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Dropping Ashes on the Buddha: “Somebody comes into the Zen center with a lighted cigarette, walks up to the Buddha statue, blows smoke in its face, and drops ashes on its lap. You are standing there. What can you do?” – Bamboo Innovator Daily: 2 Aug (Sun)

Life

  • What You Miss When You Take Notes on Your Laptop; Research shows the many benefits of taking notes by hand. HBR
  • How Finns Make Sports Part Of Everyday Life: NPR
  • How HeyHuman Uses Neuroscience To Motivate Consumers: Forbes
  • America’s Oldest Billion-Dollar Family Fortunes: Forbes

Books

  • Dropping Ashes on the Buddha: The Teachings of Zen Master Seung Sahn; “Somebody comes into the Zen center with a lighted cigarette, walks up to the Buddha statue, blows smoke in its face, and drops ashes on its lap. You are standing there. What can you do?” Amazon

Investing Process

  • Vipshop: Upon Closer Examination, Cash Flow Is More Like ‘Cash No’: Seekingalpha
  • What’s Next for ETF Provider WisdomTree; WisdomTree’s explosive growth has come from its ability to pivot ahead of market trends. So far, so good. Barron’s

 

Japan & Korea

  • Lotte family rivals flock before vote showdown: AsiaOne

ASEAN

  • Leaping Vietnamese markets spark bubble worries: Nikkei

 

TMT

  • “Soft” Sensors Are Breaking Into Four Major Industries: Techcrunch
  • Why Homejoy Failed … And The Future Of The On-Demand Economy: Techcrunch

Consumer & Others

  • Starbucks Market Cap Could Soon Surpass McDonald’s: Barron’s
  • Ice-Cream Recall Sends Chill Through Food Industry; mistakes are fueling broader rethinking of how to keep ice cream and other foods free of deadly bacteria: WSJ
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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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