The most ridiculous ideas that eventually became successful startups; How to move through the four stages of life: Stage One: The mimicry; Stage Two: Self-discovery; Stage Three: Committment; Stage Four: Legacy; How a 32-year-old who never expected to make any money now earns up to $75,000 a month – Bamboo Innovator Daily: 19 Jun (Fri)

Life

  • The most ridiculous ideas that eventually became successful startups: e27
  • How to move through the four stages of life: Stage One: The mimicry; Stage Two: Self-discovery; Stage Three: Committment; Stage Four: Legacy: Quartz
  • How a 32-year-old who never expected to make any money now earns up to $75,000 a month: BI
  • Avoid a culture of clock-watchers: 5 ways to keep your staff motivated: BRW
  • Vote: Which woman should be shown on the new $10 bill?: Fortune
  • 11 European billionaires who never went to university: BI
  • One of comedy’s most powerful people was brutally rejected by his childhood hero – and it changed his career: BI
  • Girl Who Asked Obama to Put Women on Bills ‘Really Excited’ About a Woman on the $10: Time
  • Read a 9-Year-Old’s Letter to Obama About Putting a Woman on U.S. Currency – and His Response: Time
  • ‘Inside Out’ Review: Pixar’s Brilliant Life of the Mind; Pixar racks up another masterpiece with a psycho-comical take on the feelings that swirl inside a young heroine’s head: WSJ
  • 5 surprising lessons a psychologist learned from interviewing killers for 20 years: BI
  • How the lessons of Waterloo still echo through today’s economy; Free trade, balanced budgets and insider trading appear high on the agenda in both 1815 and 2015: telegraph

Investing Process

  • Hanergy investigation could last years as SFC pores over trades: Bloomberg
  • Bank of Jinzhou Delays Hong Kong IPO as Hanergy Link Queried: Bloomberg
  • J Capital Says JD.Com Fakes Volume, Has ‘Misled’ Investors And Is Worth 30% Less; “The company may use accounting tricks to move subsidies onto its balance sheet as assets: Yahoo
  • JD.com Is Not Even An E-Commerce: J Capital Sees 34% Downside; That is because 30-50% of products on JD’s platform are sold to offline distributors rather than to end customers. “Our work suggests that the company is pretending to be far larger than it really is and is in effect paying people to run transactions through the online system in order to present the appearance of a growing e-commerce business.”: Barron’s
  • Disappearance of China Aircraft leasing chief fuels speculation of graft probe widening to aviation: SCMP1, SCMP2
  • Notes to Video given by Howard Marks of Oaktree Capital: RBCPA
  • Beware Of Activists Bearing Formulas: Activist Investors And The Success Of Financial Engineering: ProxyMosaic
  • Robo-Investing Craze Now Pitting Vanguard Against Fidelity; The fund giants are picking sides as algorithms duel for investors. Bloomberg
  • Activist investor Elliott set sights on Asia’s family-run firms: Reuters
  • Asia’s shareholders meetings were high in tension, criticism: Nikkei

Greater China

  • Death plunge a timely warning of bubble: Standard
  • Still an underdog, but China government deals help Alibaba’s cloud ambitions: Reuters
  • New Start-ups In China At All-Time High As Beijing Fosters Its Own Nasdaq: Barron’s
  • China steel exports said to be sold at a loss as backlash grows: Reuters
  • Consensus bubble in China?: FT
  • Lifting the handbrake: China’s auto industry prepares to accelerate: SCMP

India

Japan & Korea

  • SoftBank’s emotional robot Pepper goes global: WSJ
  • Korean Air chief signals daughter’s return to firm: JP
  • Sony, Panasonic cling to TVs, betting on halo effect of premium sets: Reuters

ASEAN

  • Fund Controversy Threatens Malaysia’s Leader; Debts run up by state development fund 1MDB have roiled Malaysia’s markets and led to calls for its leader to step aside: WSJ
  • Overcrowded Manila turns to grand reclamation projects: FT
  • Weak Ringgit Makes King of Fruits a Bargain: Bloomberg
  • Malaysia Gets a Dose of Real Talk; Malaysia needs more homegrown success stories that raise living standards and the country’s global status: Bloomberg
  • Widodo’s Teething Problems Show Up in Dentist’s Chair: Bloomberg
  • Jakarta’s Qraved hits 1M monthly UVs; eyes Surabaya and Bandung; The food inspiration and discovery platform looks to tighten its hold on the Indonesian market, said Co-Founder and CEO Steven Kim: e27

Macro

  • Liquidity pitfalls threaten parched markets; Concerns exacerbated by widening mismatch at the heart of the market: FT
  • A bloated US Federal Reserve prepares to shape up: FT
  • Volatility is low and uncertainty never went away; The outcome of complex systems such as economies and markets is always unsure” FT
  • World’s Biggest Wealth Fund Ready to Battle ‘Flash Boys’ in Asia: Bloomberg
  • An overly large financial sector can hamper economic growth and worsen income inequality, despite being a key part of modern economies, new research from the OECD has said. JP
  • New Rules Let Companies Sell Stakes to Investors of Modest Means: NYT

Energy & Commodities

  • The Shale Industry Could Be Swallowed By Its Own Debt: Bloomberg

Healthcare

  • Biotech Stocks Up 75% Since Fed “Stretched Valuations” Warning: Zerohedge
  • How Much Should Cancer Drugs Cost? Memorial Sloan Kettering doctors create pricing calculator that weighs factors such as side effects, extra years of life: WSJ
  • Illicit pills for the hyper-competitive; Prescription-only is no deterrent for some seeking an edge at work, despite the health risks: FT

TMT

  • Couch Wars: The Startup Trying to Corner the Used-Furniture Market: Bloomberg
  • Factbox: Nasdaq surpasses intraday peak after 15 years: Reuters
  • Comedy Central in the Post-TV Era: The network is in the middle of a creative renaissance — and a business-model crisis: NYT
  • A Fearless Culture Fuels U.S. Tech Giants: NYT
  • Hundreds of apps to make the most of robot’s abilities: Nikkei

Consumer & Others

  • Activist Investor Jana Goes After ConAgra; Write-downs on private-label business put packaged-food maker in fund’s cross hairs: WSJ
  • Martha Stewart Nears Deal to Sell Fading Empire: WSJ
  • Welcome Back, Wal-Mart Greeters; To deter theft, and improve customer service, the chain revives a Sam Walton invention: WSJ
  • McDonald’s CEO has a misguided obsession with Chipotle that could drive business into the ground: BI
  • When we were small: Under Armour: Kevin Plank on how he built a multibillion-dollar company from scratch: WaPo
  • The funny reason Under Armour decided to use the British spelling” BI
  • McDonald’s CEO has a misguided obsession with Chipotle that could drive business into the ground: BI
  • The man who’s reinventing Walmart: Fortune
  • Apples and Oranges: ALDI hits Australia’s retail giants where it hurts: Reuters
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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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