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Daily Bamboo Innovator Insight: Tues 25 Nov 2014 – Why You Can’t Invest Like Warren Buffett – And Shouldn’t Try; A non-cheesy guide to gratefulness: What to read and watch

Investing Process

Why You Can’t Invest Like Warren Buffett – And Shouldn’t Try: Forbes

Beware initial euphoria over headline-grabbing deals: BT

Citi Analysts Thought Everyone Knew ‘Hold’ Meant ‘Sell’: Bloomberg

Once Lucky, Always Lucky? Institutional Trading in a Connected World: SSRN

Life

A non-cheesy guide to gratefulness: What to read and watch: TED

How Innovators Think, And What They Do About It; 88% of award-winning projects began with an employee asking, “What difference would people love?” Forbes

Winning teams are tough to find-and even tougher to build. The former captain of New Zealand’s mighty All Blacks rugby team, David Kirk, explains how to develop superlative   McKinaey

Behind the Talent of Artistic Child Prodigies; Why Can Some Children Draw Realistic Pictures at a Young Age Without Any Training? WSJ

The Secret to Resisting Temptation; People who excel at resisting temptation might have a secret strategy: They deliberately avoid situations in which their self-control might fail, says a study.: WSJ

The Unifying Leader; The collaborative leader is willing to step back from the war posture of politics and be vulnerable. The collaborative leader understands the paradox; you have to take off the armor to build strong bonds. NYTimes

Innovation that succeeds by exploiting the past creatively; Gambling that a rare flash of genius will generate a new, viable idea is expensive: FT

Here’s Why ADHD May Have Been An Evolutionary Advantage: BusinessInsider

How Steve Jobs Fouled Up Presentations For The Rest of Us: Forbes

9 Tips To Drive Down The Price Of Just About Anything: BusinessInsider

11 Tricks Steve Jobs, Jeff Bezos, And Other Famous Execs Use To Run Meetings: BusinessInsider

After 96 Loan Rejections, This Guy Built A $750 Million Marketplace For Business Loans: BusinessInsider

IKEA has created a desk that converts from sitting to standing via a simple button: Quartz

Companions in Misery: What can Schopenhauer, philosophy’s best known pessimist, tell us about New Yorkers? NYTimes

Climbing a Glass Building? Try a Gecko’s Sticky Pads: NYTimes

Brains of People with Chronic Fatigue Syndrome Offer Clues About Disorder: NYTimes

Daum Kakao chairman stresses role of startups; Kim suggested the idea of “social impact” as the most important factor to be successful for a start-up. KoreaTimes

Strategist uses Harry Potter magic to lift fortunes of Osaka theme park: JapanTimes

Four conversations to build your team leadership: Nation

Research: Insecure Managers Don’t Want Your Suggestions: HBR

Interpreter of Maladies; For 30 years, Fouad Ajami took Westerners into the heart of Arab civilization, unafraid to show his readers its afflictions and dreams. WSJ

The Beauty of ‘Infrastructure’; Brian Hayes, author of the updated ‘Infrastructure: A Guide to the Industrial Landscape,’ discusses his book documenting the buildings, systems and networks that make everything in our world work: WSJ

Greater China

China rate cut unlikely to halt slowdown, say analysts: FT

Outside Forces Drive China’s Big Flip-Flop: Bloomberg

China Stock Surge Before Rate Cut Raises Investors’ Worries: WSJ

One reminbi to one US dollar in 25 years: Jim Rogers: WantChinaTimes

The Future of Chinese Arts and Creative Industries: Forbes

When You Give Your Team a Goal, Make It a Range: HBR

China Considers Tobacco Advertising Limits, Public-Smoking Ban: WSJ

Currency Wars Reignite As Yuan Tumbles Most In 2 Months And Chinese Bond Market Freezes: ZeroHedge

India

Burger King eyes a big slice of the Indian market: Forbes

Buyers Balk as Stressed Assets Pile Up on Rule: Corporate India: Bloomberg

Japan & Korea

Kuroda Tells Japan Inc. to Stop Hoarding Cash as Costs to Rise: Bloomberg

S. Korean companies squeezed in ‘new nut cracker’ between China and Japan: Maeil

IKEA under probe for overcharging consumers in Korea: KoreaTimes

Park pitches ‘creative economy’ in North Jeolla: KoreaTimes

Korean conglomerates to face tougher regulations in appointing financial CEOs: KoreaTimes

Japan’s young fret as unexpected recession kicks in: JapanTimes

Abe Sales Tax Backfiring With More Debt Not Less: Bloomberg

ASEAN

Indonesia Corruption Watch Gives Attorney General a Long To-Do List: JakartaGlobe

Holding of properties from all over the world by Singapore property trusts means that the market has been able to grow beyond expectations. BT

Should Pemandu scale down and close shop; is it duplicating civil service role? Star

Rural Philippine Call Center Shows Promise of New Business Model: WSJ

World’s Longest Stock Gain Has Top Malaysia Fund Piling Cash: Bloomberg

S’pore must exploit IT advantage to stay ahead: PM: TODAY

Macro

Companies Still Sorting Through Revenue Recognition Rule, Survey Shows: ComplianceWeek

Fears Australian banks ill-prepared for housing-induced crisis: TheAge

BlackRock: Beware of Dividend Stocks; If interest rates rise even modestly in 2015, these defensive plays are likely to perform poorly. Barron’s

The World According to Goldman: Barron’s

The Unsettling Mystery of Productivity; Since 2010 U.S. productivity has grown at a miserable rate. And no one, not even the Fed, seems to understand why. WSJ

New Abnormal Means Relying on Central Banks for Growth: Bloomberg

Hedge Funds Lose Money for Everyone, Not Just the Rich: Bloomberg

Global ‘QE glut’ to brim through 2015 as funds swim with the tide: Reuters

TMT

How Google Glass Helped This Blind 13-Year-Old Dancer Get His Vision Back: BusinessInsider

How to make a fortune without ‘doing’ anything: The Uber, Airbnb story: Fortune

Is Spotify the music industry’s friend or its foe? NewYorker

Huawei aims to turbocharge design of self-driving vehicles: FT

Melbourne, Becoming A World Class Tech Hub: Forbes

A startup planned on the kitchen table is among America’s top 20 web properties: Forbes

Facebook ‘Newspaper’ Spells Trouble for Media: JakartaGlobe

It Won’t Be Easy Making Money Off of Cherry-Picking Shoppers; Successful Retailers Must Create a Better, Memorable Customer Experience: WSJ

Wake Up, Brick-and-Mortar Retailers: The Web Has Opened Shoppers’ Eyes to Selection, Ease, Transparency: WSJ

The End of the Impulse Shopper: The Web Has Made Consumers More Intentional, Smarter: WSJ

Amazon Offers Help Finding Local Handymen; Listing Service in 3 Cities Aims to Connect Customers With Service Providers: WSJ

Uber and a Fraught New Era for Tech; Consumer-Privacy Troubles Are Likely to Transform Silicon Valley: WSJ

Healthcare

Radiologists Are Reducing the Pain of Uncertainty: NYTimes

I Asked 20,000 Doctors About Fitbit And Apple’s HealthKit, And Here’s The Answer: Forbes

Bringing the Customer’s Voice into Medicine: HBR

U.S. Buys Up Ebola Gear, Leaving Little for Africa; Manufacturers Strain to Meet Demand Amid Rising Anxiety: WSJ

More Patients Opt to Replace Ankle Joints Instead of Fusion; Increased Range of Motion; Expect Repeat Surgery a Decade Later: WSJ

Surgical Tool Gets Strongest Warning; Morcellator Used in Hysterectomies Can Spread Undetected Cancer, FDA Says: WSJ

RealView Imaging’s 3D holographic display enables doctors to view a real-time 3D hologram of a patient’s anatomy “floating in the air” and interact with it either by stylus or with their hands: WSJ

Commodities & Energy

Global metals markets are becoming more difficult to regulate as manipulation takes more subtle forms and new trading platforms spring up: FT

Petrobras scam allegations weigh on Brazil as blacklist fears rise: FT

Black hole in mining sector profits leads to ‘vanishing’ returns; FTSE 100 miners are feeling the pain from a collapse in commodity prices as the Chinese economy hits the skids: Telegraph

OPEC Fault Lines Spur Hedge Funds to Trim Bullish Oil Bets: Bloomberg

BHP Billiton digs deep as tough times get tougher: TheAge

Consumer & Others

4 Reasons Nike’s Business Will Explode: BusinessInsider

The boss of Domino’s Pizza Enterprises says his company has “far from peaked”, after he capitalised on the company’s skyrocketing share price to sell $2.2 million worth of shares. TheAge

Bud Crowded Out by Craft Beer Craze: Faded Beer Brand Unhitches Clydesdales in Favor of Fresher Pitches to Young People: WSJ

Supermarket price war now claiming food producers as victims; Cost-cutting by the UK’s largest grocers has squeezed the margins of its suppliers, driving up corporate failure in the sector while it has declined elsewhere: Telegraph

Coca-Cola to release expensive low-sugar milk that will ‘rain money’: Telegraph

Pay per puff? Caffeine stick? E-cigarette boom sparks race for new patents: Reuters

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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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