Warren Buffett on Scorecards, Investing, Friends, and the Family Motto – Bamboo Innovator Daily: 7 Sep (Mon)

Life

  • Warren Buffett on Scorecards, Investing, Friends, and the Family Motto: Farnam
  • The Ten Golden Rules of Argument: Farnam
  • How companies from Zappos to Canva swap hierarchies for holacracy: BRW
  • Keeping it in the family: the key to making succession planning work: SCMP
  • Family-owned businesses outperform others, says Credit Suisse report: SCMP
  • Meet Reed Hastings, the man who built Netflix; BI

Investing Process

  • How Can a Strategy Still Work If Everyone Knows About It?: AQR
  •  Toshiba says it inflated profits by nearly $2bn over seven years: FT

Greater China

  • Capital flight now the big concern for slowing China: FT
  • Li Ka-shing’s Moves on China Reveal Good Timing; Hong Kong tycoon has been trimming his reliance on the world’s second-largest economy: WSJ
  • China to face tough economic conditions for up to 10 yrs: minister: Nikkei
  • Mobius to Beijing: Quit Fighting the Market and Let Stocks Fall: Bloomberg

India

  • The serious business of gem-spotting in India: Forbes

Japan & Korea

  • Death of Jobs for Life Fuels 4,955% Surge at This Japan Firm: Bloomberg

ASEAN

  • Thaksinomics returns as Thailand junta rethinks revival strategy: SCMP
  • Indonesia Is More Exposed to Capital Flight Than Malaysia, Says S&P: Bloomberg

Macro

  • ‘Chaos and carnage’ threaten emerging market-focused hedge funds: FT
  • Is it time to declare an emerging markets crisis? The ills besetting economies may be more chronic than acute: FT

Healthcare

  • Surging Chinese Online Demand Powers Aussie Vitamin Sales: Bloomberg

TMT

  • New Apple TV Is Said to Focus on Games, Challenging Traditional Consoles: NYT
  • Are Retailers Risking It All Flirting With B2B Platforms?; Forbes
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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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