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The thing I look for in a developer is a longtime love of coding—people who taught themselves to code in high school and still can’t get enough of it. The eager but not innately passionate coders being churned out of 12- and 19-week boot camps in New York tend not to be the best: There are not enough who love coding for its own sake – Bamboo Innovator Daily: 29 Aug (Sat)

Life

  • The thing I look for in a developer is a longtime love of coding—people who taught themselves to code in high school and still can’t get enough of it. The eager but not innately passionate coders being churned out of 12- and 19-week boot camps in New York tend not to be the best: There are not enough who love coding for its own sake: WSJ
  • Can a company innovate without working its employees to death? “I don’t think there was any work-life balance while the Sistine Chapel ceiling was being painted”: WaPo
  • The Trick to Acting Heroically: Valor is instinctive, not carefully reasoned: NYT
  • Here’s the real story behind Martin Luther King Jr.’s greatest moment: BI
  • 3 ways Steve Jobs made meetings insanely productive — and often terrifying: BI

Investing Process

  • Troubled solar panel firm Hanergy reports first interim loss in six years: SCMP
  • Hanergy Thin Film to Cut Workforce by More Than a Third in Restructuring: WSJ
  • Slater & Gordon: complicated, indebted and yet to be audited: FT

Greater China

  • China: Credibility on the line; The Beijing leadership’s efforts to control the stock market turmoil have dealt a serious setback to plans for economic reform: FT
  • China sceptics taste bittersweet victory after rout: FT
  • China’s Big-Dollar Borrowers Hold Off on Hedging Foreign-Currency Debt; Even as falling yuan adds to their liabilities, many say cost of hedging isn’t worth it: WSJ
  • Consumer Anxiety in China Undermines Government’s Economic Plans: NYT
  • Zombie Factories Stalk the Sputtering Chinese Economy: NYT
  • Guocoland’s billionaire Quek Leng Chan’s great ‘escape’ from Beijing project: Star
  • For China, a Plunge and a Reckoning; In today’s interwoven world, the stock-market crisis should spur Beijing to prefer compromise to bullying. WSJ
  • China’s Stock Rout to Resume as Intervention Ends, Says BofA: Bloomberg
  • Silk Road no stairway to heaven for China’s machinery makers: AsiaOne
  • China Bank Lending Cap Scrapped by Top Legislature, Xinhua Says: Bloomberg

India

  • Om Prakash Munjal, transport industrialist, 1928-2015: FT

Japan & Korea

  • Lotte cleans up structure in wake of family dispute: JA

ASEAN

  • Myanmar airport project delayed by four years on fund shortage: Star
  • Buzz Over Post-Sanctions Myanmar Fades for Many U.S. Investors; Initial rush for opportunities turns to disenchantment as political changes lag behind: WSJ

Macro

  • ‘Alternative’ Mutual Funds Providing Limited Protection; As the U.S. stock market tumbled in the past three months, these funds didn’t provide a lot of shelter: WSJ
  • Nassim Taleb’s “Black Swan” Fund Made $1 Billion On Monday; This Is How The Other “Hedge” Funds Did: zh, WSJ

 

TMT

  • The Math Behind SaaS Startup Valuation: Techcrunch
  • Days numbered for barcodes as shoppers demand more data: Star
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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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