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Einstein Was Boring Before He Was Brilliant; In reality, innovation almost always requires long periods of quiet traditional training – Bamboo Innovator Daily: 9 Aug (Sun)

Life

  • Einstein Was Boring Before He Was Brilliant; In reality, innovation almost always requires long periods of quiet traditional training. CalNewport
  • If You’re Empathetic, You Probably Aren’t Into AC/DC; A new technique links your musical taste with your cognitive type—and could help firms like Spotify suggest music to users; Testers who scored high on empathy tended to prefer mellow music: WSJ

Investing Process

  • Berkshire Hathaway Nears Deal to Buy Precision Castparts; Takeover could be biggest by Warren Buffett’s conglomerate: WSJ
  • Criminals are manipulating the stock market and regulators can’t seem to stop it: BI
  • How Quant Traders Use Sentiment To Get An Edge On The Market: Forbes

Greater China

  •  Is China’s ‘Black Box’ Economy About To Come Apart? Zerohedge
  • The world should worry more about China’s politics than the economy: Economist
  • How China’s Singapore-like plan will ‘boost growth’ by shaking up state-run behemoths: SCMP
  • Tablet makers rush into drone production in China: WCT
  • Fashion brands open restaurants in China to boost business: WCT

Japan & Korea

  • Japan’s elderly boomers squeezed to pay more as care facilities struggle: JT

ASEAN

  • Singapore looks back on 50 years of success — and wonders: Nikkei
  • Plunging like it’s 1998: The rupiah and ringgit plumb depths unseen since the Asian financial crisis: Economist
  • Global retailers making their way to Philippines’ smaller cities: Nikkei
  • Japanese convenience chains smitten by Southeast Asia: Nikkei
  • Malaysia’s Prime Minister: A Dead Man Walking?: Forbes

Macro

  • Why Putting a Number to C.E.O. Pay Might Bring Change: NYT

TMT

  • Why Apple Pay is slumping: BI

Consumer & Others

  • Zara’s parent company, Inditex, just reached a monumental achievement with valuation mark surpassing Euros100bn; A $100 billion Spanish retailer is outsmarting everyone else in the industry: 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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