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Uncertainty and Our Search for Meaning: Legendary Psychiatrist Irvin D. Yalom on How We Glean Our Sense of Purpose; “The search for meaning, much like the search for pleasure, must be conducted obliquely. Meaning ensues from meaningful activity: the more we deliberately pursue it, the less likely are we to find it” – Bamboo Innovator Daily: 28 Sep (Mon)

Life

  • Uncertainty and Our Search for Meaning: Legendary Psychiatrist Irvin D. Yalom on How We Glean Our Sense of Purpose; “The search for meaning, much like the search for pleasure, must be conducted obliquely. Meaning ensues from meaningful activity: the more we deliberately pursue it, the less likely are we to find it.” BP
  • The Five Life-Stages of Happiness: How Our Definition of Contentment Changes Over the Course of Our Lifetime; “Our meaning of happiness is constantly shaped and reshaped by small choices we make every day.” BP
  • 11 wildly successful people who dropped out of high school: BI
  • Inside Chipotle’s extremely intense, 39-point checklist for good management: qz
  • Decision Making on Freeways and in Parking Lots: IC
  • Finding the next Einstein: Forbes
  • A new kind of smart: It’s time to change the way we think about human potential, says Scott Barry Kaufman. APA
  • Why You Should Stop Trying to Learn From Your Mistakes; A new study shows that remembering past mistakes can impact your self-control and decision-making: FastCo
  • Pascal’s Wager 2.0: Pascal’s famous wager requires a choice between believing and not believing in God. But there’s more than one way not to believe. Opinionator
  • Ditching work-life balance can ease multitasking malaise; Strict compartmentalisation can be counter-productive: FT
  • How Humans Can Win the Race Against the Machines; American education is ripe for a technology revolution to prepare students for the 21st century: WSJ
  • Legendary Investor Richard Rainwater Dies: Master deal maker helped turn Bass brothers of Texas into billionaires: WSJ

Books

  • Kerry Stokes: the Boy from Nowhere: Amazon

Investing Process

  • Bubbles and troubles in Hong Kong: Ongoing abusive “open offers” and placings making out in multi-billion-dollar bubbles. David Webb calls on regulators and rule-makers to take action. Webb
  • Active funds underperform the ‘inertia index’, never mind the market; Measure shows limited worth of managers buying and selling stocks and shares: FT
  • How Some Investors Get Special Access to Companies; In meetings with top executives, facts and body language flow from public companies to handpicked recipients: WSJ
  • Book Excerpt: Muddy Waters’ Carson Block on Short Selling: II

Greater China

  • World haunted by heavy reliance on China: Nikkei
  • China kicks the can on SOE reform: Nikkei
  •  China’s Founder Securities says it cannot reach director amid probe by regulators: SCMP
  • Asset managers slap health warnings on China funds in risk rethink: Reuters
  • Why Volkswagen’s Problems Don’t Include China: WSJ
  • The “Hard-Landing” Has Arrived: Chinese Coal Company Fires 100,000: zh

India

  • India Replaces China as Next Big Frontier for U.S. Tech Companies: NYT
  • Suzlon’s rise from the ashes: Forbes
  • India’s Modi Calls Internet Key to Dream of $20 Trillion Economy: Bloomberg
  • Narendra Modi, Indian Premier, Courts Silicon Valley to Try to Ease Nation’s Poverty: NYT

ASEAN

  • Singapore Stocks at Cheapest in Decade Can’t Tempt Samsung Asset: Bloomberg
  • Vietnam Refusal to Budge on Bond Yields Puts Growth Plan at Risk: Bloomberg
  • Johor – the big battleground; The new opposition coalition is gearing up to capture Johor because, strategically speaking, it will be the start of the end for Barisan Nasional if the southern jewel falls: Star
  • Foreign Firms Fret at Obstacles in Indonesia; From beer bans to tariff hikes, investment hurdles lurk in Southeast Asia’s top economy: WSJ

Macro

  • How Sweden’s negative interest rates experiment has turned economics on its head: Telegraph
  • Investors only sing redemption songs about emerging markets: FT
  • Good vet wanted to spot grey emerging market swan; Chance that next financial crisis will emerge from emerging markets seems high, says David Oakley: FT
  • Emerging market ETFs bleed $19bn so far this year: FT
  • Relentless capital outflows and sinking currencies; John Plender on the end of years of hype about the wonders of investing in the developing world: FT
  • Jerome Booth: ‘The whole market is wrong about EM’; It would be difficult to find anyone more evangelical about investing in emerging markets than Jerome Booth. FT
  • Investors Pull Back From Junk Bonds: A decline in investors’ appetite for high-yield bonds poses a threat to the merger boom: WSJ
  • From Ferraris to Cement, Europe’s Rich Families Turn Dealmakers: Bloomberg

Energy & Commodities

  • Glencore Sinks to All-Time Low on Continued Debt Fears: WSJ
  • With $19 Billion In Derivative Liabilties, Some Observations On Glencore’s “Counterparty Risk”: zh
  • Glencore Implodes: Stock Plunges Most Ever, CDS Blow Out To Record Up On Equity Wipeout Fears: zh
  • Commodity Carnage Continues Amid Fears Of Glencore Liquidation: zh
  • Saudi Arabia withdraws overseas funds: FT
  • Competition authorities in Switzerland said that they are investigating seven big banks over the possible manipulation of the prices of gold, silver and other precious metals: WSJ
  • Banks Discuss Shifts to How London Gold Traded for 300 Years: Bloomberg
  • Oil Traders May Look to the Sea for Profit Amid Price Collapse: Bloomberg

Healthcare

  • 70,000 Ways to Classify Ailments: Enormous expansion of codes doctors use will change paperwork, insurance, monitoring: WSJ

TMT

  • Fourth industrial revolution is about to begin with disruptive innovation: WFK Industry Track: mk
  • Tech Wizards Behind ‘Baahubali’ Reveal Their Bag Of Tricks: Forbes
  • Brands Woo Millennials With a Wink, an Emoji or Whatever It Takes: NYT
  • How an entrepreneur turned his pet food startup into a viral website with more than a million visitors a day; BI
  • Big Publishers’ Fraud Rate is 2.8%, Wider Web’s is 11%, Studies Say; Online media companies aim to distance themselves from ad fraud: WSJ
  • Virtual Reality as a Therapy Tool; Doctors say immersing patients in simulated situations helps them confront their worst fears: WSJ

Auto

  • VW and Germany’s curse of provincial corporate culture: FT
  • Auto-Parts Makers Hit by VW Scandal; Suppliers move to defend diesel technology, fearing shift toward alternatives: WSJ
  • Volkswagen scandal: VW board warned about emissions test cheating in 2011 – reports: SMH

Consumer & Others

  • Banks stop lending to new 7-Eleven franchisees: TheAge
  • Inside Zegna: A look at the world’s largest luxury menswear company, still family-run and famous for its elegant fabrics and well-cut suits. Barron’s
  • Lululemon is insanely popular – and that’s terrible news for the brand: BI
  • Lego enters a new dimension with its digital strategy: FT
  • Cereal Makers Look for New Dawn Abroad; As U.S. sales sag, producers tweak recipes for emerging markets—porridge, anyone? 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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