Bamboo Innovator Daily Insight: 26 Feb (Thurs) – What to Expect From Buffett’s 50th Anniversary Letter; The dark side of achievement culture; FOMO (fear of missing out) is the enemy of valuing your own time. Value yourself for things that don’t appear on your resume. Find something to believe in; Experience Is Measured In Stories, Not Year


  • The dark side of America’s achievement culture; FOMO (fear of missing out) is the enemy of valuing your own time. Value yourself for things that don’t appear on your resume. Find something to believe in. Quartz
  • Experience Is Measured In Stories, Not Years: Forbes
  • I Don’t Have a Job. I Have a Higher Calling; Some employees balk as many firms-from motorcycles to accounting-step up talk about changing the world: WSJ
  • Reforming the Bar Exam to Produce Better Lawyers; A recent overhaul of the test deserves a flunking grade. How about focusing on skills like factual investigation? WSJ
  • The personality types of all 50 states: BI
  • HSBC, tax and why good companies do bad things; There is a pattern to companies that employ decent people and fall into disgrace: FT
  • When Customers Will (Willingly) Pay More for Less: HBR
  • Heads of large public firms can avoid responsibility, and keep their bonus: SCMP
  • Warren Buffett’s Transparency Problem: Newsweek
  • The ‘Big 3’ Mistakes (And Their Fixes) For First-Time Entrepreneurs: Forbes
  • Wake-up Call: Why Everyone Needs More Sleep; productivity, creativity and workplace morale are all taking a hit as a quickening capitalist society and the human need for getting to REM jostle for attention. K@W
  • An Interview with The Outsiders’ William Thorndike: Motley Fool

Books, Investing Process

  • What to Expect From Buffett’s 50th Anniversary Letter: Bloomberg
  • The Culture Map: Breaking Through the Invisible Boundaries of Global Business; Why getting drunk is so important in Japanese business relations: Amazon, BI
  • Buffett sets sights on German companies: Reuters

Greater China

  • Corrupt officials sought sniper kills of Xi Jinping, Wang Qishan: Boxun: WCT
  • Hong Kong and Singapore plot divergent fiscal paths: FT
  • Rumors of major SOE mergers do the rounds in China: WCT
  • The long history of China’s obsession with numbered policies: Quartz
  • Closer Look: Local Officials Have Little Love for National Hukou Reform: Caixin
  • Minsheng Tries Weathering a Maelstrom; A new shareholder has stepped in and a president has been forced out as winds of change blow through the bank: Caixin
  • China drops leading technology brands for state purchases: Reuters
  • Forecasting China’s Oil Buying Grows Harder: WSJ
  • Communist Party Mints Xi-Branded Slogan: WSJ


  • Vijay Govindarajan: We need big, bold ideas; This is a make-or-break budget for India. Game-changing innovations to boost the economy are the need of the hour: Forbes

Japan & Korea

  • Chinese Tourists Take South Korea’s Jeju Island by Storm: WSJ
  • South Korea toughens up on chaebol law breakers: FT
  • Lessons from Sony’s fall: Japan’s situation clearly demonstrates the limits of winners who were followers rather than creators. JA
  • Samsung gobbles up tech start-ups: KH
  • Samsung Electronics and its affiliates are using mergers and acquisitions (M&A) as a new growth tool, a change of strategy pursued by its Vice Chairman Lee Jae-yong: KT
  • Under Japanese law, breaks are sacred and standby counts as work: JT
  • The Humble Light Bulb Helps Japan Fill Energy Gap Left From Shutting Down Nuclear Reactors: Bloomberg
  • South Korea’s Household Debt Balloons on Cheap Credit: WSJ
  • Mobile Chat Service KakaoTalk Faces Growing Pains: WSJ
  • In Japan, robot dogs are for life – and death: AsiaOne


  • The legacy of its founder looms over Singapore; A palpable sense of dissatisfaction exists among the island nation’s citizens: FT
  • Thai graft regulator expands its influence: FT
  • Forbes Malaysia’s 50 Richest; Oil Burns A Hole; Malaysia’s Billionaires Reel As Ringgit Slips: Forbes
  • Kossan’s Lim Kuang Sia Has A Head For Science And Heart In Glovemaking: Forbes
  • Jakarta Govt Vows Tough Action on Bootleg Alcohol Producers: JG
  • Indonesia Should Find Its Own Educational Path: JG
  • Japan’s E-Commerce Giant Rakuten Trains SMEs in Indonesia: JG


  • Crispin Odey “I Am Amazed To See So Many Are Fully Invested Given That Equities Are Already Fighting The Downtrend”: VW
  • High costs warning for EU failed trade rules: FT
  • Smart beta chipping away at Barclays’ bond index dominance: FT
  • Yes, the World Is Out to Get Active Managers: bloomberg
  • A dangerous revolt: People are refusing to pay back student loans: WaPo
  • Barings’ collapse was the start of the City’s cultural decline; The cultural DNA of the City changed to one that favoured transactions over relationships and short-term results over sustainability: Telegraph
  • Should You Cash Out, Like Private Equity? A report that Blackstone and other buyout firms have made huge payouts should give stock investors pause. Barron’s
  • Special FX Should Scare Asia’s Borrowers; With 28% of Asia’s corporate loans denominated in U.S dollars, a close eye should be kept on the rising greenback.: Barron’s
  • Negative Is the New Zero; Germany sold five-year government debt with a negative yield for the first time; in the longer term, it is storing up problems for investors; the bigger price falls could be in the future if rates ever rise.: WSJ
  • Buyout Shops Keep Skin in the Game; Firms increasingly accept buyers’ shares as part of price when selling companies they own: WSJ
  • Downgrade of Brazil Oil Giant Stirs Wider Concern: WSJ
  • SEC Probes Companies’ Treatment of Whistleblowers; Agency Officials Concerned About Corporate Backlash Against Whistleblowers: WSJ
  • Morrison Foester: Overview Of Insider Trading Law: VW
  • The corporate watchdog has revealed it exercised “formal legal powers” as part of an expanding investigation into National Australia Bank’s under-fire financial planning division.: TheAge
  • Lightning strikes twice: $7m fraud at firm controlled by family of late BRW Rich Lister Allan Scott: TheAge

Energy & Commodities

  • That sinking feeling: North Sea oil was a challenge before prices halved. Now the UK industry fears a fatal blow: FT


  • So-called basket studies, which group cancer patients in a new way, could revolutionize the path from the lab to F.D.A. approval and market success. NYT


  • Once a pioneer, Google’s now playing catch-up to Apple in mobile payments: Quartz
  • Researchers Find Way to Harness Brain to Control Bionic Hands; Fitted With Robotic Hands, Three Austrian Men Are Able to Perform Tasks Such as Buttoning a Coat: WSJ
  • What Clever Robots Mean for Jobs; Experts rethink belief that tech always lifts employment as machines take on skills once thought uniquely human: WSJ
  • Why Robots Still Can’t Fold Your Laundry; Machines struggle to match a human’s dexterity and problem-solving skills: WSJ
  • Here’s what google’s super-fast flight search reveals about its product strategy: BI
  • One of the smartest VCs of all time says Silicon Valley is in a risk bubble; Investors Beware: Today’s $100M+ Late-stage Private Rounds Are Very Different from an IPO: BI, Abovethecrowd
  • Auto Trader plans IPO after massive online success: BI
  • YouTube: 1 Billion Viewers, No Profit; Revenue growing at Google video site, but still limited by narrow audience: WSJ

Consumer & Others

  • Whiskey’s domination could last for decades: BI
  • Lego enjoys record year and gets closer to reaching ‘every child in the world’: Telegraph
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