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Bamboo Innovator Daily Insight: 31 Jan (Sat) – Winston Churchill and his ‘black dog’ of greatness

Life

  • Winston Churchill and his ‘black dog’ of greatness: Conversation
  • Mammon’s Manichean turn: The business world is divided between optimists and pessimists: Economist
  • Here’s how Jonah Peretti came up with the idea for HuffPo: BI
  • Legends Of Indexing: Rob Arnott: ETF
  • The Art of Giving and Receiving Advice: HBR
  • Police forensics: the inside story; From footwear identification prints to the digital analysis of cyber crime, the world of police forensics is rapidly evolving: FT
  • Here’s why networking meetings should never last more than 45 minutes: BI
  • Marissa Mayer made $500 million before turning 40 — here are 5 lessons from her incredible career: BI
  • Science says doing these 3 simple things will make you more charismatic: BI
  • 8 Tips for an Awesome Powerpoint Presentation: SS
  • Explanations to 13 jokes only smart people understand: BI
  • Maria das Graças Foster, Petrobras chief; Brazil oil major head’s career looks likely to end with corruption scandal: FT
  • The Dance of the Disrupted: Observations from the front lines: AD
  • Indonesia taxi firm Blue Bird sued for up to $527 mln by founder’s daughter: Reuters
  • Can Students Have Too Much Tech? The wired classroom may actually widen the learning gap. : NYT

Books

  • A Beautiful Constraint: How To Transform Your Limitations Into Advantages, and Why It’s Everyone’s Business: Amazon

Investing Process

  • What Long Term Investors Can and SHOULD LEARN From Short Sellers: Mere accounting irregularity is not enough, focus on the fundamentals of the business; Reading notes to account much more important now: CI
  • Dr. Henry Singleton – Part One: The Master Of Capital Allocation: VW
  • Be Careful Of This Time Tested And Popular Value Ratio: Quant
  • Charles Brandes – Independent Value Investing: Reflections on an Enduring Strategy: VW

Greater China

  • Chinese mutual fund houses punished over insider dealing cases; Mainland securities regulator suspends five companies from product launches after poor internal controls let staff commit offence: SCMP
  • China’s new tech rules play to local firms’ strengths: Reuters
  • The Risks to China From Rapid Credit Growth: Barron’s
  • If we hit that bullseye, the rest of the dominoes should fall like a house of cards, China’s implicit state guarantee edition: FT
  •  China Vs the so-called “art” industry: FT
  • Can law firms merge when their legal systems differ? A test case from China: Economist
  • Chinese students explain why their country’s billion dollar education push is failing: BI
  • Here’s why the boss can’t rid
  •  America’s oldest news agency wrote 10X more articles by having robots do what reporters used to do; purpose is to allow the reporters to spend more time on high-quality journalism.e a bike to work in China: BI
  • China Vows No ‘Western values’ in Universities: JG
  • China Opposes Plan for McDonald’s on Famed West Lake: JG

India

  • Banking in India: Downwardly mobile; Banks have signed up 120m customers in five months. That was the easy part: Economist
  •  “Falling angels” could hit $260 billion of emerging market deb:
  • Manufacturing in India: Symphony solo; How a maker of air-coolers survived a disastrous diversification: Economist
  • A new twist to India’s publishing boom; A rising generation of local mass-market authors is just one sign of an industry in the grip of rapid change: FT

Japan & Korea

  • Activist Investors in Japan Find Some Doors Cracking Open; Friendly Approach Finds More Takers as Companies Seek to Heed Shareholders; ‘Aha’ Moments: WSJ
  • Young Korean professional seek self-help books to battle hierarchy: KT
  • Korea’s Steel Stocks are No Steal; Posco’s shock profit warning highlights the pressure on margins from weak demand and intense competition.: Barron;;

ASEAN

  • Isn’t it be time that the Securities Commission start trawling the Internet forums for breaches of insider trading or promotion of false information to create a false market and a pump-and-dump scheme?: Star
  • Thaksin times: Thailand’s coup-makers punish two former prime ministers: Economist
  • Tardy Jakarta Officials to Have Pay Docked $40 for Every Minute Late: JG
  • Who’s the Boss? First 100 Days as Much a Referendum on Jokowi as on Megawati: JG
  • Turning the Tide for Indonesia’s Unsettled Education Sector; Paradigm Shift: Frustrated with the stagnant chalkboard approach to education, teachers and students are craving for a drastic methodological change in the archipelago’s classs: JG
  • After years of stagnation, Myanmar’s biggest city is developing at last: Economist
  • Korean banks are seeking to close accounts that are being used for financial fraud: KT
  • Can Miky Lee save troubled CJ Group?: KT

Macro

  • Negative yields are everywhere; Paying to own something in the hope that its value rises is nothing new: FT
  • “Falling angels” could hit $260 billion of emerging market debt: Reuters
  • Democratising finance: How passive funds changed investing: FT
  • Discretionary managers urged to reveal charges: FT
  • US profitability: the rich list; Sixty years of corporate history show longevity of some sectors such as oil while others have been more transient: FT
  • Canada’s slumping GDP reveals troubles in just about every sector: FP
  • Companies urged to do more to encourage business ethics: SCMP
  • Wealthy Asians Seek Refuge in U.S. Dollar During Currency Turmoil: Bloomberg
  • Pressure on currency war: TheStar
  • Fed Up: Do Rising Rates Matter to Stocks?: WSJ
  • Brazil’s Economy Is On The Verge Of Total Collapse: ZeroHedge
  • IRS Lists Fraudulent Tax Preparers among ‘Dirty Dozen’ Scams: AT

TMT

  • iThrone: Apple reigns supreme when it comes to making money, but now faces even greater expectations: Economist
  • Android is suddenly surrounded by enemies: BI
  • America’s oldest news agency wrote 10X more articles by having robots do what reporters used to do; purpose is to allow the reporters to spend more time on high-quality journalism. BI
  • Demis Hassabis: The DeepMind founder’s aim is to make ‘machines smart’. Over seafood dim sum, he talks about computers acting like humans, joining forces with Google, and why eating is time wasted: FT
  • Email is the latest tool to be hijacked by fraudsters: SCMP
  • Feels like dot-com days again: Fidelity: BT

Energy & Commodities

  • Reports of fisticuffs and blood after alleged spat at TD mining conference turns ugly: FP
  • How one company plans to store energy in giant balloons under Lake Ontario: FP

Healthcare

  • In the Way Cancer Cells Work Together, a Possible Tool for Their Demise: NYT

Consumer & Others

  • How an obscure beef jerky company was acquired by Hershey: BI
  • Tesco cuts range by 30% to simplify shopping; By reducing number of products from 90,000, supermarket will be able to cut prices and improve availability on its shelves: Guardian
  • Are Vitamin Drinks a Bad Idea? NYT
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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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