The Resilience Dividend: Being Strong in a World Where Things Go Wrong; 7 simple ways to find work you’re really passionate about: Bamboo Innovator Daily: 2 Jun (Tues)

Life

  • 7 simple ways to find work you’re really passionate about: BI
  • Why A Values Fit Matters More Than A Culture Fit: Techcrunch
  • What the horse whisperer taught the CEO about leadership: BRW
  • How Korea’s crime scene sleuths do their jobs: JA
  • Don’t ‘manage’ change, dance with it: BRW
  • Lessons from King Sejong: JA

Books

  • The Resilience Dividend: Being Strong in a World Where Things Go Wrong : Amazon

Investing Process

  • Companies with narcissists for CEOs tend to use shadier accounting practices: BI
  • The 109,894-Word Annual Report: As regulators require more disclosures, 10-Ks reach epic lengths; how much is too much?: WSJ
  • Five imprisoned for duping investors into spending £4.3m on ‘worthless’ land; Fraudsters misled savers into buying farm land with false promises of huge profits to come from development: Telegraph
  • The World’s Best Investors: An excerpt from William Green’s The Great Minds of Investing, which uses profiles to explore what leads to enduring investment success.: Barron’s
  • Troubled Hanergy’s Debt Web Snags State Banks to Shadow Lenders: Bloomberg
  • Peter Lynch’s Secret to Finding Value Is Coming Up Empty in the S&P 500: Bloomberg

Greater China

  • Glut of Chinese Goods Pinches Global Economy: WSJ
  • Chinese ETF Buyers Whipsawed Amid Widest Price Swings Since 2010: Bloomberg
  • Selling Hope: How the Business of Cancer Is Taking Off in China: Bloomberg

India

  • China’s Stock Fever Sends Message to Ashburton: Buy India: Bloomberg

Macro

  • Frugality of High Earners in U.S. Shows Long Shadow of Recession: Bloomberg
  • Don’t Trust Asia’s Booming Stock Markets: Bloomberg

Energy & Commodities

  • Commodities trade finance goes electronic after centuries of paper: Reuters

Healthcare

  • To Treat Depression, a New Approach Tries Training the Brain: WSJ
  • Your Body’s Witching Hours: Circadian rhythms help determine when we are most vulnerable to disease: WSJ
  • U.S. Cancer Study to Match Existing Drugs to Genetic Mutations; Study marks ambitious effort to advance emerging field of precision medicine: WSJ
  • This Cancer Doctor Is Leading the Attack on Astronomical Drug Prices: Bloomberg
  • Patients Get Extreme to Obtain Hepatitis Drug That’s 1% the Cost Outside U.S.: Bloomberg

TMT

  • Mobile is eating the business world, but where are all the great business apps?: WaPo
  • The inside story of Google’s bizarre plunge into VR: Wired
  • Cheap 3D printed robotic arm controlled by the mind: reuters
  • Will computers redefine the roots of math?: Wired
  • 25,000 paying customers but no profit yet: HiPages raises another $6m to become ‘SEEK for tradies’: BRW

Consumer & Others

  • This Indian coffee chain is beating Starbucks at its own game: Quartz
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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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