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Bill Gates, College Dropout: Don’t Be Like Me; Cultivating a culture of innovation begins with children – Bamboo Innovator Daily: 4 Jun (Thurs)

Life

  • Bill Gates, College Dropout: Don’t Be Like Me: NYT
  • Cultivating a culture of innovation begins with children: TODAY
  • Eric Schmidt: Here’s why most companies fail, and why Google won’t: BI
  • Idealab’s Bill Gross reveals the single biggest reason why startups succeed: e27
  • College Dropouts Thrive in Tech: Quitting school to start a company used to be seen as risky; now it’s a badge of honor: WSJ
  • Creating an ethical culture while growing your business: BRW
  • Researchers Put Hierarchies Through the Himalayan Test; Do hierarchical countries like China succeed more than countries that put little value on ranking? : WSJ
  • Here’s how the ‘self-management’ system that Zappos is using actually works: BI
  • Google’s cofounder wrote an essay about how the world has changed since the company started: BI
  • The secret power of introverts: Fortune
  • Thomson Reuters on making information useful: McKinsey
  • How To Develop Superior Thought Leadership Content Than The Competition: Forbes

Investing Process

  • Malaysia Ex-Minister’s Son Sued Over Debt for LionGold Shares: Bloomberg
  • A few tell-tale signs that you should short a Chinese stock: BI
  • Insider Traders Made Some Easy Money on Stock Offerings: Bloomberg
  • ETF Mashups Are the Financial Equivalent of a Cronut: Bloomberg
  • Sometimes Companies Need to Break Up, Too. Is It Time to Split Up?: JG
  • Hanergy Employees Exercised Options Before Shares Plunged: WSJ
  • Jim Simons Transcript: Quantitative Finance and Building a Firm: AA

Greater China

  • Martin Lee Ka-shing, heir to HK tycoon Lee Shau-kee’s empire: WCT
  • How Deng Xiaoping Helped Create a Corrupt China: NYT
  • Taiwan’s embattled IT companies look beyond PCs, phones: Nikkei
  • CEOs and PC’s: The ABC’s of Acer’s Fall: Forbes
  • Top dog: China’s newfound passion for pets is big business: Reuters
  • Euphoria has China’s stock market in its dangerous grip; There is a fin de siècle feeling and today’s stresses are the most serious since the end of the 1990s: FT
  • China Tech Magnate Sees Bubble in Industry That Enriched Him: Bloomberg
  • China’s initial public offerings are such hot commodities that a company seeking $2 billion attracted bids approaching the entire annual economic output of Hong Kong. Bloomberg
  • Hong Kong Exchange Bets Chinese Traders Are Just as Good as High-Frequency Ones: Bloomberg
  • Apple’s Success With IPhones in China Fuels Local Appetite for Apps: Bloomberg
  • Tiananmen Anniversary Makes Money Transfers in China Trickier: Bloomberg
  • Gross’s Next Short Is This China Stock Index – But Not Yet: Bloomberg1, 2
  • Startups See Dollars in China’s Young and Lonely; In China, the success of Momo, a dating site with 69 million members, is attracting rivals. Bloomberg

India

  • Oil Addiction Will Put India Into Top 3 Global Guzzlers: Bloomberg
  • Nestle Is Facing Heavy Metal in Indian Instant Noodles: Bloomberg

Japan & Korea

  • Robot maker’s rocky path to a shareholder-friendly strategy: Nikkei
  • US fund takes aim at Samsung merger plan: FT
  • Peter Pan inspires Japan monetary policy; Kuroda alludes to classic tale’s message of power of self-belief: FT
  • Honda Pumps the Brakes on Trying to Become a Media Company: WSJ

ASEAN

  • Indonesia’s $326b Retail Market Still Has Strong Appeal, Index Shows: JG
  • Forbes Thailand’s 50 Richest: Forbes
  • Thailand’s 50 Richest 2015: Collective Wealth Crosses $100 Billion: Forbes
  • Energy Drink Carabao Dang, Named After Rock Band, Is Thailand’s Big Fizz: Forbes
  • Indonesia Is Using Drones to Catch Tax Cheats: Bloomberg
  • CEO Budi Gunadi Sadikin wants Indonesia’s Bank Mandiri to be the region’s largest. He discusses the consumer-banking explosion, the impact of digitization, and the grooming of future leaders. McKinsey

Macro

  • Bond Selloff Slams Asia: Yields on some government debt jumps to highest level in years: WSJ
  • BofA Explains How the Bond Rout Could Turn Into a Bloodbath: Bloomberg

Energy & Commodities

  • Commodities’ glut to drag on, BHP chief warns: FT
  • Revaluing commodities: Two pioneering academics make the case for commodity index investments: FT
  • OPEC’s Problem: There Is No Minister of Shale; Today’s U.S. oil producers are more like tech startups than big, integrated crude producers: WSJ
  • How OPEC Hurt Big Oil: WSJ

Healthcare

  • Life-threatening complications from bacterial infections are on the rise among hospital patients, increasing at a double-digit rate as the population ages and costing U.S. health-care programs billions of dollars a year. Bloomberg
  • Cancer breakthrough proves AstraZeneca was right to spurn Pfizer offer: Telegraph
  • The dilemmas thrown up by the war on cancer; The NHS cannot ignore value for money in the pursuit of innovation: FT
  • Financial pressure is a mind-altering drug for NHS and AstraZeneca: FT
  • Anne Wojcicki, the freewheeling queen of home DNA testing: FT
  • The unhealthily high price of cancer drugs; Companies take advantage of inflexible patient demand to try to recoup research costs: FT

TMT

  • SoftBank Is Building A Portfolio Of Asia’s Most Important E-Commerce Companies: Techcrunch
  • Spotify Wants Listeners to Break Down Music Barriers: NYT
  • Apple Takes On a Market Full of Streaming Services: NYT
  • How the Cash Flows in Spotify Streams: WSJ

Consumer & Others

  • Starbucks has plans to become the next McDonald’s: BI
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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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