How To Be Loved By Everyone: 6 Powerful Secrets – Bamboo Innovator Daily: 10 Aug (Mon)

Life

  • How To Be Loved By Everyone: 6 Powerful Secrets: Barker
  • Why do startups fail: Part 3; Entrepreneur Tallat Mahmood shares the psychology behind startup failure and how best to avoid it: e27
  • ‘If You Can’t Measure It, You Can’t Manage It’ (False): Forbes
  • Lessons In Curation From Four Killer Content Curators: Forbes
  • The Suicide of the Liberal Arts: Indoctrinating students isn’t the same as teaching them. Homer and Shakespeare have much to tell us about how to think and how to live. WSJ
  • Someone must speak up for the extroverts on a team; For every Bill Gates you needed a Steve Ballmer to leap around sweating and screaming: FT

Investing Process

  • Confusion plagues investors and their fund managers; Asset management has become a global, mass-market industry removed from clients, more focused on marketing and compliance than investment: SCMP
  • China’s Boer Power hits back at media report of inflating profits: SCMP
  • Warren Buffett Pins Berkshire’s Growth on Deals; Expected takeover of Precision Castparts typifies focus on big acquisitions to drive earnings higher: WSJ

Greater China

  • Peak Insanity: Chinese Brokers Now Selling Margin Loan-Backed Securities: zerohedge, SCMP
  • Chinese dragon losing its shine for foreign firms: CP
  • Wanda denies insider trading claims against boss’s wife Lin Ning: WCT
  • Chinese cinema chain issues securities backed by ticket sales: WCT
  • Mtime Helps Hollywood Clear China’s Marketing Hurdles and Reach Fans; Mtime started as an online listing of movie times. Next came a movie-news service, aggregation of user-submitted reviews, a movie-scoring system and an online ticket for 3,000 theaters. Now attracting 160 million unique desktop and mobile users a month: NYT
  • China Crippling Its Online Financial Industry: Forbes
  • In China, Fast-Food Fight Turns to Delivery; App-based startups backed by Alibaba, Tencent are pushing aside KFC and McDonald’s: WSJ
  • What if Mao still ran China?: FT

India

  • Robot invasion in India undercuts Modi’s quest to put poor to work: Livemint
  • India’s Narendra Modi stumbles on land reform: FT

Japan & Korea

  • Fraternal war at Lotte still building to a climax: JA
  • Parties, government up pressure over Lotte governance: KH
  • Long legal fight likely to dog Lotte: KT
  • Japan’s Startup aims to teach Google a thing or two about deep learning: Nikkei
  • Record R&D outlays planned at 1 in 3 Japan companies: Nikkei
  • Japanese men embrace inner cheapskate in booming discount retailers: FT
  • World of work: Japan’s lost generation struggles to catch up: FT

ASEAN

  • SG50; The hard business of being Singapore: BT
  • The contrasting fates of S’pore and M’sia; Singapore is a hard act to follow. The contrast in performance with Malaysia is stark. But Malaysia’s future as a nation is not in doubt. Singapore’s future, however, is highly conditional: TODAY
  • Singapore’s largest ‘pioneer companies’ among those with strong stocks: BT
  • The Rise of Wedding Financing in Indonesia; Until death (or the five-year loan at 2.2 percent monthly interest is paid off) do us part: JG

Macro

  • A contrarian plunge into emerging markets looks problematic; John Plender warns against treating emerging markets as if they were a homogeneous asset class: FT
  • Dark side of ETFs erode active managers’ outperformance: FT, SSRN
  • Germany’s bizarre version of capitalism-where bosses and workers actually cooperate-is winning: qz
  • Norway oil fund chief jettisons passivity; Slyngstad keen to take a more active ownership role: FT

Healthcare

  • Hints of a hot and frothy biotech bubble: FT
  • Australia’s CSL warns of biotech bubble: FT

TMT

  • Investors Find Ways to Indirectly Profit From Valuable Start-Ups: NYT
  • Internet connected pets: Online devices help Japan’s animals stay in shape: Nikkei
  • New marker’s magic is ink’s conductivity, user’s creativity: JT
  • Logitech, Tied to PCs, Bets on Reinvention; The developer of computer mice is now attempting to move away from supplying PC makers and into branded peripherals. Barron’s
  • The innovators: cheaper batteries could help electric cars hit the mainstream; Sheffield-based Faradion has developed a sodium-ion battery that looks and performs in the same way as a regular lithium-ion battery but is 30% cheaper: Guardian
  • Moxian dreams big: to be next killer app; Its chairman and CEO James Tan’s goal to turn the firm into an integrated online to offline social marketing platform is backed by China’s in-your-face population dividend. BT
  • YouTube Is a Viable TV Alternative For Advertisers, But Some Are Wary of Commitment: WSJ
  • Algorithmic Trading: the Play-at-Home Version; Building computer trading models has become the latest DIY craze: WSJ
  • Just Porter, The Warby Parker of backpacks is reinventing a popular startup model; “We believe that people have the ability to carry justice and equality with them anywhere” : BI

Consumer & Others

  • 3G Capital’s Brands Lose Market Share Amid Focus on Costs; Review of companies the firm has invested in shows increases in profit margins but mixed performances in sales growth: 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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