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Happy 100th Birthday, Jerome Bruner: The Pioneering Psychologist on the Act of Discovery and the Key to True Learning; “Discovery, like surprise, favors the well-prepared mind.”; From humble patent clerk to the world’s most beloved genius: the fascinating life of Albert Einstein – Bamboo Innovator Daily: 1 Oct (Thurs)

Life

  • Happy 100th Birthday, Jerome Bruner: The Pioneering Psychologist on the Act of Discovery and the Key to True Learning; “Discovery, like surprise, favors the well-prepared mind.” BP
  • From humble patent clerk to the world’s most beloved genius: the fascinating life of Albert Einstein: BI
  • Henry David Thoreau on Success: Farnam
  • 4 Tips for Launching Minimum Viable Products Inside Big Companies: HBR
  • What does it take to go from challenger brand to market leader? These businesses start out as underdogs but can end up disrupting an entire industry: Guardian
  • The perils of true-crime writing; For even a scrupulous, serious-intentioned writer attempting to chronicle a contentious crime, there are all sorts of potholes along the way: Forbes
  • Claude Dauphin, Trafigura Trading House Founder, Dies at 64; Dauphin spent five months in an Ivory Coast jail in 2006 and 2007 over a dispute involving alleged dumping of toxic waste in Abidjan. The jail held some 4000 prisoners and did not have showers. Bloomberg, Reuters
  • Why More People Want an M.B.A.: Number of applicants seeking admission to business-school programs is on the rise: WSJ
  • A psychologist says there are 2 simple strategies for surviving anxiety in your 20s: BI
  • Meet the man behind the corporate world’s most incredible parties – and see his stunning work; When companies like J.P. Morgan need an event planner, they call Ron Wendt.: BI
  • The first results of a massive brain study reveal something fascinating about smart, successful people: BI
  • A hotel magnate warns CEOs about one major danger that comes with success: BI
  • 8 TED talks that can help you become insanely productive: BI
  • American Colleges Pay Agents to Woo Foreigners, Despite Fraud Risk; Campuses pay commissions to build foreign enrollment but sometimes get phony applications, ghostwritten essays: WSJ

Books

  • From the Other Side of the World: Extraordinary Entrepreneurs, Unlikely Places: Amazon

Investing Process

  • Buffett on Unconventional Investments: BHI
  • Charlie Munger’s Six Filters for Investing Successfully: GF
  • Running a Business and Value Investing: A Story of Similarities: GF
  • Risky Strategy Sinks Small Hedge Fund: NYT

Greater China

  • Chinese Domino Effect Still Threatens World Markets; Emerging markets and others continue to feel reverberations from China stocks’ epic third-quarter tumble. WSJ
  • Becoming China: From Shale Malinvestment Boom To “We Are Overbuilt” Bust: zh
  • Chinese Billionaire Takes On Musk With Electric-Car Reboot: Bloomberg
  • Children of the Yuan Percent: Everyone Hates China’s Rich Kids; The fuerdai, China’s second-generation rich kids, are the most loathed group in the country. They’re also its future. Bloomberg
  • ETF Investors Exit Emerging-Market Stock Bets as China Falters: Bloomberg
  • China Inc.’s Synaptics Bid Boosts Effort to Build Tech Industry: Bloomberg
  • Chinese home appliance maker Haier is expanding into other avenues, including eggs, through its financial service arm and micro companies set up within the group: WCT
  • Chief Executive Leung Chun-ying couldn’t be more bang-on when he said he won’t be lifting the property curbs. Standard
  • A Fervor to Glimpse ‘China’s Mona Lisa’: NYT
  • China Can’t Keep Car Market’s Pedal to the Metal: The government issues another stimulus round in local auto industry’s worst year since 2009: WSJ
  • As China Cools, Korean Exporters Feel Chill; Ulsan’s factories hitched a ride on the Chinese boom, and now they’re saddled with excess capacity: WSJ

India

  • Ecommerce growth caught everyone off-guard, says Adidas Group India MD: Forbes
  •  Is it time to restructure India into smaller states? qz
  • Motherson Sumi’s Vivek Chaand Sehgal Takes A Hit Thanks To Volkswagen: Forbes

Japan & Korea

  • Japanese Shipping Company Files for Bankruptcy Protection Over Glencore Fallout: Bloomberg
  • Shareholders file collective suit against Daewoo Shipbuilding: KH
  • S. Korean EV battery makers set to bask in Volkswagen scam: KH
  • After storied past, Posco looks to a challenging future; Analysts say keys are company’s R&D and differentiated products: JA
  • Engineering professors look into fallacies of Korea’s fast growth, remedies: KH
  • Toray: a hidden Japanese success story: FT
  • Japanese Pension Funds Find New Ways To Lose Money, Will Blow Retirement Funds On Junk Bonds: zh

ANZ

  • 7-Eleven: New chairman says Australia has widespread wage fraud problem; 7-Eleven: Ceaseless scandal finally forces change: TheAge1, 2

ASEAN

  • Widodo’s Bulletproof Car Tires Show Indonesian Thicket of Rules: Bloomberg
  • Indonesia High-Speed Train Flip-Flops Underscore Confusion; Mixed messages to Japan, China come as Indonesia courts foreign investors: WSJ
  •  Indonesia seeks immunity from Malaysia ‘contagion’: Finance Minister: Reuters
  • Johari: 132 firms listed on Bursa are bumi-controlled companies: Star
  • Room for improvement in financial reports of Singapore-listed companies: ACRA: CNA

Macro

  • Market upheaval forcing many sovereign-wealth funds to adapt: MW
  • From heroes to bystanders? Central banks’ growth challenge: Reuters
  • A fifth of Britain’s businesses are still stuck in “survival mode”, unable or unwilling to invest to improve their productivity: FT
  • Markets: Can they really be tamed? Computer models designed to help investors navigate turbulence are accused of making things worse: FT
  • Traders Seek Ways to Benefit From ETFs’ Woes: WSJ

Energy & Commodities

  • Traders start pricing Glencore bonds like junk: FT
  • Former Nidera Trader Under Investigation After Losses; Former employee at Dutch commodities firm being investigated for possible fraud in loss of $200 million: WSJ

Healthcare

  • Elizabeth Holmes, blood-testing startup founder and the world’s youngest self-made female billionaire, ‘has a traumatic fear of blood’: BI

TMT

  • Videogames for Seniors Boost Brainpower; With NeuroRacer, attentional capacities rise: WSJ
  • Why Investment-friendly Patents Spell Trouble for Trolls: K@W
  • What Amazon’s Uber-like delivery service means for the sharing economy; WaPo
  • Snapchat’s Evan Spiegel joins Forbes 400 as world’s youngest billionaire: theAge
  • From pixels to pixies: the future of touch is sound: Reuters
  • The six-year-old startup founded by Facebook’s billionaire cofounder wants to kill long email threads: BI
  • Inside Dolby’s new San Francisco headquarters, where mad scientists make movie magic: BI
  • Publishers are in peril from annoying ads; Sale of Business Insider shows the challenge facing publishers that rely on digital advertising: FT
  • UPS Invests to Learn About Direct Online Sales; It takes a stake in startup Ally Commerce, which allows brand manufacturers to set up websites and bypass middlemen: WSJ
  • Publishers That Say No to Automated Ad Sales; Some websites believe they can make more money on their own and reduce annoyance: WSJ

Auto

  • VW Scandal Shows a Need for More Tech, Not Less: NYT
  • Europe’s Auto Makers Keep Test Firms Close; Watchdogs say commercial ties offer too much room for influencing results: WSJ

Consumer & Others

  • Emerging-Market Consumers in Focus for Logistics Providers; A growing middle class in many developing economies is forcing formerly business-focused logistics firms to invest in smooth delivery of goods to consumers. WSJ
  • L.L. Bean’s duck boots are ugly-so why do they keep selling out? qz
  • How Under Armour’s Kevin Plank Is Taking Wearables Back From Silicon Valley: Forbes
  • An unlikely company hoping to topple Nike has become unrecognizable: BI
  • Here’s why all fast-food signs are red: BI
  • Ralph Lauren on the importance of a name: FT
  • Secrets to Creating a Better Hotel Room; At Marriott’s Innovation Lab, researchers find that better Wi-Fi, more outlets and soundproofing trump fancy shampoos: 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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