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25 quotes that take you inside Albert Einstein’s revolutionary mind; Munger on How to Weigh the Importance of Easily Available Information: Look for disconfirming evidence – killing your own ideas; Emphasize factors that don’t produce lots of easily available numbers – Bamboo Innovator Daily: 27 Aug (Thurs)

Life

  • 25 quotes that take you inside Albert Einstein’s revolutionary mind: BI
  • Munger on How to Weigh the Importance of Easily Available Information; Look for disconfirming evidence – killing your own ideas; Emphasize factors that don’t produce lots of easily available numbers: Gurufocus
  • Grow from Your Strengths: The only sustainable way to capture new opportunities is to remain true to what your company does best.: Strategy&
  • Willa Cather on Happiness: A Soulful and Deeply Alive Account of True Bliss; “That is happiness; to be dissolved into something complete and great.”: BP
  • Amanda Palmer’s Extraordinary BBC Open Letter on the Choice to Have a Child as a Working Artist: BP
  • Hegel on Knowledge, Impatience, the Peril of Fixed Opinions, and the True Task of the Human Mind: BP
  • Mistakes and the Creative Process: Farnam
  • A Dozen Things I’ve Learned from Charlie Munger about Mental Models and Worldly Wisdom: 25iq
  • This is how NASA used to hire its astronauts 20 years ago—and it still works today: qz
  • The Reason Smart People Sometimes Struggle with “Aha” Moments: HBR
  • The Silo Effect: The Peril of Expertise and the Promise of Breaking Down Barriers: Economist
  • Harvard says these 8 leadership traits are critical for success: BI
  • The javelin thrower who won gold at the World Championships learned how to throw from YouTube videos: BI
  • Peter Thiel on what works at work: The tech entrepreneur talks about the ‘features and bugs’ of companies, society and his own personality. WaPo
  • Jeffrey Pfeffer’s Required Reading. The Stanford professor calls out four books that illuminate the often-dark paths to power.: Strategy&

Books

  • Hard Facts, Dangerous Half-Truths And Total Nonsense: Profiting From Evidence-Based Management: Amazon

Investing Process

  • Why do auditors disclaim? Deloitte and PwC issue disclaimer opinions on Tianhe Chemicals and Sihuan Pharmaceutical: CAB
  • MSCI Removes Hanergy From Indexes; Move allows funds to dispose of millions of dollars they have locked up in Hanergy shares: WSJ
  • Governance in group entities still a potential weak spot: BT

Greater China

  • China has tried 40 things to prop up its crumbling markets in the last 3 months – and only one of them has worked: Direct buying by the Chinese state. BI
  • “You can’t ignore the Chinese economy. But the stock market should be for entertainment value, not a daily signal for people to make investment decisions.”: Bloomberg
  • China Brings Back High-Risk Debt Structures to Increase Leverage: Bloomberg
  • China Meltdown So Large That Losses Eclipsed BRICS Peers, Twice: Bloomberg
  • China’s Central Bank Won’t Do Beijing’s Dirty Work: Bloomberg
  • Billionaires Get Burnt by World’s Biggest IPO Losses in Hong Kong: Bloomberg
  • Casualties of China’s Stock Collapse – Cadillacs and Toyotas: Bloomberg
  • China’s Stunning Stock Market Moves in One Huge, Annotated Chart: Bloomberg
  • Heard of China’s Fake Rolexes? Now There’s a Fake Goldman Sachs: Bloomberg
  • Tech’s real China syndrome victims are yet to fall: Reuters
  • Once a source of envy, Germany’s China exports turn into a risk: Reuters
  • China’s ‘asset bubble’ growth solution hangs in the balance; China has reached the point in its growth cycle where it can no longer defend the yuan’s valuation against the USD without shedding reserves: FT
  • China shows investors need a better financial early warning system; Ratings agencies are too slow to react, while markets behave like herds: MW
  • With Yuan Down, Investors Aren’t Hungry for Dim Sum Debt; Prices fall as investors shy away in offshore market for Chinese bonds: WSJ
  • China Economic Upheaval Mints Winners and Losers; Multinationals focusing on energy, steel sectors are hurting, while consumer businesses fare better: WSJ

India

  • India Stands to Benefit From China Slowdown, Global Reaction; Resilient consumer spending, inward investment support domestic economy: WSJ
  • Father-Daughter Duo Revitalize India’s Largest Luggagemaker – VIP Industries: Forbes

ASEAN

  • Southeast Asian companies grapple with foreign debt worries: Reuters
  • Malaysia Turns to 1998 Currency Peg Architect as Markets Bleed: Bloomberg
  • Philippines’ 50 Richest 2015: Succession Plans Underway: Forbes
  • Philippines’ 50 Richest 2015: Henry Sy Tops The List For Eighth Straight Year: Forbes

Macro

  • From Manhattan to Detroit, Dollar’s Rally Spreads Economic Pain: Bloomberg
  • Is Asia Set For Another Financial Crisis? Here’s Goldman’s Take; Given the size of foreign holdings of Asian equity and debt, should foreigners reduce their portfolio holdings by 2-3% over the course of a month, it would broadly offset the region’s current account surpluses, leaving their external balances in a shakier position: zh
  • Concern over waning use of covenants in debt markets; ‘False bravado’ and investors’ lack of protection causes concern: FT
  • Hedge Funds Bruised by Stocks’ Meltdown; A tumble in share prices stunned many hedge-fund managers and erased the year’s gains for some: WSJ
  • A New Computer Glitch is Rocking the Mutual Fund Industry; Outage is preventing dozens of mutual funds, ETFs from promptly pricing their securities: WSJ
  • Emerging-Market Currency Risk Shifts to Lenders; Foreign investors who bought local currency bonds are among biggest losers of recent selloff: WSJ

Energy & Commodities

  • Oil Industry Needs to Find Half a Trillion Dollars to Survive: Bloomberg

Healthcare

  • Dementia a ‘trillion dollar disease’ by 2018: Report: AsiaOne

TMT

  • To be rational about Tesla is to miss the point: FT
  • Deep learning sparks third artificial intelligence boom: Nikkei
  • AOL Platform CTO: Your Skills Are Impermanent in Today’s Tech World: WSJ
  • Build Data Quality Into the Internet of Things: WSJ
  •  Wearable: ‘Hardware Ponzi Scheme’: EE

Consumer & Others

  • Modern grocery and the emerging-market consumer: A complicated courtship: In some emerging markets, the response to modern grocery formats has been tepid. What’s a modern grocer to do?: McKinsey
  • Water, Water Everywhere—in Bottles; With flood of new brands, water is on track to outsell soda by 2017: WSJ
  • How Adidas Found Its Second Wind: The sportswear giant’s embrace of its heritage shows how reconnecting with the past can inspire a company’s future.  Strategy&
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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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