To know bamboo is to know Asia; How Should We Learn? We need to inculcate the skills to navigate the world, handle ambiguity and ignorance, and become more purpose-driven learner: Bamboo Innovator Daily: 1 Jun (Mon)

Life

  • To know bamboo is to know Asia — and a whole lot of Japanese: JT
  • How Should We Learn? We need to inculcate the skills to navigate that world, handle ambiguity and ignorance, and become more purpose-driven learners: Techcrunch
  • American geniuses Steve Wozniak, Biz Stone and Bill Nye on nurturing innovation in business: FastCo
  • Everything you need to know about The Fountainhead, a book that inspires Uber’s billionaire CEO; The Fountainhead’s hero is a principled rebel who refuses to back down from his beliefs, even if it means violating society’s rules and norms. BI
  • Medicine’s Hidden Roots in an Ancient Manuscript: NYT
  • Billionaires Behind Pom Wonderful, Fiji Water Rename Company; Lynda Resnick is the billionaire master marketer behind some of America’s favorite fruit and nut products.  Forbes
  • Richard Thaler on misbehavior, tipping, and economists as failed mathematicians: Quartz
  • How billionaire Anthony Pratt made his own name in America: BRW
  • Used car salesman on the Rich 200: the death-defying story of Tony Denny and his $320m fortune: BRW
  • To be more human is a corporate goal that does not compute; The real issue is the moral distance between companies and their customers: FT
  • Scientists Who Cheat: NYT
  • Beyond Publish or Perish, Academic Papers Look to Make a Splash: NYT
  •  Instead of Playing Golf, the World’s Elderly Are Staging Heists and Robbing Banks; Loneliness and poverty are two factors blamed for increased criminal activity among senior citizens: Bloomberg

Investing Process

  • SFC calls for proactive investors: Will more David Webbs emerge? EJInsight
  • Tale of Two Cities Sees Jakarta Boss Evade London Parent’s Chop: Bloomberg
  • Hanergy Bids Show Record Discount in U.S. After Hong Kong Halt: Bloomberg

Greater China

  • China $550 Billion Stock Wipeout Reminds Traders of 2007 Catastrophe: Bloomberg
  • China duck producer cites tighter bank credit as cause of default: FT
  • Dim sum bonds run out of steam: FT
  • With Massive Defaults Looming, Chinese Banks Aren’t Keen to Loan Local Firms Cash: Bloomberg
  • China’s retail investors don’t care what you think about their stock market: CER
  • Shipbuilding industry in China has titanic money problems: WCT
  • ‘One day, all this will be yours’: Chinese kids encouraged to get rich by trips to luxury villas: SCMP
  • Made in Chindia: Two Paths Toward Industrialization: Bloomberg
  • China Startup Aims to Prove $1,000 E-Scooters Can Be Cool Ride: Bloomberg

India

  • Faster than China? India’s road, rail drive could lay doubts to rest: Reuters

Japan & Korea

  • Sony CEO Hirai’s strategy questioned by former executive Iba; “Sony used to be a unique and extraordinary company. During the past 10 to 20 years, Sony spirit for innovation has been diluted.”: JT
  • Shiseido ready to bounce back under leader from outside: Nikkei
  • Dive Deeper Into Japan’s Property Trusts? BOJ Faces Decision: Bloomberg

ASEAN

  • Philippine conglomerate Ayala ready to take on ASEAN: Nikkei

Healthcare

  • U.S. Drug Shortages Frustrate Doctors, Patients; Drugs in short supply include cancer treatments and antibiotics; manufacturing snafus: WSJ
  • Immunotherapy combo packs punch against melanoma: AsiaOne
  • Soaring Cost, Toxic Effects Drive Race for Cancer Tests: Bloomberg

TMT

  • George Zimmer Starts an ‘Uber for Tailors’: NYT
  • Patrick Grove’s journey from Young Rich to the main Rich List: BRW
  • This professor thinks he has the key to controlling your home with your mind: BI
  • Disney’s Next Act: From theme parks and cruises to merchandise sales, Disney is a wizard at wringing profits from its hit films — and gains from its stock. Barron’s
  • Munch or be munched on: More technology firms are likely to team up in the months to come: Economist

Consumer & Others

  • Bosch values communication; Bosch is the world’s No.1 auto parts supplier by sales. KT
  • Inside Yeo Valley: the family farm that’s taking on big dairy; Yeo Valley has a turnover of £300m a year and employs 1,500 people: Telegraph
  • Fewer rules, less hassle, more profit – how being nice paid off at Ryanair; The famously abrasive budget airline has made a concerted effort to soften its approach – and has been rewarded with some impressive annual results: Guardian
  • How Siggi’s grew from a nostalgic experiment to an icelandic yogurt empire: FastCo
  • Stefan Borgas, Israel Chemicals: global ambitions, Israeli roots: FT
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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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