Berkshire’s Fruit of the Loom vs. Gildan, or How to Avoid Value Traps in Low-Cost Businesses; Bamboo Innovator is featured in BeyondProxy.com, where value investing lives

Bamboo Innovator is featured in BeyondProxy.com, where value investing lives:

  • Fruit of the Loom vs. Gildan, or How to Avoid Value Traps in Low-Cost Businesses, Aug 7, 2013 (BeyondProxy)

Fruit

About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

2 Responses to Berkshire’s Fruit of the Loom vs. Gildan, or How to Avoid Value Traps in Low-Cost Businesses; Bamboo Innovator is featured in BeyondProxy.com, where value investing lives

  1. Daniel says:

    Hi Kee, your articles are really inspiring and well thought through. I think this article is very well written. And it came at a very opportune time as I was looking at some of the apparel manufacturers in Hong Kong. I am a newbie in value investing. My takeaway from this is to be wary of companies wondering away from core-competencies, either through acquisitions or expanding coverage in the value chain. Instead management should spend energy and resources to innovate and strengthen their core value proposition. And innovation does not need to only come from a product but how you make yourself relevant (or indispensable) to your customers. I look forward to attending one of your investing workshops in the near future.

    • Hi Daniel, thank you for your kind comments and great insights on innovating around the “core value proposition” and how “innovation does not need to only come from a product but how you make yourself relevant (or indispensable) to your customers”. In Asia, There are quite a number of innofacturers like TAL who are low profile and quiet resilient performers and it’s great that together we get to watch them from our front seat ride into the Asian capital jungles. We look forward to seeing you soon in our investing workshops as well as having your valuable support in our upcoming monthly subscription research product and service on the best Asian idea. A soft launch is expected in mid-August with the big marketing push after US Labor Day in early September. We will keep you posted on the details and the value-add that it brings.

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