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Bamboo Innovator Daily Insight: 25 Jan (Sun) – To Paint Is to Love Again: Henry Miller on Art, How Hobbies Enrich Us, and Why Good Friends Are Essential for Creative Work; “What sustains the artist is the look of love in the eyes of the beholder. Not money, not the right connections, not exhibitions, not flattering reviews.”

Life

  • To Paint Is to Love Again: Henry Miller on Art, How Hobbies Enrich Us, and Why Good Friends Are Essential for Creative Work; “What sustains the artist is the look of love in the eyes of the beholder. Not money, not the right connections, not exhibitions, not flattering reviews.”: BP
  • Peanuts and the Quiet Pain of Childhood: How Charles Schulz Made an Art of Difficult Emotions: BP
  • Want To Change The World? Bill And Melinda Gates Say To Study It First: FastCo
  • A salute to unsung heroes: We don’t need the world to applaud our every move if we want to make a difference. TheStar
  • How Jane Goodall Turned Her Childhood Dream into Reality: A Sweet Illustrated Story of Purpose and Deep Determination: BP
  • Mary Oliver on What Attention Really Means and Her Moving Eulogy to Her Soul Mate; “Attention without feeling … is only a report.”: BP
  • The Wisdom of No Escape: Pema Chödrön on Gentleness, the Art of Letting Go, and How to Befriend Your Inner Life: BP
  • Bertrand Russell on the Vital Role of Boredom and “Fruitful Monotony” in the Conquest of Happiness: BP
  • The Principle of Infinite Pains: Legendary Filmmaker Maya Deren on Cinema, Life, and Her Advice to Aspiring Filmmakers: BP
  • Hans Christian Andersen’s Daily Routine: BP
  • The Beatles To Tarzan: 4 All-Time Epic Negotiations: Forbes
  • What Is a Business Model?: HBR
  • Primal Leadership: The Hidden Driver of Great Performance: HBR
  • A talented Filipina domestic worker in Hong Kong who takes breathtaking street photography has been awarded the prestigious Magnum Foundation Human Rights scholarship to New York University. ST
  • The Financial Problems in Your Head: Psychology Explains Why Many People Mismanage Money: WSJ
  • James Bond’s body language: How to spot a spook: Economist
  •  America’s elite: An hereditary meritocracy; The children of the rich and powerful are increasingly well suited to earning wealth and power themselves. That’s a problem: Economist

Books

  • Schulz and Peanuts: A Biography: Amazon

Investing Process

  • Size Matters, if You Control Your Junk: SSRN, VW
  • The Visual Story Of The Biggest Fraud In Gold Mining History: ZeroHedge

Greater China

  • Hong Kong bookshop Cosmos finds promotion is key to survival in digital age: SCMP
  • The blind spot of China’s anti-corruption drive: WCT

India

  • Red tape and skills gap threaten hope of record growth for India: Guardian

Macro

  • The Accidental Margin Debt That Wouldn’t Die: WSJ
  • America’s elite: An hereditary meritocracy; The children of the rich and powerful are increasingly well suited to earning wealth and power themselves. That’s a problem: Economist
  • Muhlenkamp Memorandum For Q1 2015: VW
  • Soros Warns Public Pensions Against Investing In Hedge Funds: VW
  • 22 Smart Invesment Ideas: Felix Zulauf, Abby Joseph Cohen, Brian Rogers, and Scott Black share their best investment bets in this week’s Roundtable installment. Barron’s
  • Five bad options to tackle ‘too big to fail’ fallacy: SCMP
  • The Strong Dollar Is Always Good, Except When It Isn’t: NYT
  • The Hidden Hand Behind American Foreign Policy; Whispering in the ear of eight presidents, Andrew Marshall foresaw the crack-up of the Soviet economy, predicted the rise of precision weaponry, and fathered today’s ‘pivot to Asia.’: WSJ
  • Grand Strategy in the Real World: When the Cold War order broke down, and Iraq invaded Kuwait, Brent Scowcroft served as an ‘honest broker’ among factions, though his own cautious realism often won the day. WSJ
  • Screening visitors: Prisons profit by stopping family visits: Economist

Energy & Commodities

  • Who Will Rule the Oil Market? NYT
  • Is It Time to Invest in Energy Stocks? WSJ
  • These Shale Companies Will File For Bankruptcy First: Goldman’s “Best And Worst” Shale Matrix: ZeroHedge

TMT

  • Oracle: How It Can Mimic Microsoft’s Revival: Barron’s
  • Eric Schmidt’s Quite Right The Internet Will Disappear; All Technologies Do As They Mature: Forbes
  • ESPN enters the e-sports arena; The sports entertainment network has rapidly expanded its coverage of the burgeoning professional video game sector. Fortune
  • Intuit Kicks a TurboTax Hornet’s Nest Raising Prices; Price Increase Has Users Fuming: WSJ

Consumer & Others

  • Why Walmart Is Winning In Canada: Forbes
  • SkyMall goes bankrupt. Did the Serenity Cat Pod fly too close to the sun? The vaunted aerial catalogue of 70s cool products, often pet-centric – Push Pushi Dog Raincoat, anyone? – was caught off guard by the internet: Guardian1, Guardian2
  • McDonald’s CEO: Give us time for a turnaround: Fortune
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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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