Evening Bamboo Insight: 23 Jul 2014

Evening Bamboo Insight: 23 Jul 2014


1. Investors to Directors, ‘Can We Talk?’ Boards have long shunned speaking with investors for several reasons, including concern about accidentally disclosing sensitive information

2. Cash Crops With Dividends: Financiers Transforming Strawberries Into Securities; With its steady income stream, farmland is proving to be a ripe offering for sophisticated investors

3. How Low Can Volatility Go? Why Tranquility Keeps Traders Awake at Night

4. “Hide No Harm” Bill Goes After Top Executives; Could new legislation help law enforcement successfully prosecute a company’s highest executives for corporate misdeeds?

5. FASB Mulling a Revamped Income Statement

Asia Pacific

1. Empowering elderly people key to Japan’s growth: ADB think tank chief

2. (China) – More autonomy for China’s top graft watchdog: Duowei

3. (HK) – Next Media/Apple Daily and former Giordano boss and China pariah Jimmy Lai Chee-ying has close links with Burma’s political and military leaders, hobnobbing with its president during a June 2013 trip with a former US defense secretary

4. (HK) – Beleaguered MTR Corp chief executive Jay Walder will step down a year before his contract expires – over the two-year delay of the high- speed rail link to Guangzhou. MTRC risked ‘indigestion’ with five projects at once

5. (HK/China) – Shares of China Packaging Group (0572) plunged 39 percent after the company was informed that its major shareholder, Able Success Asia, would no longer be able to exercise its voting right

6. (India) – Sanitation in India: The final frontier; Fixing dreadful sanitation in India requires not just building lavatories but also changing habits

7. (India) – India to investigate corruption in healthcare after TV sting operation

8. (China/Tech) – China has more people going online with a mobile device than a PC

9. (Isia) – Battered by election, Indonesia’s new president faces party clash

10. (China) – China’s secretive military cracks open door for glimpse inside

11. (Japan) – Once again, Japan’s baby boomers are asking: What am I?

12. (India) – Modi’s Ganges clean-up plan may sink amid tough challenge


1. In an emotional farewell email to colleagues, co-founder Wayne Hsieh criticized Asus’s management style, saying the company’s leaders do not use people based on their abilities but on their personal relationships with them

2. Successful R&D management

3. Hello Kitty designer defends cat as brand turns 40

4. Australian invents ‘world’s smallest washing machine’; Australian inventor hopes his ‘travel size washing machine’ will help revolutionise the camping and trekking industry

5. In new comics, paintings and popular books, depictions of Hindu deities are being reimagined

6. Why Power in the Workplace Makes People Feel They Control Time; Positions of Authority Create a Sense of Control Over the Clock, Studies Find

7. In the late 1800s, William Lever was looking at the slums in London and his mission statement is to make cleanliness commonplace. He believed that the humble bar of soap could have a major social impact by being a force for good

8. Hointer: How a mathematician got micro-robots to sell you jeans

9. Why the human resources department must go

10. Rob Arnott turned the world of passive index investing upside down; Funds running Arnott’s models manage almost $200 billion dollars

11. 7 Ways You Can Easily Increase Your Willpower

12. 9 Tricks For Waking Up Earlier

13. Does Your Company Keep Its Promises? Despite best intentions, many businesses struggle with “commitment drift.”

14. How to Re-Discover Your Motivation

15. Why You Lead Determines How Well You Lead

16. Engagement the only way to transcend fear

17. Do-It-Yourself Leadership Training in China


1. Finland cashes in on cold by luring data storage firms

2. (Tech/Media) – Netflix, Growing, Envisions Expansion Abroad

3. Using The Computer to Predict Tech Startup Success; Correlation Ventures trusts only a computer to figure out which tech startups to bet on next. So far it appears to be working

4. (China/Tech) – Alibaba Says It Relies on Markets, Not Connections, To Drive Its Business

5. Corporate computing: Big Blue Apple; A novel alliance may reshape mobile computing for companies

6. Little things that mean a lot: Businesses should aim for lots of small wins from “big data”, that add up to something big


1. Fashion: A better business model; Inditex has become the world’s largest fashion retailer. But how long can its dizzying expansion last?


1. Probiotics might help lower blood pressure

2. Probiotic Logic vs. Gut Feelings; Like all over-the-counter dietary supplements, probiotics undergo no premarket screening for safety, effectiveness or even truth in packaging

3. Low-cost fertility treatment: In vitro fertilisation, once seen as miraculous, is now mainstream in rich countries. Soon it may be cheap enough to help infertile people in poor places, too

4. Tests for Alzheimer’s are improving. Treatment is still some way off

5. A new home for orphans: Shire’s focus on rare-disease treatments may prove a long-term advantage

Investing Process

1. Research – Agency Theory in Practice: a Qualitative Study of Hedge Fund Activism in Japan

2. Research – Large Shareholders, Shareholder Proposals, and Firm Performance: Evidence from Japan

3. Research – Politically Connected Firms and Earnings Informativeness in the Controlling versus Minority Shareholders Context: European Evidence

4. Equities’ great survivors and the value of compounding

5. Research – How Many Patents Does it Take to Signal Innovation Quality?


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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