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A brilliant MIT scientist shares the sad personal story that drives his groundbreaking research – Bamboo Innovator Daily: 12 Jun (Fri)

Life

  • A brilliant MIT scientist shares the sad personal story that drives his groundbreaking research: BI
  • A Harvard cognitive scientist taught me the secret underlying all good writing: BI
  • What investors can learn from Alex Bird’s 500 winning bets at the races; Professional gambler Alex Bird made a fortune betting on photo finishes. Terry Smith says his system offers a lesson to investors: Telegraph
  • Let Rich and Poor Learn Together: NYT
  • Why doing nothing for a year was the best career decision Food Network star Ina Garten ever made: BI
  • How one woman turned less than $1,000 of savings into a business that earns over $200,000 a year: BI
  • Why we have to give our business partners the power to destroy us: BI, YouTube
  • 9 companies that make money from your laziness: BI
  • Why the CEO of the world’s biggest financial services company didn’t fire anybody during the financial crisis: BI
  • CEO succession starts with developing your leaders: McKinsey
  • Incumbents as attackers: Brand-driven innovation: Big companies are finding growth in new markets by harnessing an underused asset—their brands. McKinsey
  • Starbucks Korea chief highlights horizontal culture in management: KH
  • Nepal’s billionaire ‘noodle king’ turns focus to rebuilding homeland: Nikkei
  • Happy Birthday, Mr. Rockefeller: The World’s Oldest Billionaire Turns 100: Forbes
  • Everything you need to know about coding in one infographic: BI
  • Elon Musk doesn’t want to get into genetic engineering because he doesn’t know how to avoid ‘the Hitler problem’: BI
  • Why you come up with your best ideas when you’re mentally exhausted: BI
  • The Editorial Macro and Micro: StevenPressfield

Books

  • How to Read Literature Like a Professor: A Lively and Entertaining Guide to Reading Between the Lines: Amazon
  • Start with Why: How Great Leaders Inspire Everyone to Take Action: Amazon
  • The Seekers: The Story of Man’s Continuing Quest to Understand His World: Amazon
  • The Creators: A History of Heroes of the Imagination: Amazon
  • The Discoverers: A History of Man’s Search to Know His World and Himself: Amazon
  • 10 novels that will make you smarter about business: BI
  • The White Tiger: A Novel : Amazon
  •  Things Fall Apart: Amazon

Investing Process

  • Mindset shift needed at Noble Group: BT
  • Noble Group at risk of being downgraded by S&P to junk status: FT
  • Noble Shares Resume Slide Amid Accounting Questions; Noble Finds Itself Short of Confidence: WSJ1WSJ2
  • Litigation Bets Burn Hedge Funds: A legal victory for J.P. Morgan Chase stung Appaloosa Management and other hedge funds last week: WSJ
  • The Market for “Lemons”: A Lesson for Dividend Investors: ResearchAffiliates
  • Biotech Led by 29-Year-Old CEO Now Worth Billions With No Sales: Bloomberg

Greater China

  • China’s Hot Stock Market Beckons Chinese Firms Home; Chinese companies listed in the U.S. are looking to go private in the hopes of relisting in China: WSJ
  • China Struggles to Shake Up Salt Monopoly; Titans of table salt and other industries resist Beijing’s reform measures: WSJ
  • China’s Metal-Backed Finance Finds New Asian Homes; Metals used to back financing deals are finding new homes following a scandal last year: WSJ
  • Will Alibaba’s Bark Have Bite?: WSJ
  • Taiwan brands should learn from HTC’s error and prioritize China: WCT
  • Jonney Shih, the chairman of Taiwan’s ASUSTeK, said that his company has considered considering acquiring compatriot company HTC; Smartphone analysts doubt chatter will lead to takeover: Nikkei
  • What Luxury Slump? CEO of Chinese luxury e-tailer xiu.com Ji Wenhong Brings Top Luxury Brands Into China: Forbes
  • Hong Kong’s Art Industry Is Booming- Despite Suffocating Rents: Forbes
  • Underground labs in China are pumping out massive quantities of a dangerous drug and the CDC is ‘concerned’: BI
  • China’s loan-hungry developers move from shadow to cloud: SCMP
  • Uber nears 1m trips every day in China: FT
  • Chinese whale could sink emerging markets; EM indices that include A-shares risk reinflating China bubble: FT
  • China Regulator to Allow Rollover of Margin Loans: WSJ
  • The 4,200% Rally That’s Bringing Tech Stocks Back to China: Bloomberg

India

  • Modi’s Solar Embrace in India Leaves Wind Power in Shade: Bloomberg
  •  Investment Bankers Lose Out in Indian Tech; Startups are doing deals on their own, rather than via intermediaries: WSJ
  • India seeks to stoke tech startup IPOs on new domestic bourse: Reuters
  • Move over China. India takes centre stage for VCs: e27
  • Kumar Birla’s roadmap for a financial services superstore: Forbes
  • Indian auto industry, a potential world leader: Forbes

Japan & Korea

  • Japan Pension Fund Official Lauds Change at Japan Inc.; Says time has come for overseas investors to revisit Japan stocks: WSJ
  • Samsung Calls in Friendly Party to Get Around Shareholders; Shareholders should be resolute in holding out for a better price: WSJ
  • Burgeoning Korean pet industry going ever more premium: KH
  • Pricy beef bowls show how to beat deflation: JT
  • KCC’s decision to buy Samsung C&T’s treasury shares is attracting keen attention from analysts and investors as to whether Korea’s largest construction materials firm can reap financial gains from the transaction: KT
  • Behind the looming showdown between the Samsung Group and U.S hedge fund Elliott Associates are two domestic law firms ― Kim & Chang and Nexus: KT
  • Elliott has ‘vulture picnic’ in Korea Inc.: KT
  • Samsung invented a crazy mirror that can show you how clothing looks on you before you buy: BI
  • Contentious Samsung deal takes twist with share sale: FT
  • American Billionaire Takes on Samsung: Bloomberg
  • $486 Billion Dutch Fund Says Samsung Burned Bridges in Fight: Bloomberg

ASEAN

  •  Deal off for Johor’s second largest reclamation project: Star
  • Vietnam’s Mobile Revolution Catapults Millions Into the Digital Age; Smartphone use has dramatically increased Internet penetration and growth in online services; Five Things About the Internet in Vietnam: WSJ1WSJ2

Macro

  • Michael Johnston: Why Emerging Markets Will Dominate the Global Economy, in 10 Charts: AllEmergingMarkets
  • Fighting Cronyism With The Corruption ETF: Zerohedge
  • Activist Funds Put Executive Pay Formulas Under Microscope; Marathon says it found a compensation scheme ‘run amok’ at Shutterfly: WSJ
  • Seriously Bad Ideas: The financial crisis has given remarkable staying power to false explanations of big events. And they continue to warp policy: NYT
  • Bond market liquidity dominates conversation; Data illustrates sharp deterioration in bond trading conditions: FT
  • Emerging Markets Suffer Largest Outflow in Seven Years; Investors withdraw nearly $8 billion out of Asia’s equity markets: WSJ
  • Negative Rates on $1.5 Trillion of Debt Become Thing of the Past: Bloomberg
  • You Can’t Keep the Panic Out of Stocks Forever, VIX Traders Say: Bloomberg
  • Credit Suisse Thinks Waning U.S. Stock Volatility Points Towards a Bubble: Bloomberg
  • Activist Funds Put Executive Pay Formulas Under Microscope; Marathon says it found a compensation scheme ‘run amok’ at Shutterfly: WSJ

Energy & Commodities

  • Gasoline Industry Wrestles With Biofuel Law’s Unintended Consequences; A new EPA proposal has shaken the market for an esoteric asset underlying the fuel industry: WSJ
  • Assessing Opec’s oil market strategy: FT

Healthcare

  • Printing whole organs remains a long way off: FT

TMT

  • Facial recognition technology is everywhere. It may not be legal.: WaPo
  • Billion-dollar Tech Babies: A Blessing of Unicorns or a Parcel of Hogs?: Damodaran
  • Apple and the music business: The second revolution; Having transformed the music business once, Apple is trying to do so again: Economist
  • Baidu rushing into driverless car technology: Sina blog: WCT
  • Soon, Cars May Take Away the Keys of a Drunken Driver: NYT
  • Where did Dick Costolo go wrong? Fortune
  • Messaging Apps Like LINE, WeChat Face A Revenue Problem: Forbes
  • How Europe Can Create Its Own Silicon Valley: HBR
  • From box to cloud: Six critical success factors can help software companies make the move from selling packaged products to offering online subscriptions and services. McKinsey
  • People are seriously talking about whether Apple’s new ad blocking technology for iPhone will destroy the web: BI
  • Making money from Zoella and Dan Is Not On Fire: the start-ups behind the YouTube stars; A new industry has sprung up to monetise social media stars: Telegraph
  • Is Huffington Post Worth $1 Billion? While the site is an operation of undeniable scale, it hasn’t produced an operating profit: WSJ

Consumer & Others

  • How Do Companies Quietly Raise Prices? They Do This; From McCormick’s pepper tins to Old Spice deodorant sticks, ‘slack fill’ has become a legal battleground: WSJ
  • With new “365” stores, Whole Foods goes on the attack: Fortune
  • The French Entrepreneurs Producing Lingerie For Indians: Forbes
  • Trader Joe’s sells twice as much as Whole Foods — and now the grocery chain has a massive plan to catch up: BI
  • The CEO of a Chipotle-style pizza chain says he’ll destroy chains like Pizza Hut, Domino’s, and Papa John’s the way Netflix destroyed Blockbuster: BI
  • Perceva offers to buy Berkshire Hathaway’s lingerie brands: FT
  • How the Legendary Birkin Bag Remains Dominante; more than 30 years after it was introduced, the Hermès Birkin is still the most exclusive handbag in the world: Bloomberg
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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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