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Bamboo Innovator Daily Insight: 2 Feb (Mon) – Warren Buffett: Know when to hold ’em; Shareholders will be poring over the Berkshire Hathaway chief’s 50th anniversary letter for clues on its future strategy; The Disease of Being Busy; The Difference Between Seeing and Observing; A Navy SEAL Explains 8 Secrets To Grit And Resilience

Life 

  • Warren Buffett: Know when to hold ’em; Shareholders will be poring over the Berkshire Hathaway chief’s 50th anniversary letter for clues on its future strategy: FT
  • The Disease of Being Busy: Onbeing
  • A Navy SEAL Explains 8 Secrets To Grit And Resilience: Barker
  • A Lesson on Elementary Worldly Wisdom As It Relates To Investment Management & Business: Farnam
  • The unsung pioneers of the information age: FT
  • Sergio Mattarella: enemy of the Mafia and champion of the law: FT
  • The Difference Between Seeing and Observing: Farnam
  • This $31 Million Leonardo Da Vinci Codex, Now On View in Phoenix, Holds The Secret To Creativity: Forbes
  • Accomplish More by Committing to Less: HBR
  • The Pleasure of Reading to Impress Yourself: Newyorker
  • The Psychology of We: Farnam
  • Closing The Computer Science Gap, From Classroom To Career: Techcrunch
  • Why the modern world is bad for your brain; In an era of email, text messages, Facebook and Twitter, we’re all required to do several things at once. But this constant multitasking is taking its toll and making us less efficient: Guardian
  • The Toxins That Threaten Our Brains: Atlamtic
  • Innovation’s 3 essential ingredients: here’s how to test if your business has them: BRW
  • 15 examples of Pete Carroll’s unique style of coaching: BI
  • Germany is lagging behind disruptive US start-ups, warns Bosch chief: FT
  • Child’s success depends on holistic education, family support: ESM Goh: TODAY

Books

  • 10% Happier: How I Tamed the Voice in My Head, Reduced Stress Without Losing My Edge, and Found Self-Help That Actually Works–A True Story: Amazon
  • Manage Your Day-to-Day: Build Your Routine, Find Your Focus, and Sharpen Your Creative Mind : Amazon

Investment Process

  • Warren Buffett on Investment Filters [Case Study]: CS

Greater China

  • Is energy tycoon Li Hejun really the richest man in China? WCT
  • HK graduates ‘lack skills’ in solving live problems: SCMP
  • Lots of people inside and outside China have heard Premier Li Keqiang promote mass entrepreneurship and innovation in speeches. Far fewer know where he got the idea. It comes at least in part from Edmund Phelps’ Mass Flourishing: Bloomberg
  • A night out with the Chinese billionaire builder suing local governments: Fortune
  • China to step up anti-graft drive in media and broadcasting sector: SCMP
  • M&A buzz in China last year may result in landmine shares this year: WCT
  • Smartphone shipments from Dongguan 50% of China total: WCT
  • Western schools lead the way to China: FT
  • Yan Jiehe, CPCG: the Chinese billionaire turned debt collector: FT
  • China’s e-commerce firms and banks fight for market share: SCMP
  • China to curb phone, computer purchases in restive Xinjiang: Reuters
  • Sizing Up China Bond ETFs; New China-bond focused ETFs could be intriguing for yield-hungry investors, but there are political risks.: Barron’s
  • Betting Against Macau; The Las Vegas Sands’ weak profit report suggests the depth of the problems as the ex-colony tries to clean up its act.: Barron’s
  • China’s Property Market On Shaky Foundations; Falling house prices and high debt levels are a threat to banks and growth in the world’s second largest economy. Barron’s
  • New Chinese Property Investment Tip: Follow the Graft Inspectors: WSJ
  • Corruption fighters in China may include outsiders: AsiaOne
  • Math Beats English in China as TAL Closes Valuation Gap with New Oriental Education: Bloomberg
  • How the Chinese Are Turning Fecal Sludge Into ‘Black Gold’; “The world has much to learn from China in the way it’s harnessed waste for energy” : Bloomberg

India

  • Statistical revisions add shine to India growth: FT
  • Tata heads list of India’s socially minded pioneers: FT
  • India’s Status As An Art Hub Began With An Airline Sick Bag: Forbes
  • New Outsourcing Frontier in India: Monitoring Drug Safety; Business Is Booming as Regulators Require Closer Tracking of Side Effects: WSJ

Japan & Korea

  • Burberry Asia chief says embracing technology is crucial in Korea: JA
  • Biggest buyers on book apps in Korea are women: JA
  • Hyundai Motor to build tallest building in Korea: JA
  • The curse of owning a small business in Korea: JA
  • Daelim-dong to become Seoul’s Chinatown: KT
  • After 450 years, Japanese maker of squid-guts delicacy seeks bankruptcy protection: AsiaOne
  • More Dead Than Alive: Japan’s Shrinking Regions Abandon Ancestral Graves: Bloomberg

ASEAN

  • Malaysian billionaire Tong Kooi Ong denies allegations he is involved in a US$1.4 billion bet against the ringgit, and denied claims he is engineering a crisis with the Malaysian currency for personal gain: TODAY
  • Big Fish Susi by Far the Most Popular Minister: Survey: JG
  • GM and China’s SAIC to push into Indonesia with no-frills vans: Reuters
  • Malaysia’s 1MDB Delays Loan Payment Again; But Sources Say Malaysian State Fund Closer to Sealing Deal With Tycoon to Help Pay Debt: WSJ
  • Thai business leaders welcomed military coup: FT
  • Thai Union Frozen Products plans to reel in more western seafood brands in the latest phase of the expanding global voyage of the Southeast Asian country’s ambitious consumer industries. FT
  •  In red heartlands, Thai army keeps a lid on dissent: Reuters
  • Juara Beauty Aims to Win Over Indonesia: JG
  • Meet the “Reset Generation”. This is a group of 20 million aspiring, thirsty and sometimes irreverent individuals who will be the drivers of the economy. They were born between 1980 and 1996 and represent almost a third of the entire pop: NM
  • Editorial: Lucrative street business; The Jakarta government has never stopped looking for breakthroughs in its bid to increase revenues from, among other things, parking fees: JP
  • Indonesia: When even kindergarten pupils lose  their appetite for our (beloved) police: JP
  • An introduction to the Jardines; Shunned by local brokers, tightly-controlled, the venerable and storied Jardine group is nevertheless too important to miss: BT
  • Singaporeans lose thousands after US property scheme turns sour: TNP
  • More private properties in Singapore being sold at a loss: AsiaOne
  • Gemstone fever hits Jakarta: AsiaOne
  • Myanmar coffee scene fuelled by middle class caffeine high: AsiaOne
  • Two pipe bombs exploded outside a luxury shopping mall in Bangkok in an attack which Thai police said was aimed at raising tension in a city living under martial law: Reuters

Macro

  • As Regulators Focus on Culture, Wall Street Struggles to Define It; Big Banks Try to Monitor Employee Attitudes to Avoid Future Problems: WSJ
  • Capitalism has broken free of the shackles of democracy; Economic models have proved more portable than political ideas: FT
  • Barack Obama plans to tax overseas cash piles; One-off $238bn levy on earnings held abroad to fund infrastructure: FT
  • Psychometric testing on the rise in emerging markets; Schemes to assess creditworthiness launch in Peru, India and elsewhere: FT
  • The perils of a strong US dollar: FT
  • Biggest Pension Acts Like Teenager on Allocations: Canada Credit: Bloomberg
  • Asia Junk Bond Market Struggles to Rebound; Few Buyers and Sellers Make for Frustration Among Brokers: WSJ
  • Hedge Fund Brevan Howard’s Fortunes Blighted by Billions in Outflows and Management Row: WSJ

TMT

  • In Smartphone Market, It’s Luxury or Rock Bottom: WSJ
  • Netflix Faces Life in the Mainstream; Netflix’s own success means it must spend more on original content to distinguish itself from more traditional networks launching rival streaming service: WSJ
  • Samsung’s Own Chips Were Factor in Blow to Qualcomm: WSJ
  • Sophisticated sensors replicate human senses: JA
  • MyChi, Your Personal Food Therapy Advisor Enabled by Eastern Wisdom: Technode
  • Software that can publish every draft of a book simultaneously shows the true beauty of the creative process: Quartz
  • The SaaS Adventure: Techcrunch
  • How young creators are finding fans and making money on YouTube: BRW
  • Virtual Reality, The Empathy Machine: Techcrumch
  • Google, Microsoft and Amazon pay to get around ad blocking tool: FT
  • This case transforms your iPad’s screen to make typing easier, and it looks like magic: BI
  • What We Know, Now, About the Internet’s Disruptive Power: HBR
  • Apple: what do you do after becoming the world’s most profitable company?: Guardian
  • How Janet Jackson’s Super Bowl ‘Wardrobe Malfunction’ Helped Start YouTube: Forbes
  • Delphi Automotive Wins with Safety Technology; Delphi, a leader in driving technology, is now a robocar player mistaken for an old-line supply company. Barron’s

Healthcare

  •  In pursuit of next-generation Ebola stockpile vaccines: Reuters

Consumer & Others

  • How Cadbury lost the right to sell its own chocolate in the US: Quartz
  • From Holdens to hematopoietic stem cell expansion: meet the investor taking Australian manufacturing way up the value chain: BRW
  • Grocery watchdog to sharpen its teeth following Tesco accounting scandal: FT
  • How Ikea spread the flat-pack revolution across the world; Ikea chief executive Peter Agnefjäll plans to double the size of the business by the end of the decade, and India is Ikea’s next target: telegraph
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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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