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
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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