Advertisements

Bamboo Innovator Daily Insight: 3 Mar (Tues) – Regaining Resilience: 7 Methods To Become Mentally Stronger; Buy-and-hold fund prospers with no new bets in 80 years

Life

  • Regaining Resilience: 7 Methods To Become Mentally Stronger: Forbes
  • Dig up knowledge of bamboo for healing: JP
  • The Power of Magical Thinking; David Copperfield on the Enemies of Art; Artists do something zealots can’t stand: They break down divisions between people: NYT
  • Be the leader your people don’t walk out on: Forbes
  • 14 books by mega-succesful CEOs that will teach you how to run the world: BI
  • Why Warren Buffett Is Worth $72 Billion and You’re Not: NYT
  • Michael Jordan is a billionaire: BI
  • The secretive Cargill family has 14 billionaires thanks to an agricultural empire – more than any other clan on earth: BI
  • Meet The Richest Billionaire In Every Country: Forbes
  • From Bedouin To Billionaire: How Mohed Altrad Became Europe’s Scaffolding King: Forbes
  • How Many Of The World’s Richest Billionaires Are Still Entrepreneurs? Forbes
  • Disclosure Can Produce Meaningful Change: NYT
  • Why half of all new executives fail can be narrowed down to 4 reasons: BI
  • Teach First is a rival and finishing school for business: FT
  • Storytelling In The Digital Media Age: Techcrunch
  • Adam Tepper, founder and chief executive of the bitcoin exchange company Independent Reserve, has died after a motorcycle accident in Thailand. He was 34.: JG
  • Fiat Agnelli Family to Tighten Grip on Ferrari After Spinoff: Bloomberg
  • What Buffett’s anti-banker rant might have been about; The canny investor writes for multiple audiences-including heads of acquisition targets. Fortune
  • Companies Drag Feet on Updating Fraud Safeguards; Some feel no urgency to adopt new standards, even after clock runs out on old ones: WSJ
  • Get Creative at Your Desk With a Little Playtime; New York University researchers explore how manipulating everyday objects may spark new ideas: WSJ
  • The growing anti-science movement is making people in Silicon Valley nervous: BI

Books

  • How to Win Every Argument: The Use and Abuse of Logic: Amazon, FT

Investing Process

  • Buy-and-hold fund prospers with no new bets in 80 years: Reuters

China

  • Inside the Sharp-Elbowed World of Chinese E-Commerce; Merchants use fake orders, shell storefronts to gain prominence on Alibaba’s marketplaces: WSJ
  • China Anticorruption Campaign Targets Party ‘Cliques’; As legislature meets, Beijing’s antigraft campaign cracks down on political factions: WSJ
  • Corruption Crackdown Costs – Macau Casino Revenues Collapse “Shockingly Bad” 53%: Zerohedge
  • China graft purge targets military elite: FT
  • Chinese Rushing to Buy Property for Portugal Visas Get Burned: Bloomberg
  • Is Chinese QE Next?: Bloomberg

India

  • Mumbai Mulls China-Like Skyscrapers in Makeover: Bloomberg

Japan & Korea

  • Pension funds overpower Kuroda’s misfiring bazooka: FT

ASEAN

  • Indonesia’s Blue Bird Targets New Growth: Noni Purnomo: Forbes
  • BI, President Try to Assuage Fears Over Rapidly Weakening Rupiah: JG
  • Indonesia to Regulate E-Commerce; Online transactions in Indonesia are expected to top $3 billion this year: JG

Macro

  • Who’s fooling whom in haven asset hunt? FT
  • Who will bear losses when banks go wrong? ‘Bail-in’ framework will put investors at risk but much remains unclear: FT
  • Public outrage is the perfect stick to prod HSBC into break-up: FT
  • Etihad Airways’ Rapid Growth Frustrates Rivals; How Etihad runs and is financed is central in a fight with airlines in the United States, which accuse Persian Gulf carriers of stealing passengers. NYT
  • Immigrants and baby boomers are fuelling the rise of the entrepreneur: Telegraph
  • It’s time to investigate fund managers: Guardian
  • A Small-Cap Idea With Little to Recommend It; The SEC’s plan to create special exchanges sounds like a solution in search of a problem. WSJ

TMT

  • IBM Corp was sued by a shareholder that said it committed securities fraud by failing to write down a money-losing semiconductor unit before agreeing to pay another company $1.5 billion to take that unit off its hands. Reuters
  • Could IBM’s brain-inspired chip change the way computers are built? WaPo
  • I’m addicted to Amazon’s new 1-hour delivery service: BI
  • How Apple can overcome dropping iTunes revenue: BI
  • What would the Dow look like if it included Apple?: Reuters
  • Mobile industry tiptoes towards 5G: Reuters
  • Finnish Papermakers Embrace Online World as 10-Year Slump Ends: Bloomberg

Healthcare

  • A Fast Track to Treatment for Stroke Patients; Video-conferencing, mobile robots and virtual neurologists help limit damage: WSJ

Consumer & Others

  • How Hungry-Man’s supersized frozen meals are defying every industry trend: BI
  • McDonald’s needs to make 3 changes to compete with Chipotle: BI
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: