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How an Airbnb renter’s horror story taught the company’s CEO his greatest leadership lesson: “A consensus decision in a moment of crisis is very often going to be the middle of the road, and they’re usually the worst decisions. Usually in a crisis you have to go left or right” – Bamboo Innovator Daily: 30 Jun (Tues)

Life

  • How an Airbnb renter’s horror story taught the company’s CEO his greatest leadership lesson; “Usually in a crisis you have to go left or right.”: BI
  • Who Will Succeed Warren Buffett as CEO of Berkshire Hathaway?: Bloomberg
  • How Martha Stewart lost her $2 billion empire: WaPo
  • Where does the money go? Auditor-General to investigate private school funds: TheAge
  • Turning Envy into a Positive Force: Insead
  • How To Negotiate With Chinese Companies, Part 3: Forbes
  • How Katy Perry Became America’s Top Pop Export: The Forbes Cover Story: Forbes
  • A mathematical formula reveals the secret to lasting relationships: BI
  • Grow big without growing dumb: BT
  •  To pick a know-all chief executive is just plain dumb: FT
  • A boot camp for billionaires anxious to stay ahead: FT

Investing Process

  • Charlie Munger on “Loading Up,” Tracking Error, and Value Investing: AA
  • Using Tax Havens Secretly Is Bad for Shareholders: Insead
  • Short-sellers target AirAsia amid questions over accounting: Star
  • China graft probe uncovers falsified revenues at large SOEs, including well-known names such as State Grid, China Ocean Shipping Co (Cosco) and China Southern Power Grid: FT
  • Share Price Tumble Puts Tycoon Linked to Fallen Officials, Businessmen in Spotlight; Che Feng, owner of a majority stake in troubled special effects firm Digital Domain, said to be detained: Caixin
  • Cracks appear in ‘cash shell’ SPAC strategy: FT

Greater China

  • China’s Debt Bomb; Stock volatility is the latest sign of the economy’s excessive leverage. WSJ
  • MSCI Says China Faces Complex Process to Join Index; Comments come after index provider decided not to include mainland-listed shares on widely tracked index: WSJ
  • Lenovo’s Next Showdown And Why It Will Be A Fight: Forbes
  • Saab Owner To Build $400 Million Electric Car Factory In China: Forbes
  • A Shortage of Tools for Betting Against China; Even after the selloff, valuations of some China shares remain sky-high. So where are the short sellers?: WSJ
  • China’s Magic Tricks Can’t Save Its Stock Market: Bloomberg
  • Hon Hai’s Gou announces spin-off listings for 100 subsidiaries: WCT
  • The next ‘tiger’ in Xi’s purge: Prince Qing: Nikkei
  • Why Xiaomi Can’t Succeed Without India: HBR
  • How’s that Zhou put working out for ya?: FT
  • This Driver in China Explains How He Is Helping Rip Off Uber: Bloomberg
  •  China’s Economy Not Immune to Market Sickness; It would be a mistake to assume that China’s broader economy will shrug off this market meltdown.: WSJ
  • China’s growing ambition to acquire auto technology is set for a boost as a state-run aviation giant has agreed to buy U.S. car-parts supplier Henniges for $800m: WSJ

India

  • Indian e-commerce market bitten by a new bug: Cashback: e27

Japan & Korea

  • Abe Tackles World’s Heaviest Debt Burden: Bloomberg
  • Japan weighs ‘almost suicidal’ pension squeeze for growing band of seniors: JT
  • How Korean car makers beat out the Japanese: Fortune
  •  Samsung’s Cheil Industries Promises Better Dividends if Merger Approved; Cheil Industries’ offer appears to target hedge fund Elliott’s allegations of weak minority shareholder protection at Samsung C&T: WSJ

ASEAN

  • Thai auto industry struggles to end 2-year slump: Nkkei
  • “When it comes to F&B, Singapore is the toughest market to crack,” declares Sebastian Low, Singapore CEO of Malaysian restaurant chain PappaRich: BT
  • Najib’s supporters don’t understand 1MDB’s ‘shady business’, says Dr M: TODAY
  •  Indonesia households feel pinch amid search for new growth engine: FT

Macro

  • Hedge Funds for Masses Lose Shine as Goldman, Pimco See Outflows: Bloomberg
  • Loads of Debt: A Global Ailment With Few Cures: NYT
  • Private equity sees shades of 2007 — and sells: FT
  • Debt clouds hang heavy over emerging Asia; Export route to economic growth also blocked as world trade slows: FT

Energy & Commodities

Healthcare

  • Can big data help you get a good night’s sleep?: Fortune
  • Turning the immune system on cancer: AsiaOne

TMT

  • Uber Bonds Term Sheet Reveals $470 Million in Operating Losses on $415 million in revenue and a $50 billion valuation: Bloomberg
  • The Current State of Uber’s Global Challenges, Mapped: Bloomberg
  • Virtual Reality’s Real-World Obstacles; Facebook, Sony and Microsoft are creating buzz, but investors may struggle to share in the excitement: WSJ
  • How Television Won the Internet; Digital media has rediscovered a very old business model. Make your customers pay: NYT
  • In turmoil again, music industry once more looks to Apple to save it: WaPo
  • How To Sell Tea To China: A Lesson In Tech Entrepreneurialism: Technode
  • Selling groceries online is tough: Localbanya COO: Forbes
  • If any one of these 3 things happen, the tech boom could end immediately: BI
  • WeWork, a company that leases office space to startups, is now worth $10 billion, twice as much as it was worth 9 months ago. Is this a sign that the tech boom is turning into a tech bubble?: BI
  • How Sweden became the startup capital of Europe; Stockholm is the second most prolific tech hub in the world on a per capita basis, behind Silicon Valley. How did that happen and where does it go from here?: Telegraph

Consumer & Others

  • Buffalo Wild Wings no chicken about expanding in Asia: Nikkei
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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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