The Most Important Questions Entrepreneurs Should Ask Themselves; Warren Buffett’s Quotes On Arbitrage; Bubbles; Business And More – Bamboo Innovator Daily: 9-10 Jun (Tues-Wed)

Life

  • The Most Important Questions Entrepreneurs Should Ask Themselves: Insead
  • Warren Buffett’s Quotes On Arbitrage; Bubbles; Business And More: VW
  • Much to learn from Yoda, public speakers still have; Hyperbaton is not a new form of lightsabre, it is a cunning disturbance in the order of words: FT
  • From kopi boy to Coffee Shop King of Singapore: AsiaOne
  • The use and abuse of scenarios: Although it is surprisingly hard to create good ones, they help you ask the right questions and prepare for the unexpected. That is hugely valuable. McKinsey
  • How this Chinese actress Zhao Wei parlayed fame into a billion dollar fortune: EJ
  • The Two Key Benefits Of Thought Leadership Done Well: Forbes
  • Why Manufacturing Is Vital To Engineering Education: Forbes
  • Why bigger is not always better in business: JP
  • The 4 lessons I learned from energy tycoon T. Boone Pickens over lunch: BI
  • Here’s a simple trick to perform better in stressful situations: BI
  • Free to be more productive: family business Grainger & Worrall: FT
  • Want to Create a Blue Ocean? Avoid These Six Red Ocean Traps: Insead
  •  The 1 Percent Innovation Solution: Strategy&
  • Alan Bond funded Australia’s victory in the 1983 America’s Cup, but several of his other business ventures led to convictions of misconduct and the largest corporate fraud in Australian history. NYT

Investing Process

  • An Open Memo To Noble Group’s 15,000 Employees: shareinv
  • Noble shares fall as critic calls for chairman’s resignation: FT
  • J Capital Again Sounds the Alarm on VIPShop (VIPS) Lack of Disclosure: VW
  • Nat Rothschild gives up long battle for Asia Resource Minerals: FT
  • Are Annual Meetings Still Necessary? General Motors draws less than three dozen shareholders and adjourns quickly: WSJ

Greater China

  • Dam waste: planning chaos drains China’s hydro ambitions: Reuters
  • Xiaomi: Behind Closed Doors: EETimes
  • Alibaba’s Secure Software Helps China Cops in Foreign Tech Purge: Bloomberg
  • China Billionaires Beat Bank Crunch by Pledging Shares: Bloomberg
  • China’s Boom in Old-Fashioned Business: Bloomberg
  • The $6.5 Trillion China Rally That’s Making Stock-Market History: Bloomberg
  • Hong Kong Wants Stock Trading Limits to Combat Fat Fingers, Rogue Algorithms: Bloomberg
  • How Xijian Zhou, An Unknown Chinese MLM Promoter, Made $5 Billion In A Matter Of Months: Forbes
  • Jack Ma reveals his plan for Alibaba’s future, and why his company is nothing like Amazon: BI
  • China stocks’ inclusion in global index put on hold: FT
  • Why China is blowing an equity bubble: FT
  • Warren Buffett Is Winning Fans in China: Growing enthusiasm about stocks adds to interest in Berkshire Hathaway CEO: WSJ
  • Uber Spends Heavily to Establish Itself in China: NYT
  • Tencent Customers Come for the Music, Stay for the Perks; Internet giant tries to pull off something few have achieved in China: get people to pay for digital music: WSJ
  • Corporate China goes on a borrowing binge: FT
  • China’s big biotech bet starting to pay off: Reuters
  • Stock Investors Have a Harder Time Getting Money for Leveraged Buys: Caixin
  • The Sick Man Of Asia – China’s Looming Health Disaster: Zerohedge
  • Meet the Chinese firm that paid $3.18m for Warren Buffet: AsiaOne
  • China tycoons’ kids a different breed?: AsiaOne

India

  •  India’s Suzlon hoping for fair winds after years of struggle: Nikkei
  • India to crack down on companies that fail to repay loans: FT
  • What India’s Microloan Meltdown Taught One Entrepreneur: WSJ
  • Modi to launch India’s biggest labour overhaul in decades: Reueters
  • India GDP growth is one-third statistical illusion: Reuters
  • India noodle crisis: labelling dispute lands Nestle in hot water: reuters

Japan & Korea

  • Toyota Lockup Stock Draws Critics Who See Bid to Tame Owners: Bloomberg
  • South Korea pushes to be new force in pharma: FT
  • Corporate Japan Looks for Outside Advice; Shinzo Abe’s plan calls on companies to add independent directors to board: WSJ

ASEAN

  • Vietnamese venture capitalism is like making babies: Nikkei
  • Is President Joko Moving Out From Sukarno’s Shadow?: JG
  •  Q&A: Uber Bets on Strong, Steady Demand in Indonesia: WSJ

Macro

  • Bond-Market Game of Chicken With Fed Is Riskier Than Ever: Bloomberg
  • Lending Euros to Warren Buffett Can Hurt Your Financial Health: Bloomberg
  • BRICs Hit a Wall: Bloomberg
  • Emerging market bond sell-off gathers pace: FT
  • With CEOs, Two Heads Aren’t Better Than One; Other companies besides Deutsche Bank have had trouble making co-CEO model work: WSJ

Energy & Commodities

  • U.S. Is Awash in Glut of Scrap Materials; A strong dollar, slowing Chinese economy cut into demand abroad for salvaged metal and paper: WSJ
  •  $10 billion coal dump as world’s biggest sovereign fund turns green: TheAge
  • U.S. Shale Oil Boom Grinds to a Halt as OPEC Keeps Pumping: Bloomberg
  • Diamond Industry Unites to Match 20th Century’s Best Ad Line: Bloomberg
  • Global Glut Crops Up in Cotton; Prospect of unexpectedly large crops and of declining imports from China weigh on cotton prices: WSJ

Healthcare

  • Sell a disease to sell a drug: WaPo
  • Roche Builds a Wide Moat With Dominant Oncology and Diagnostics Franchises: Morningstar
  • Huge Hospital Markups in U.S. Dominated by For-Profit Chains: Bloomberg

TMT

  • The mobile Web is turning big industries into even bigger rivals: WaPo
  • Should a Smartwatch Be a Watch?: EETimes
  • Geek Shortage Stymies Israel’s Tech Boom; The country known as Start-Up Nation now has a computer-scientist shortage: Bloomberg
  • Apple Works to Refocus Its Devices at Nexus of Entertainment: Bloomberg
  • Apple muscles into streaming music market; Apple Wants to Own Music Again, and Everyone Is a Target: Reuters, Bloomberg
  • Connected cows, cars and crockery prod chip mega mergers: Reuters
  • Algorithms: Based on your preferences, you may also enjoy this column: Reuters
  • Tech venture Locomote plans to revolutionise corporate travel industry: TheAge
  • Google Maps co-founder Lars Rasmussen on why interactive music is the next big thing: TheAge
  • Apple Intelligence Tries to Outsmart Google Now; New search and Siri features in iOS 9 are designed to anticipate information users might need before they ask for it: Bloomberg
  • One of the $1 billion ‘unicorn’ CEOs just told me, yes, it’s a bubble: BI
  • Why Does the Cable-TV Bundle Exist Anyway? Selling packets of channels to subscribers once made sense, but not so much anymore: WSJ
  • How Disney Milks Its Hits for Profits Ever After; CEO Robert Iger’s love of ‘franchises’ spawns years of sequels, park rides, merchandise: WSJ
  • Why Apple May Be A Less Scary Publishing Partner Than Facebook: WSJ
  • How Tech Startups Play the Numbers Game; Unconventional financial terms woo investors but deepen worries about valuation; Uber’s ‘bookings’: WSJ
  • Protections for Late Investors Can Inflate Start-Up Valuations: NYT
  • Looking for Robots That Will Cooperate, Not Terminate: NYT

Consumer & Others

  • Subaru Sells Out: Will a Fast-Growing Carmaker Decide to Stay Small?: Bloomberg
  • James Dyson’s son develops £399 lamp that lasts 37 years; Lighting has become the latest addition to Dyson’s product line, featuring Jake Dyson’s range of LED lamps: Telegraph
  • The cult of Lululemon is dying: BI
  • How Big Is GE Capital? It Depends; Company uses its own metric to value finance arm’s assets, saying it helps investors better understand how GE Capital is becoming smaller: WSJ
  • Brands and Retailers Should Team Up in Emerging Markets; When companies “share the shelf,” everyone wins: Strategy&
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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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