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Bill Gates: A Funny, Brutally Honest Memoir in Hyperbole and a Half: Unfortunate Situations, Flawed Coping Mechanisms, Mayhem, and Other Things that Happened by Allie Brosh: Bamboo Innovator Daily: 28 May (Thurs)

Life

  • Bill Gates: A Funny, Brutally Honest Memoir in Hyperbole and a Half: Unfortunate Situations, Flawed Coping Mechanisms, Mayhem, and Other Things that Happened , by Allie Brosh, GatesNotes
  • This Billionaire Mom Runs America’s Biggest Woman-Owned Business; under Thai Lee’s management SHI International has grown from a failing software reseller into one of the biggest and best-regarded IT proviider in the world with $6bn in sales: Forbes
  • How Jessica Alba Built A $1 Billion Company, And $200 Million Fortune, Selling Parents Peace Of Mind: Forbes
  • How Successful People Handle Stress: Forbes
  • Life in the age of anxiety: NYT
  • John Nash’s Legacy Lives on in Business Strategy: K@W
  • Interview with “king of cashmere” Brunello Cucinelli: PI
  • Smarter Every Year? Mystery of the Rising IQs: WSJ
  • Remembering John Nash: Finding equations to explain the world: Economist
  • Why It’s So Important For A Stock Operator To ‘Know Thyself’: Felder
  •  ‘Change the world through education’: KT
  • Entrepreneurs Raising the Next Generation of Chief Executives: NYT
  • Why Special Ops Stopped Relying So Much on Top-Down Leadership; Leaders that can persuade others to join their network by articulating a common purpose and rallying others around it will quickly outmaneuver those that rely on top-down: HBR
  • An Organization-Wide Approach to Good Decision Making: HBR

Books

  • Hyperbole and a Half: Unfortunate Situations, Flawed Coping Mechanisms, Mayhem, and Other Things That Happened: Amazon
  • Dare to Serve: How to Drive Superior Results by Serving Others: Amazon

Investing Process

  • A Berkshire Opportunity Cost: Listed Family Firms: ConcurringOpinions
  • 19 Things That Actually Happened in 1999: Yahoo! was worth more than Berkshire Hathaway. Today Berkshire is worth approximately $360 billion, or about $320 billion more than Yahoo!: Divref
  • 10 Non-Investing Quotes With Great Investing Lessons: Cleareyes
  • Are declining businesses good shorts?: Youngmoney
  • No Light at the end of the Tunnel: Investing in Bad Businesses: Damodaran
  • Self-Taught Investor Beating Peers With Lesson From Lynch: Bloomberg
  • Vanguard’s commanding position; The index fund pioneer’s low fees have driven down costs but is its success a cyclical phenomenon?: FT

Greater China

  • Hotelier’s Daring Letter to Chinese Premier Hits Home; Wu Hai’s salty criticism of red tape makes him unlikely poster boy for Beijing’s efforts to overhaul its economy: WSJ
  • China Road Rage Fuels SUV Boom as Drivers Opt for ‘Self Defense’: Bloomberg
  • First Taiwan Billionaire of 2015 Minted on Shanghai Advance: Bloomberg
  • Sunac Abandons Purchase of Troubled Chinese Developer Kaisa; How China’s Builder Kaisa Won and Lost a White Knight: Timeline: Bloomberg1, 2
  • Easiest Way to Cash in on China’s Stock Rally Is to Do Nothing: Bloomberg
  • China’s margin trading boom nears its limits: Bloomberg
  • China’s stockmarket: A crazy casino: Economist
  • Hong Kong retailers set for plunge in rental costs: FT
  • Activism on the rise in ‘world’s workshop’: JT
  •  China Bull Pauses: Sovereign Wealth Fund Huijin Cashed Out: Barron’s

India

  • Meet India’s Top Ten Public Shareholders Holding Stock Worth Rs. 12k Crore: RJ
  • India Coal Billionaire Discovers No Such Thing as a Free Lunch: Bloomberg
  • Meet the Billionaire Globe Trotting With Indian Leader Modi: Bloomberg
  • India: A billion shareholders now: FT

Japan & Korea

  • Samsung Moves Raise Governance Concerns; Analysts, investors take cold-eyed view of effort to increase heir apparent’s Samsung Electronics stake: WSJ
  • Samsung’s Ruling Family Tightens Its Grip: Bloomberg
  • Samsung Heirs Show How to Gain $25 Billion in Revenue for Free: Bloomberg
  • Japan Inc.’s $104 Billion Investor Payout Set to Surge: Bloomberg
  • Samsung’s holding company scenario draws attention: KT
  • Panasonic shifting focus in Asia to high-end appliances: Nikkei

ASEAN

  •  Indonesia Dusts Off 1920s Law to Tackle Islamic State: Bloomberg
  • A growing corruption scandal has raised doubts over the Philippine presidential succession and threatens to unnerve investors in the fast-growing Southeast Asian economy.: FT
  • Line’s smash-hit Indonesia movie shows why company prefers to think local: JT
  • Indonesian fashion store thrives on flash sales: Nikkei

Macro

  • In new trend, European fund firms become banks in all but name: Reuters
  • Smart beta strategies risk becoming crowded: FT
  • Will share buyback craze spread to Europe?: FT
  • Buybacks and dividends set to top $1tn; US companies are bolstering their earnings as the share buyback boom shows little sign of ending. FT
  • Star managers battered by rocky ride in yields, currencies: Reuters

TMT

  • In 5 years, 80 percent of the whole Internet will be online video: WaPo
  • Silicon Valley Races to Make TV the Next Frontier for Apps: WSJ
  • Your driverless car is just around the corner, and it will change your life: TheAge
  • The Nine Slides That Matter From Mary Meeker’s State of the Internet: Bloomberg
  • Apple eyes the car as ‘ultimate mobile device’: FT
  • A Murky Road Ahead for Android, Despite Market Dominance: NYT
  • Canadian startup Shoes.com eyes fall IPO after raising $45 million in funding round: FP
  • The Google-Apple connected car battle has begun: Fortune

Healthcare

  • A Robot That Can Perform Brain Surgery on a Fruit Fly: NYT

Energy & Commodities

  • Diamond Producers Form Group to Fight Synthetics: WSJ
  • The Tanker Market Is Sending a Big Warning to Oil Bulls: Bloomberg

Consumer & Others

  • Coles, Woolworths urged to target Aldi’s weaknesses and look to successful retailers such as Britain’s Waitrose and France’s Leclerc in France, where the discounters are in decline: TheAge
  • Goldman: These Seven Megatrends Are Going to Reshape the Auto Industry: Bloomberg
  • McDonald’s Strategy for Improving Food: Toast the Buns Longer: Bloomberg
  • How Burger King turned business around to dominate fast food: BI
  • Aldi’s brand is now worth more than Tesco’s: Telegraph
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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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