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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
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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