Morning Bamboo Insight: 23 Jul 2014

Morning Bamboo Insight: 23 Jul 2014


1. (Macro/Tech) – Will The UK Become The World’s Leading Urban Innovation Lab?

2. A horrible, ugly, stressful process’: The five-year legacy of Canada’s auto bailout

3. A corporate malaise is afflicting the West; Today’s moguls prefer safe takeovers and downsizing to ambitious risk-taking

4. Indesit sale could be wake up call for Italy to support family businesses

5. How Russian Hackers Stole the Nasdaq

6. Imminent collapse of gigantic fraud Herbalife

7. Putinism Thrives on Dirty Money; Western leaders ignored Putin’s bad behavior as long as Russian money flowed in. Flight 17 changes all that

8. Money Manager Foiled by Bad Bets: Balestra Capital’s James Melcher, Like Many ‘Macro Traders,’ Is Feeling the Pain This Year

Asia Pacific

1. (Korea/Tech) – Korea’s Entrepreneurs Garner Global Validation As Local ‘Startup’ Valuations Soar Into The Billions

2. (China) – Expired meat scandal rocks fast food chains across China

3. (Korea/Tech) – Seoul to crack down on Uber rides; Seoul may start its own ride-sharing app

4. (Isia) – Tactical brains behind Prabowo campaign

5. (Asean) – Rolls-Royces and rags mix on Phnom Penh’s streets

6. (Isia) – Indonesian presidential candidate Prabowo Subianto wants a two-week delay in announcing the result of the election to allow investigations into allegations of mass cheating

7. (Spore) – Monetary Authority of Singapore (MAS) proposed a set of regulations for investments linked to land banks, gold and other physical assets to boost investor protection – following several scams that have left retail investors high and dry

8. (Isia/Msia) – Jitters over Indonesia’s proposed banking bill; Malaysian ownership of Indonesian banks came under the spotlight again following a proposed bill that compels foreign banks to trim their interests to 40%.

9. (Isia) – In Indonesia’s Battle With Bootleg Goods, a Very Genuine Economic Toll

10. (Isia) – In Golkar, a Party Gravitating Toward Jokowi

11. (Isia) – Basuki Admits Jakarta Smart Card Not Effective

12. (Msia) – Najib’s Megabank Seen Challenging HSBC in Sukuk


1. New Video Games Teach Caring And Compassion

2. Is Bigger Better? “There is not enough time to debate what are best practices. A company needs to get consistent before they can determine what is best.”

3. 5 Questions To Help You Define Your Leadership Brand

4. Patterns: How To Predict The Next Big Thing In Business

5. What Rockers Can Teach Entrepreneurs

6. Four Success Strategies From Failed Business Models

7. The Fastest Way To Life Success: Vulnerability

8. Podium Power: 7 Steps To A Rock Solid Speech

9. How Do You Recognize A Great Entrepreneur?

10. The CEO Pivot Puzzle; Product definition is a challenge for any startup. But it’s significantly harder for a company that is in an evolving market

  1. Michael Dirda: A Science Fiction Reading List

12. Keep Time and Emotion from Killing a Negotiation

13. Resentment, Jealousy, Feuds: A Look at Intel’s Founding Team

14. The Industrial Revolution That Never Was; the creation of large-scale factories nearly began not in England, but in Great Britain’s American colonies, 250 years ago. The American version failed miserably

15. Don’t Sell a Product, Sell a Whole New Way of Thinking; Innovators change the lens through which we see the world; Mental models are how the brain makes sense of the vast amount of information to be processed every moment of every day

16. You Can’t Be a Great Manager If You’re Not a Good Coach

17. True leaders are absorbed in something much bigger than self. “One of the signals that a person is in wu-wei is that the person has de, translated as ‘virtue’, ‘power’, or ‘charismatic power.'”

18. The one trait successful leaders share; An active coper quickly recovers from setbacks, opens up to the people around her and is aware of her own motivations, strengths and shortcomings

19. The art of predicting business risks: Why non-experts do it better

20. The Problem With Founders; Starting a business may be hard, but scaling a business is where all the value of a company gets built

21. Norberto Odebrecht, the man who turned his father’s small engineering firm into a construction empire, has died at the age of 93 in his hometown of Salvador, Brazil

22. When familial ties force a young next-gen into leadership

23. The Secret History Behind The Science Of Stress

24. Why the Myers-Briggs test is totally meaningless

25. Innovation: Australia can learn some (very) small things from Switzerland


1. When Amazon Acts Like A Start-up: Why Amazon Has Entered The Ebook Subscription Market

2. (Macro/Tech) – Will The UK Become The World’s Leading Urban Innovation Lab?

3. Selling apps, television shows, e-books, music and games through Google Play is becoming a big business for the tech giant. In five years, Google Play has gone from an upstart marketplace for mobile phone apps to a mammoth media hub

4. Illiquid Till Exit: Is the golden era of secondary share sales over for startups?

5. Xiaomi vs Huawei: The showdown of Chinese smartphone brands

6. (China/Tech) – Alibaba Has Big Hopes for New Big Data Processing Servic

7. At EMC, Marriage Requires Investment; EMC’s marriage to VMware has stood the test of time so far. But outside pressure will put the tech giant on the spot to justify the continued relationship


1. Tesco has forgotten what it was good at – and Aldi and Lidl have taken advantage; Britain’s biggest retailer has lost connection with customers and focus on price

2. Cheap at sea, pricey on the plate: The voodoo of lobster economics

Investing Process

1. Sino-Forest CFO fined $700,000 and banned from boards in settlement with Ontario Securities Commission

2. GMO 2Q14 Letter: Free Lunches and the Food Truck Revolution


1. Books – Trying Not to Try: The Art and Science of Spontaneity


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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