Advertisements

Bamboo Innovator Daily Insight: 2 Mar (Mon) – Vincent van Gogh on Why Never Learning How to Paint Helped Him; The Secret to Love Is Just Kindness

Berkshire Hathaway 50th Anniversary Special

  • Charlie Munger: These Four Factors Explain Why Berkshire Hathaway Has Done So Well; Charlie Munger’s Warren Buffett Tell-All: Bloomberg1, Bloomberg2
  • Buffett Embarrassed by ‘Thumb-Sucking’ on Exit of Tesco Stake: Bloomberg
  • Buffett Sets Stage for Massive Buyback, Dividends After Decade: Bloomberg
  • Buffett in the ’70s Was the King of Cool: Bloomberg
  • Life After Buffett: Understanding Succession at Berkshire: NYT
  • Berkshire Hathaway’s Willingness to Kill: ReformedBroker
  • A Dozen Things Taught by Warren Buffett in his 50th Anniversary Letter that will Benefit Ordinary Investors: 25iq
  • Warren Buffett on Heinz: Oh yeah!: Fortune
  • A Two-Man Race Is On to Succeed Buffett at Berkshire: WSJ

Life

  • Vincent van Gogh on Why Never Learning How to Paint Helped Him: Farnam
  • The Secret to Love Is Just Kindness: Science says lasting relationships come down to-you guessed it-kindness and generosity: Atlantic
  • Why powerful people are rarely punished appropriately: Fortune
  • Ben Horowitz: The Struggle: Farnam
  • What A Rembrandt Can Teach you about Software and Programmers: Farnam
  • An Insider Explains Why the FTC Can’t Put an End to Pyramid Schemes: Bloomberg
  • Why shy teachers like shy students; Teachers prefer pupils who share their personality: WaPo
  • The evening routines of the most successful people: FastCo
  • The Wolfe Of Main Street: How An American Picker Built His Empire Out Of Trash; The host of History Channel’s hit show has turned a fascination with old stuff into a growing brand. FastCo
  • Turning pricing power into profit; Companies often overlook pricing as a driver of earnings growth, instead defaulting to cost cutting and other measures. Here are five steps to growth through pricing: McKinsey
  • Long-term corporate survivors know how to adjust, innovate: JA
  • Saudi Travel Tycoon Becomes Billionaire With Pilgrimage Packages: Bloomberg
  • Relying on others – where does the buck stop? Good governance is everyone’s responsibility in a company; reliance on others is an essential process for decision-making by the board. BT

Investing Process

  • Noble’s shock Q4 loss: Why no warning?: BT
  • Embattled education company Vocation crashes to $273m loss, audit problems flagged: SMH
  • The Genesis Of Smart Beta Investing: VW, RA

Greater China

  • China says refuses to give funds for ‘untruthful’ budget proposals: Reuters
  • New World Development names Adrian Cheng as vice-chairman; in line to succeed his father: SCMP
  • Netflix eyes entering tricky China market on its own: Reuters
  • Alibaba and JD Online take fresh approach to China food shopping: FT
  • Crackdown targets China’s ‘zombie’ firms: WCT
  • Japanese toilet seats flush away China-made rivals: WCT
  • China’s Long Food Chain Plugs In; The country’s sprawling supply chain has challenged governmental efforts to ensure quality, and so its tech giants are working to provide shoppers with useful tools. NYT
  • Macau Fortunes Go From Bad to Worse as New Year Gamblers Vanish: Bloomberg
  • China’s bursting coal bubble raises fear of stranded assets: Telegraph
  • Unattractive returns a challenge for China PPPs; Partnerships face difficulty in luring private capital to ease local governments’ debt burden: SCMP
  • China says to implement drug distribution reforms: Reuters
  • Documentary on Air Pollution Grips China: NYT

India

  • My govt’s only religion is ‘India first’: Modi: AsiaOne

ASEAN

  • Investors and brokers want Singapore Exchange stripped of regulatory powers: SCMP
  • Vietnam opens door to hard money and soft power: FT
  • Temasek Faces New Normal With Singapore Eying Its Funds: Bloomberg
  • The road to riches isn’t just paved with keys of condos: BT
  • Tupperware’s Sweet Spot Shifts to Indonesia: NYT
  • Malaysia Fund’s Debts Make Defending Ringgit Tougher: Bloomberg
  • Activist monk seeks Buddhism overhaul in Thailand over corruption fears: Reuters

Macro

  • Regulators Zero in On Audits of Related Parties; The subject of related parties continues to be a focal point of regulators and government prosecutors seeking to bring civil or criminal legal actions. CFO
  • SEC alleges that the senior managing director of Archipel Capital ran a “Ponzi-like” scheme that it says targeted people who wanted to buy pre-IPO shares of Twitter Inc. and Uber Inc: WSJ
  • Activist investors’ success owes much to wider bull run: FT
  • Sheltering Whistleblowers; The SEC is investigating any attempts by companies to muzzle would-be whistleblowers, including requiring them to forgo Dodd-Frank bounties. CFO
  • Stock markets: where have the good times gone?: FT
  • Activist Funds: From Zero To $100B Plus AUM In 20 Years: VW

TMT

  • HTC Wanders Into Virtual-Reality Gear: WSJ
  • How to Keep the Middleman Out of the Internet: II
Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: