Evening Bamboo Insight: 21 Jul 2014

Evening Bamboo Insight: 21 Jul 2014


1. The Risk Of Being Seen as Savvy; Who should get to invest in deals that aren’t available to the general public?

2. Germany’s Merkel Avoids Painful Economic Reforms; It’s what Merkel’s not doing that worries German economists

3. The BRICS Don’t Need a Bank of Their Own

4. Through a flurry of recent enforcement actions, market cops are targeting suspected fraud among the thousands of tiny “microcap” companies, or penny stocks

5. How Washington Whittles Away Property Rights; When government thinks that it ultimately owns all income, bureaucrats never tire of finding ways to spend it

6. Companies are getting more expensive to buy. But instead of walking away, buyout firms are paying up

7. US Treasury Admits Collateral Problem In Bond Market; Considers Issuing Ultra Long-Dated Bonds

8. The Quiet Movement to Make Government Fail Less Often

9. Holding Company Of Portugal’s 2nd Largest Bank Just Filed For Bankruptcy Protection

Asia Pacific

1. (China) – Huge embezzlement in China’s affordable housing projects

2. A Japanese Hamlet Is Now an Economics Lab; Prime Minister Abe has designated six special economic zones for experiments in deregulation

3. (China) – In China, Joining the Army Will Cost You; It can cost Chinese families 50,000 yuan to 100,000 yuan to secure a spot in the PLA for their son or daughter

4. (China) – Chinese traders grew more cautious about private bond issuers after a construction company warned that it might default on a 400 million yuan ($64.5 million) bond

5. (China/Tech) – Yahoo and Alibaba: Less Isn’t More

6. (China/Energy) – China Flexes Might With Energy Giants; South China Sea Quarrel Chills Drilling by Some Oil Companies

7. (China) – Chinese Commodity Contagion Leads To First Letter Of Credit Settlement Failure

8. (India/Healthcare) – Sutures India: Growing In Stature with Wound-Care Products

9. Bikaji Foods: Taking the Taste of Bikaner Global; The Agarwals of Bikaner, descendants of Haldiram Bhujiawala, are packaging their local flavour for a national and global market


1. Leonard Cohen on Creativity, Hard Work, and Why You Should Never Quit Before You Know What It Is You’re Quitting

2. How to Find Yourself; “Little triumphs are the pennies of self-esteem.”

3. The Art of Self-Renewal: A Timeless 1964 Field Guide to Keeping Your Company and Your Soul Vibrantly Alive

4. Barbara Walters on the Art of Conversation, How to Talk to Bores, and What Truman Capote Teaches Us About Being Interesting

5. Claude Shannon: The Man Who Turned Paper Into Pixels; If Alan Turing is to be considered the father of modern computing, then the American mathematician Claude Shannon is the architect of the Information Age

6. Seneca on Gathering Ideas And Combinatorial Creativity; Einstein: “Combinatory play seems to be the essential feature in productive thought.”

7. Paul Graham: On Arguing With Idiots, Where Ideas Come From, and What Makes Good Programmers

8. Books – Hackers & Painters: Big Ideas from the Computer Age

9. Learn or Die: Using Science to Build a Leading-Edge Learning Organization

10. What would you do to be a little smarter every single day?

11. Interruptions Are Even Worse Than We Thought

12. Book Review: ‘The Fantastic Laboratory of Dr. Weigl’ by Arthur Allen; Two scientists who worked to beat typhus and sabotage the Nazis

13. Book Review: ‘The Intel Trinity’ by Michael S. Malone; A born leader, an ethereal genius and a tough taskmaster built the most important company on the planet

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

15. Job Hunting in the Network Age; The LinkedIn founder says you are no longer in charge of your résumé in an interconnected online world, but neither is your boss

16. How to Get Ahead by Speaking Vaguely

17. How Indiana University Cut Student Debt; By specifying the real cost of loans, the university got students to cut back

18. Peak Profanity: The Curse Of The Foul-Mouthed CEO; A Bloomberg review of thousands of conference calls recorded in the past 10 years shows CEO cursing spiked after the recession in 2009 and waned as the recovery strengthened

19. Who Made That Scotch Tape?

20. How To Persuade Anyone Of Anything In 10 Seconds

21. 23 Daily Habits That Will Make You Smarter

22. Daniel Goleman: What Predicts Success? It’s Not Your IQ

23. GRANTHAM: Here Are 5 Lessons I Learned From 2 Failed Investments

24. Here’s The Secret Behind Taco Bell’s 45-Year Success

25. Bill Gates And Warren Buffett Have The Same Favorite Book – And You’ll Love It Too


1. It’s Not TV, It’s HBO: 21st Century Fox and Time Warner’s game of clones

2. (China/Tech) – Yahoo and Alibaba: Less Isn’t More

3. Chloe & Isabel Crafts Its Own Sales Model; Direct Jewelry Seller Branches Out With Help of Independent ‘Merchandisers,’ Considers Expanding Into Asia

4. Coming Soon to Social Media: Click to Buy Now; Twitter and Facebook, which are fighting for the attention of social media users and advertisers, both announced baby steps into the world of e-commerce


1. Pernod Makes a Little Vodka in a Berlin Garage; Pernod aims to win locavore tipplers with a small brand made by franchisees in cities worldwide.

2. Chip Giants Struggle to Break Into Cars; Intel, Qualcomm, and Nvidia lag less well-known chipmakers in the $27.9bn market for car microprocessors. One barrier to entry is the car industry’s safety and reliability standards

3. Liberty’s Content to Wait at ITV; At a time when U.S. media companies are eyeing bigger content deals, staking a claim on ITV looks smart for Liberty

4. The outcome of 21st Century Fox’s battle for Time Warner will likely come down to which CEO shareholders trust more: Rupert Murdoch or Jeff Bewkes. Fox Move Signals M&A Time

5. General Electric has stepped up efforts to find a buyer for its century-old appliance business, one of the company’s final ties to American consumer


1. What Doctors Can Tell About Your Health Just By Looking At Your Nails

Investing Process

1. Buffett’s Achilles’ Heel: Investing in Retail; Billionaire and Berkshire Partner Munger Often Speak of ‘Failures’


1. (China/Energy) – China Flexes Might With Energy Giants; South China Sea Quarrel Chills Drilling by Some Oil Companies




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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