Restoring humanity to leadership: There is no value in asking yourself “Am I a leader?” Instead, ask “Who am I leading? And where am I going?” – Bamboo Innovator Daily: 5 Jun (Fri)

Life

  • Restoring humanity to leadership; There is no value in asking yourself “Am I a leader?” Instead, ask “Who am I leading? And where am I going?”: Forbes
  • Michael Lombardi on Decision Making, The Four Elements of Leadership, The Difference Between Good and Bad Coaches: Farnam
  • The Art of Science Communication: William Zinsser on How to Write Well About Science; How to master the inverse pyramid of transmuting information into wisdom.: BP
  • Do Something Syndrome: Farnam
  • It’s OK to Move Down (Yes, Down) the Value Chain: HBR
  • The Self-Tuning Enterprise; How Alibaba uses algorithmic thinking to constantly reinvent itself: HBR
  • Hungarian leaders often speak with pride of the innovations the country has given the world: the ballpoint pen, the espresso machine and the Rubik’s Cube.: FT
  • Alan Bond dead: Bond Corp’s demise left bad taste in the West; Alan Bond, America’s Cup Hero and Corporate Villain, Dies at 77: TheAge, WSJ

Books

  • The 1% Windfall: How Successful Companies Use Price to Profit and Grow : Amazon
  • On Writing Well, 30th Anniversary Edition: The Classic Guide to Writing Nonfiction: Amazon

Investing Process

  • Special Effects Firm’s Stock Tumbles, as Does a Tycoon; Che Feng, of Digital Domain Holdings, said to be detained in capital day before firm’s share price slumped 40 percent: caixin
  • Common Valuation Issues with Illiquid Securities; Private and otherwise illiquid securities have increased in number and complexity in recent years, leading to increased scrutiny from auditors and regulators regarding their valuation. AccountingToday
  • Lessons from Jones the Grocer’s collapse: BT
  • How Understanding CEO Candor Can Make You Money: CFA

Greater China

  • World’s largest hospital in China criticized for pursuing money: WCT
  • Disenchanted Chinese tech companies plot escape from New York: Reuters
  • Alibaba Invests $194M Into China Business News To Build A Financial Data Platform: Techcrunch
  • Who Needs IMF When You Have Alibaba? China Sells Bad Debt Online: Bloomberg
  • The World’s Wildest Investors Are Shaking Up Hong Kong’s Stocks: Bloomberg

India

  • The Indian economy’s prospects rest on broken state banks that are only slowly being repaired: Economist
  •  India’s Micromax Churns Out Phones Like Fast Fashion; Handset maker designs dozens of new models a year, most costing less than $150: WSJ

Japan & Korea

  • The prospects for shaking up Japanese firms have never looked so good: Economist
  • Korean corporate governance a work in progress: Nikkei
  • Toyota: Rebirth of a brand; As the Japanese carmaker embarks on a radical reorganisation just how real is its rebound in fortunes?: FT
  • Chaebol issues lurk at heart of Elliott’s criticism of Samsung: FT
  • Japan’s Robot Revolution Is Attracting Venture Capitalists: Bloomberg
  • Interested in Debt? Best Korean Buys Are From the 100 Trillion Club: Bloomberg
  • The Man Behind Japan’s Governance Blueprint Is Feeling Pleased: Bloomberg

ASEAN

  • Thai Tycoons Develop Taste For Regional Expansion: Forbes
  • Cash for Clunkers, Thai Style: Forbes
  • Fourth Generation: Caroline Link is Being Groomed To Run Thailand’s B. Grimm: Forbes
  • Thai Infrastructure Tycoons Are High On Hopes Of Mega Projects: Forbes
  • Tackling market concerns should be priority for new SGX CEO: BT
  • Singapore’s Worst Souring Loans Since 2009 Show Asian Contagion: Bloomberg
  • Singapore’s Homebuyers to Seek Bargains on Discounts Disclosure: Bloomberg

Macro

  • Buyout Firms Cash Out at the Exit: WSJ
  • You Call This a Bond Rout? Wait Until the Real Selling Starts: Bloomberg
  •  SEC Gets Statistical In Search For Median Employee’s Pay: WSJ

Energy & Commodities

  • Dairy price plunge highlights hedging handicap: FT
  • Six Faces in the Race to Pump More Oil: WSJ

Healthcare

  • Doctors are trying-with some success-to recruit the immune system to help with the war on cancer: Economist
  • Elizabeth Holmes still won’t explain how her $9 billion technology actually works: BI

TMT

  • Helicopter technology: Strange new rotor-blade arrangements make for faster helicopters: Economist
  • David Caldwell and his magic touch; A dozen years ago touchscreen pioneer David Caldwell narrowly missed a chance to revolutionise consumer electronics. Can his latest invention bring redemption?: Forbes
  • This startup is teaming up with Minecraft to make wearables aimed at kids: Fortune
  • How Facebook’s video-traffic explosion is shaking up the advertising world: Fortune
  • Mutual funds chase head start on hit IPOs with pre-public investing: Reuters
  • In Places Where Banks Don’t Exist, the Mobile Phone Breaks New Ground: Bloomberg
  • Amazon Adds Minions to E-Commerce Shipping Competition; The online retailer’s deal with Universal Pictures may offset costs for distributing millions of daily parcels: WSJ

Consumer & Others

  • Costco’s warehouse clubs have become big sellers of cars; More than 398,000 vehicles were sold through Costco’s warehouse stores last year vs. more than 199,000 in 2008.: Bloomberg
  • Why America is betting big on bullet trains: Fortune
  • Why GE is retaining one bit of its finance arm in capital goods: Economist
  • The man who’s reinventing Walmart: Fortune
  • Of Course Disney Should Use Surge Pricing at Its Theme Parks: HBR
  • 13 reasons why Stew Leonard’s is actually the best grocery store in America: BI
  • How Denny’s completely turned business around: 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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