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Bamboo Innovator Daily Insight: 22 Feb (Sun) – How to Read Intelligently and Write a Great Essay: Robert Frost’s Letter of Advice to His Young Daughter

Life

  • How to Read Intelligently and Write a Great Essay: Robert Frost’s Letter of Advice to His Young Daughter: BP
  • The Agony of the Artist: E.E. Cummings on What It Really Means to Be an Artist and His Little-Known Line Drawings: BP
  • Lewis Carroll on Happiness and How to Alleviate Our Discomfort with Change: BP
  • Mary Oliver on How Habit Gives Shape to Our Inner Lives: BP
  • Why science is so hard to believe: WaPo
  • How to bag a geek: In the battle for software talent, other industries can learn from Silicon Valley: Economist

Investing Process

  • Smart Trading for Those Who Seldom Trade; Even the most patient stock investors have to buy and sell sometimes, and how you trade can make a big difference in how much money you make. WSJ

Greater China

  • Why I quit the business: A Chinese loan shark’s tale; “In the early years, many private lenders pocketed earnings 10 times their principals in mere three years but a vast majority of them have gone under, in the wake of the vaporization of their fortunes overnight”: WCT
  • Zhongnanhai: the mysterious hub of the China’s Communist Party: WCT
  • Gov’t corn stockpiling distorts prices in China: WCT
  • Shaolin Temple to oversee management of other temples: WCT
  • Chinese entrepreneurs rush to invest in movies: WCT
  • Hong Kong’s unwanted HK$1,000 banknote is the money launderer’s medium of choice: SCMP

Macro

  •  Swiss takeover law: A controversial takeover attempt has exposed a gap in shareholders’ rights: Economist

Energy & Commodities

  • LME warehousing; overdue reform or regulatory over-reach?: Reuters
  • Dairy farming: Letting the cream rise; The end of quotas frees efficient European dairy farms to expand: Economist

Healthcare

  • The Return of the Vaccine Wars: WSJ

TMT

  • To Nasdaq 5000 and Beyond?: Barron’s
  • Upsetting the Apple car: The established carmakers, not tech firms, will win the race to build the vehicles of the future: Economist

Consumer & Others

  • Panera Bread’s Ron Shaich: “Flour on His Shoes”; Like Starbucks’ Howard Schultz, Shaich came out of retirement to remake the company he helped launch. Doing good, eating well. Barron’s
  • Goodbye potato chips, hello jicama chips? These six start-ups want to change how you eat. WaPo
  • E-Cigarette Makers Face Rise of Counterfeit; E-cigarette global sales hit $7 billion at the end of 2014: WSJ
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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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