Advertisements

Bamboo Innovator Daily Insight: 7 Mar (Sat) – Ryan Holiday: Find canvases for other people to paint on

Life

  • 9 successful people share the toughest lessons they learned at their first jobs; Ryan Holiday: Find canvases for other people to paint on. James Altucher: Don’t dwell on failure and its supposed benefits – there are none. BI
  • ‘Calvin and Hobbes’: America’s Most Profound Comic Strip; The hilarity of ‘Calvin and Hobbes’ was rooted in a 6-year-old boy’s inability to control himself—or the world: WSJ
  • ‘Calvin and Hobbes’ creator Bill Watterson returns to the comics page — to offer a few ‘Pearls’ gems: WaPo
  • The best strategy is to be good at whatever it is you do: JohnKay
  • Heng: Bold changes needed in education to nurture Singaporeans who are inventive, resilient and caring, to go beyond learning for grades and “learn for mastery”: TODAY
  • How anxiety affects your decision-making skills: Fastco
  • Shakespeare got his psychology right: Low status can make us more altruistic; The “high-status” students were more focused on displaying their own competence and knowledge. WSJ
  • The Founding Fathers of American Invention: WSJ
  • From TV to Twitter, star scientist Neil deGrasse Tyson continues his quest to educate the world about the universe: WSJ
  • Ancient Automatons, Modern Worries; Despite Stephen Hawking’s warnings about artificial intelligence, robots have been around since the ancient Greeks: WSJ
  • Andreas Jacobs, scion of one of Germany’s leading business families and now, chairman of French business school Insead, shares his experiences.: BT
  • U.S. Authorities Struggle to Find a Pattern Among Aspiring Islamic State Members: WSJ
  • Making professional accountancy cool: Star
  • Don’t get routed like REA Group’s founders: positive ways to postpone raising capital: BRW
  • The secret to talent management? Put employees, not employers first: Fortune
  • Hardly anyone realizes the classic board game Monopoly started as an early feminist’s attack on capitalism: BI
  • Accountancy: the new buzz; ‘The value of bees’ service to the British economy was estimated at £200m – the value of what they pollinate closer to £1bn’: FT

Books

  • Overwhelmed: How to Work, Love, and Play When No One Has the Time; How to Find More Time: New research suggests our concept of time is malleable – and some simple strategies could make us feel like we have more of it: Amazon, NYT

Research & Investing Process

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • Noble’s Iceberg Rebuttal Gets Few Prizes for Transparency: WS
  • Be alert to whether or not the directors are buying shares just to show the flag. When companies are known to be in trouble, a cluster of the directors buy a few shares to try to reassure the market that all is well: Telegraph
  • Are Corporate Spin-Offs Prone to Insider Trading? Regulatory blind spots letting insiders profit from spin-offs, says study; one in eight US corporate spin-offs since 1996 were preceded by suspicious options market trading: SSRN, Bloomber

Greater China

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • Albert Edwards’ Latest Worry, The Chinese Liquidity Tourniquet: VW
  • ‘China likely to end up as a former would-be superpower’, says Goldman partner who called Japan’s demise: Bloomberg\
  • Chinese steelmakers face headwinds of slowing growth, glut in capacity: Reuters
  • China’s Stock Connect Falls Short on Bets Against Shares; Industry officials say short selling rules make it impossible to bet against stocks: WSJ
  • The Coming Chinese Crack-Up: The endgame of communist rule in China has begun, and Xi Jinping’s ruthless measures are only bringing the country closer to a breaking point: WSJ

Japan & Korea

  • Time for Japan to Cut Off Sharp: Bloomberg
  • President Kazuhiro Tsuga explains how he pulled the company back from the brink and set it on a path to profitability. Fortune

ASEAN

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • Further rupiah slip could be ‘dangerous’; This is because many businesspeople, including those in the export-oriented industry, will see their costs skyrocket because of the high import content in their manufactured goods: JP
  • Indonesia’s Bridestory Secures Funding in a Round Led By Rocket Internet Group: JG
  • Thai temple’s lift-off triggers clash over monks and money: FT

Macro

  • Lord Rothschild Warns Investors: “Geopolitical Situation Most Dangerous Since WWII”: Zerohedge
  • Hedge funds: sheep in wolves’ clothing: AW
  • Individual Stocks vs. Index Funds: The Next Frontier; Some firms, including Wealthfront, suggest buying the individual stocks in an index to take advantage of tax-loss selling: WSJ
  • Hedge Funds Monetizing By Selling Stakes To Institutional Investors: VW
  • Why Political Dynasties Rule in America’s Democracy: JG
  • The history and future of Asian bond markets: Nation
  • Only mass default will end the world’s addiction to debt: FP
  • How banks may have rigged the Bank of England scheme built to keep them alive: Telegraph

Energy & Commodities

  • An Oil Firm That Raised Money Seven Months Ago Just Missed Its First Bond Payment: Bloomberg
  • Layoffs and empty streets as Australia’s boom towns go bust: Reuters

TMT

  • The New Tech-Stock Temptation: WSJ
  • The Apple Watch’s beautiful face is also its fatal flaw: WaPo
  • How the Apple Watch will transform the most successful store strategy in a generation: WaPo
  • At long last, Dow gets a taste for Apple: Reuters
  • Go Mobile or Bust: Google Schools Firms on the Business Benefits of Apps: JG
  • Here’s why fraudsters love Apple Pay: Fortune
  • Silicon Valley debate on self-driving cars: do you need a map?: Reuters

Healthcare

  • Biotech Bidding War Yields Rich Price; AbbVie to pay $21 billion for Pharmacyclics, reflecting promise of cancer drug: WSJ
  • These Investors Think There’s a Biotech Bubble That’s About to Burst: Bloomberg
  • Complexities of Eye Care Drive Strong Moats: Morningstar

Consumer & Others

  • Why America fell out of love with golf: WaPo
  • Supermarkets’ brave new world; Derided as a haven for duopolies, Australia is in fact enjoying a price war in the crucial $88 billion food and grocery industry. TheAge
  • Why Can’t Reebok Get Fit?: Bloomberg
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: