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Bamboo Innovator Daily Insight: 1 Feb (Sun) – Emerson on Talent vs. Character, Our Resistance to Change, and the Key to True Personal Growth

Life

  • Emerson on Talent vs. Character, Our Resistance to Change, and the Key to True Personal Growth: BP
  • Anne Lamott on How We Endure and Find Meaning in a Crazy World: BP
  • Pulitzer-Winning Poet Mark Strand on the Heartbeat of Creative Work and the Artist’s Task to Bear Witness to the Universe: BP
  • How to Listen Between the Lines: Anna Deavere Smith on the Art of Listening in a Culture of Speaking: BP
  • D.T. Suzuki on What Freedom Really Means and How Zen Can Help Us Cultivate Our Character: BP
  • Jeff Bezos’ brilliant advice for anyone running a business: BI
  • That’s Funny — but Why? Alan Alda on the Science of Humor: Bloomberg
  • Yves Chauvin, Chemist Sharing Nobel Prize, Dies at 84; Chauvin helped unlock the secret of “green chemistry” to produce less hazardous waste in manufacturing: NYT
  • If you live in France and don’t eat baguettes, you might be a terrorist? Quartz

Books

  • Stitches: A Handbook on Meaning, Hope and Repair: Amazon

Investing Process

  • Aswath Damodaran – Price And Value: Determinants, Divergence, And Convergence via CFA Institute: CFA
  • Warnings from the Enron Message Board: SSRN

Greater China

  • Probe into China Minsheng chief Mao Xiaofeng just tip of iceberg in banking world of corrupt alliances: SCMP
  • As China’s Offshore Yuan Crashes To A 2 Year Low, Beijing Warns Its Citizens: “Don’t Buy Dollars”: ZeroHedge
  • China’s Self-Destructive Tech Crackdown: NYT

ASEAN

  • Bursa Malaysia proposal on RPT advice is dropped without explanation: TheStar
  • Thai conglomerate pursues ‘old school’ expansion in Europe: Nikkei

Macro

  • Barron’s 2015 Roundtable issue with Marc Faber, David Herro, Oscar Schafer, and Mario Gabelli discussing their approach to investing. Barron’s
  • Repeat Default Rates Rise Since Great Recession, Says Moody’s: WSJ

TMT

  • Silicon Valley Reinvents The Invisible Hand: Techcrunch

Energy & Commodities

  • One too many oil and gas hubs; The Iskandar dream is in jeopardy because of several unplanned projects on reclaimed land. Do we want to see the oil and gas industry in Johor face the same fate? TheStar

Consumer & Others

  • How Honest Burgers became the latest chain to tap into the burger boom; The fast-growing burger business has landed a £7m funding deal; “The burger boom will only get bigger and bigger. The days of frozen burgers are gone.” Telegraph
  • McDonald’s Is Everywhere, But It Doesn’t Stand For Anything; The company keeps trying to appeal to new diners, but Americans aren’t biting: Bloomberg
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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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