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Daily Bamboo Innovator Insight: Sat 6 Dec 2014 – The One Question Larry Page Always Asks Himself To Make Sure Google Stays Successful; How failure propped up David Chang’s culinary empire Momofuku

Life 

The One Question Larry Page Always Asks Himself To Make Sure Google Stays Successful: BI

How failure propped up David Chang’s culinary empire: Forbes

Lessons From Modern Art On How To Sell Your Ideas: Slideshare

Why Fear Kills Productivity; It’s in any company’s self-interest to create a culture that minimizes fear: NYTimes

How To Be A Better Public Speaker Based On Your Personality Type: BI

31 Traits All Great Leaders Share: BI

‘Serial’: inside a podcast phenomenon; A weekly podcast investigating a real-life murder has become an unexpected hit, while raising questions about ethics and the nature of entertainment today: FT

How waning fame and fated investments left these boyband stars bankrupt; Bungled tax bills and unlucky investments – not simply out-of-control spending – leave so many pop stars penniless: Telegraph

Corporate restructuring: Five common pitfalls: Forbes

How to Ask for Feedback That Will Actually Help You: HBR

6 principles that made Nelson Mandela a renowned leader: Fortune

The secret is delayed gratification: ‘Frozen’ may have become a blockbuster, thanks to psychological themes such as dealing with overpowering emotions. Star

Silver, Silk Roads and yuan internationalisation: Star

The Vital Role of Research in Preserving the American Dream: WSJ

Peter Cundill – Part one: Introduction: ValueWalk

Better forecasting for large capital projects; Project proposals often overestimate benefits and underestimate costs. Here’s why-and what you can do about it. McKinsey

20 Great Engineers of the Early 20th Century: EETimes

Books

What If?: Serious Scientific Answers to Absurd Hypothetical Questions: Amazon

All the Light We Cannot See: A Novel : Amazon

Calculated Risks: How to Know When Numbers Deceive You: Amazon

Risk Savvy: How to Make Good Decisions: Amazon

Investing Process & Research

‘Juicing’ Stock Returns-and Getting Squeezed: WSJ

Juicing the Dividend Yield: Mutual Funds and the Demand for Dividends: SSRN

Concentrated Portfolios: The Agony and the Ecstasy: ValueWalk, Chase (PDF)

Nehal Chopra’s Secret to Finding Alpha: A-Plus CEOs: II

Greater China

Kaisa Group (1638) dived 13 percent yesterday following admission that Shenzhen regulators had stopped the sale of more than 2,000 flats it has built in the Special Economic Zone. Standard

Disney magic fills Shanghai: Standard

The way of doing business is changing in China: WantChinaTimes

China Regulator Urges Caution on Stocks as Trading Hits Record: Bloomberg

Hainan Air Elbows Its Way Into China’s Skies; Feisty Carrier Gets Creative in Attempt to Chip Away at State-Owned Airlines’ Dominance: WSJ

China ‘Bad Bank’ Sees Bad Loans Peaking in 2015; China Orient Asset Management Expects Nonperforming Loans to Peak Middle or End 2015: WSJ

Xi’s speeches in The Governance Of China reveal what makes China’s elite tick: TODAY

India

Toxic Pool Creeping Over India Kills Thousands of Kids Day by Day: Bloomberg

Japan & Korea

A slowly strengthening Japan hits 86 IPOs in 2014; over half in tech: e27

K-Pop Discord Spotlights Artists’ Lament; South Korean pop music Idols are increasingly pushing back against management over having little say in their careers as revenue declines plague the industry. WSJ

Struggling Sony to cut pay in a rare move for a big Japanese company even as PM Abe calls for higher wages: Reuters

ASEAN

Thailand’s Wind Energy Pioneer Turns Fugitive To Evade Arrest: Forbes

Asean community by 2015? Currently it’s like sweating before sitting for final exams: Star

Billionaire Widjaja Family plans to reduce its controlling stake in Indonesia’s largest derivatives exchange over the next three years after recovering losses from the bourse: Bloomberg

Macro

The Return of Africa’s Strongmen; Despite two decades of elections and growth, democracy has stalled, militaries are resurgent, and autocrats are in control. WSJ

Another Look at Auditor Nightmares; The PCAOB will take a second crack at a proposal to require an auditor to reveal the thinking behind troublesome audit opinions. CFO

Energy & Commodities

The ‘accidental CEO’ Mark Papa says even he underestimated the shale revolution, which will continue despite lower prices. WSJ

Hazelnuts Stir Trouble in the Land of Sweets; Prices Double for Prized Chocolate Ingredient After Frost in Turkey: WSJ

Sir Ian Wood, the Aberdeen-based billionaire and energy industry veteran, has given warning that tumbling oil prices will have a “horrible effect” on North Sea prospects. FT

US oil reserves at highest since 1975 in the latest sign of how the shale revolution has transformed the country’s energy supply outlook: FT

Tense year end for distressed energy debt; Junk investors who tapped into the shale boom see their profits unravel: FT

The oil world’s have-nots feel pain of monopoly’s production decision: ChinaPost

Cargill too central to global agribusiness to falter; In an exclusive interview Cargill’s new CEO, David MacLennan, outlines his plans to make the world’s biggest agribusiness bigger: Forbes

Power Savings of Smart Meters Prove Slow to Materialize: NYTimes

Low iron ore price turning up heat on Australian miners: Reuters

More than $150 billion of oil projects face the axe in 2015: Reuters

Rude reality of lower crude; THE drop in crude oil prices has not turned out to be a benefit many thought it will be: Star

Small Oil Drillers Feel Brunt of Crude’s Decline; Some Stocks Have Lost Half Their Market Value or More in the Past Month: WSJ

Why the world missed the oil price crash: WaPo

Why Elon Musk’s Batteries Scare the Hell Out of the Electric Company: Bloomberg

Energy Bond Crash Contagion Suggests Oil Will Stay Lower For Longer: ZeroHedge

TMT

Accountants Increasingly Use Data Analysis to Catch Fraud; When Using Math to Catch Crooks, You Can’t Jump to Conclusions: WSJ1, WSJ2

Xiaomi’s 100-Hardware-Companies Strategy: TechNode

Why Amazon and IBM should change; Both companies should change according to their circumstances: Forbes

Kohl’s Points to Mobile Rewards Program as Key Competitive Advantage: WSJ

Cracks in Silicon Valley’s Billion-Dollar Startup Club; While Uber’s Valuation Soars, Two Tech IPOs Run Into Reality: WSJ

Amazon own label underscores strength of online grocery shopping: Reuters

Consumer & Others

Teen Retailers Becoming Out of Fashion; Delia’s, Deb Face Bankruptcy Protection as More Shopping Moves Online from Malls: WSJ

Rapper Jay Z buys champagne brand he helped popularize in music video: JapanTimes

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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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