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Daily Bamboo Innovator Insight: Sun 30 Nov 2014 – Small Victories: Spotting Improbable Moments of Grace; STARTUP GOD PAUL GRAHAM: Mean People Fail

Life 

STARTUP GOD PAUL GRAHAM: Mean People Fail: BI, PaulGraham

Hidden gems in our midst: We need to look at things and people not only with our eyes, but with our heart. Star

This Man Was Supposed To Become Steve Jobs 2.0 — Here’s What Happened Instead: BI

Mohnish Pabrai’s Million-Dollar Advice For A 12-Year-Old Investor: Forbes

In Praise of Melancholy and How It Enriches Our Capacity for Creativity: BrainPickings

Anne Lamott on Grief, Grace, and Gratitude; On the grace of redefining ourselves and redefining okayness when life throws us its merciless curveballs. BrainPickings

Voltaire on How to Write Well and Stay True to Your Creative Vision: BrainPickings

Lost in Translation: An Illustrated Catalog of Beautiful Untranslatable Words from Around the World: BrainPickings

Books

Small Victories: Spotting Improbable Moments of Grace: Amazon

Investing Process

Stockpickers’ Blues: A leading market analyst finds that no particular style of stock selection is long successful in the current market. Barron’s

Greater China

Taiwan’s ruling Nationalist Party suffered a landslide defeat in local elections Saturday, prompting the resignation of the premier and leaving the party weakened before a presidential vote in two years. WSJ

TMT

How to Build an Empire, the Netflix Way; With “Marco Polo,” its lavish new series, the streaming service is placing one of its biggest bets yet on global expansion. NYTimes

Netflix CEO: Broadcast TV Will Die Within 16 Years; “It’s kind of like the horse, you know, the horse was good until we had the car”: BI

Lenovo’s $100 Billion Gambit; Yang Yuanqing built Lenovo into the world’s largest PC maker. His next target? Smartphones. Watch out Samsung, Apple. Barron’s

Uber needs rider goodwill to prevail in the many markets where it is facing significant regulatory resistance; Uber’s perceived lack of ethics is making it very difficult to rationalize advocating for them or to even ride with them: Stratechery

The Yellow Cab Bubble Pops: Taxi Medallion Prices Tumble 17% From Last Year’s Record Highs: ZeroHedge

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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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