Pixar’s Ed Catmull: If something works, you shouldn’t do it again – Bamboo Innovator Daily: 15 Jul (Wed)

Life

  • Pixar’s Ed Catmull: If something works, you shouldn’t do it again. Fortune
  • Apple’s HR chief: Working with Tim Cook ‘actually helps you to be a better human being’: BI
  • One of the top producers in Hollywood shares the ‘superpower’ that’s shaped his success; Brian Galvin made it his mission to meet “every expert in the movie business” and ask them questions. He credits that spirit of inquiry – of genuine curiosity: BI
  • The liberating power of the ‘Plan Z’ worst-case scenario: FT
  • Patents are a terrible way to measure innovation: WaPo

Investing Process

  • Hong Kong’s regulator has formally suspended shares in Hanergy Thin Film, quashing any expectations that the solar equipment supplier, already under investigation, will resume trading any time soon. FT

Greater China

  • Beijing’s Bailout a Lesson in Greater Fool Theory; Taxpayers will pick up the tab for the government’s rescue of overleveraged middle-class speculators. Barron’s
  • Beijing’s Maneuvers Disenchant Global Investors; Some international fund managers say anti-plunge efforts have undermined market-reform plans: WSJ
  • Hedge Funds Hit by China Markets Selloff; A dearth of effective tools to short Chinese stocks has been a source of frustration: WSJ
  • China stock suspensions opens can of derivatives worms: Reuters
  • China P2P Lenders in Cross Hairs as Regulators Curb Share Loans: Bloomberg
  • Global Stock Fund Exits From China, Showing Bargains Are Hard to Find: Bloomberg
  • Co-Founders of Wal-Mart’s Chinese E-Commerce Venture to Leave; Retailer has a 51% stake in Yihaodian, says it remains committed to the company: WSJ
  • Investors in China not allowed to jump: FT
  • China share shock has lasting impact at home and abroad: FT
  • Beijing will slip if it strains to catch a bubble; Setting policy according to the whims of the stock market is like steering an oil tanker after a school of dolphins: FT

Japan & Korea

  • One year after,’Choinomics’ fizzling out; Stimulus steps without structural changes seen ineffective; Three out of 10 companies have difficulty paying interest on their borrowings from banks even if they make an operating profit: KT
  • Daewoo Shipbuilding sinks 30% on projection of big losses: FT

ASEAN

  • Challenges for new SGX CEO to boldly tackle: BT
  • Slowly Dying, Malaysian Fund 1MDB Will Loom Large Over Politics: Bloomberg

Macro

  • Too Much Debt + Too Little Cash = Most Distressed Pain Since ’08: Bloomberg
  • Proprietary traders ‘self trade’ in bond market chaos; A significant share of the $12tn US Treasury market consists of proprietary trading firms transacting with themselves. FT

Energy & Commodities

  • BHP to take $2bn writedown on US energy assets: FT

TMT

  • Now Worth $10 Billion, Is WeWork a 2000 Redux?; Investors bet its hip, communal office spaces will upend the sector; similar wagers soured after dot-com bubble burst: WSJ
  • How Micron Became a Takeover Target: WSJ
  • Reborn in the cloud: Adobe executives discuss the company’s move from selling shrink-wrapped products to offering web-based software and services. McKinsey
  • As tech firms track your location, advertisers zero in for the sale: Reuters
  • How Electronic Arts revived itself: Fortune
  • One Way to Reform Reddit: Give Users a Share in Profits: NYT
  • Why investors are throwing money at $2.8 billion startup Slack, when it’s only making $30 million: BI
  • At 20, Amazon Continues to Defy Predictions: Bloomberg

Consumer & Others

  • Meet the woman who rescued Build-A-Bear Workshop: Fortune
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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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