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Bamboo Innovator Daily Insight: 20 Feb (Fri) – Jack Bogle’s success principles to live by

Life

  • Jack Bogle’s success principles to live by: CNBC
  • Ellen Langer on the Value of Mindfulness in Business; companies can promote innovation and their own rejuvenation by setting the right context. Strategy&
  • A galactic vampire: The Milky Way is not as young as it looks: Economist
  • The Reader on the Prowl: Even the smartphone-toting, text-messaging generation prefers to study using real books. It makes things easier to remember.: WSJ

Investing Process & Research

  • False hope: Most trading strategies are not tested rigorously enough: Economist
  • Murky Press Releases Can Conceal Poor Results; Poorly written earnings releases can be used to manipulate investors by encasing bad results in murky language, says a study. CFO
  • François Sicart: Mistakes Must Service a Purpose: Some Early Lessons: Tocqueville
  • Understanding Chinese accounting — from the 18th century: FT

Greater China

  • Sliced and diced loans take off in China; CLOs emerge as country’s fastest-growing new asset class: FT
  • Chinese Dump Milk as Prices Fall; Farmers in other countries scale back herds, brace for lower incomes: WSJ
  • Need for accounts for surrendered bribe money questioned in China: WCT
  • Snaring a tiger: the 3 main strategies of the CCDI (China Central Commission for Discipline Inspection): WCT
  • E-commerce in China enters the age of the oligarchs: WCT
  • Ling Jihua’s youngest brother rumored to be hiding in US: WCT
  • Graft drive: Roads in China paved with bad intentions: WCT

India

  • India’s economy: A chance to fly; India has a rare opportunity to become the world’s most dynamic big economy: Economist
  • Inside India: Can Narendra Modi and Arvind Kejriwal Really Collaborate?: WSJ

Japan & Korea

  • After Google Glass and Apple Watch, Japan offers wearable tomatoes: JT
  • Abe and Toyoda: Marriage of Mutual Need: WSJ
  • Softbank Bets on a Robot for the Home: WSJ

ASEAN

  • Concerns persist over Asean economic bloc: FT
  • Expat Squeeze Belies Widodo’s Invitation to Invest: Bloomberg

Macro

  • Global jihad: Rolling into town; How the rise of Islamic State is changing history in the Middle East: Economist
  • Worse than nothing: Negative interest rates do not seem to spur inflation or growth—but they do hurt banks: Economist
  • A wary investor’s guide to negative yields: FT
  • City of London ‘black book’ is called for to track ‘bad apple’ traders: FT

TMT

  • Meet the Hottest Tech Startups; Awash in venture capital, 48 new companies join WSJ’s Billion Dollar Startup Club: WSJ
  • How Korea-Japan’s Line App Became A Culture-Changing, Revenue-Generating Phenomenon: FastCo
  • Peter Thiel just funded a wearable device that aims to measure exactly how stressed you are: BI
  • The ‘connected car’ is creating a massive new business opportunity for auto, tech, and telecom companies; Apple Wants to Start Producing Cars as Soon as 2020: BI, Bloomberg
  • The revolution wasn’t televised: The early days of YouTube: Mashable
  • Microsoft CEO Satya Nadella Looks to a Future Beyond Windows: Bloomberg
  • How Wearable Startups Can Win Big In The Medical Industry: Techcrunch
  • A Year Later, $19 Billion For WhatsApp Doesn’t Sound So Crazy: Techcrunch
  • Investors Create a Billion-Dollar-Baby Boom: NYT
  • Ten Billion Dollar Ideas You’ve Never Heard Of; 73 private companies world-wide are valued at $1 billion by venture-capital investors: WSJ
  •  Pandora: A Victim of Its Own Success; A Pending Ruling on Artist Rates Could Make Things Worse: WSJ

Healthcare

  • Building bodies: Epic genomics; An avalanche of papers published this week look at why body cells are different from one another, and how that can cause disease: Economist
  • Treating blindness: Bionic eyes; A new device may restore vision to those whose sight is dwindling: Economist
  • The molecule magicians: Forget the tech bubble. It’s the biotech bubble you should worry about: Quartz
  • Drug-resistant malaria found close to Myanmar border with India: Reuters

Consumer & Others

  • Here’s how Under Armour grew into a $15 billion athletic-apparel empire: BI
  • Ikea has created its own emoji: For when you’ve run out of ways to nag your flatmate to tidy the kitchen: 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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