Evening Bamboo Insight: 13 Jul 2014

Evening Bamboo Insight: 13 Jul 2014


1. Philips: Lights out; The Dutch electronics firm restructures, yet again; In the early 1980s the company that had invented the rotary shaver

2. Junk-Rated Loans Could Incur Big Losses: OCC Comptroller; Should the economy come under stress, a large number of leveraged loans could default and cause record losses, according to one banking regulator.

3. UK banks may have to hold more capital than under global rule

4. A Cash Headache for Companies

5. (Taiwan/Tech) – TSMC Starts Shipping Microprocessors to Apple; After Samsung Dispute, the iPhone and iPad Maker Seeks to Diversify Suppliers

Asia Pacific

1. Japanese electronics firms: Eclipsed by Apple; Electronics companies in Japan are starting to turn themselves around, but they are a shadow of their former selves

2. (China/Tech) – Alibaba Has a Long Runway for Growth

3. (Spore) – $5 meals, $500 holidays and $50k homes for SG50, Singapore’s 50th anniversary

4. (China/Tech) – Alibaba Sets Latest Value at $130 Billion; The Chinese E-Commerce Company Values Each Share at $56, up from $50 in an Earlier Filing

5. (Asean/Tech) – Southeast Asia E-Commerce Set to Boom

6. (China) – China Unveils Measures to Regulate Banks’ Wealth-Management Products; New Requirements Another Step to Tighten Grip on Shadow-Banking Business


1. The Epic Story Of How A ‘Genius’ Hedge Fund Almost Caused A Global Financial Meltdown

2. The Surprising Benefits Of Being Superstitious

3. 2 Economists Have A Radical Proposal To Make It Legal To Steal Other People’s Ideas

4. German lessons: Many countries want a Mittelstand like Germany’s. It is not so easy to copy

5. Kimberly-Clark Finance Chief to Staff: Think Like a CFO; Mark Buthman’s ‘Power of a CFO’ mantra aims to instill a business-leader mindset in every team member

6. 5 Great Business Books To Look Out For In Q3

7. The Intel Trinity: How Robert Noyce, Gordon Moore, and Andy Grove Built the World’s Most Important Company

8. Driving Honda: Inside the World’s Most Innovative Car Company

9. The Power of Noticing: What the Best Leaders See

10. The Organized Mind: Thinking Straight in the Age of Information Overload

11. Smartcuts: How Hackers, Innovators, and Icons Accelerate Success

12. The small BIG: small changes that spark big influence

13. Zero to One: Notes on Startups, or How to Build the Future

14. The Innovator’s Hypothesis: How Cheap Experiments Are Worth More than Good Ideas

15. The Sense of Style: The Thinking Person’s Guide to Writing in the 21st Century

16. The Innovators: How a Group of Inventors, Hackers, Geniuses, and Geeks Created the Digital Revolution

17. Winners Dream: A Journey from Corner Store to Corner Office by SAP co-CEO Bill McDermott

18. Would You Buy Abraham Lincoln’s Sweater? Many believe that people leave their immaterial essences on objects they owned

19. Skin Cells’ Sense of Smell; Researchers have found that skin has olfactory receptors-and that a synthetic sandalwood scent facilitates wound-healing

20. Disinformation: A Deliberately Devious Word; The CIA’s style guide makes a careful distinction between misinformation and disinformation

21. Famous Lost Words; A brief history of dubious edits, from a book-burning Chinese emperor to the Bowdlers’ rewrites of Shakespeare


1. Microsoft CEO Satya Nadella Just Rejected Steve Ballmer’s Big Plan to be a “devices and services” company (devices came first) by becoming a “productivity and platforms” company

2. The biggest internet companies

3. Japanese electronics firms: Eclipsed by Apple; Electronics companies in Japan are starting to turn themselves around, but they are a shadow of their former selves

4. Intel’s Answer to iPad: Cheap Tablets; Chip Maker, Frozen Out of Market, Is Wooing Little-Known Suppliers in Shenzhen, China


1. Levi Strauss: The Boss and the yogi; The world’s biggest jeans-maker makes an unfashionable bet on the middle market

Investing Process

1. Accounting fraud: Got ’em, Gotham; The company-accounts detectives collar another suspect



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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