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The way Walt Disney inspired his team to make ‘Snow White’ reveals his creative genius — and insane perfectionism – Bamboo Innovator Daily: 21 Sep (Mon)

Life

  • The way Walt Disney inspired his team to make ‘Snow White’ reveals his creative genius — and insane perfectionism: BI
  • Never take things for granted: Star
  • Jonathan M. Tisch: Beware of the Thin Air at the Top: NYT
  • The quieter you become, the more you can hear; Markets don’t speak to us; they whisper.  A quiet mind makes for a keen ear. TF
  • Here’s what you can learn about leadership from ‘Everest’: Fortune
  • Lee Kuan Yew’s daughter: I’m a Martian anyway; Book by Dr Lee Wei Ling, A Hakka woman’s Singapore stories: My life as a daughter, doctor and diehard Singaporean.: AsiaOne
  • The Difference Between Good And Bad Organizations: Farnam
  • 6 Entrepreneurship Lessons From Family Businesses; Entrepreneurs who have built companies that touch multiple generations share what they have learned along the way: NYT
  • On How to Disagree: thebookoflife
  • What We Do When Someone Disagrees With Us: Farnam

Investing Process

  • Harvard-Linked Fund Sank More Into Ailing Shipper Despite Losses: Bloomberg

Greater China

  • The Culprits in China’s Stock Market Meltdown: Research Affiliates argues that markets dominated by retail investors deviate from rational valuations. Barron’s
  • S&P Says China’s Banks Face Growing Risk From Bad Debt; Problems in the real-estate sector are also a factor as ratings firm revises assessment to negative from stable: WSJ
  • Editorial criticizing Li Ka-shing also a warning against privatization: Duowei: WCT
  • China’s president has been going to funerals lately – it’s a sign of trouble: BI
  • Canning Fok, CK Hutchison: Li Ka-shing’s right-hand man: FT
  • China up close: A ‘new emperor’ emulates an old one: Nikkei
  • Why China Is Turning Back to Confucius; President Xi Jinping is promoting traditions his party once reviled: WSJ
  • Hong Kong Stocks Still Cheap Despite Cash Inflows Into City? Money being moved into Hong Kong from China is getting parked, not invested: WSJ
  •  The China Syndrome — How Volatility is Affecting ASEAN: K@W
  • Can the Swiss Model Save Hong Kong’s Economy?: Bloomberg
  • China Premier Calls for SOE Mergers, Disposal of ‘Zombie’ Firms: Bloomberg
  • Alibaba’s $105 Billion Lockup Ends, Putting Focus on Yahoo Stake: Bloomnerg

India

  • Bombay Stock Exchange pushes for green light on listing; FT
  • India’s Billionaires Want Their Own Airport: Bloomberg
  •  India’s Age-Old Dependence on Monsoon Rain Is Slowly Fading Away: Bloomberg

Japan & Korea

ASEAN

  • Indonesian Policy Makers Get Real With Pared Back Reform Goals: Bloomberg
  • The China Syndrome – How Volatility Is Affecting ASEAN: VW

Macro

  • Fund Investors May Pay Fees for Withdrawals Amid Turmoil: Bloomberg
  • Junk Bond Leader Krug Keeps Winning by Outsmarting Rating Firms: Bloomberg
  • Empty Punchbowl Leaves Central Banks Powerless to Bolster Stocks: Bloomberg
  • Cashing In on Markets’ Fed Tantrum; Markets took a dovish Fed decision badly. Investors should keep some powder dry.: WSJ
  • The New Bond Market: Bigger Funds Bring Bigger Risk; When oil prices collapsed, the Franklin Income Fund lost more than $2 billion, so Ed Perks doubled down: WSJ

Energy & Commodities

  • Plunging oil prices put question mark over $1.5tn of projects; FT

TMT

  • How Warner Bros. Battled Its Way to No. 1 in Video Games; Bloomberg
  • Big Tech Has Become Way Too Powerful: NYT
  • Made.com revenues rocket as it approaches critical mass; The online store selling low-cost designer furniture reports jump in revenues as its founder says the business is reaching a “tipping point”: Telegraph
  •  Software Is Smart Enough for SAT, but Still Far From Intelligent: NYT
  • Credit Suisse: Tech Startups With Sky-High Valuations Are No Longer Special; “Unicorns,” actual technology companies with possibly mythical valuations, are becoming more common. Bloomberg

Consumer & Others

  • Cheap robots may shift car making from China to U.S.: Magna CEO: Reuters
  • Big Beer has a reason to ponder its own mortality; Craft brewers account for about 10% of US beer sales by volume: 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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