The Opposable Mind: How Successful Leaders Win Through Integrative Thinking; John Dewey on How to Find Your Calling, the Key to a Fulfilling Vocation, and Why Diverse Interests Are Essential for Excellence in Any Field – Bamboo Innovator Daily: 20 Oct (Tues)


  • John Dewey on How to Find Your Calling, the Key to a Fulfilling Vocation, and Why Diverse Interests Are Essential for Excellence in Any Field: BP
  • Manny Stul takes out Australian EY Entrepreneur Of The Year; Stul says the secret to Moose Enterprise’s success is “innovation with integrity”. TheAge
  • Dilbert creator Scott Adams presents his 10 favorite comics of all time: BI
  • Watch A Clip From Pixar’s Super Team of Hindu Deities: WSJ
  • The histories of Judaism and Christianity suggest that words alone won’t pacify Islam. Its transformation will be long and bloody. WSJ
  • Richard Branson explains his 10 rules for being a great leader: BI


  • The Opposable Mind: How Successful Leaders Win Through Integrative Thinking: Amazon

Investing Process

  • Comply or explain issue: try naming & shaming; Enforcing the comply or explain requirement; Companies Act must be amended now to ensure real independence of directors: BT1, BT2, BT3
  • The Man Accused of Spoofing Some of the World’s Biggest Futures Exchanges : Bloomberg
  • The Importance of Structure: MM
  • Investor advocates protest proposals limiting disclosure; FASB proposals may limit what companies reveal in quarterly reports: MW
  • Here’s why you can’t trust a company’s financials: A new study says auditors’ signoffs on a company’s books are unreliable a good portion of the time.: Fortune

Greater China

  • China’s capital outflows top $500bn: FT
  • China’s wise men come down to earth with a bump: Reuters
  • Bogus Chinese graft-busters created fake interrogation room in abandoned mall to con victims out of money: SCMP
  • Feeling the Heat, Internet Companies Resort to Mergers to Stay Competitive: Caixin
  • China’s Antigraft Drive Hits Communist Party Media: WSJ
  • China’s Better-Than-Expected GDP Prompts Skepticism From Economists; Official growth of 6.9% in third quarter puts spotlight on number’s apparent disconnect to underlying data: WSJ
  • Little-Known Beijing Stock Market Sees Surge of IPOs; Small companies turn to capital’s ‘third board’ for listings as initial offerings continued to be blocked in Shanghai and Shenzhen: WSJ
  • Is There a China Model?: CF
  • The Great Ball of China Money Rolls Into Bonds; Bringing leverage and distortion in its wake.: Bloomberg
  • Discordant Financial Messages From China Spur Global Unease: NYT
  • Beijing promotes low-paid college grads to startup CEOs: Reuters
  • China’s watchdogs step in to avert Sinosteel bond default: SCMP
  • Yum Brands to Spin Off China Business: WSJ


  • Nobel Prize Winner Angus Deaton Says There Are Discrepancies in India’s Economic Data; “I’m sure some of that growth is exaggerated. I’ve no idea how much, it might be just a point or two. It might be a lot more than that.”: WSJ
  • Harsh Goenka and CEAT: Getting a stronger grip; Even as Ceat outperforms expectations under the leadership of son Anant, other businesses too are gearing up for the next phase of growth, says RPG Enterprises Chairman Harsh Goenka: Forbes
  • In India, A 158-Year-Old Business Conglomerate, Aditya Birla Group, Forays Into Fashion E-Commerce: Forbes

Japan & Korea

  • Season of Scandal Hits Japan With Flurry of Corporate Confession: Bloomberg
  • Here’s Why Japanese Investors Have Gone Ga-ga Over That Leveraged ETF: Bloomberg


  • Singapore’s score for retirement savings systems takes a step back: BT
  • Singapore Set to Suffer Indonesia’s Defaults as Well as Its Smog: Bloomberg
  • Myanmar revokes forex licences to control “dollarisation” and increase the value of the ailing kyat currency: Star
  • Myanmar’s conglomerates hope to re-engage foreign investment; Big businesses are distancing themselves from areas such as the gem industry to escape US sanctions: FT


  • Legal Industry Learns From Dewey’s Mistakes; Firms have reduced their reliance on debt and stopped offering large pay promises: WSJ
  • Flash crashes, debt default and panic selling haunt IMF: BT
  • What the Dell-EMC and Anheuser Busch InBev-SAB Miller Megadeals Have in Common; Megamergers will depend on huge amounts of debt: Barron’s
  • Markets and central banks forever linked; The volatility is not over yet: FT
  • Hedge Funds are Bringing Back Everyone’s Least Favorite Toxic Investment: Bloomberg
  • Among investors, emerging markets are out of fashion; Emerging-market assets may fall more before turning chic once again: Economist

Energy & Commodities

  • For Hedge Funds, a Can’t-Miss Trade Goes Bust; ‘Hot money’ gets burned after hedge-fund and private-equity managers are caught in crude oil’s fall: WSJ
  • OPEC Brings Oil Price War Home in Pursuit of Asia’s Cash: Bloomberg


  • Why Valeant’s Growth Is Under Pressure; After years of outperformance driven by serial acquisitions and an ability to buy drugs and ratchet up their selling price, Valeant’s stock is down more than 35% : WSJ
  • Drug Makers Sidestep Barriers on Pricing; Use of mail-order specialty pharmacies seems to be a new way for drug makers to try to keep the health system paying for high-priced drugs. NYT


  • Amazon and New York Times battle publicly over story’s accuracy; Two months after a damning New York Times story about Amazon’s corporate culture, the retailer has published a blistering response, accusing the paper of misrepresenting the company: CNN
  • Mis-selling fears hamper funds’ fintech revolution: Reuters
  • Apple’s auto ambitions sideswipe electric motorcycle startup: Reuters
  • Warning sign: Tech companies of all sizes and ages are starting to have layoffs: BI
  • Tim Cook: Apple Music has 6.5 million paid subscribers: BI
  • One phrase that perfectly captures Amazon’s crazy obsession with numbers: BI
  • Rocket Internet: Waiting for lift-off; Investors worry that even the proven winners of the German ecommerce group struggle for profitability: FT
  • Tech Bubble Pops: Dropbox Warned It Can’t IPO At Its “Private Valuation”: zh, WSJ
  • CNN launches “Great Big Story,” its answer to “VICE” and “Buzzfeed”; The network, launching on October 20, will focus on shareable stories and integrated advertising.: FastCo
  • Online travel firms: As Amazon retreats from the travel business, TripAdvisor steps up: Economist

Consumer & Others

  • Middleby Chases Fame in the Kitchen; Commercial food-processing equipment supplier is pursuing a new market with upscale household brands: WSJ
  • Victoria’s Secret has one huge advantage over its independent competitors: BI

About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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