Ben Horowitz: Great leaders aren’t born. But they’re not made, either; Seven intelligent fanatics from India; At Japan’s Nidec, the CEO as Comic Book Hero who says motivation, not smarts, was key to building one of Japan’s most profitable companies – Bamboo Innovator Daily: 17 Jul (Fri)
July 17, 2015 Leave a comment
Life
- Ben Horowitz: Great leaders aren’t born. But they’re not made, either. Fortune
- At Japan’s Nidec, the CEO as Comic Book Hero who says motivation, not smarts, was key to building one of Japan’s most profitable companies; 6S = Seiri (Keep things organized), Seiton (Keep things available), Seiketsu (Keep yourself clean), Seiso (Keep things clean), Saho (Keep good manners), Shitsuke (Keep good discipline). Bloomberg
- TED Before Bed: One mother’s nightly ritual with her son: TED
- 9 TED Talks to inspire smart conversation: TED
- Jack Welch on the one skill that can make or break your career: BI
- 13 things mentally strong people don’t do: BI
- Reading their minds: Animal congnition is an ever-growing field: Economist
Investing Process
- Hanergy Thin Film Says It Can’t Produce Documents for Regulatory Probe; Company says the documents are outside its control: WSJ
- Hanergy Thin Film threatens HK regulator with legal action: FT
- Accounting scandal set to shake up Toshiba: FT
- Charlie Munger On “Frozen Corporation”: VIW
- Don’t confuse fundamental analysis with rote reporting. HSOTM
- Red flags to look out for in value-trap stocks: G&M
Greater China
- The 204 Chinese Profit Warnings That Will See More 2015 Defaults: Bloomberg
- How China’s Slowdown Is Worse Than You Think: Bloomberg
- Shanghai Rout Not Even Close to Done: Magnus Sees 35% Drop: Bloomberg
- If China Isn’t a Global Risk, What Is?: Bloomberg
- China Property Market Threatened by Stock Rout: Bloomberg
- China’s Largest Taxi On-Demand Company Introduces Shuttle Bus Services: Techcrunch
- Xiaomi Releases Latest 4K Smart TV: It’s Thin, It’s Cheap. Technode
- Xiaomi’s Hugo Barra Q&A: Why China’s Hottest Smartphone Maker Is Amassing a Patent ‘War Chest’: Bloomberg
- Changing Chinese habits help Mazda outstrip rivals in slowing market: Reuters
- Beijing Is Forever Blowing Bubbles; The American Enterprise Institute’s Derek Scissors says the pretense of a genuine market has been exposed.: Barron’s
India
- Seven intelligent fanatics from India: Fundoo
- Ajanta Pharma: The small big dream; It took a second generation of Agrawals to change the future of Ajanta Pharma which, from being mired in debt, has seen a 65-fold growth in market value: Forbes
- Forbes India’s Super 50 Companies: Building to last: Forbes
Japan & Korea
- Elliott Shakes Up Corporate South Korea Despite Samsung Setback; Hedge fund’s activism gives rise to hopes for corporate-governance changes: WSJ
- Daewoo Shipbuilding & Marine Engineering (DSME) covered up losses of more than 2 trillion won ($1.75 billion); KDB blamed for mismanagement of DSME: Maeil
- Fans Remember Nintendo President Iwata at Funeral: WSJ
- Samsung’s Narrow Victory Margin Sends Warning to Other Chaebol: Bloomberg
- Samsung Wants Shareholders to Have Cake and Vote, Too: Bloomberg
- Samsung and ‘the Jews of Wall Street’: Korean Takeover Fight Gets Uglier: Bloomberg
- Samsung Heavy Plunges Most Since 1994 After Report on Loss: Bloomberg
- Loss fears rattle South Korean shipbuilders: FT
- Samsung Group Beats U.S. Fund in Victory for Korean Corporation: Bloomberg
- Unable to curb household debt, S.Korea puts focus on loan quality: Reuters
ASEAN
- Singapore’s Millennials Are Escaping Their Parents for a Night With Airbnb: Bloomberg
- Popular app takes Indonesia’s ‘ojek’ bike taxis online: Nikkei
- New generation of taxis merge onto Jakarta’s crowded streets: Nikkei
- New business eludes Goldman Sachs in Malaysia amid 1MDB furore: FT
- In Thailand, Everyone Digs the Idea of a Canal, but It Never Goes Anywhere; People have been talking for centuries about building a canal but nothing ever : WSJ
Macro
- Carl Icahn Calls BlackRock a ‘Very Dangerous Company’: NYT
- Carl Icahn Fuels Criticism of Bond ETFs; More investors are becoming concerned over a possible crisis is brewing: WSJ
- Financiers in London are always predicting their industry’s demise. This time, they may be on to something: Economist
- Sorry to burst your bubble: New research suggests it is debt, not frothy asset prices, that should worry regulators most: Economist
- Boomtown, USA: You do not have to travel to the emerging world to discover emerging markets: Economist
- Why most of the world’s banks are headed for collapse: BI
- SEC Cranks Up Probe Into Fund Firms’ Fees; Inquiry centers on whether money managers are properly disclosing additional costs to investors: WSJ
- Citigroup may struggle to unload dreck of bad loan portfolio: Reuters
Energy & Commodities
- Pork Glut Batters European Farmers, Leaving Surplus for Sausages and Dog Food: Bloomberg
Healthcare
- Anti-malaria drugs could treat Parkinson’s disease: TODAY
- Researchers engineer antibody to tackle dengue: TODAY
TMT
- What Should Reddit Do? We Asked Kevin Rose And Other Community Founders; Techcrunch
- In the nascent “internet of things”, security is the last thing on people’s minds: Economist
- EBay and PayPal: Better off alone; EBay’s split should make investors happy-and corporate divorces more popular: Economist
- Amazon Showrooming Forces Stores to Go Digital on Price Displays: Bloomberg
- Digital-mapping services are increasingly in demand; Economist
- Past Prime? The Great Disruptor Amazon Is In Danger Of Being Disrupted. Forbes
- What Netflix’s meteoric rise means for Australia: TheAge
- A look inside the insanely successful life of Russian mathematician and shrewd businessman Eugene Kaspersky: BI
- Microsoft COO says this obscure product will become a billion-dollar business: BI
- How Google’s latest e-commerce product intends to capitalize on the booming mobile paid search market: BI
- Trying to Win the Public’s Trust With Autonomous Cars, at 120 M.P.H.: NYT
- EBay’s Future Darkens as PayPal Splits Off; Nearing its 20th anniversary later this year—a mark celebrated by Amazon this week—eBay presents a starkly different profile than its larger Seattle rival. : WSJ
- Moore’s Law Is Showing Its Age; The prediction about squeezing transistors onto silicon has been revised again.: WSJ
- Rocket Internet to close grocery delivery service in Germany due to a lack of cooperation from retailers and regulatory hurdles: Reuters
- If Netflix were a country, it’d be bigger than Britain: WaPo
Consumer & Others
- McDonald’s franchisees are terrified for the future: BI