Go North, Lost Leader. Former CEO Bill George argues that leadership is a journey that requires a special compass if it is to be authentic; Charlie Munger and the Pursuit of Worldly Wisdom – Bamboo Innovator Daily: 15 Sep (Tues)

Life

  • Go North, Lost Leader. Former CEO Bill George argues that leadership is a journey that requires a special compass if it is to be authentic. Strategy&
  • Charlie Munger and the Pursuit of Worldly Wisdom: Farnam
  • Your Company Culture Shouldn’t Just Be Great-It Should Be Distinctive: HBR
  • Subway co-founder Fred DeLuca died Monday at the age of 67. BI
  • BMW chief’s collapse highlights executive stress; Even when they are under the weather, leaders feel pressure to carry on: FT
  • A Billionaire’s Crusade to Make L.A. the Contemporary Art Capital of the World: Bloomberg
  • Finding Gravitas: Combining style and substance: Why developing genuine gravitas is important for your career. Insead
  • Reading a room is a skill that can be learned; a guide to nonverbal cues like how people stand or hold their hands: WSJ
  • Here’s what it would look like if Picasso had painted the presidential portraits: WaPo

Investing Process

  • The Pyramid Scheme Problem: NYT
  • Why Morning Is the Worst Time to Trade Stocks; Data show volatility raises risks for individual investors who jump at opening stock bell: WSJ
  • Earnings Surprises…Are You Kidding Me?: ABG
  •  Inside the Brain of Peter Lynch: IC
  • Munger: Buffett’s Wingman & the Art of Stock Picking: IC
  • By issuing a new policy that requires companies to identify every wrongdoer within the organization, regardless of rank, or be considered uncooperative, the Justice Department is telling companies to investigate more thoroughly: NYT

Greater China

  • Economic anxieties abound and are made in China: FT
  • China migration: Delivering the Jack Ma economy: FT
  • Citic Securities Draws Beijing’s Ire After Meltdown; The brokerage arm of China’s most politically pedigreed financial firm has found a number of its executives entangled in a government inquiry. WSJ
  • China unveils details of state-firm reforms as growth sputters: Reuters

India

  • India seeks to solve inflation-deflation puzzle: FT
  • In India, utility debts threaten Modi’s power-for-all drive: Reuters
  • A Negative Stock Report About Indiabulls Led to an Analyst’s Arrest and a 2,000-Mile Odyssey; Nitin Mangal, formerly of Veritas Investment Research, says, ‘I feared for my life’: WSJ

ASEAN

  • Behind Singapore ruling party’s victory, a rising star; Can an Indian become Singapore’s next PM?: Reuters

Macro

  • Why Everyone Is Suddenly Talking About Financial Conditions; And why the Fed will soon be talking about it too.: Bloomberg

Energy & Commodities

  • Oil Patch Braces for Financial Reckoning; Smaller producers are girding for cuts to credit lines, as crude prices show little sign of rebounding: WSJ

TMT

  • Expertise in scaling up is the visible secret of Silicon Valley;  ‘First-scaler’ advantage beats first-mover advantage, writes LinkedIn co-founder Reid Hoffman: FT

Consumer & Others

  • Costco Heir Aims to Create New Napa Cult Wines in 1,403 Steps: Bloomberg
  • Sweat, subscribers and the spin business; High-energy workouts streamed into homes are a lucrative model: FT
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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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