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The key to Oprah Winfrey’s success: radical focus; After revamping her once-struggling TV channel, OWN, Oprah Winfrey has figured out how to make time for the projects she cares about most – Bamboo Innovator Daily: 12 Oct (Mon)

Life

  • The key to Oprah Winfrey’s success: radical focus; After revamping her once-struggling TV channel, OWN, Oprah Winfrey has figured out how to make time for the projects she cares about most. FastCo
  • Elise Andrew, the woman credited with making science sexy and interesting for millions around the world, says she was offered $40.1 million to sell her runaway success Facebook page and websites. TheAge
  • The Importance of Recreational Math: ‘Fun’ problems can lead to striking, unexpected discoveries.: NYT
  • Secrets from 11 of the most productive people from Oprah to Aziz Ansari: FastCo
  • Joining the family business: An emerging opportunity for investors: McKinsey
  • The Nobel prize in economics was awarded for showing the world as it is-not how it should be; Don’t let the Nobel prize fool you. Economics is not a science: qz
  • Making Caregiving Compatible with Work: HBR
  • The six lists you need to make every day productive: FastCo
  • Angus Deaton Awarded Nobel Prize in Economic Sciences; Professor of Economics and International Affairs at Princeton University wins for his analysis of consumption, poverty, and welfare: WSJ
  • They may be fighting like rats in a sack’ – how to survive a VW-style corporate crisis; From Enron to Kids Company, Northern Rock to the News of the World, former employees recall their feelings of excitement, isolation and despair  Guardian
  • Don’t let the Nobel : Guardian
  • Why It’s Important To Understand Cultural Difference In Business: Forbes
  • Ruby McGregor-Smith, Mitie CEO: Outsourcing’s prickly peer; Managing cleaners and carers has led her into the House of Lords – and a national debate over pay: FT
  • The problem with those who cheat; Insead professor of ethics analyses how the Volkswagen brand came to fail: FT
  • Maestro Guitarss found ways to improve its guitar quality expand the business: ST
  • Ageing: switching off genes could extend lifespan by 60 per cent, scientists say: TheAge
  • The Trouble With Economics: Bloomberg
  • Ageing: switching off genes could extend lifespan by 60 per cent, scientists say: TheAge
  •  The Trouble With Economics: Bloomberg
  • Ferrari Scion, Steered Away From Racing, Ends Up a Billionaire: Bloomberg

Books

  • Fortune’s Formula: The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street : Amazon

Investing Process

  • The Best-Performing CEOs in the World: HBR
  •  ‘They may be fighting like rats in a sack’ – how to survive a VW-style corporate crisis; From Enron to Kids Company, Northern Rock to the News of the World, former employees recall their feelings of excitement, isolation and despair: Guardian
  • Should shareholders have a greater say in corporate governance? What key matters should require shareholder approval? BT
  • Sumir Chadha Of Westbridge Capital/ Jwalamukhi Explains Technique For Finding Multi-bagger Stocks & Also Discusses Fav Stocks: RJ

Greater China

  •  Chinese Investors Rush to Haven Assets; Money is leaving stocks and moving into bonds, property and artwork: WSJ
  • Rising bankruptcies in China could signal Japanese-style ‘lost decade’: SCMP
  • Overcapacity, sagging demand: China’s aluminum glut set to continue: Nikkei
  • A Garden Chat With Huawei Founder Ren Zhengfei: Forbes
  • Jia Yueting, the billionaire chairman of video and gadget company LeTV, once compared Apple to the Nazis on his Chinese microblogging site Weibo; Forbes
  • China’s future on Aim looks fragile after regulatory shake-up: FT
  • China targets automated share trading; Regulators clamp down on practice they say amplifies volatility: FT
  • Beijing’s Market Rescue Leaves China Stocks Stuck in the Doldrums; Chinese authorities succeeded in halting stocks’ downward spiral, but aggressive moves have scared off many investors: WSJ
  • Chinese Firm Pulls Out of Deal to Buy New Zealand Farms; Group cites uncertainty from NZ Overseas Investment Office: WSJ
  • Li Ka-shing plans to make a killing as he cuts corporate ties with HK: SCMP
  • This Analyst Says China’s Stock Rally-to-Rout Is About to Repeat: Bloomberg

India

  • Modi struggles to unleash investment from uneasy private sector: FT
  • Modi’s India Reform Push Hangs in Balance as Bihar Starts Voting: Bloomberg

Japan & Korea

  • South Korea’s Technology-Fueled Economy Flashes Signs of Revival: Bloomberg

ASEAN

  • Philippine firms go on global shopping spree: SCMP
  • Southeast Asia’s infrastructure dreams spark negotiating frenzy: Nikkei
  • The Investigating the mystery of soaring generic medication prices; Without more transparency on how such financial decisions are made, an expert says, Americans may be doomed to see more generics zoom up in price: Guardian
  • Najib’s royal predicament: AsiaOne
  • SGX to conduct review of listed companies’ annual reports: CNA

Macro

  • Asia’s indebted firms face gloomy prospects: SCMP
  • Faith in an Unregulated Free Market? Don’t Fall for It; To be truly successful, free markets require common-sense regulation to prevent manipulation and deceit, two economics laureates argue in a new book. NYT
  • GOLDMAN SACHS: Welcome to the third wave of the 2008 financial crisis: BI
  • Bankers Grapple With How to Help Emerging Markets: NYT

Energy & Commodities

  • Commodity contagion sparks second credit crisis as investors panic; Falling commodity prices have caused panic in credit markets and just like 2007 the contagion is spreading: Telegraph
  •  Lessons from shale industry will reshape global oil market; New production and financing structures to have lasting impact: FT
  • US oil operators under pressure as Saudi Arabia plays long game: FT
  • Saudi Arabia oil: No gain without pain; Riyadh’s decision to maintain output, even as prices fell, has hobbled rivals but exposed its economic weaknesses: FT
  • Glencore Looks to ‘Streaming’ Deals for Quick Cash; Miner tells fund managers it expects to raise up to $1.5 billion by selling future metals deliveries for advance payments: WSJ

Healthcare

  • Investigating the mystery of soaring generic medication prices; Without more transparency on how such financial decisions are made, an expert says, Americans may be doomed to see more generics zoom up in price: Guardian

Auto

  • This is why Tesla always overpromises and underdelivers: BI

TMT

  • Taxis, Cabcharge regroup after ACCC knocks back anti-Uber app: TheAge
  • Dell to Buy EMC for $65 Billion, a Record Takeover in Technology: NYT

Consumer & Others

  •  Light Beer Gets in Touch With Serious Side; Mergers, marketing changes brew amid weak sales; silly ads give way: WSJ
  • Woolworths, Lowe’s tip $105 million into Masters as deadline looms: TheAge
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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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