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Bamboo Innovator Daily Insight: 21 Feb (Sat) – Richard Branson attributes some of his most successful companies to the art of note taking

Life

  • Richard Branson attributes some of his most successful companies to the art of note taking: BI
  • Jack and Suzy Welch on Business Today; The Welches on the problems with business, the state of global competition and their coming book on how to succeed: WSJ
  • Religion’s Role in the History of Ideas: WSJ
  • An Engineer Creates for Fun After a Lifetime of Workaday Rules; Seth Goldstein, 75, holds degrees in engineering and patents for biomedical innovations. But in retirement, he uses his engineering skills for whimsy and art. NYT
  • Jack and Suzy Welch on Business Today; The Welches on the problems with business, the state of global competition and their coming book on how to succeed: WSJ

Books

  • The Creator’s Code: The Six Essential Skills of Extraordinary Entrepreneurs : Amazon

Greater China

  • Primeline Energy reaches out for respect: ‘Not all Chinese companies listed in Canada are bad’: FP

ASEAN

  •  Indonesia’s Corruption Fighters in the Fight of Their Lives: NYT

Macro

  • IASB Member Sees Revenue Rule Delay As Inevitable: CFO
  • Biggest Nordic Buyout Fund Sees “Asset Bubbles Wherever We Look”: Zerohedge
  • Stanford dumps coal: why divestment doesn’t work; “You can’t subtract from a company by selling a share, it’s already committed capital, it’s just changing the ownership not the amount of capital. By definition you can’t have direct aggregate impact by divesting,” AW
  • Middle Class, Undefined: How Purchasing Power Affects Perceptions of Wealth: WSJ
  • Pension funds driven to take higher risks: FT
  • The active fund management model is not fit for purpose; Only 19% of US equity fund managers beat Russell 1000 index of large stocks for the year: FT
  • Middle Class, Undefined: How Purchasing Power Affects Perceptions of Wealth: WSJ

TMT

  • Bill Gurley: FOMO (Fear of Missing Out) in the ‘Private IPO’ Market Is Fueling Valuations: WSJ
  • Samsung Gear VR Review: A Shallow Dip Into the Virtual Pool: WSJ
  • Can an App Be Too Successful? Ask ‘Trivia Crack’; Mobile game has topped the charts with user-generated questions, but now players gripe of a glut: WSJ
  • Brand success in an era of Digital Darwinism; Companies adept at using digital tools along the consumer decision journey are gaining a sizable lead over competitors.: McKinsey
  • Cash floods late-stage tech despite warnings: FT
  • The New Rules Of Going Public: Techcrunch
  • Taking over the world? Tech giants are blowing billions and achieving little: Telegraph

Consumer & Others

  • Eataly Charms The World With Italian Fare And Flair; For building a grocery empire that looks nothing like a grocery store: FastCo
  • Warren Buffett’s Berkshire gets into the biker gear business: Fortune
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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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