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Charlie Munger on Avoiding Computers: “People calculate too much and think too little” – Bamboo Innovator Daily: 10 Sep (Thurs)

Life

  • Charlie Munger on Avoiding Computers: Farnam
  • What Does Aristotle Have to do With Business Ethics?: WSJ
  • These 150 People Are Ridiculously Successful and All Have the Same Career Path: None: LinkedIn
  • Is Our Identity in Intellect, Memory or Moral Character?: WSJ
  • Scorpions, cockroaches and the reality of unpleasant leaders: FT
  •  To find success, make people laugh: Seth Goldstein: e27
  • Germany in the 18th century: Prussian and powerful; What made Frederick great? Economist
  • Digital Taylorism: A modern version of “scientific management” threatens to dehumanise the workplace: Economist
  • Boom, bust and broken trust mark the ages of finance; Managers of other people’s money lack ‘anxious vigilance’ that they might apply to their own cash: FT
  • Why It’s Sometimes Better Not to Tell Employees Where They Stand: K@W

Investing Process

  • A Dozen Things I’ve Learned from Charlie Munger about Risk: 25iq
  • All-powerful index transforms investing: FT
  • James Tisch On Value Investing – CIMA Keynote: VW

Greater China

  • Change is a heavy task in China’s industrial heartland, but necessary: CP
  • Beijing clamps down on forex deals to stem capital flight: FT
  • SFC probes Hong Kong brokers and hedge funds over mainland China products: SCMP
  • China’s Response to Stock Plunge Rattles Traders: NYT
  • Selling Off the State in China: Bloomberg
  • So where did that Chinese dollar liquidity end up?: FT
  • Chinese Companies Face Premium to Resume Selling Dollar Debt; After issuance ground to a halt for nearly a month, Chinese U.S.-dollar bonds are starting to flow again: WSJ
  • Why Did China Invite Blackrock’s Larry Fink For Advice How To Manipulate Its Stock Market?: zh
  • China Slowdown Reveals Luxury’s Online Shortcomings, Study Says: Bloomberg

India

  • E-commerce in India: Stack and deliver; Urban Ladder’s rise shows the potential for online selling in India: Economist
  • Indian drugs: not what the doctor ordered; US regulators have banned imports from 39 laboratories in credibility crisis: FT
  • It’s Like PayPal But Pays Interest, and India’s Banks Are Afraid: Bloomberg
  • The dangers in Delhi’s dream of overtaking China; India’s overly inflated statistics are breeding a false sense of security: FT
  • Vserv: The early bird in the mobile ad industry: Forbes
  • Investors See India as Strongest of the Weak; Amid broad emerging-market pain, country retains some allure for money managers: WSJ

Japan & Korea

  • 20 years later, here’s why the PlayStation will save Sony: Fortune
  • Here’s Why Soaring Japan Stocks Are Good News for Short Sellers: Bloomberg

ASEAN

  • No End in Sight for Slide in Singapore Home Prices as Rates Rise: Bloomberg
  • Singapore Home Prices Likely to Extend Falling Streak as Interest Hikes Loom: JG
  • Malaysia’s 1MDB Fund Scandal Spreads to U.A.E.; At issue is a $1.4 billion payment from 1MDB that officials at an Abu Dhabi investment fund said is missing: WSJ

Macro

  • Spanish family firms: Opening up; A debt hangover is forcing some family firms to seek outside help: Economist
  • Emerging market slump raises fears of capital controls: FT
  • Arthur Andersen rises from the Enron ashes – twice: FT
  • Interest rate rise: turning point looms for US debt binge; With a $4tn mountain of debt maturing over the next five years, corporate America’s reliance on cheap cash is about to get tested. FT
  • Mom And Pop “Will Probably Get Trampled”: Alliance Bernstein Warns On Bond ETF Armageddon: zh

Energy & Commodities

  • Glencore has a mogul in denial; Glasenberg is having to retrench at the time when he should be able to snap up mining bargains: FT

Healthcare

  • Apple’s Attention Puts Spotlight on Health-App Maker Mulling IPO: Bloomberg

TMT

  • Virtual personal assistants: The software secretaries; Technology firms are competing to become consumers’ personal secretaries, with big implications for commerce and privacy: Economist
  • The Bloomberg Terminal, a Wall Street Fixture, Faces Upstarts: NYT
  • Apple to Lease, Finance IPhone to Consumers for First Time: Bloomberg

Consumer & Others

  • Food Prices Drop Most in 7 Years on Grain Gluts to China Concern: Bloomberg
  • Stuffed-Crust Inventor Looks to Bring Pizza Industry Into Chipotle Era: Bloomberg
  • Car Crashes Are On the Rise and Warren Buffett Blames Texting; A sudden rise in traffic deaths in 2015 has surprised car insurers and prompted questions: WSJ
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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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