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The Power of Admitting Your Own Errors-Like Tom Brady? Michelangelo on Poverty, Creative Integrity, and the Right Not To Be Interrupted – Bamboo Innovator Daily: 31 Jul (Fri)

Life

  • The Power of Admitting Your Own Errors-Like Tom Brady? WSJ
  • Michelangelo on Poverty, Creative Integrity, and the Right Not To Be Interrupted: BP
  • 5 easy steps to building a phenomenally successful career in any field: Be deeply curious about advancing in your field. Learn how to get the people around you to do the best they can. Care deeply. BI
  • Programming for four-year-olds: How to teach computer science in nursery school: Economist
  • This one-minute morning routine can improve your productivity all day long: BI
  • The ‘cookie monster’ study reveals how power corrupts people: BI
  • Want to be president? Show us how you’d handle a disaster. WaPo
  • I just binge-read eight books by Donald Trump. Here’s what I learned. WaPo
  • Never too early to start succession planning in a family business; From the moment the Yung Kee restaurant sold its first goose in Wellington Street, Central, in the 1960s, its founder Kam Shui-fai groomed two of his sons for management roles. Following his death, the younger son Ronald Kam Kwan-lai underhandedly stripped the eldest son Kinsen Kam Kwan-sing of his management role at the restaurant: SCMP
  •  7 scientists who are helping us understand how the world works: BI
  •  8 classic novels that will make you a better leader: BI

Books

  • The Resilient Enterprise: Overcoming Vulnerability for Competitive Advantage: Amazon

Investing Process

  • Toshiba fraud a deafening wake-up call for better corp governance in Japan: BT
  •  Noble Group’s Drawbridge Down; Shorts Cross Moat: WSJ
  • Former Singfor Life chairmen indicted for hallowing out over US$400 million in company assets by using company assets as collateral for personal gain: ChinaPost
  • Factor investing proves useful to some; Blends of momentum, value and volatility stocks will not yet oust portfolios balanced by sector: FT
  • Black Box Trading: Why They All “Blow-Up”: AM

Greater China

  • Stocks Turmoil Leaves Chinese Investors in Nowhere-to-Run Bind: Bloomberg
  • Steve Wynn nails the devastating mistake China is making with its stock market; “you can only do that for a certain length of time and then the minute you finish doing it, the people scamper for the door because there’s a loss of trust.: BI
  • China Targets Spoofing in Latest Crackdown on Stock Manipulation: Bloomberg
  • As China’s State Funds Buy Stocks, Retail Investors Cash Out: Bloomberg
  • In China Stocks, Late Jolts Are New Normal; Margin calls, moves linked to government are leading to sharp swings late in the day: WSJ
  • Makeover Artists: Hong’s Kong’s Hot Property Developer Gaw Capital: Bloomberg
  • ‘Sea Turtle’ Scientist Hunts for China’s First Blockbuster Drug: Bloomberg
  • State Companies: Back on China’s To-Do List: Bloomberg
  • Foreign Companies Feeling Heat From Chinese Regulators: WSJ
  • In rural China, shoppers go online – with a little help: reuters
  • China stock regulator probes market impact of automated trading: Reuters
  • Vending Machine Operator Ubox Lands $85M USD Fresh Funding From Carlyle Group: technode
  • How a Chinese Billionaire Built Her Fortune: NYT
  • China’s stock market is a high-stakes game of ‘chicken’ and most investors are stuck in the middle: Guardian
  • China regulator probes Avic shares sales: FT
  • China’s Market Lesson Will Be One of Wealth Transfer: JG
  • Lessons in distorting your own market from China’s “national team”: FT
  • Australia: China’s Slowest Growing Province? Correction looms for Australia’s stocks and bonds as China’s slowdown tests the Lucky Country. Barron’s

India

  • Cafe Coffee Day, India’s biggest homegrown coffee chain, files for $181 million IPO: Reuters

Japan & Korea

  • Chinese Tourists Are Fueling a Boom in Japan Tour Buses: Bloomberg
  • $1 Coffees at 7-Eleven Fuel Japan’s Surge Into the Java Big Leagues: Bloomberg
  • Japan’s Minimum Wage Only Enough for a Bowl of Ramen: Bloomberg
  • Lotte family feud heats up; Shareholders’ meeting to determine successor; Battling Lotte brothers lash out; End the Lotte family feud: KTJA, JA2
  • Japan’s tourism boom drives real-estate developers to convert offices into hotels: JT
  • Samsung’s results show stark divergence of fortunes for units: FT

ASEAN

  • Malaysian crisis could do lasting financial damage: Reuters
  • Malaysia’s foreign-exchange reserves are set to drop below $100 billion just when the nation most needs a buffer against any collapse in investor confidence; holdings were last below that mark during the 2008 global credit crunch and the 1997-98 Asian financial crisis: bloomberg
  • Indonesian officials’ wives playing greater role in graft: AsiaOne

Macro

  • “Say A Little Prayer” Bill Gross Warns, “Zombie Corporations Now Roam The Real Economy”: Janus
  • “The Virtuous Emerging Market Cycle Is Turning Vicious” Albert Edwards Remembers The 1997 Asian Crisis: Zerohedge
  • Zombie Funds On The Rise; More than $120 billion is tied up in private equity fund assets that managers are having a hard time realizing a profit on. CFO
  • How Cheap Oil Is Fueling a Surge In New Factories; The construction of chemical plants is making up for a slowdown in oil-well drilling: Bloomberg
  • Roaring ahead: Exchange-traded funds have overtaken hedge funds as an investment vehicle: Economist

Energy & Commodities

  • Cargill’s Black River Asset Management Shutting Four Hedge Funds; Firm plans to return more than $1 billion to investors over next several months: WSJ
  • Alpha Bankruptcy Plan Shows Mines Must Die for Others to Live: Bloomberg
  • How Driscoll’s Is Hacking the Strawberry of the Future; The company is determined to breed the perfect strawberry; California produces almost 29 percent of the world’s strawberries-$2.6 billion worth: Bloomberg
  • Penn West Petroleum Ltd CEO warns of ‘lower-for-longer’ oil prices until ‘the end of the decade’: FP

Healthcare

  • Warren Buffett’s Family Secretly Funded a Birth Control Revolution: Bloomberg
  • CVS pharmacy is bringing IBM’s doctor-like supercomputer Watson into its 7,800 stores: BI

TMT

  • Why zero delivery time could be the future of retail: WaPo
  • Sony, Samsung Find Strength in Sales of Components; Competition for profit in consumer electronics has shifted away from smartphones, consumer devices: WSJ
  • Etsy Revamps Search Experience to Help Shoppers Pinpoint Products: WSJ
  • It’s Amazon’s World. The USPS Just Delivers in It; The U.S. Postal Service handled an estimated 40 percent of Amazon’s deliveries in 2014. Bloomberg
  • A Cool $22 Million Says This Swedish Startup Can Take on Etsy: Bloomberg
  • Can the Insurance Industry Survive Driverless Cars? Insurers brace for a time when automation reduces accidents—and premiums. Insurers collected $195 billion in auto premiums from U.S. drivers last year. By 2030, consumers could pay 60% : Bloomberg
  • Delphi deal crudely hitches to connected-car hype in acquisition of HellermannTyton, a British maker of cable ties and the like, for about $1.7 billion.: Reuters
  • Sultans of shrink pack more chips into smart wearables: Reuters
  • Here’s What Inspired Top Minds in Artificial Intelligence to Get Into the Field: Bloomberg
  • Israel’s computer-security firms: Cyber-boom or cyber-bubble? Internet security has become a bigger export earner than arms: Economist
  • Google Loon To Cover Entire Country Of Sri Lanka With Internet: Techcrunch
  • In Microsoft’s Nokia Debacle, a View of an Industry’s Feet of Clay: NYT
  • 2 essentials of a successful entrepreneurial ecosystem: e27
  • Can Asia Create the Next Silicon Valley? WSJ

Consumer & Others

  • How America’s truck, the Ford F-150, became a plaything for the rich: WaPo
  • What is SoulCycle, And Why Are People Obsessed With It? How the incredibly successful cycling chain works its magic: Bloomberg
  • No More Free Cheese Sticks for Kraft Employees in Cost Crackdown: Bloomberg
  • Why Do So Many Art Galleries Lose Money? getting by. One German expert thinks he knows the answers: Bloomberg
  • IKEA Gets Deeper Into the Woods; Swedish furniture giant buys forests in Romania and Baltics and seeks to use less wood in products: WSJ
  • Lin’s secret: a revealing look at a Chinese lingerie leader: SCMP
  • P&G’s slow turnround frustrates analysts: FT
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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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