Foolproof: Why Safety Can Be Dangerous and How Danger Makes Us Safe; You can learn to be creative, if you’re willing to embarrass yourself; Prepare yourself for the good, bad, and ugly moments of life; Steve Jobs used to ask Jony Ive the same question almost every day; Perfecting Pixar’s movies takes a crazy amount of research – Bamboo Innovator Daily: 7-11 Oct (Wed-Sun)

Life

  • You can learn to be creative, if you’re willing to embarrass yourself: qz
  • Prepare yourself for the good, bad, and ugly moments of life. TWS
  • Steve Jobs used to ask Jony Ive the same question almost every day: BI
  • Perfecting Pixar’s movies takes a crazy amount of research: Wired
  • Why an Open Mind Is Key to Making Better Predictions: K@W
  • The four critical traits of highly successful people; never give up on the dream, invest in experience – practice mastery, learn relentlessly…. persistent but also patient: LinkedIn
  • Read Tim Cook’s Note To Apple Employees On The Anniversary Of Jobs’ Death: Techcrunch
  • How To Never Get Angry: 3 New Secrets From Neuroscience: Barker
  • How Grok Learning uses fake Shakespeare sonnets and microwaved marshmallows to teach computers to kids: BRW
  • Mixed blessing for Tu’s Nobel honor; Nobel Winner’s Story Highlights Flaw in How China Picks Top Academicians: Standard, Caixin
  • Meet early Macintosh marketer Joanna Hoffman, who was not afraid to stand up to Steve Jobs: BI
  • For think tanks, it’s either innovate or die: WaPo
  • The science of organizational transformations; New survey results find that the most effective transformation initiatives draw upon four key actions to change mind-sets and behaviors. McKinsey
  • From rags to riches to jail: More details have emerged of the rags- to-riches Macau billionaire at the center of a bribery scandal that has rocked the United Nations. Standard
  • Why Businesses Back Innovation Centers: techcrunch
  • Why Free Markets Make Fools of Us: NYBooks
  • How Picasso the Sculptor Ruptured Art History: Vulture
  • “Just Googling it” is bad for your brain: qz
  • 9 Simple Statements That Will Make You Think Differently About the World: Fool
  • Why Are Black Action Stars So Old?: PE
  • Should You Ever Use a Pie Chart?: PE
  • Class 3 Notes From Reid Hoffman, John Lilly, Chris Yeh, and Allen Blue’s Technology-enabled Blitzscaling – CS183C Class At Stanford: LinkedIn
  • The Most Important Thing, and It’s Almost a Secret: NYT
  • The Big Decisions: NYT
  • The madness of Charlie Brown: Lancet
  • Poultry to property: how Australia’s richest families are making second fortunes: BRW
  • The Devil’s Dictionary: AB
  • Angela Merkel’s incredible rise from quantum chemist to the world’s most powerful woman: BI
  • The fascinating life of Nikola Tesla, the man who electrified our world and fell in love with a pigeon: BI
  • Here’s a young Steve Jobs giving the best advice on hiring, success and failure: BI
  • Treasures in our hearts: Star
  • Alice Walker on What Her Father Taught Her About Lying and the Love-Expanding Capacity of Telling the Truth: BP
  • Keeping it in the family: Asian tycoons lack confidence in their sons and heirs: SCMP
  • How to become CEO of a huge public company: Fortune
  • How the Star Wars producer went from secretary to studio boss: fortune
  • 6 fascinating ideas that are about to change our world: BI
  • Why elephants rarely get cancer – and what we can learn from them; CBS
  • There’s a fascinating reason why it feels like it keeps getting harder to sleep as you age: BI
  • These 3 simple words can help almost anyone earn their boss’s trust: BI
  • In Lotteries, Lucky Numbers Will Only Win You Less; Popular picks are no more likely to hit than others—and mean more potential winners when they do: WSJ
  • A Criminal Mind: For 40 years, Joel Dreyer was a respected psychiatrist who oversaw a clinic for troubled children, and doted on his four daughters and nine grandchildren. Then, suddenly, he became a major drug dealer. Why?: CS
  • The Importance of Empathy in Our Services-Centric, People-Oriented Economy: WSJ
  • Ken Jeong, From Medicine to Laughter; The doctor-turned-actor can’t quite leave his medical past behind: WSJ
  • Gil-li Vardi: Can Businesses Learn from Military Strategy?: Stanford
  • Dunkin’ and the Doughnut King: Ted Ngoy overcame poverty and escaped genocide, made a fortune off doughnuts and gambled it all away. Today, Ngoy is back on top — but America’s biggest doughnut chain could threaten the hundreds of California shops that are his legacy: CS
  • Rebirth of a Salesman: At 66, the founder of Men’s Wearhouse is starting over – with a startup.: CS
  • Why our demand for instant results hurts think tanks: WaPo
  • Successful and disastrous career of music legend: WaPo
  • Perfecting Pixar’s movies takes a crazy amount of research: Wired
  • The Meaning of History: Farnam
  • How to Disagree: Amin Maalouf on the Key to Intelligent Dissent and Effective Criticism: BP
  • Billionaire’s Dropout Grandson Wants to Kill Work E-mail: Bloomberg
  • Amazon Wants to Know How Its Employees Feel Every Day: Bloomberg
  •  How Two Guys Lost God and Found $40 Million: Bloomberg
  • How to Live and Invest Without Failure: SN
  • Driven to distraction by mounting multitasking; With evidence mounting against multitasking, bosses could do well to hit the pause button and spare staff from productivity-sapping overload: SCMP
  • From Langham To Xintiandi, Hong Kong’s Lo Clan Stays Together, Apart: Forbes
  • Near Misses: Clans Too ‘Poor’ For FORBES’ Inaugural List Of Asia’s Richest Families: Forbes
  • More Money, More Problems: Asia’s Richest Clans’ Most Notorious Feuds: Forbes
  • Galileo on Critical Thinking and the Folly of Believing Your Preconceptions: BP
  • Why We Choke: Farnam
  • Harvard, Goldman Sachs, Venture Capital.Fugitive; Iftikar Ahmed appeared to be an immigrant success story, but prosecutors and regulators allege he stole $65 million: WSJ
  • Pixar President Urges Companies to Tolerate Failure and ‘Mess’: WSJ
  • Pixar’s Ed Catmull: What Many Get Wrong About Steve Jobs: WSJ
  • Why We Fall for Bogus Research: Bloomberg
  • Take Giant Leaps (Because You’re Not Going to Win with Timid Steps): BCG
  • Excellence comes from saying no: Forbes
  • How Successful People Make Smart Decisions: Forbes
  • Stop teaching kids to add up — maths is more important; Business needs problem-solvers who use modern tools: FT

Books

  • Foolproof: Why Safety Can Be Dangerous and How Danger Makes Us Safe: Amazon, FT
  • Traction: How Any Startup Can Achieve Explosive Customer Growth : Amazon
  • Zen Pencils Volume Two: Dream the Impossible Dream : Amazon
  • Zen Pencils: Cartoon Quotes from Inspirational Folks : Amazon
  • The De-Textbook: The Stuff You Didn’t Know About the Stuff You Thought You Knew: Amazon
  • What If?: Serious Scientific Answers to Absurd Hypothetical Questions: Amazon
  • Everything Is Bullshit: The greatest scams on Earth revealed: Amazon
  • Hipster Business Models: How to make a living in the modern world: Amazon
  • Transformative Experience: Amazon
  • Startupland: How Three Guys Risked Everything to Turn an Idea into a Global Business : Amazon
  • Better Places, Better Lives: A Biography of James Rouse; A visionary developer and master planner, James Rouse was a key figure in the story of how and why the United States was built the way it was during the last half century.  Amazon
  • The Real Deal: The Autobiography of Britain’s Most Controversial Media Mogul: Amazon
  • The Liar’s Ball: The Extraordinary Saga of How One Building Broke the World’s Toughest Tycoons : Amazon
  • Zeckendorf: The autobiograpy of the man who played a real-life game of Monopoly and won the largest real estate empire in history.: Amazon
  • Black Box Thinking: Why Most People Never Learn from Their Mistakes–But Some Do: Amazon

Investing Process

  • Berkshire Versus KKR: Intermediary Influence: VW
  • China Automotive Interior Decoration CAID (0048 HK) gains from umbrella bubble: Webb
  • Ezra disclosures baffle more than enlighten; Just how does the so-called “forward agreement” between DNB and Frontica gel with a “right to purchase”?: BT
  • Takeovers Panel puts G8 child care chairman Jenny Hutson in the naughty corner; “There are family links between Ms Jennifer Hutson, the chairperson of G8, and the owner of JB Super”; “unusual funding arrangements and unusual use of common intermediaries”: TheAge
  • Charley Ellis Foresees a 401(k) Crisis: His advice for avoiding “grievous harm.”: Morningstar
  • 15 quotes from Warren Buffett that take you inside the mind of a legendary investor: BI
  • Why everybody knows CEOs are overpaid, but nothing happens: Conversation
  • Why Do High-Frequency Traders Cancel So Many Orders?: Bloomberg
  • How to Beat an Efficient Market: Buy what others don’t like.: Morningstar
  • Learning from the Past, Part 6 [Hopefully Final, But It Won’t Be…]: The Collapse of Leverage: Aleph
  • B.F. Skinner and Operant Conditioning: A Primer for Traders, Investors, and Economic Policymakers: PE
  • White paper: Smart Beta 2.0, A Disruptive Innovation: Gavekal
  • How Google Makes Investing Worse; The powerful search engine is a dangerous tool: TA
  • Better Investment Consulting Is Long Overdue: CFA
  • Business models matter: be a skeptical and attentive investor: AR
  • Mental Model: Margin of Safety: Farnam
  • George Soros’s proprietary indicator – his back pain: VW
  • Robbing Peter to pay the CEO: The share buyback mirage: Economist
  • One of Wall Street’s Most Popular Post-Crisis Trades May Be Coming to an End: Selling volatility is no longer a safe bet. Bloomberg
  •  High-Tech Chess Cheaters Charge Ahead; Chess players are finding more sophisticated ways to cheat at the game: WSJ
  • Audit Fees Jump Faster at Riskier Companies: WSJ
  • What Venture Capital and Art Have in Common; 90% of tech’s unicorns fail, “not that they lose money, but they don’t surpass their valuation.”: WSJ
  • Top-Performing Funds Won by Losing Less: NYT
  • Investing May Be Cheaper, but Fees Still Hurt: NYT
  • The Ease of Index Funds Comes With Risk: NYT
  • Investing versus Flipping: RAFI
  • Under The Hood: How To NOT Invest In The Dynamism Of Emerging Markets: VW
  • Value investing with legends – Lei Zhang’s (Hillhouse Capital) lecture at Columbia Business School; Intellectual curiosity is the driver of passion: ZZP
  • The Most Important Investing Risk: SD
  • Long-term successful people sin and err but know the soul toll will keep compounding, so they learn to make fewer mistakes: Forbes
  • FBI Agent Reveals Insider Trading Investigation Tactics: VW
  •  Uncovering How Buffett Interprets Financial Statements: GF
  • Defensive strategy can be a risky one: FT
  • SEC has charged two former top executives at OCZ Technology Group Inc. for accounting failures at the now-bankrupt seller of computer memory storage and power supply devices.: AT

Greater China

  • Confusion is running high over the monthslong trading halt at China’s Fanya Metal Exchange, with angry investors staging protests and the possibility of its bankruptcy threatening the very existence of rare metal producers. Nikkei
  • Troubled Chinese exchange bodes ill for rare metals investors: Nikkei
  • $3 trillion corporate credit crunch looms as debtors face day of reckoning, says IMF; A poisonous “triad” of global risks is pushing the world to the brink of a new financial crisis, says stark IMF report: Telegraph
  • Yum shares tumble after warning on China, currency moves: Reuters
  • China and the ‘Impossible Trinity’: WSJ
  • Mapping the development of O2O in China: WCT
  • Beijing’s Indonesia rail win comes at a heavy cost: WCT
  • China’s ‘Father of Rural Reform’ Dies Aged 102; One change Du Runsheng pushed for was letting farmers sell the crops they raised and keep the profits for themselves: Caixin
  • The Tycoon Left Out in the Cold; China accuses a billionaire of forsaking the fatherland. China is criticizing Hong Kong’s top tycoon at a time when money is leaving the country at an accelerated pace. Bloomberg
  • China’s High Cancer Drug Prices Create a Lucrative Market in Hong Kong; Some Hong Kong pharmacies sell under-the-counter cancer drugs. Bloomberg
  • Nobel Renews Debate on Chinese Medicine: NYT
  • China credit rating systems raise Big Brother fears: FT
  • China’s once-bustling art trade is flagging: Economist
  • Tailor-made tours: More Chinese ditching the package tour playbook for deeper cultural immersion: SCMP
  •  ‘I didn’t take the money’: head of China’s Fanya Metals Exchange claims innocence in the face of 36 billion yuan debts: SCMP
  • Li Ka-shing shifts power assets: What the industry says about the proposed merger of Cheung Kong Infrastructure and Power Assets: SCMP
  • China’s homegrown hedge funds fret over industry shake-up: SCMP
  • Listing market shines bright but backdoor must be closed: SCMP
  • Sino Iron Cost Hits $12 billion, A 300% Blow-Out For China’s Citic Group: Forbes
  • The China Debt Fizzle: NYT
  • Rare metals investment blow-up shows risks lurking in China’s financial system: Reuters
  • Hungry? China’s food delivery apps bite into Yum revival: Reuters
  • Alibaba Letter Seeks to Soothe Shareholders; Tech giant’s missive underscores its difficulties in communicating with : WSJ
  • If You Thought China’s Equity Bubble Was Scary, Check Out Bonds: Bloomberg
  • Internet-Only Banks in China Not Clicking Yet: Caixin
  • China’s top auditor says US$45b of construction projects face delays: SCMP
  • China’s bond market bubble may be unsustainable: SCMP
  • Man Who Called China’s Boom and Bust Says Use This Rally to Sell: Bloomberg
  • Once the Biggest Buyer, China Starts Dumping U.S. Government Debt; Shift in Treasury holdings is latest symptom of emerging-market slowdown hitting global economy: WSJ
  • China’s Foreign Exchange Reserves Drop $43.26 Billion in September; Fall in China’s foreign-exchange reserves follow record drop in August: WSJ
  • Once Seed Was Planted, Chinese Headwear Fad Grew Like Weeds: NYT
  • Meet China’s La Peikang, the movie world’s most powerful man; The head of China’s biggest film company talks about censorship, increasing artistic quality and box office returns that, he says, will beat America’s by 2017: Guardian
  • Beijing Versus the Billionaire: PS
  • Yum’s China missteps amplify calls for spinoff, other change: Reuters
  • Drugs, China, And the Curious Case of Dragon Pharmacy Knock-Offs: Bloomberg
  • China futures market decimated by trading curbs: FT
  • One of China’s new glass-bottom bridges cracks – 3,500 feet above Earth: WaPo
  • Once the Biggest Buyer, China Starts Dumping U.S. Government Debt; Shift in Treasury holdings is latest symptom of emerging-market slowdown hitting global economy: WSJ
  • China’s Meituan Nears Merger With Rival to Form $15 Billion Company; Merger with Dianping to create one of China’s biggest online-to-offline service providers: WSJ
  • China FX reserves post record quarterly fall as cenbank steps up yuan support: Reuters
  • Tu Youyou: An Outlier Of China’s Scientific And Technological System: Forbes
  • A Fervor to Glimpse ‘China’s Mona Lisa’: NYT

India

  • Investors to Scrutinize India’s Information Technology Company Earnings; Seeking signs of ability to thrive as cloud computing reshapes outsourcing: WSJ
  • With Technology, India’s Tea Industry Stirs Itself Into The Modern Era: Forbes
  • CBI raids Bank of Baroda branches for Rs 6100 cr black money transfers: BS
  • India’s CBI Raids Kingfisher, Mallya Offices on Loan Default: Bloomberg
  • Not Making it in India: Matthew
  • India’s Great Educational Divide: NYT
  • Siddhartha Lal: The braveheart; He turned an ailing Royal Enfield around and changed the fortunes of Eicher Motors, but Siddhartha Lal is yet to complete a road trip from Manali to Leh on his bike: Forbes
  • Indian Drugmakers Engineer Hep C Cocktails Impossible in West: bloomberg
  •  Burman Family Members Create A Business Empire Outside Dabur: Forbes
  • Delhi’s Burman Family Professionalized Consumer Company Dabur in 1998 And Reaped Rich Rewards: Forbes
  • Swish Tea Cafes Chasing Riches Reinvent Poor Man’s Chai in India: Bloomberg
  • Godrej Consumer Products Ltd ensures everybody wins; The Godrej Group’s Good and Green business model is based on the premise that social good is strongly wedded to profits. And spearheading the various projects under it is its flagship: Forbes

Japan & Korea

  • Lotte founder vows legal battle against son; Apparently in good health, the 93-year-old patriarch wants his power and money back; Lotte Group founder ends silence, video clip shows: KH, JA
  • S. Korean flagship firms look shaky in global position: MK
  • Respect the integrity of hangul: JA
  • Rekindled dispute puts Lotte’s duty free business at risk: KT
  • Japan’s rich: acutely aware of their wealth and not flashy with it: JT
  • Kakao chairman suspected of gambling: KT
  • Spotting shoddy science: Japanese entrepreneur uses AI to expose fraudulent research papers: Nikkei
  • Samsung-Apple: ‘Chaebol’ saved, ironically, by a white knight: Nikkei
  • Samsung’s Lee Family Tops FORBES’ Inaugural List of Asia’s Richest Families: Forbes
  • Selling Assets, Will Sharp Re-Emerge As A Chinese Company?: Forbes
  • Brutal Lotte succession battle sends shares in group firms surging: Reuters
  • Shin Versus Shin: Lotte Family Feud Escalates as Patriarch Sues: Bloomberg
  •  Nippon Steel has been testing the mettle of investors. The company exemplifies the case for buying Japanese stocks — and the case for not buying them.: FT
  • Apple Supplier Murata to Expand Despite Slowdown Talk; Market leader in several kinds of smartphone parts says it will build a $100 million factory in Japan: WSJ
  • Abenomics Is Doing Better Than You Think; Despite headwinds, Japan’s Abe has scored solid wins against stagnation and deflation: WSJ
  • Toyotas Enter Highway Hands-Free as Driverless View Evolves: http://www.bloomberg.com/news/articles/2015-10-06/toyotas-merge-onto-highway-hands-free-as-driverless-views-evolve

ASEAN

  • Doctors in shock over news of hepatitis C outbreak at SGH; 4 dead after 22 infected in SGH hepatitis C outbreak; SGH to take responsibility, pay for treatment needed by infected patients: TODAY1, 2, 3
  • Malaysia’s prime minister fights for his political life: FT
  • Malaysia Central Bank Sought Criminal Proceeding Against 1MDB; Officials said state fund breached rules on the movement of cash overseas for investment: WSJ
  • Man ‘who made water engineering sexy’ to help with rail transformation: TODAY
  • Khaw aims for rail network reliability to match that of HK’s; The average distance travelled before a delay of more than five minutes is 137,000 train-km, falling short of Hong Kong MTR performance of about 300,000 train-km: TODAY
  • Indonesia Rally Defies Jakarta’s Policy Malaise; Don’t be fooled by surging stocks and currency, Jokowi’s reforms will take time to have a meaningful impact.: Barron’s
  • Thai Union Frozen’s Chicken of the Sea Gets Samoans a Wage Hike; Congress passes a raise for the territory, helping a Georgia cannery. Bloomberg
  • Value Investing ; Thailand’s Sahaviriya Steel goes bankrupt: Nikkei
  • Can Jokowi Deliver on Ambitious Reforms? Societe Generale economist says the Indonesian president’s plans won’t soothe short-term economic woes.: Barrons
  • Malaysian families among Asia’s 50 richest business dynasties – Forbes: Star
  • Indonesia’s Health-Care Program Struggles With Its Own Success; Deficits mount as more sign up for health insurance, forcing government to set new premiums that pay for system without stifling consumer spending: WSJ
  • Indonesia Sets Stimulus Measures for Companies, Farmers; Other moves to boost economy include shortening wait time for land-use rights to expedite factory construction: WSJ

Macro

  • SocGen Models A Chinese Hard-Landing; Sees The S&P Crashing 60%: zh
  • Asset prices march to one unnerving beat; When turbulence hit global markets this summer some of the best hedge fund gurus were hammered: FT
  • Goldman Sachs: Low Cost ETFs Key For Us: ETF
  •  Notes on the SEC’s Proposal on Mutual Fund Liquidity: Aleph
  • Central bank cavalry can no longer save the world: Reuters
  • The money wave hitting emerging markets: Economist
  • Norwegian blues: Now the easy times are over, Norway must rediscover its Viking spirit: Economist
  •  Two’s a crowd: A new paper suggests big asset managers could warp markets: Economist
  • Is the world heading for its third global financial crisis?: Telegraph
  • Another Petro-State Throws In The Towel: The Last Nail In The Petrodollar Coffin: zh
  • Fed rate mystery keeps dollar fears alive; A stronger greenback has the potential to batter EMs: FT
  • Shadow Over Asia: zh
  • Another Petro-State Throws In The Towel: The Last Nail In The Petrodollar Coffin: zh
  • On the actual reality of no more petrodollars: FT
  • The diminishing petrodollar float and the global risk asset boat: FT
  • Why Are Companies Staying Private Longer? It’s clear a once-burned public investment market wants its IPOs to be larger and better.: Barron’s
  • No Room for Mistakes as World Economic Waters Turn Choppy: Bloomberg
  • Margin Debt in Freefall Is Another Reason to Worry About S&P 500: Bloomberg
  • Fed rate mystery keeps strong dollar fears alive: FT
  • Gentlemen May Prefer Bonds, But More Traders Take Stocks; Revenue from bond trading on the decline, while stock trading picks up steam: WSJ
  • Container Ship Operators Face ‘Overcapacity Crisis,’ Report Says; Drewry, Bimco say gap between shipping supply and demand will grow as bigger ships enter fleets in coming months: WSJ
  • Cash Crunch Hits North Korea’s Elite; Kim Jong Un counts on exports to China to underwrite the lifestyles of his supporters: WSJ
  •  Concern Grows That the I.M.F. May Be Overstretched: NYT
  • Student Debt Is Worse Than You Think: NYT
  • $4 trillion debt binge could spark new global crisis, IMF warns: TheAge
  • BlackRock Calls for Halting Stock Market to Avoid Volatility: Bloomberg
  •  In Ben Bernanke’s Memoir, a Candid Look at Lehman Brothers’ Collapse: NYT
  • Slowdowns, slowdowns everywhere; The global economy is becoming stuck in the mud again: FT
  • BlackRock seeks share trading rules shift: FT
  • IMF warns of fresh shocks to global financial stability; The world risks a slide into a fresh financial crisis leading to global recession if governments and policymakers mishandle market stability risks: FT
  • Time is money for emerging markets: FT
  • A story in charts – are Asian shares the sale of the century?: FT
  • Beware of the liquidity delusion; Conventional wisdom has not had a great run over the past decade so it should be questioned: FT
  • The Rise of the Mercenary Real-Estate Agent; In search of more deals or higher commissions, real-estate agents are increasingly jumping ship and joining other firms.: WSJ
  • Troubles in Junk Bonds Spread Beyond Energy: WSJ
  • High-Yield Loan Market Shows Signs of Disruption, making it difficult for some borrowers to get funding. WSJ
  • Calpers Carried-Interest Data May Hold `Shock Value’ for Public: Bloomberg
  • Buffett Bets on Rail Superhighway to Win Truck Cargo: Bloomberg
  • Four Ways Currency Rigging Transformed the $5.3 Trillion Market: Bloomberg
  •  NYSE Short Interest Surges To Record, Pre-Lehman Level: zh

Energy & Commodities

  • Glencore Discloses More Details on Financing; Investors say firm’s answers still leave many questions about its trading operations: WSJ
  • Solar and Wind Just Passed Another Big Turning Point: Bloomberg
  • King of Pain: Steve Williams seizes on price pangs to prepare Suncor for oilsands dominance: FP
  • Why Falling Oil Prices Startled MLP Investors: WSJ
  • Cargill Shopping for Investments, Despite Commodities Dip; CEO David MacLennan says it is looking to get more involved in fish feed, poultry and palm oil: WSJ
  • Glencore’s Latest Cutbacks Hit Sunscreen, Sparklers and Animal Feed: Bloomberg
  • Slowing economy forces Norway to dip into oil savings; Anticipated outflow of NKr3.7bn will be the first since 1980s: FT
  • As A Shocking $100 Billion In Glencore Debt Emerges, The Next Lehman Has Arrived: zh

Healthcare

  • Patients stricken with a potentially deadly hospital-acquired infection may be cured by being fed with fecal bacteria through the nose or gut if conventional antibiotics don’t work, Standard
  • How The Digital Health Revolution Will Become A Reality: Techcrunch
  • Taking on the Drug Profiteers: Newyorker
  • The Balmain biotech with 10 shots at billions, and one shortcut: BRW
  • Drugs Could Soon Come With a Money-Back Guarantee: Bloomberg
  • Biotech IPOs Grind to a Halt as Stock Rout Rattles Investors: Bloomberg
  • How One Family Faced Difficult Decisions About DNA Sequencing; Kathy Giusti wanted her family to have their genes mapped and share the information. Some hesitated to take that step.: WSJ
  • These Are the Big Funds That Were Slammed by the Biotech Rout: Bloomberg
  • Cures-for-Dollars Model Comes Undone as Biotech Sinks: Healthcare
  • 2,000% Drug Price Surge Is a Side Effect of FDA Safety Program: Bloomberg

Auto

  • “There was always a distance, a fear”; Even in public Winterkorn ordered very senior staff around: VW’s culture under Winterkorn: Reuters
  • In California, Electric Cars Outpace Plugs, and Sparks Fly: NYT
  • How Tesla Leaves its Rivals Playing Catch Up; European auto makers are under intense public and regulatory pressure to reduce emissions. But when it comes to electric cars, the Big Three German auto makers only wish they could catch the tail of Tesla’s rocket: WSJ
  • VW Stops the Music as Diesel Scandal Buries Culture of Spending: Bloomberg

TMT

  • Etsy doubles down on manufacturing as it faces off with Amazon: Reuters
  • iPhone 6 with TSMC chip claimed to perform better; Apple responds: WCT
  • Bill Gurley: “I Hope To God We Have A Soft Landing”: Techcrunch
  • Amazon’s AWS Is Now A $7.3B Business As It Passes 1M Active Enterprise Customers: Techcrunch
  • Mobile Searches Surpass Desktop Searches At Google For The First Time: Techcrunch
  • Digital books stagnate in closed, dull systems, while printed books are shareable, lovely and enduring. What comes next?: Aeon
  • Why Aren’t America’s Shipping Ports Automated?: PE
  • ‘100 years from now, print will be a big chunk of our business’: how Penguin Random House helped save the book shop: BRW
  • How Do You Value A Company Like Uber?: Techcrunch
  • Silicon Valley’s denial is over: Everybody thinks we’re in a bubble: BI
  • Two Silicon Valleys: Nikkei
  • Sumner Redstone, ailing media titan; Nonagenarian owner of troubled empire has gone silent but is still in control: FT
  • The creator of Android thinks the next big thing isn’t in mobile: BI
  • Amazon Building a Tech Business for the Long Haul : NYT
  • IT’S OVER: The ‘unicorn’ era comes to a screeching halt; Fear and sadness in Silicon Valley: BI
  • Somewhere Over the Brainbow: The Unicorn Window is Closing: MM
  • Here are some $1 billion ‘unicorns’ who could be in big trouble, according to a company that tracks startups: BI
  • Draftkings and Fanduel scandal is a cautionary startup tale: Wired
  • Microsoft’s Mission to Reignite PC Sector May Be Taking Hold: NYT
  • Amazon Building a Tech Business for the Long Haul: NYT
  • Microsoft’s Mission to Reignite PC Sector May Be Taking Hold: NYT
  • The human cloud: A new world of work: FT
  • Samsung-Apple; ‘Chaebol’ saved, ironically, by a white knight: Nikkei
  • Seattle, in Midst of Tech Boom, Tries to Keep Its Soul: NYT
  • Amazon just launched its Etsy killer: Handmade: Fortune
  • Sumner Redstone and Viacom are ailing together: Fortune
  • European investors eye exit from emerging markets; Sentiment sours among professional fund selectors: FT
  • ‘Fossilist’ finance blocks ‘clean trillion’; Capital markets have unintended bias to unsustainable investment: FT
  • Tech companies count cost of losing their ‘safe harbour’: FT
  • Microsoft Pushes Deeper Into Hardware; Maker of Windows extends its lineup of smartphones and tablets; introduces a laptop: WSJ
  • How the Bloomberg terminal made history-and stays ever relevant: FastCo
  • Microsoft to Start Shipping HoloLens Prototype Next Year: Bloomberg

Consumer & Others

  • Anheuser-Busch InBev’s Growth Playbook Starts With Its Checkbook: NYT
  • How did NY Comic Con become such big business?: Fortune
  • Forever 21 is losing its grasp on fast fashion: BI
  • This company determined to kill Victoria’s Secret is becoming a major force in the lingerie market: BI
  • Too much renovation and not enough innovation. That is the problem with Tesco’s stores, according to Dave Lewis — the chief executive charged with turning round the fortunes of Britain’s biggest supermarket chain. FT
  • Kimberly-Clark chairman Thomas Falk sees challenges in the group as an opportunity to get experience.: BT
  • Nike’s CEO explains why athletes are the company’s biggest source of inspiration: BI
  • Sales are exploding for this little-known soda brand with a cult following: BI
  • Sam’s Club wants to take a page out of Costco’s book: BI
  • Beyond VW Scandal: Home Appliance Industry No Stranger to Tricks: NYT
  • KFC is desperately attempting to reach customers in a way it never has before: BI
  • The Rising Cost of Free Returns; More retailers are granting free shipping on returns, delighting customers but raising costs for the companies: WSJ
  • Forget Flying Commercial: The Personal Airplane is Taking Off; Delays. Cramped seats. Interminable security lines. Flying commercial can be a drag. But a clever new class of small aircraft offers a way out: WSJ
  • Bed Bath & Beyond’s Persistent Coupons and the Return of Thrifty Consumers: HBR
  • Supermarkets slash private label prices to drive sales: TheAge
  • Privacy palls for foodmaker Mars in digital age: FT
  • American Apparel’s resistance to fast fashion is futile; The US is full of format innovation, yet it missed the most important innovation of the past decade: FT
  • Alternatives to Peanut Butter Are Taking Over Lunch: WSJ
  • Promise of Turning Pollution Into Cash Spurs Industry in Germany: Bloomberg
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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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