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
March 3, 2015 Leave a comment
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