What the most successful people understand about creative work; Best-selling author Elizabeth Gilbert shares her ideas about the importance of constantly moving between extremes for creative success – Bamboo Innovator Daily: 19 Oct (Mon)


  • What the most successful people understand about creative work; Best-selling author Elizabeth Gilbert shares her ideas about the importance of constantly moving between extremes for creative success. FastCo
  • Physicist Lisa Randall on the Sublime, Our Human Quest for Meaning, and the Crucial Differences Between How Art, Science, and Religion Explain the Universe: BP
  • This Is The #1 Mistake Parents Make When Arguing With Kids: barker
  • How to train your brain by thinking like an expert: Wired
  • How to Work More Efficiently — The Eisenhower Matrix: Farnam
  • Marijn Dekkers, Bayer: From GE to Germany; Running a €90bn life sciences group without burning out: FT


  • Avoiding Disaster: How to Keep Your Business Going When Catastrophe Strike: Amazon
  • 5 Gears: How to Be Present and Productive When There Is Never Enough Time: Amazon

Investing Process

  • Getting Value out of Management Meetings: SV
  • Look for companies that consistently shrink share count not splashy big buybacks: Bloomberg
  • Swedroe: More Factors Don’t Always Help: ETF
  • Dumb Alpha: The Ignoramus’s Guide to Asset Allocation: CFA
  • Pyramid Scheme Victims In The U.S.: Has Anything Changed In The Last Dozen Years? VW

Greater China

  • China Ponders Tool Deemed Too Risky Post 2008 to Cut Bad Loans: Bloomberg
  • China terror, an addendum: FT
  • IMAX China: A Boffo Hit; China’s movie box office is red hot, and the locals love the big-screen IMAX technology. That means the company could be a blockbuster. Barron’s
  • China aims for ‘new industrial revolution’, but is it ready for one? Analysts say no: SCMP
  • What do minority investors see in family-run CK Hutchison?: SCMP
  • Hong Kong’s worship of property investment has created a society of excess; The city is a place where success and wealth are not measured by what is created but by connections and property assets: SCMP
  • Sinosteel bond investors hope for bailout as default looms: FT
  • China Economic Growth Falls Below 7% for First Time Since 2009; Figure adds to worries about global economic outlook: WSJ
  • Inspection of 11 agencies, SOEs uncovers embezzlement: PD
  • Chinese Copper-Trading Surge Shakes Up Market; Restrictions on stock trading in China have caused investors to shift their bearish bets to the copper market: WSJ
  • China’s dwindling forex reserves raise worries: FT
  • China Ponders Tool Deemed Too Risky Post 2008 to Cut Bad Loans: Bloomberg


  • How to Manage Valuation Risk in India’s Equities: VW
  • Rajan Unclogs India Monetary Plumbing as Banks Finally Cut Rates: Bloomberg

Japan & Korea

  • Don’t Get Burned in the Land of the Rising Sun: Barron’s
  • Gov’t, Samsung put focus on industrial robots; “Key parts of these industrial robots, like decelerators, motors, controllers and encoders are so expensive that their prices account for more than half of the robot’s price,” JA
  • Lotte Group refuses to report to elder son: KH
  • E-Land, a mid-tier fashion and restaurant company, is wrestling with snowballing debt, which experts say has reached a risky level. KT
  • ‘Konbini’ magic keeps stores precisely stocked round the clock: JT
  • The ETF Whale Blamed for Moving Japanese Markets Gets Reeled In: Bloomberg


  • International Container Terminal Services: Chairman makes global growth top priority for port operator: Nikkei
  • Why the TPP Trade Deal Isn’t All Good for Vietnam’s Factories; Vietnam is poised to be the biggest beneficiary of the 12-nation pact, but for the country’s manufacturers, there are downsides: WSJ
  • Why You May Soon See More Goods Labeled ‘Made in Vietnam’: WSJ


  • Pegs under pressure: Currency pegs are still in fashion, but some are creaking: Economist
  • Hedge fund performance fees decline sharply: FT
  • Currency Rally Sows Seeds of Own Destruction in Policy Paradox: Bloomberg


  • Auto-Parts Retailers’ Immunity to Drives Stock Surge: Bloomberg


  • Batterymakers See a Big Break Coming — No, Seriously This Time: Bloomberg
  • When startups go sour – what happens when unicorns run into trouble? TheAge
  • Relucant Media Companies Join YouTube’s Subscription Service; After hesitation, firms to make content available for $10 a month service: WSJ
  • Silicon Valley Challenged by China, India for Venture Dollars: Blooomberg

Consumer & Others

  • ACCC may torpedo $146b global beer deal to prevent ‘cosy duopoly’: TheAge
  • What Should Companies Say When the CEO Is Sick? Many boards struggle to balance investors’ rights to know and the executive’s privacy: WSJ
  • Undersize Me? McDonald’s Franchise Owners Admit Fast Food Giant “Facing Its Final Days”: zh

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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