Advertisements

Not For Investors Only: Top 10 Nuggets Of Buffett Wisdom For Life Success; How Michelle Phan Built A $500 Million Company; The One Thing You Must Ignore To Boost Your Business and Elevate Your Craft – Bamboo Innovator Daily: 6 Oct (Tues)

Life

  • Not For Investors Only: Top 10 Nuggets Of Buffett Wisdom For Life Success: Forbes
  • How Michelle Phan Built A $500 Million Company: Forbes
  • The One Thing You Must Ignore To Boost Your Business and Elevate Your Craft: Forbes
  •  From Apple to Python: how everyone can tap teams’ creative juices; A leader’s talent lies in integrating other people’s work rather than trying to direct every aspect: FT
  • How the most successful people keep track of their best ideas; five leaders share how they record, organize, and manage their ideas.: FastCo
  • How Much Should Scientists Check Other Scientists’ Work? A debate is growing in the research world over the value of replicating older, peer-reviewed studies: WSJ
  • Is the Theory of Disruption Dead Wrong? The sexiest idea to come out of business schools in decades has major flaws, a new study says. Bloomberg
  • A Billionaire New York Landlord Who Doesn’t Trumpet His Wealth; New York real estate billionaire Larry Friedland got his start while he was studying to be a pharmacist in the late 1950s when he met a guy named Nathan Miller. Bloomberg
  • 15 inspirational quotes from Steve Jobs on the fourth anniversary of his death: BI
  • A former real estate agent reveals 7 broker tricks to look out for when searching for apartment rentals: BI
  • 20 things you should say at work if you want people to trust you: BI
  • The Network Man: LinkedIn’s Reid Hoffman’s big idea. NewYorker
  • Here’s how the cofounder of LinkedIn starts every dinner meeting: BI
  • Here’s the unglamorous job Hillary Clinton was fired from before she was famous: BI

Investing Process

  • Are Activist Investors Helping or Undermining American Companies? Wall Street Journal examines 71 campaigns at big companies, finds runaway winners, a few duds: WSJ
  • John Burbank Lecture at UC Berkeley Haas – Invest In Things That Have Never Happened Before: MF
  • Nelson Peltz’s Trian Fund Presentation on Their New Stake in General Electric: MF
  • Bad Bets Take Down a Pair of Hedge Funds; MeehanCombs fund closes after bets on junk and Europe; Armored Wolf also returning client money: WSJ
  • How a Harvard Economist Screwed Up-and Then Saved-Her Retirement: Bloomberg

Greater China

  • Hong Kong Stock Exchange Kills Dual-Class Share Plan; No ‘workable proposal’ found after city’s market regulator objected to weighted-voting structures: WSJ
  • China’s Slowing Demand Burns Gas Giants; Lackluster demand comes as energy companies struggle with low crude prices: WSJ
  •  Yum Could Take Chinese Food to Go; A rebound in Chinese sales growth may coincide with a recovery in Yum’s share price and renewed interest in spinning the unit off: WSJ
  • Overseas investors fire warning at China Inc: Reuters
  • Hong Kong puts shareholder rights ahead of desire for IPOs: FT
  • China’s Xi Jinping Changes the Odds in Macau; Politics upends bets as corruption crackdown empties out casinos: WSJ
  • China’s New Nobel Laureate: New Attention to an Old Science Problem: WSJ

India

  • The debt trap for Indian businesses: Forbes
  • Raging Battle Among India’s Top Online Retailers To Dominate Upcoming Diwali Shopping Frenzy: Forbes
  • PM Modi hopes to roll out GST in 2016: FP
  • Cow to consumer: Beyond profit for Gujarat Cooperative Milk Marketing Federation: Forbes

Japan & Korea

  • Samsung Seen Tapping $55 Billion Cash Pile for Share Buyback: Bloomberg
  • Games on small screens create a big buzz in Japan: FT
  • Japan Billionaire Pachinko King Okada’s Manila Casino Nightmare Turning Into Dream Resort: Forbes
  • Toyota Aims to Make Self-Driving Cars by 2020; ‘Automated driving’ technology intended to counter rivals like Google Inc. WSJ

ASEAN

  • Vietnam’s Communists School Indonesia’s Capitalists on Economy; Diversifying exports can help in escaping the commodity rout: Bloomberg
  • Singapore Office Tenants Get Upper Hand as Rental Decline Begins: Bloomberg
  • Without tourism, Thailand is flirting with recession: FT

Macro

  • World’s Largest Sovereign Wealth Fund Is Forced To Begin Liquidating Assets: zh
  • Five Of The Past Six Times Corporate Margins Have Plunged This Much, Ended In A Recession: zh
  • It’s Turning Into a Brutal Game of Survivor for ETFs; Only 10 percent of exchange-traded funds are in positive territory, after market selloffs in the U.S., Europe, and Asia, and a plunge in commodity prices.: Bloomberg
  • To strive successfully for faster growth requires patience and perspective. There is no magic wand: WaPo
  • Some U.S. Industries Seen as Winners in Pacific Trade Pact: WSJ
  • Gross, Seeing Stocks Plunging Another 10%, Urges Flight to Cash; “Investors need cold water splashed on their face and sit out the dance.”: Bloomberg
  • Templeton Betting on `Multi-Decade’ Emerging-Market Opportunity: Bloomberg
  • PAUL TUDOR JONES: The Fed is doing something it has never done before; “they’re looking at the balance sheet. They’re uncomfortable with the size of it. That’s why they want to get rates away from zero.”: BI
  • Warren Buffett and Jeremy Grantham have been warning us about this moment for years: BI
  • Schroders and M&G Investments, two of Britain’s biggest fund management companies, are quitting the Investment Association amid criticism from some in the industry that the reform agenda of the trade body has been “too aggressive”. FT
  • EMs will have to curb their enthusiasm for bonds; Record-breaking run of debt issuance in emerging markets appears to be finally petering out: FT
  • Plans unveiled to crack down on corporate tax avoidance: FT
  • Defending the honour of devaluation: FT
  • EM at the mercy of shifting money flows; Investors are pulling out and petrodollars drying up but a rising dollar helps some: FT
  • Some U.S. Industries Seen as Winners in Pacific Trade Pact: WSJ
  • Pacific Trade Deal a Mixed Bag for Asian Firms; Japanese auto makers hail pact; some South Korean firms worry: WSJ
  • How the VW scandal could get as big as the ’08 financial crisis: Fortune

Energy & Commodities

  • Banks’ Troublesome Ties to Commodities Traders: WSJ
  • Commodity Collapse Has More to Go as Goldman to Citi See Losses: Commodities
  • Canada Dairy Farmers Take Hit as Newly Inked Accord Opens Market: Bloomberg
  • Commodities crisis spurs calls for African reform: FT
  • Glencore Gets Clobbered. Who’s Next?: Bloomberg

Healthcare

  • Gene Therapy for Visually Impaired Shows Promise; Spark to seek FDA approval for treatment, which could make it first gene therapy to reach U.S. market: WSJ
  • Clot Risk Is Seen in Some Heart Valves; The FDA and cardiologists warn about animal tissue devices that have been widely used for decades: WSJ
  • Why More Adults Are Getting Braces; Seeking the perfect smile? Dental experts say adults face possible complications from braces that teens rarely encounter: WSJ
  • The Nobel Prize for medicine has been shared between three scientists for groundbreaking work on key drugs used to fight parasitic diseases – one of whom becomes the first Chinese winner of the award. FT
  • Heart rate apps can tell you when to give exercise a break: FT

TMT

  • Global Tech Firms Brace for Tax Rules; OECD recommendations aim to stop multinational companies from avoiding billions in taxes: WSJ
  • Business Platforms Migrate from Tech Sector to the Mainstream: WSJ
  • Scientists Tap Dragonfly Vision to Build a Better Bionic Eye; Artificial-intelligence system could aid the blind and help create a better driverless car: WSJ
  •  Luxury Web Battle Looms as LVMH, Hugo Boss Develop E-Commerce: Bloomberg
  • Searching Deeper on Online Video: NYT
  • Tech deals have now surpassed the peak of the 2000 dot-com bubble: BI
  • The true story behind Google’s hilarious first name: BackRub: BI
  • Amazon makes a Dash to take lead in the internet of things: FT
  • UK’s once-in-a-century chance to be technology leader: FT
  • How the NFL is Using Big Data: Forbes
  • IBM’s New Unit Bets on Boom in Artificial Intelligence; Division will advise companies on using IBM’s Watson artificial-intelligence software: WSJ

Consumer & Others

  •  American Apparel Filing Shines Light on Hedge Fund Standard General; Little-known fund plays central role in restructuring of two high-profile retail companies: WSJ
  • GE Stock: Time to Up the Voltage; A large investment from Trian Fund Management suggests better days are here for GE shareholders: WSJ
  • The visionary rebuilding GE from scratch to become a digital powerhouse; After 14 years at the helm, can Jeff Immelt pull off the digital transformation of the global industrial giant?: Telegraph
  • How Haunted Hotels Turn Terror Into Cash: Bloomberg
  • Sex, Betrayal and Bond Traders: The Fall of American Apparel: Bloomberg
  • Why PepsiCo Shareholders May Be Lamenting the Yum That Got Away: Bloomberg
  • Coca-Colato shut Tuas plant; plans investment to move up value chain: BT
  • Nissan has created a wacky concept car for people who aren’t interested in cars: BI
  • American Apparel made one mistake that led to its downfall: BI
  • Nestlé in talks to form ice-cream joint venture with UK’s R&R: FT
  • This man is blowing up fantasy sports: Fortune
  • Three reasons McDonald’s all-day breakfast will work (and four reasons it won’t): Fortune
  • Savvy retailers can bridge the gap between Gen Z and baby boomers online: MW
Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: