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Life is like a jigsaw puzzle; We must learn to appreciate the different aspects that make our life complete, and not dwell on the imperfections – Bamboo Innovator Daily: 4 Oct (Sun)

Life

  • Life is like a jigsaw puzzle; We must learn to appreciate the different aspects that make our life complete, and not dwell on the imperfections. Star
  • The Mountain View of the Mind: Simone Weil on the Purest and Most Fertile Form of Thought; “Our thought should be empty, waiting, not seeking anything, but ready to receive in its naked truth the object that is to penetrate it.” BP
  • In 1975, this Kodak employee invented the digital camera. His bosses made him hide it.  BRW
  • Gary Smith of Ciena: Build a Culture on Trust and Respect: NYT

Books

  •  How to Build and Sustain a Championship Culture: Amazon
  • H3 Leadership: Be Humble. Stay Hungry. Always Hustle: Humble (Who am I?), Hungry (Where do I want to go?) and Hustle (How will I get there?).  Amazon

Investing Process

  • Chuck Akre on Compounding Machine: GF

Greater China

  •  Manufacturers step up search for low cost alternative to China: SCMP
  • Hong Kong tycoon Li in war of nerves with Chinese media: Nikkei
  • China unleashes its inner innovator: Nikkei

India

  • Solar power is booming in India. Will it reach the people who need it most?: Vox
  • India: In KM Birla’s 20-year transformation, a mix of caution and ambition: DSA

Japan & Korea

  • Why Are Little Kids in Japan So Independent? In Japan, small children take the subway and run errands alone, no parent in sight. The reason why has more to do with social trust than self-reliance. Citylab
  • Toto Group ready to make a splash with new water-saving innovations: NM

ASEAN

  • Myanmar development: Backyard oil barons pursue riches in jungle; Minhla is a jumble of Myanmar’s poorest and most ambitious. Bizarrely, the government has not yet fully exploited one of the country’s richest oil fields: Nikkei
  • Commodities Rout Takes Its Toll on ASEAN: Barron’s
  • Vietnam struggles to sell bonds as funding challenge mounts: DSA

Macro

  •  The money wave hitting emerging markets: Economist
  • The sticky superpower: America remains the world’s economic hegemon even as its share of the global economy has fallen and its politics have turned inwards. That is an unstable combination: Economist
  • Global Dollar Funding Shortage Intesifies To Worst Level Since 2012: zh

Healthcare

  • How prescription drugs get so wildly expensive: Wired

TMT

  • Unwrapping the Cable TV Bundle; Industry analysts agree that the cable TV bundle of channels is in trouble, but it is less clear what would replace it, or at what cost. NYT
  • From Wasteland to Wonderland: TV’s Altered Landscape: NYT
  • 1985: Television Transformed 1.0: NYT
  • New Twists for the TV Plot, as Viewer Habits Change; The audience now watches TV in many different ways, and viewers’ expectations have changed dramatically. Writers are having a hard time keeping up. NYT
  • YouTube’s Young Viewers Are Becoming Its Creators: NYT
  • Why Comcast should buy Netflix instead of trying to compete with it; The cable company could spend years building its own online video streaming audience or it could acquire Netflix and its 42.3 million U.S. subscribers.: Fortune
  • How 114 ideas from clients helped MYOB become a top Most Innovative company: BRW
  • How a ‘dislike’ button could make Facebook more money: BRW
  •  Scouring the Web to Make New Words ‘Lookupable’: NYT

Consumer & Others

  • Why McDonald’s All-Day Breakfast Was Years in the Making; What it takes to deliver all-day breakfast in all 50 states. Eater
  • Sneaker Wars: Inside the Battle Between Nike and Adidas: gq
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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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