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Bamboo Innovator Daily Insight: 16 Mar (Mon) – Charlie Munger: Academic Economics — Strengths and Weaknesses, after Considering Interdisciplinary Needs

Life

  • Charlie Munger: Academic Economics — Strengths and Weaknesses, after Considering Interdisciplinary Needs: Farnam
  • Developing a Mental Framework for Effective Thinking: Farnam
  • How Stephen King Teaches Writing: Atlantic
  • How successful people overcome toxic bosses: Quartz
  • Overthinking vs. Underthinking: Finding the Sweet Spot: Forbes

Investing Process

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor

Greater China

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Xu Caihou, the most senior military officer snared in China’s anti-corruption campaign, has died of natural causes after military prosecutors dropped their case against him due to ill health. FT
  • How Citic Bank traded rapid growth for bad loans: SCMP
  • It’s Time to Look Under the Hood of China Auto Rental; Falling depreciation behind robust profit margin is puzzling because depreciation should have risen as CAR expanded its fleet by 20% last year; IPO lockup expires on March 18: WSJ
  • Record China Debt Means Growth-Rally Mismatch: Chart of the Day: Bloomberg
  • China FAW Group Chairman Faces Communist Party Graft Probe: Bloomberg
  • Wall Street’s Macau delusion has really gone far enough: BI
  • ‘Maker culture’ to be encouraged in China: WCT
  • To trim its mounting inventory and stem losses from sluggish business, Nestle China has been incinerating instant coffee by the ton, burning up worth tens of millions of yuan since January: WCT
  • Macau casino giant turns to non-gaming businesses: WCT
  • Why China Won’t Manage The Great Debt Escape: Forbes
  • Stiffer Bank-Technology Rules Loom in China: WSJ
  • Why Chinese Steel Exports Are Stirring Protests: WSJ

India

  • Tapping Into The Growth Of India’s Emerging Mobile Markets: Techcrunch

Japan & Korea

  • Lotte seen forging ahead with succession plan: KH
  • Economic mathematics to be introduced in 2018 in Korea as an elective subject of high school: Maeil

ASEAN

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor

Macro

  • In 2008, Phillip Monks was out of a job and decided to start his own bank. Today, it is worth over £650m: Telegraph

TMT

  • Why Bankers Are Leaving Finance for No-Salary Tech Jobs: Bloomberg
  • Top Silicon Valley investor explains why he is skeptical about driverless cars: BI
  • A Police Gadget Tracks Phones? Shhh! It’s Secret: NYT
  • Why focus is the name of the ecommerce game: Forbes
  • ‘Dead unicorns’: Silicon Valley bubble burst draws near, warns investor at SXSW: NYT
  • In Battery Revolution, a Clean Leap Forward; Vacuum maker Dyson is investing in Sakti3’s energy technology: WSJ

Energy & Commodities

  • US shale industry shows remarkable resilience: FT

Consumer & Others

  • Miller Lite tastes success again: Fortune
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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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