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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)

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
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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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