August 31, 1837: Emerson’s Superb Speech on the Life of the Mind, the Art of Creative Reading, and the Building Blocks of Genius – Bamboo Innovator Daily: 31 Aug (Mon)


  • August 31, 1837: Emerson’s Superb Speech on the Life of the Mind, the Art of Creative Reading, and the Building Blocks of Genius: BP
  • Bias from Association: Why We Shoot the Messenger: BP
  • Guidance for the negative thinker in all of us: WaPo
  • A Technique for Producing Ideas: Farnam

Investing Process

  • Avoid Buying Put Insurance When You are Most Afraid: AA
  • Toshiba Probing 10 New Accounting Issues Including at U.S. Unit: Bloomberg

Greater China

  • Beijing abandons large-scale share purchases: FT
  • If the Options Market Is Right, China’s Stock Rescue Is Doomed: Bloomberg
  • Policy Confusion Reigns As China Caps Muni Debt, Uncaps Bank Debt, And Sees Bad Loans Soar: zh
  • China Places $2.5 Trillion Cap on Local Government Debt; The latest government estimate put China’s local debt load at about $2.8 trillion as of the middle of 2013: WSJ
  • China’s Next Problem: Paying for Its Stock-Market Bailout: WSJ
  • How farmers from rural China bet on the stock market and lost: WaPo
  • As China Celebrates WWII Victory, Businesses Cope With Loss; Preparation for military parade in Beijing adds strain to slowing economy: WSJ
  • The Verdict on China’s Easing of Foreign Property Rules? A Resounding ‘Meh’: WSJ
  • China Slowdown’s Next Victim: Asian Parts Suppliers; Chip and screen makers may take a hit from a slowdown in smartphone sales: WSJ
  • China’s problem is the economy itself, not the market sell-off: FT
  • China’s Communists embrace an old enemy: FT
  • Crises Put First Dents in Xi Jinping’s Power; Chinese president is looking more vulnerable than at any time since taking office in 2012, insiders say: WSJ


  • Lupin’s retail therapy; The pharma company’s recent string of acquisitions is not just another bout of binge buying but a concerted effort to unlock the next phase of growth: Forbes
  • 40 years on, Sholay keeps smouldering: Forbes
  •  Caste Quotas in India Come Under Attack: NYT

Japan & Korea

  • Volkswagen Is Told to Shed Suzuki Stake; Arbitrator orders VW to unload its 19.9% stake in the Japanese auto maker: WSJ
  • ‘Social’ shopping services evolve as retail industry shifts in Korea: JA
  • Samsung Loses $44 Billion of Value in Worst Streak Since 1983: Bloomberg
  • Japan’s unconventional discount retailer Don Quijote rides inbound tourism surge: FT


  • Malaysia’s Mahathir calls for ‘people power’ movement to topple PM: Reuters


  • Some Stock-Market Experts Still Bracing For More Trouble: WSJ
  • 30-Minute VIX Frenzy Exposes Obsession With Volatility Hedging: Bloomberg
  • Meet the Private Watchdogs Who Police Financial Institutions; Prosecutors rely on small cadre of outside monitors; friction at Western Union: WSJ
  • Institutions Bring Activism In-House: Martin Lipton: WSJ

Energy & Commodities

  • Suppliers Feel Pain as Coal Miners Struggle; Thousands of firms scramble for new customers; ‘it’s been catastrophic’: WSJ


  • Here are the signs that point to Apple’s next big innovation in computing: Augmented reality: BI
  • What to Expect When You’re Expecting an Apple Car; Company’s auto venture could easily span decades: WSJ

Consumer & Others

  • Why J.Crew Decided to Ditch High Fashion: Bloomberg

About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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