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Charlie Munger’s Quotes On Academia, Accounting And More – Bamboo Innovator Daily: 8 Jun (Mon)

Life

  • Charlie Munger’s Quotes On Academia, Accounting And More: VW
  • How To Conquer Fear, Backed By Research: Barker
  • From taxi driver to billionaire city builder behind Brisbane’s Greater Springfield, the only fully master planned city to be built in Australia other than Canberra. AsiaOne
  • David Smorgon warns of Smorgon-like crisis for family business: BRW
  • The books that shaped the rise and fall of the British empire: Conversation
  • How five great corporate teams in the Fortune 500 push the envelope. Fortune

Investing Process

  • Something’s always cooking at this ‘hidden champion’: German specialty glass producer embraces flexibility, innovation; Foundation-based governance structure a key to Schott AG’s long success: JA1, JA2
  • Rothschild vows ‘never again’ after Indoesian coal exit: Telegraph
  • Danish Fund Manager Likes Union Pacific, Fanuc, McKesson: Barron’s
  • FRC signals tougher guidelines on succession planning: FT
  • The end of Nat Rothschild’s Indonesian adventure; “difficulties that ARMS would have faced had it attempted to recover, via a lengthy and costly litigation process, the $173m that was misappropriated by the former Indonesian controlling shareholders and management of this company.“: FT
  • Small business annual reports do matter to investors, FRC finds; Watchdog says companies must view reports as more than an exercise in compliance: FT
  • When I Met the Legends of Investing – Part 4: SN

Greater China

  • Jack Ma turns name into money: Standard
  • Robotics craze in China may fizzle in two years: WCT
  • Automation hampered in China by high import cost of robot parts: WCT
  • Is Jack Ma’s Alibaba Pictures Really Worth $10 Billion?: Forbes
  • This Is How You Blow $1 Trillion If You’re China: Forbes
  • Hong Kong investors deal lesson in sobriety to China: FT
  • China growth data ‘overstated’ due to data error; Capital Economics claims GDP deflator miscalculated across emerging markets: FT
  • End of China’s migrant miracle – Toil and trouble; Labour shortages give workers a stronger hand but scepticism about the justice system is widespread: FT
  • New toys for flash boys in China’s fledgling derivatives market: Reuters
  • MSCI to decide whether to include mainland stocks in its emerging-market and global indexes: WSJ
  • Xiaomi, China’s New Phone Giant, Takes Aim at World; Entrepreneur Lei Jun’s smartphone startup used social networking to win over Chinese, but can he repeat overseas?: WSJ
  • Hong Kong Embraces China’s Bubble: Bloomberg
  • Chinese Are Piling Money Into Stocks Instead of Buying Cars: Bloomberg

India

  • Billionaire Locked In Death Match With Adopted Son For Control Of Business Empire: RJ
  • Amit Agarwal Leads Amazon India As Online Retail Is Taking Off: Forbes
  • Nestlé hit by storm in a cup of Maggi noodles: FT

Japan & Korea

  • One in five affiliates of major conglomerates are vulnerable to corporate raids by foreign investors because controlling families and their affiliates hold smaller stakes than non-Korean shareholders.KT
  • Rigorous requirements imposed on listed Japanese companies: Nikkei
  • Hedge Funds Seek Returns in Japan as China Bubble Concerns Mount: Bloomberg
  • A Challenge to Samsung’s Ruling Family: Bloomberg

ASEAN

  • Not so fast: Thrifty consumers put brakes on Indonesia’s economy: Reuters
  • Malaysia’s ringgit hits 9-year low; Investors assess the risk of a scandal at the country’s state-backed fund: FT

Macro

  • The Lawsuit Machine Going After Student Debtors: Bloomberg
  • Calpers to Cut External Money Managers by Half; The largest U.S. public pension fund intends to sever ties with roughly half of the firms handling its money: WSJ

Energy & Commodities

  •  Trafigura prospers amid falling oil price: FT

Healthcare

  • Painkillers Resist Abuse, but Experts Still Worry: NYT
  • Call Centers: New Battle Front for Fake Drugs; As more prescriptions are handled online and over the phone, counterfeiters are turning to call centers to facilitate sales:WSJ

TMT

  • Twitter’s epic struggle to become the next Google: BI
  • This new site keeps track of failed startups and why they flopped: BI
  • Why fewer high-profile startups come out of Apple than other major tech companies: BI
  • The number one key to Apple’s success? It was second.: BI
  • Going to the Ends of the Earth to Get the Most Out of Music;The music publisher Kobalt believes it can make more money for its artists by simplifying the way money flows around the world from every click, download and stream. NYT
  • Li & Fung, Dickson Concepts need to reassess strategies in internet era; Li & Fung might possibly be on course to become Hong Kong’s version of BlackBerry: SCMP
  • Tech leaders shake up luxury industry: FT
  •  Delivery Hero reaches $3bn valuation on latest funding round: FT
  • The Self-Driving Car and the Coming Revolution in Auto Insurance: WSJ
  • Apple co-founder Steve Wozniak warns of coming ‘internet of things’ bubble: TheAge
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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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