Light shines brightest when it is dark – Bamboo Innovator Daily: 16 Aug (Sun)

Life

  • Light shines brightest when it is dark: Star
  • How to raise innovative kids: WaPo
  • Babies Make Predictions, Too; People often say that babies are like sponges. Lately, a very different picture, called ‘predictive coding,’ has been making a splash in neuroscience; A new study suggests that as babies start to figure out the world, they think a lot like Sherlock Holmes: WSJ
  • Jeff Bezos: five things we learned from the Amazon founder: Telegraph

Investing Process

  • Reassess Your Investments Before Next Panic: WSJ

Greater China

India

  • India’s Narendra Modi Puts Spotlight on Efforts to Drive Out ‘Termite-Like’ Graft; In Independence Day speech, prime minister focuses on enforcing change in the Indian government bureaucracy: WSJ

 

Macro

  • From Alphabet to Warren Buffett: how the conglomerate was reborn: Guardian
  • Emerging markets will suffer no matter how China plays out: Star

 

TMT

  • Inside Amazon: Wrestling Big Ideas in a Bruising Workplace; The company is conducting an experiment in how far it can push white-collar workers to get them to achieve its ever-expanding ambitions. NYT
  • Truckers Gain an Automated Assist: Computers relieve drivers of some big-rig duties; systems aim to cut accidents, save fuel: WSJ
  • Tech companies are the new industrial conglomerates: qz
  • Going the Last Mile is a priority for online retailers; The promise by Domino’s Pizza to have food at the door in 15 minutes is another indication that we want things and we want them now. TheAge
  • Amazon’s culture is ‘purposeful Darwinism,’ investigation finds: CNN

Consumer & Others

  • Why Starbucks Prices Went Up as Coffee Beans Got Cheaper: NYT
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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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