‘Shark Tank’ investor Kevin O’Leary shares the best advice he received in his 20s: “To be or not to be?” isn’t the question. The question is: “What are you willing to do in order to be what you want to be?” You have to want to do all the necessary difficult things that are required to support that goal; The Structure of Gratitude; G. K. Chesterton wrote that “thanks are the highest form of thought, and that gratitude is happiness doubled by wonder.” – Bamboo Innovator Daily: 29 Jul (Wed)

Life

  • ‘Shark Tank’ investor Kevin O’Leary shares the best advice he received in his 20s: “To be or not to be?” isn’t the question. The question is: “What are you willing to do in order to be what you want to be?” You have to want to do all the necessary difficult things that are required to support that goal. BI
  • The Structure of Gratitude; G. K. Chesterton wrote that “thanks are the highest form of thought, and that gratitude is happiness doubled by wonder.”: NYT
  • How To Build Your Resilience To Be An Entrepreneur: Forbes
  • ‘Shark Tank’ investor Kevin O’Leary’s 5 best business mantras: BI
  • A 2004 email from Jeff Bezos explains why Powerpoint presentations aren’t allowed at Amazon: The reason writing a 4 page memo is harder than “writing” a 20 page powerpoint is because the narrative structure of a good memo forces better thought and better understanding of what’s more important than what, and how things are related. BI
  • Why most definitions of leadership are wrong: BI
  • Why Leaders Should Create Meaningful Environments; Organisations that empower and give meaning to their members are not only more dignified but also more innovative. BI
  • How great leaders create conditions for performance; The best leaders start with caring, then create the “right” emotions for success. Nation
  • How This Mom Built a $10M Pest-Control Business From Home: Forbes
  • 5 Big Mistakes Poor Negotiators Make: Forbes
  • How to borrow some of the start-up genie’s magic; Working with accelerators and incubators can help established companies: FT
  • This Italian company pioneered innovative startup culture—in the 1930s: qz
  • Mark Cuban just praised Donald Trump for being ‘the best thing to happen to politics’ in recent history: He gives honest answers rather than prepared answers. This is more important than anything any candidate has done in years: BI
  • ‘Impossible’ propellantless engine appears to work despite breaking laws of physics: TheAge

Books

  • Rising Strong by Brene Brown: When we deny our stories, they define us. When we own our stories, we get to write the ending.: Amazon
  • Stronger: Develop the Resilience You Need to Succeed: Amazon

Investing Process

Greater China

  • Chinese investors feel ‘trapped in the stock market’: BI
  • Behind China Market’s Latest Collapse: a Government Retreat; Investors see PetroChina’s big drop as a sign of at least temporary surrender by Beijing: WSJ
  • Liquidity freeze at China metals exchange highlights fragility in financial sector: FT
  • China stock rescue suffers exit wounds, mirroring Fed’s quandary: FT
  • The Real Problem With China’s Murky Markets; a convict can seal a billion-dollar-plus corporate deal from behind bars without drawing the scrutiny of regulators. Bloomberg
  • China’s Stock Response Has No Public Face to Calm Turbulent Markets; There is no Alan Greenspan or Mario Draghi in China: WSJ
  • How A Chinese Farmer Lost More Than Everything Trading Stocks: Zerohedge
  • China’s Swoon Curbs Startup Enthusiasm; Falling stock prices deal double blow to Internet marketing firm’s founder: WSJ
  • Villain or Hero for Stock Market Saga? Dramatic stock market downturn has focused attention on a bailout led by China Securities Finance Corp. Caixin
  • China vs its stock market, charted: FT
  • Baidu is Searching for That Google Magic; Baidu’s Reinvention Leaves Investors Searching for Profits; Heavy investments in new services to keep pace with rivals are hitting the bottom line: Barron’s, WSJ
  • China Pushes to Rewrite Rules of Global Internet; Officials aim to control online discourse and reduce U.S. influence: WSJ
  • The Biggest Gamble: Can Macau Beat the Odds?: Bloomberg
  • Xi Swats ‘Blood-Sucking Mosquitoes’ as Graft Push Goes Small: Bloomberg
  • China’s Auto Sales May Fall for First Time Since 2000: Ford: Bloomberg
  • Relistings of Chinese Tech Firms Are in Limbo; Halt in IPOs as result of market rout calls plans into question: WSJ
  • Explainer: key factors behind China’s investment rout; Chain reaction creates weakness in emerging market assets: FT
  • Can China Stand on Its Own? NYT
  • China’s Music Streaming War: The Era Of Being Squished By Giants Is Not Over: Technode

India

  • In India, a GIFT Waiting to Be Opened: Modi’s ambitious ‘smart’ city project in Gujarat is slow to take off: WSJ
  • Submarine Killers: India’s $61 Billion Warning to China: Bloomberg
  • Fearful China investors look to India: FT
  • Weak position of India’s state lenders a symptom of wider malaise: FT

Japan & Korea

  • Toshiba scandal: Unhappy 140th birthday for Japanese tech pioneer: Nikkei
  • Fear of Missing Out Sees Japan Stock Investors Turn to Puts: Bloomberg
  • Lotte Group Founder Loses Japan CEO Title Amid Succession Battle: Bloomberg
  • Poison Pills Linger as Japan Firms Snub Abe Governance Push: Bloomberg
  • Japanese Companies Are Haunted by ‘Ghosts in the Boardroom’; Former executives maintain clout long after they leave, making it harder for Japan Inc. to change: WSJ

ASEAN

  • Malaysia’s Najib Razak Fires Deputy Prime Minister in 1MDB Rift; Removal of Malaysia’s DPM and AG seen as ‘acts of desperation’: Analysts: WSJ, CNA
  • ‘Halo Effect’ Dims as Indonesia Consumer Confidence in Tailspin: Bloomberg

Macro

  • Here’s Our Tally of Donald Trump’s Wealth: Bloomberg
  • The Graying of Germany’s Small Business Managers; Quickly aging group raises concerns about succession planning, stalled investments: WSJ
  • Jeremy Grantham: The 10 Topics That Really Matter: Barron’s
  • Aspiring IPOs Often Never Get To Market: WSJ
  • Smartphones and Chinese banks hold key to EM exposure: FT
  • Emerging currencies feel pain of global stress: FT
  • The Truth About 99.3% of All ETFs: ETF

Energy & Commodities

  • Electronics Recycler Looks for Treasure in Trashed Gadgets; Plunging commodities prices are reducing the value of the raw materials contained in old electronics. WSJ

Healthcare

  • A paper microscope that costs only 50 cents can detect malaria from just a drop of blood — and it could revolutionize medicine: BI

TMT

  • The World Wide Web, the New Frontier in Fraud: NYT
  • Vine’s quiet, stealthy pivot: The video app is no longer all about sharing. “It’s more like the entertainment industry” : FastCo
  • Qualcomm Will Be M&A Player as Chipmakers Consolidate, CEO Says: Bloomberg
  • As Tech Booms, Workers Turn to Coding for Career Change: NYT
  • Rocket satellite Lazada gains altitude; Web retailer expands in Southeast Asia with backing from Berlin: FT
  • Cyber insecurity: When 95% isn’t good enough; Banks have poured millions of dollars into securing their computer networks, but the number of hacks is rising: FT
  • Montreal: no unicorns yet for nascent start-up hub; Creative industries have thrived in Montreal because of its diverse cultural blend and its North American business climate. The primarily French speaking city is a hub for high-tech fields such as video-gaming, media and aerospace. FT
  • A Private Equity Titan With a Narrow Focus and Broad Aims; Instead of stripping out costs from the companies it acquires, Vista usually adds sales and engineering talent: NYT
  • You can now buy your favorite Kickstarter products on Amazon: qz

Consumer & Others

  • Germany’s Volkswagen became the world’s biggest automaker for the first time, selling 5.04 million cars to surpass Japan’s Toyota Motor in the January-June period. Nikkei
  • Polaris Declares Victory in the Electric Motorcycle Race; Meanwhile, Harley-Davidson is waiting for batteries to get lighter and more efficient: Bloomberg
  • The ‘Frozen’ Effect: When Disney’s Movie Merchandising Is Too Much: Forbes
  • An unlikely grocery store is becoming a major threat to McDonald’s: BI
  • Buffalo Wild Wings’ secret to success has nothing to do with the menu; While many chains focus on the food and the menu, Buffalo Wild Wings invests in the customer experience.: 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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