Morning Bamboo Insight: 21 Jul 2014

Morning Bamboo Insight: 21 Jul 2014


1. In a Subprime Bubble for Used Cars, Borrowers Pay Sky-High Rates

2. This Way Up: Mobility in America; Economic mobility is alive and well for Americans who pursue technical or practical training

3. Slim’s Asset Sales Has People Wondering What He’ll Buy Next; Mexican Billionaire Carlos Slim Owns TracFone That Could Serve as Building Block

4. Bill Marriott: Where Hotels Are Going; The Marriott International chairman on Chinese menus, bigger lobbies and the future of hotels

Asia Pacific

1. (China) – Qingdao Port Warehouse Receipts Forged with Phony Seals, Says Source

2. (China/Tech) – Short-seller target NQ Mobile dismisses independent auditor

3. (China/Tech) – Red flags: Alibaba’s Ma and Ma’s private equity firm

4. (China/Tech) – A Westerner’s Inside View of Alibaba Successes and Failures

5. (Australia) – Lessons From the Aussie Carbon Victory; Tony Abbott has shown it is possible to challenge the climate orthodoxy and roll back an unpopular tax


1. Danish People Really Do Have The Secret To Happiness: It’s In Their DNA; the Danish concept of arbejdsglæde means happiness at work

2. Lessons Learned in Emerging Markets Resonate Elsewhere Too; Innovation designed to exploit opportunities in emerging markets can be transferred back home to positive effect

3. Love People, Not Pleasure: What do fame, wealth and lots of sex bring? Exactly the opposite of what you think

4. The Future of Robot Caregivers

5. Many wealthy families living off their investments are returning to active business operations, impact investing or philanthropy, as they feel they lack of purpose

6. Leadership Lessons from a War Zone

7. Math Camp in a Barn: Intensive Instruction, No-Nonsense Discipline; In North Carolina’s poorest county, Indian children get the equivalent of a year’s schooling in three weeks

8. Why Is It So Hard for Us to Do Nothing? A new study shows that many people would rather get an electric shock than just sit and think

9. Financial Savvy Starts in Childhood; Early Financial Lessons Influence How Adults Handle Money

10. Risk Is Never a Strict Numbers Game; We tell children to shun ecstasy but don’t fret about horseback riding-and other foibles of our view of danger


1. Amazon launches a Netflix-style subscription service for books

2. IBM Preps for Post-Silicon Era

3. EE Times Silicon 60: Hot Startups to Watch

4. Forbes sells control of media business to Hong Kong group of investors

5. White spaces: An analyst explains the grand opportunities he sees for innovation

6. Time Warner win would make Murdoch U.S. media king

7. Gtech of Italy to Acquire Slot Machine Maker for $4.7 Billion; Lottomatica, controlled by the De Agostini family, acquired the United States lottery company Gtech in 2006 for $4.65 billion

8. (China/Tech) – A Westerner’s Inside View of Alibaba Successes and Failures

9. (Tech/Healthcare) – Little-known InterSystems grows to dominate an IT market in age of Obamacare

10. How The Internet Of Things Impacts Industrials


1. (Tech/Healthcare) – Little-known InterSystems grows to dominate an IT market in age of Obamacare


1. (Tech/Consumer) – Home Depot, Lowes bring the Internet of Things to DIYers

2. Acquisitions Are a Value-Enhancing Strategy for VF; Moat-building cost and brand advantages position the firm well.

Investing Process

1. Research – Do Hedge Funds Prefer Safe Stocks? Revisiting Hedge Fund Preferences for Stock Characteristics



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 (, 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.

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