special About Hedge Fund Activism? Evidence from 13-D Filings: SSRN

China

Distressed Debt in China? Ain’t Seen Nothing Yet, Buyers Say: Bloomberg

How China Is Disrupting The Mobile And CE Markets: TechCrunch

A conversation with a Melbourne billionaire real estate developer turned unexpectedly to his dislike of Chinese investors. What? Surely he’d welcome Asian buyers? TheAge

Demand for a new stock trading scheme linking Shanghai and Hong Kong has fallen sharply just three days after launch, prompting the head of the Hong Kong exchange to admit that the project was overhyped; Enthusiasm for China Trading Link Fades Further, Exchange Chief Says the ‘Market Is God’. FT, WSJ

What goes up must come down – even China; Regression to mean could spell trouble for Asian powerhouses: FT

Oaktree Capital to Exit Taiwan’s Fusheng Group at $1 billion; Oaktree owns a 48% stake in the conglomerate, which manufactures golfing equipment, industrial air compressors, and electronic products: WSJ

China Wages Policy Backfires as Costs Prompt Sock-City Blues: Bloomberg

Rule of law in China? Still a long way to go: AsiaOne

How China’s Economy Can Weather a ‘Long, Slow Fall’: K@W

India

Cheap Electricity for Poor Squeezing Out Solar in India: Bloomberg

Indian retailers hobble online as e-commerce firms race ahead: Reuters

India Regulator Approves New Insider-Trading Rules: WSJ

Japan & Korea

Takata’s Switch to Cheaper Airbag Propellant Is at Center of Crisis; Takata switched to ammonium nitrate, which is cheaper but is highly sensitive to temperature changes and breaks down over time: NYTimes

Big macro trade is way to profit in Japan; Stock-picking opportunities that are usual in these circumstances are hard to identify: FT

As Yen Slides, Investors Shun Other Asian Currencies: WSJ

Japan Consumers Feel Squeezed, and That’s a Problem for ‘Abenomics’; Big Challenge for Prime Minister Shinzo Abe Is Restoring Confidence and Lifting Real Wages: WSJ

S Korea chaebol growth model hits limits: FT

AmorePacific rides high on China beauty demand: FT

The list of malpractices committed by a subsidiary of state-run Korea Electric Power Corporation (Kepco) underscores how corrupt a state entity can be when it is left unsupervised: JoongAng

Korea History Points to Samsung Reviving Failed Merger: Bloomberg

ASEAN

District Thai: ‘Hunger Games’ Comes to Life in Defiant Salute to Coup Leader: Bloomberg

Growth Isn’t God in Indonesia: Bloomberg

Indonesia Rally on Fuel Masks Dim Profit Outlook: Bloomberg

S’pore tops Asia-Pac in corporate governance: study; Recent revisions to the CG Code and the SGX Listing Rules have enhanced the CG landscape here; UK pips US to lead global ranking: BT

Bursa wants feedback on ACE Market to enhance competitiveness: TheStar

AirAsia X, the long-haul, low-cost affiliate of AirAsia, facing trouble paying staff salaries: AsiaOne

Macro

Buy Emerging Market Stocks Says Value Investor Rob Arnott; As money flows to America, Research Affiliates’ iconoclast Rob Arnott recommends heading overseas. Barron’s

Robert Horrocks on the Promise of Asia Markets; Matthews Asia’s CIO sees rising wages and reform helping Asian consumers. Some areas he likes now. Barron’s

In a City Wary of Skyscrapers, a New Tower May Rise; first skyscrapper in Paris in 40 years: NYTimes

Half of British people expect another global crash in next 12 months: FT

Sweden’s central bank: Stockholm syndrome; Swedish experience puts the Riksbank at the fore on crisis-fighting measures: FT

Fresh SEC crackdown on ‘flash crashes’: FT

Some business owners are rethinking how-and on what terms-they will sell their firms to employee-stock-ownership plans in the wake of a Labor Department crackdown on inflated valuations that could jeopardize worker savings.: WSJ

Irish Bubble Deja-Vu Again Unites Bankers, Politicians: Bloomberg

TMT

India’s Micromax Seeks to Challenge Samsung With Premium Unit: Bloomberg

‘People Don’t Tune In To FM Just For Music’: Forbes

Alibaba facing its ‘most dangerous’ moment says Jack Ma: TheAge

Tourists Discover German Legal Quirk Deters Free Wi-Fi: Bloomberg

Searching For Truths In Big, Enormous, Massive Data: TechCrunch

Google to launch its app store in China: The Information: Reuters

Inside Apple’s Broken Sapphire Factory; How $1 Billion Bet on iPhone Screens Failed; The ‘Boule Graveyard’: WSJ

MailOnline Wins Readers, Will Target Profit; Aggregation Approach, Focus on Scandal and Celebrities Pay Off: WSJ

Global Forum in China Examines the Web; Chinese Regulators, Executives Assert Rise of a Carefully Filtered Internet: WSJ

Healthcare

Drug summit aims to inject urgency into innovation: FT

Lambda promises to speed cloud software development to help Parkinson’s sufferers; Imagine a software platform so smart, it can take care of all the data analysis needed to allow Parkinson’s disease researchers to find a cure: TheAge

Energy & Commodities

Oil at $75 Means Patches of Texas Shale Turn Unprofitable: Bloomberg

Cheap-Oil Era Tilts Geopolitical Power to U.S.: Bloomberg

Iron Ore’s Rout Seen Relentless by SocGen as Miners’ Stocks Fall: Bloomberg

From Iron Awe to Iron Gore; Miners hurt as iron ore hits fresh five-year low. Will someone blink first and cut supply? Barrons

Petrobras May Write Off Up to $15 Billion on Audit: Bloomberg

Commodities catastrophes could cost banks up to $15bn: FT

Asian Rubber Producers Agree to Manage Exports to Fight Oversupply: JakartaGlobe

Plump profit margins in the US chicken business may be about to fly the coop, a top food and agriculture investor warned as he hinted at listing shares in a poultry producer he controls. FT

Goldman, Morgan Stanley Commodities Heyday Gone as Units Faulted: Bloomberg

Iron ore slump halves Andrew ‘Twiggy’ Forrest’s fortune: TheAge

Consumer & Others

Exercise in a Bottle Is Next Food Frontier for Nestle: Bloomberg

Shariah Beer Thirst Shows Halal Stock Promise: JakartaGlobe

For Coke, Smaller Packages May Be Better; Soda Giant Increasingly Pushes Smaller Sizes as Consumers Fret About Calories: WSJ

Victoria’s Secret Has A Billion-Dollar Strategy For Casting Models: BusinessInsider

Cavernous Stores Wear on Forever 21; Teen Retailer Faces Challenge Filling Expansive Floor Space With Right Merchandise: WSJ

Will Tesla have to franchise? Elon Musk has said that Tesla may be easing up on its franchise policy. Here’s what it means for the company. Fortune

Where Wal-Mart Can’t Beat the Dollar Stores; Dollar General and Dollar Tree are better alternatives for exposure to the lower-income consumer. Barron’s

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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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