Everybody Matters: The Extraordinary Power of Caring for Your People Like Family – Bamboo Innovator Daily: 3 Oct (Sat)

Life

  • To Get More Out of Workers, Invest More in Them: NYT
  • How Managers Can See the Future More Clearly: HBR
  • Warren Buffett urges young tech titans to give big and early:FT
  •  Three Reasons You Need To Say ‘No’ More Often: Forbes
  • Good design is good business: McKinsey
  • The truth about story-telling; It can be a powerful tool to ensure brand success: Star
  • ‘The Big Bang Theory’ Has Hidden Jokes Down to a Science; The CBS sitcom works to make sure its whiteboard equations and physics references are accurate: WSJ
  • One story that tells you everything you need to know about working for Elon Musk: BI
  • One CEO says résumés are a thing of the past — here’s what he looks at instead: BI
  • Holly Tucker, 38, founded the gift website Notonthehighstreet.com with Sophie Cornish from her kitchen table in April 2006: FT
  • Presidential interpreters: Insiders behind the curtain; Top interpreter reveals life in translation: KH1, KH2

Books

  • Everybody Matters: The Extraordinary Power of Caring for Your People Like Family: Amazon

Investing Process

  • Beyond backtests: considering the robustness of smart beta: Top1000
  • Are Buybacks an Oasis or a Mirage?: RAFI
  • Tips for the Aspiring Angel Investor; “The percentage of failure to success is very minimal successes” : NYT
  • Divestment: the new ‘investment’: BT
  • New Liquidity Rules Will Make Fund Managers More Chicken-Hearted: WSJ
  • Corporate governance – an investment well worth making: SCMP

Greater China

  • China Billionaire With Canal Dream Confronts Biggest Loss of ’15: Bloomberg
  • Troubles for the ‘China Model’; Meritocracy has worked for Beijing, but to survive, the system needs more openness: WSJ
  • Scepticism over China’s data could stoke recession fears; Doubts over reliability of official figures could have repercussions as economy weakens: ST
  • Tycoons not the boss anymore as Beijing calls the shots: SCMP
  • China UnionPay seeks to turn its bank cards into international force: Nikkei
  • China signals it isn’t embracing the market after all: Nikkei
  • Can Pixar Change Its China Luck With ‘Inside Out’ Release?: Forbes

India

  • Decoding Ratan Tata’s investments in Indian startups: DSA

Japan & Korea

  • The number of listed marginal Korean companies, which cannot repay even interests on their debts for three straight years, amount to 234: mk
  • Shopping support business booms with rising overseas purchase: KH

ASEAN

  • David Teoh Siang Hai, a self-made Malaysian-born billionaire and executive chairman of TPG Telecom Ltd: Star
  • IOI Corp slumps on worries of possible net losses due to US dollar debt; estimated RM670mil in unrealised forex translation losses on its US dollar debt related exposure of RM6.25bil following a 16.5% decline in MYR: Star
  • PM Lee’s swearing-in address highlights sense of renewed purpose: Analysts: CNA
  • Playing With Fire – The Economics and Network of Fire and Hazei: JG
  • Indonesian Economy in Trouble for Betting on CoalL JG
  • Millionaire investor uses wealth to help poor: MI

Macro

  • DoubleLine’s Gundlach: risk assets globally face ‘another wave down’: Reuters
  • This Is the Best ETF of the Past 10 Years: Bloomberg
  • How Local Governments Got Burned by Private Prison Investments: Bloomberg
  • Q3 investor flight wiped record $10 trillion off global stocks: Star
  • A Tax to Curb Excessive Trading Could Be a Boon to Returns: NYT
  • How Not to Prevent the Next Financial Meltdown; Dodd-Frank’s safeguards against chaos are based on a misdiagnosis of what led to the 2008 crisis. WSJ
  • EM vs DM: not obsolete after all: FT
  • Market turbulence tests popular absolute return funds; Some £5.1bn of investors’ money sits in so-called “absolute return” funds that have failed to outpace inflation over the past five years.: FT
  • City watchdog to crack down on risky pension lump sum investments: FT
  • Negative rates as a precursor to death of banking, redux: FT
  • Yieldcos and interest rates: FT
  • How the banks ignored the lessons of the crash: Guardian

Energy & Commodities

  • Chart that tells a story – Glencore drags down the FTSE: FT
  • Why Glencore Should Make All Investors Shudder: Forbes

Healthcare

  • Valeant’s High-Price Drug Strategy: NYT
  • Medical-technology company NovoCure became the latest company to price its initial public offering below below its last private round.: WSJ
  • What technology can do for your health;  ‘A host of savvy new players are trying to enter the medical data field, hoping – belatedly – to push it into the 21st century’: FT

TMT

  • The ‘Inventor’ of the Mobile Internet Takes on Google, Samsung: Bloomberg
  • The Future of the Internet Is Flow; Forget the clunky Web. The future of the online world will be a river of information flowing through time: WSJ
  • Google Establishes Alphabet Holding Company; Google shares will be converted to same number of Alphabet shares: WSJ
  • The incredible story of how YouTube got its start and rose to become the world’s most popular place to watch video: BI
  • Everyone you know will be able to rate you on the terrifying ‘Yelp for people’ – whether you want them to or not; The new ‘Yelp for people’ app is a psychologist’s nightmare: BI, WaPo
  • Amazon is about to announce a deal that should terrify Microsoft: BI
  • – Unlike Google, Alphabet doesn’t tell employees not to be evil:BI
  • Using digital analytics to gain knowledge to gain power: SCMP

Auto

  • Volkswagen: A Decade Of Deception – Full Chronology: zh
  • Can GM be a disruptor in the self-driving car wars?: WaPo

Consumer & Others

  • World’s Biggest Wealth Fund Awaits Verdict on Textile Makers: Bloomberg
  • Buffett’s Omaha Gets Stung as ConAgra Follows Heinz Cutting Jobs: Bloomberg
  • The Decline of ‘Big Soda’; The drop in soda consumption represents the single largest change in the American diet in the last decade.: NYT
  • Furla’s magic moment; Furla’s Eraldo Poletto taps on his American retail experience and Italian heritage to take the 88-year-old family-owned fashion and accessories brand into the digital age. BT
  • Ralph Lauren, the designer of the American dream: FT
  • Pleasure and pain — or just pain? Marc Jacobs, one of fashion’s great showmen, talks about the emotional business of reshaping his brand: FT
  • Losing the ‘WestJet effect’: How the once-scrappy upstart carrier’s culture is changing as it expands globally: FP
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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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