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Larry Page’s new role model: Warren Buffett; Here’s how billionaire Mark Zuckerberg defines happiness: “To me, happiness is doing something meaningful that helps people and that I believe in with people I love.” – Bamboo Innovator Daily: 14 Jul (Tues)

Life

  • Here’s how billionaire Mark Zuckerberg defines happiness: “To me, happiness is doing something meaningful that helps people and that I believe in with people I love.”: BI
  • Larry Page’s new role model: Warren Buffett: BI
  • The CEO of a $2.8 billion startup says his favorite interview question is something we’ve all been answering since we were kids: BI
  • What Entrepreneurs Can Learn From Authors: Forbes
  • Rihanna reveals the hidden rock ‘n’ roll world of accountants: FT
  • How To Improve Your Writing: 5 Secrets From Hollywood: Barker
  • Beyond Bias: Neuroscience research shows how new organizational practices can shift ingrained thinking. Strategy&

Investing Process

  • Tiny signs of a coming scandal – and how to spot them; Cultural decay can be picked up at an early stage by insiders: FT
  • What the Delay of FASB’s Revenue Recognition Standard Means: CFO
  • Deep Due Diligence Needed in Emerging Markets Deals; CFOs need to be comfortable with the integrity of the financials, management, and employees of the target company in emerging markets deals.: CFO
  • The Hows and Whys Behind Spinoffs; Such Deals Can Unlock Value for Investors, but They Offer Little Margin for Error: WSJ
  • The New Supercompetitors: Companies that realize the power of their capabilities can shape how industries evolve: Strategy&
  • Ex-Toshiba president Nishida comes under scrutiny in accounting fraud probe: JT
  •  Can corporate accounting ever be reformed?: Fortune

Greater China

  • China’s Elusive Quest For ‘Values’: Forbes
  • China ETF Switches Its Strategy After Stock Trading Halts: Bloomberg
  • Stock market rout another blow to fading ‘Chinese Dream’: Reuters
  • Xiaomi success inspires every man and his dog to make smartphones in China: Reuters
  •  Start Your Own Smartphone Company for $1,000 in China: Bloomberg
  • So you’re a leveraged stock market investor with poor timing in China?: FT
  • China’s A shares: contagion danger; The turmoil on China’s stock markets threatens to spread to the property sector: FT
  • China Crackdown on Margin Lending Hits Peer-to-Peer Lenders; Margin lending scrutiny forces lenders from booming gray market: WSJ
  • After Chinese Stock Plunge, a Hole Shows in Xi’s ‘China Dream’; Rally may have been last hurrah of credit-driven growth model: WSJ
  • China Can ‘Never’ Have a Warren Buffett If Beijing Props Up Stocks, Property Mogul Says: WSJ
  • Beijing’s Maneuvers Disenchant Global Investors; Some international fund managers say anti-plunge efforts have undermined market-reform plans: WSJ
  • What Xi learned from his father: Nikkei

India

  • Why India is no match for South Korea; Both countries were roughly the same size in 1990 (about $300 billion in GDP): Forbes
  • No Exit for Investors as India Dithers on Stock Exchanges’ IPOs: Bloomberg
  • Scams, unexplained demises and the Indian civil service; Two thousand people have been arrested in latest corruption scandal: FT

Japan & Korea

  • ‘Blessing Or Curse’? Korea Faces Daunting Question: To Build Or Not To Build Its Own Jet Fighter: Forbes
  • Small Shareholders Vent Samsung Frustrations, Side With Elliott: Bloomberg
  • Mario Creator, Wii Designer in Spotlight at Nintendo After Iwata: Bloomberg
  • Hedge Fund Creation Picks Japan Low-ROE Stocks in Snub to Trend: Bloomberg
  • A Nearly 400-Year-Old Japanese Trading Company Asks: Who Am I?: Bloomberg
  • Tesla’s next big frontier could be South Korea: BI
  • Korean Zombie Companies Threaten Banks’ Books as Economy Slowing: Bloomberg
  •  Infamous shareholder activist Murakami who was convicted of insider trading in 2007 returns to fray in league with daughter: JT

ASEAN

  • Penny stocks still languishing despite consolidation; Some two-thirds of the 37 mainboard companies shed value after meeting minimum trading price rule: BT
  •  Indonesia’s Property Market Seen Going Through Same Maturation Cycle as China’s: JG

Macro

  • How Governments Lose Trillions Mismanaging Property: Bloomberg
  • Junk-Bond ETFs Show Just How Desperate Traders Are for Liquidity: Bloomberg
  • ‘Clawbacks’ Could Backfire; clawback is seen having the perverse consequence of driving up salaries further.: NYT
  • Big Investors Are Holding the Highest Amount of Cash Since Lehman’s Collapse: Bloomberg

Healthcare

  • Can an Infection Trigger OCD? Proposed link between infections and psychiatric disorders is still under review but gaining more recognition, resources among scientists: WSJ
  • What it’s like to get a drugstore test from the startup that’s shaking up the medical industry; Imagine if you could go to a pharmacy, fill out a form, have your finger pricked, and one day later, get the results of a blood test.: BI
  • UK’s new biomedical research centre teams up with industry: FT
  • New Frontier for Deep Brain Stimulation Therapy Is Recovery From Stroke; Researchers testing the effects of DBS on the brains of rats hope to begin testing its effects in humans: WSJ

TMT

  • The Real Threat Posed by Powerful Computers: Artificial Stupidity; Computer scientists say the real worry is a computer program that rapidly overdoes a single task, with no context: NYT
  • The Untold Story of the Man Who Saved the Xbox From Oblivion. Twice: Bloomberg
  •  The wearable tech market could reach 385 million people and change how we ‘consume and use information’: BI
  • Slack, the app that wants to be a digital spine for business: FT
  • The Real Threat Posed by Powerful Computers: Artificial Stupidity; Computer scientists say the real worry is a computer program that rapidly overdoes a single task, with no context: NYT
  • The Fall and Software Rebirth of Middlemen: Techcrunch
  • Major players are bringing voice assistant tech to the fore: JT
  • Helen Grenier, who created the Roomba and robots for industry and the military, is now building drones. They’ll become “like appliances-the next generation of video camera,” : Fortune

Consumer & Others

  • Fantasy Sports Create Billion-Dollar Startups; FanDuel scores $275 million as daily fantasy sports market heats up: WSJ
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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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