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Bamboo Innovator Daily Insight: 8 Mar (Sun) – How Apple design guru Jony Ive discovered his passion; “I see design as a way you look at the world and as a thought process”; The simple secrets to happiness; Turns out a better life rests on habits

Life

  • How Apple design guru Jony Ive discovered his passion; “I see design as a way you look at the world and as a thought process.”: BI
  • The simple secrets to happiness; Turns out a better life rests on habits: McLeans
  • Carol Dweck: The Two Mindsets And The Power of Believing That You Can Improve: Farnam
  • Warren Buffett’s Awesome Feat at Berkshire Hathaway, Revisited: NYT
  • Annie Dillard on How to Live with Mystery, the Two Ways of Looking, and the Secret of Seeing: BP
  • How Steinbeck Used the Diary as a Tool of Discipline, a Hedge Against Self-Doubt, and a Pacemaker for the Heartbeat of Creative Work: BP
  • Nobel Laureate Elias Canetti on the Four Attributes of Crowds, and the Paradox of Why We Join Them; “Direction is essential for the continuing existence of the crowd. A crowd exists so long as it has an unattained goal.”: BP
  • Roald Dahl on How Illness Emboldens Creativity: A Moving Letter to His Bedridden Mentor: BP
  • Silicon Valley Is Trying to Make Humans Immortal—and Finding Some Success: Newsweek
  • Hong Kong Property Firm Builds on Family Ties; Real-estate developer Hip Shing Hong, led by MD David Fong, is a case study on succession in Hong Kong’s family-run property companies; Hip Shing Hong’s Fong Says Succession Isn’t Without Tension: WSJ
  • Billionaires Own Nearly Half Of All Major Professional Sports Teams: Forbes
  • Congress could help solve antibiotic resistance. This Congresswoman explains why it won’t.: Vox
  • Is Most of Our DNA Garbage? NYT

Investing Process

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • Caught in a web of spinoffs: Inside Canada’s expanding universe of ‘shell’ companies; the concern over the use of shell companies for unscrupulous purposes prompted the U.S. SEC to launch Operation Shell Expel. The idea is to flush out “pump and dump” schemes, where stock is heavily and sometimes falsely promoted to unknowing investors, while the perpetrators sell at high prices before the stock crashes. The SEC has ejected more than 800 dormant companies from the market since 2012. FP
  • Bosses Who Love Themselves; People who lack empathy and have grandiose views of themselves tend to have a damaging effect on all levels of business, researchers say. NYT

Greater China

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • The Fed on China’s stimulus binge: FT
  • Hong Kong’s stock exchange operator said a stock connect programme with Shanghai that launched on Nov 17 contributed just US$8.8mil to revenue last year, showing how disappointing trading on the programme has capped profit growth. Reuters
  • China city boss warns against Islamic head coverings in Xinjiang: Reuters

Japan & Korea

  • Tokyo’s children could find their voice if noise ban is reformed: FT

ASEAN

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • They All Fall Down: New Law Seen in Subverting KPK: JG
  • Francis Lau on chicken and eggs; Teo Seng allocates RM200mil to grow capacity: TheStar1, 2, 3

Healthcare

  • Going the extra mile to win a $21bn Pharmacyclics deal: FT

TMT

  • Here’s What Will Truly Change Higher Education: Online Degrees That Are Seen as Official: NYT

Consumer & Others

  • Whirlpool’s Jeff Fettig: Doing the World’s Laundry; Thanks to Whirlpool, the U.S. dominates appliances. Winning awards, bringing jobs back home. Barron’s
  • McDonald’s Seeks Its Fast-Food Soul: NYT
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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.

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