Evening Bamboo Insight: 24 Jul 2014

Evening Bamboo Insight: 24 Jul 2014


1. How Dashboards Can Help CFOs Manage Risk; Dashboards, listening posts and other risk-sensing tools can help finance chiefs grasp how stakeholders perceive the strategic risks their companies assume


2. Why the Wolf of Wall Street’s ‘Sucker List’ Won’t Be Released to ‘Inside Edition’; Financial criminals go to great lengths to hunt down and size up their prey, but to the con man, nothing can top the “sucker list” of people


3. Calpers Pulls Back From Hedge Funds; California Pension Fund to Cut Investments by 40%


4. The Lingering, Hidden Costs of the Bank Bailout; Why is growth so anemic? New economic activity has been discouraged. Here are some ways to change that


5. The U.S. airline industry’s newfound health is breeding something not seen in years: a flock of startups. All share an optimism that they can defy the odds in an industry that has seen 77 bankruptcies in the 20 years


6. North Korea’s business guides; Pyongyang is enlisting tutors in the techniques of modern management


7. The spin-offs that followed Air Canada’s bankruptcy; Strategy created value but stripped airline of an economic engine


8. Bricks come loose from StanChart tower amid whispering campaign; Investors and insiders point to bank struggling to adapt


9. Pepsi to Nescafe Boycotted by Mumbai Muslims for Being ‘Israeli’; “For us, Coke and Pepsi is human blood. They are financing the war against Palestine.”


Asia Pacific

1. (China) – Young workers dying in their sleep in ‘world’s factory’ in Dongguan, China


2. (China) – ‘Family corruption a new trend in Guangzhou’


3. (China) – As credit dries up, troubled Chinese steel makers lose lifeline


4. (China) – McDonald’s CEO: ‘deceived’ by audit of China meat plant


5. (China) – Homeowners abandon properties as prices plunge in Wenzhou


6. Long-derided Docklands acknowledged as economic powerhouse; For more than a decade Melbourne has derided Docklands as a failed planning experiment


7. (Australia) – Aussie supermarket giant Woolworths has been forced to stop using the word ”banking” in the marketing of its financial services after it fell foul of regulators


8. (China) – China Seals Off Yumen City After Outbreak Of Bubonic Plague


9. (Myanmar) – Has the ‘Frontier’ Economy’s Time Finally Arrived?


10. (Vietnam) – Starbucks seeks to expand in cafe-clogged Vietnam


11. (China) – Beijing’s Real Anticorruption Goal; Xi Jinping can’t eradicate graft, but he can try to avoid an uproar over SOE reform


12. (India) – India to Use ETFs to Sell State Shares Again


13. (India/Macro) – Revealed: The India-Israel Axis; A burgeoning strategic partnership with Israel matters more to India than reflexive solidarity with the Palestinian cause


14. (India) – Western anti-capitalists take too much for granted: India’s ‘untouchables’ are being emancipated by economic growth


15. (China) – Why China’s hunt for tigers and flies is bound to fail


16. (Isia) – Teatime with an Indonesian sultan: After decades of slumber, local sultanates and kingdoms are being kissed back to life by political decentralization


17. China’s second-half rally becomes an annual event


18. (HK) – Swatch warns over uncertain Hong Kong outlook


19. (Isia) – Prabowo Calls on World Leaders to ‘Withhold Congratulatory Statements’ to Jokowi


20. (Isia) – Jokowi Promises to Make Life Easier for Investors; Jokowi’s humble “I’m just like the rest of you” style has made him the country’s most popular politician and it is an image he is careful not to lose



1. Tips on Crafting a Popular Newsletter, from Top Newsletter Authors


2. No One Should Have to Choose Between Caregiving and Work


3. How Google’s Larry Page became a responsible entrepreneur; Four early influences helped shape the Google CEO’s world view and turn him into a change agent


4. Dogs do experience jealousy, according to a new study. And their motivations might teach us about our own


5. PBS Interview with Peter Lynch; Lynch ran Fidelity’s Magellan Fund for thirteen years (1977-1990). In that period, Magellan was up over 2700%. He retired in 1990 at the age of 46


6. MagicJack Founder Dies Of Sudden Heart Attack


7. Zoo makes wild fashion statement with lion-ripped jeans



8. Behind every great entrepreneur is an even greater PA


9. The Most Powerful F Word In Leadership



1. It’s not TV that Rupert Murdoch wants: It’s HBO


2. It’s Time to Split Up Microsoft


3. It’s Worth What!? Pressure-testing Companies with Sky-high Valuations


4. Will Consumers Be Sold on an eBay-Sotheby’s Collaboration?


5. (Tech/China) – Qualcomm struggles to collect royalties in China


6. (Asia/Tech) – Apple iPhone Rollout Boosts Asia’s Component Makers; Apple Suppliers in Japan, Taiwan and South Korea Raise Forecasts Ahead of Expected New iPhone Launch


7. (Healthcare/Tech) – Surgical Robot Fails to Show Advantages in Treating Bladder Cancer; Study Compares Intuitive Surgical’s da Vinci Device to Traditional Surgery


8. (Media/Tech) – Murdoch’s bid for Time Warner threatens the golden age of television; The fact that once-dominant cable companies face new online and digital competition is good


9. (Japan/Tech) – Sega vs Nintendo: a review of Console Wars by Blake J Harris; A 1990s battle that could offer lessons for today’s smartphone makers


10. Content marketing: turn website visits into sales through the medium of video



1. Bill Gates and Warren Buffett’s favorite book: Business Adventures 12 Tales from the World of Wall St (Full Book)



1. Volatile Brew: Price-Matching and Social Media; A Dollar General Discount Spurs Backlash at Wal-Mart and Target



1. (Healthcare/Tech) – Surgical Robot Fails to Show Advantages in Treating Bladder Cancer; Study Compares Intuitive Surgical’s da Vinci Device to Traditional Surgery


2. Hepatitis C Pill Rockets Gilead Into Big Leagues; Biotech’s Promising Treatment Continues Its Historic Drug Launch


Investing Process

1. Importance of ROIC: Compounders and Cheap Stocks




2. How Companies in Emerging Markets Are Winning at Home



3. Long-term returns boosted by illiquidity: The less liquid a stock, the better it will perform over time


4. The Evolution of Value Investing: Past, Present and Beyond



1. Oil traders hearing contango music again. Not loud yet


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 (www.heroinnovator.com), 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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