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Charlie Munger: The Complete Investor – Bamboo Innovator Daily: 12 Jul (Sun)

Life

  • The CEO of one of the fastest growing business apps ever used an ingeniously simple analogy to explain why companies succeed; Stewart Butterfield of Slack: Is Empathy on Your Résumé?: BI, NYT
  • Successful Startups Don’t Make Money Their Primary Mission: HBR
  • Communicating a Corporate Vision to Your Team: HBR
  • What If Everything You Knew About Disciplining Kids Was Wrong? Negative consequences, timeouts, and punishment just make bad behavior worse. But a new approach really works.: MJ
  • Meet the ‘Sherlock Holmes’ of the art world: AsiaOne
  • D.I.Y. Education Before YouTube: NYT

Books

  • Charlie Munger: The Complete Investor: Amazon
  • Never Be Lied to Again: How to Get the Truth In 5 Minutes Or Less In Any Conversation Or Situation: Amazon

Investing Process

  • Procurement part of Toshiba’s accounting irregularities; Toshiba president to quit amid ‘padded profits’ inquiry; Securities watchdog to probe Toshiba: Nikkei

Greater China

  • An homage to China: “even the Karachi Stock Exchange didn’t come up with something like this”!: FT
  • US-listed Chinese firms will take double hit as relisting plans falter: WCT
  • The Problem With China’s Efforts to Prop Up Its Stock Market: NYT
  • China stock rout batters Asian firms linked to giant economy: Reuters
  • China market blow-out has Hong Kong basking in financial hub glow: Reuters
  • ‘Robot supermarket’ to open in south China: WCT

India

  • How Indian Outsourcer TCS Is Training A Massive 100,000 Workers In Digital Tech This Year: Forbes

Japan & Korea

  • Consumers slow to embrace generic drugs in Japan: JT

ASEAN

  • Cambodia’s mobile payments revolution takes Wing: Nikkei

 

Healthcare

  • Modern Doctors’ House Calls: Skype Chat and Fast Diagnosis: NYT
  • Whistle-blower: How doctor uncovered nightmare; Oncologist’s discovery leads to the downfall of an unethical cancer treatment empire: Detroitnews

TMT

  • Garmin: Navigating From the Car to the Wrist; Garmin’s prospects look good in the wearable-technology market, but it’s shares are cheaper than Fitbit’s.: Barron’s
  •  Salesforce cofounder explains where big old tech companies like Microsoft often go wrong: BI
  • The biggest tech company founders from every state: BI
  • Apple and Google Tempted by Cars That Can Buy Morning Coffee: Bloomberg
  • Taylor Swift is fighting the wrong part of the music industry; Artists should take on record labels, not streaming services: FT

Consumer & Others

  • 30 years ago today Coca-Cola fixed a mistake that could have destroyed the company: BI
  • Aston Martin boss maps out route to profitability for next 100 years: Guardian
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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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