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
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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