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Bamboo Innovator Daily Insight: 12 Feb (Thurs) – Jeff Bezos’ best piece of advice to entrepreneurs: Be missionaries, not mercenaries; Rethink Your After-Work Routine to Make the Transition Home a Happy One; Fatigue and Stress Fuel the Tendency to Ruminate; a Mental Break Helps Us Leave the Bad Mood Behind

Life

  • Jeff Bezos’ best piece of advice to entrepreneurs: Be missionaries, not mercenaries: BI
  • This Harvard grad couldn’t find a job on Wall Street, so he launched his own startup — it’s now worth $600 million: BI
  • Rethink Your After-Work Routine to Make the Transition Home a Happy One; Fatigue and Stress Fuel the Tendency to Ruminate; a Mental Break Helps Us Leave the Bad Mood Behind: WSJ
  • Peter Thiel and Education’s New Utopians: Bloomberg
  • 1 in 5 S Korean teachers regret choice of job; The discontent among Korean teachers was in stark contrast to Korean teachers’ relatively high average pay: Reuters
  • What Is the Purpose of Society? We can’t fix our problems if we don’t know the end goal: NYT
  • Lessons from RadioShack: To Stay on Top, Figure Out What Got You There: K@W
  • Dr. Henry Singleton – Part Four: Five Strategies For Business Success: VW
  • Is Your Leadership Style Right for the Digital Age? K@W
  • An Excess of Sunshine, a Paucity of Rules; Disclosure and transparency have become the answer to every vexing problem, but too much sunlight can be blinding: NYT
  • Darwin’s Finches Reveal Role of Genes in Evolution; Scientists Identify Genetic Mechanism Behind Beak Shapes: WSJ
  • Sriracha’s inventor refuses to trademark the name even though he could be losing out on millions: BI
  • How to Live a Happier Financial Life: WSJ
  • 5 Ways to Become More Self-Aware: HBR
  • A Lesson in Entrepreneurship From a Doll; American Girl, Other Firms Design Toys for Young Girls That Tap Into the Appeal of Owning a Business: WSJ
  • W.R. Grace: The End of an Empire; a conglomerate that dates back over 150 years, has operated everything from steam ships to dialysis centers, is joining H-P, ITT and other giants narrowing its focus and splitting up. WSJ

Books

  • Design to Grow: How Coca-Cola Learned to Combine Scale and Agility (and How You Can Too) : Amazon
  • Frugal Innovation: How to do more with less: Amazon, FT

Investing Process

  • A Reader’s Suggestion for DEEP VALUE COURSE: CS
  • Tales of Russia’s First Activist Investor; The founder of The Hermitage Fund made, lost, and made a fortune investing in Russia. Then he learned the truth about doing business in Moscow: Barron’s

Greater China

  • PBOC keeps close watch on shadow banking, bad debt amid China slowdown: SCMP
  • Under pressure: Graft campaign weighs heavily on Wang Qishan: WCT
  • 50 Shades of Shadow Banking: China Risks Reined In; A central bank report has a more granular look at credit expansion: Bloomberg
  • China Inc’s bank-free shopping spree?: FT
  • Kaisa Group, the Chinese developer embroiled in an anti-graft probe, sent prices on its bonds sliding after saying it expects it will need to change its international debt obligations: Bloomberg
  • First Tell Us What’s Wrong With Stock Market, SEC Official Says: Bloomberg
  • China’s Top Anti-Graft Regulator to Inspect 26 State Companies: Bloomberg
  • CEOs On The Run: Financial Crisis With Chinese Characteristics: Forbes
  • China’s Huawei Says Its Ready for Transparency: Caixin
  • The shuttering of China? FT
  • Bringing the American way of selling skin-care products and vitamins to China helped make Amway Corp. the world’s largest direct seller. It also made the children of one of its co-founders billionaires. Bloomberg
  • China’s People’s Liberation Army audits spending; move aimed at uncovering embezzlement, accounting fraud, stealing from private coffers and other wrongdoing so as to curb “deep-seated, unhealthy” tendencies in the military. SCMP
  • Beijing Directive Cuts Into Debt Issuance; Sales Are Derailed as Doubt Is Cast on Local-Government Backing for Bonds: WSJ

India

  • Trick or treat? India’s strong GDP figures mask economic reality: Reuters
  • Delhi Elections: What Lessons Will the BJP Choose to Learn? WSJ
  • McDonald’s hit by beef with India partner: FT
  • India Smugglers, and Their Bodies, Take a Break From Gold: Bloomberg
  • Sebi questions ownership of Sahara properties ; Sebi says the group may not wholly own some of the properties in India it listed as proof of its ability to repay the savers: Livemint

Japan & Korea

  • Paint peeling off South Korea’s economic miracle: Nikkei
  • Abe’s Third Arrow Finds Its Mark; Prime Minister Shinzo Abe scores a major victory in agricultural reform, but things only get harder from here: WSJ
  • Popularity of e-cigarettes is lighting up Korea; As debate rages over health risks, the government has focused its attention on regulating the smoking trend. JA
  • Can Ssangyong Motor regain its past glory?: KH
  • Samsung sees gold in mirrorless camera market: JP

ASEAN

  • 1MDB’s Lenders Threaten to Put Malaysian State Investment Firm in Default: WSJ
  • Alibaba’s AliExpress Sets Its Sights On Indonesia’s Promising E-Commerce Market: Techcrunch
  • MAS seeks more bite to oversight of derivatives, securities: BT
  • Companies should comply with SGX’s MTP as soon as possible: BT
  • Key Thaksin Ally to Face Thai Court Over 2008 Crackdown: JG
  • Survey: High Hopes but Little Satisfaction in Jokowi: JG
  • Do You Already Speak Indonesian? Under a controversial new proposal, foreigners working in Indonesia may need to master the Indonesian language: JG
  • Household Debt Keeps Thailand Southeast Asia’s Sick Man: JG
  • Singapore Finds A Way Out of Labor Crunch With Drones: JG

Macro

  • SEC Claws Back Money from Tech CFOs for Accounting Fraud: AT
  • The Reason Why Trading Currencies Is Now The Most Difficult Since Lehman: Zerohedge
  • SEC Wades Into Bitter Fight Over CVR Energy Takeover; Watchdog Investigates Whether Refiner Made Misleading Disclosures During Takeover by Carl Icahn: WSJ
  • ‘Smart beta’ drives down active management fees: FT
  • Yes, looser credit – and fraud – drove the housing bubble: FT
  • Krugman: Nobody Understands Debt: NYT
  • Hedge Funds Focused on Currencies Get Big Payoff; January Was Big Winner for Firms, Especially Those Driven by Algorithms: WSJ
  • The Day the Shouting Stopped; The energy, the surging life force of the trading pits has given way to the silent precision of electronic trading. WSJ
  • U.S. becomes hot spot for aerospace manufacturing: Reuters

Healthcare

  • Analytics Predict Which Patients Will Suffer Post-Surgical Infections: WSJ
  • Stroke Procedure to Pluck Clots From Brain Betters Recovery Odds: Bloomberg

TMT

  • Tim Cook explains why Apple Pay doesn’t collect your data: ‘You are not our product.’: BI
  • Datto: The Secret Tech Money-Making Machine You’ve Never Heard O: Forbes
  • Slow Start for Google’s Smartwatches; Dearth of Apps Are Cited as Problem Hurting Sales: WSJ
  • Sleuthing Search Engine: Even Better Than Google? Memex, Developed by the U.S. Military, Is Helping to Track Down Online Criminals: WSJ

Consumer & Others

  • Next RadioShack? Here Are The Most Troubled Retail Stores: Forbes
  • Crowdsourcing Helps Domino’s Pizza Serve Up Rise in Profit; Mobile Application Pizza Mogul Allows Customers in Australia to Design Their Own Pizzas: WSJ
  • Adore Me’s secret for disrupting the lingerie market: BRW
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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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