Evening Bamboo Insight: 25 Jul 2014

Evening Bamboo Insight: 25 Jul 2014


1. Will A Handwritten Note From Warren Buffett Cause A Hedge Fund Exodus?

2. The dark, disturbing world of the visa-for-sale program

3. Italy’s Richest Woman With A $10.4B Fortune Controls Menarini Group, Italy’s leading pharma company, But The Tax Man Is After Her

4. Why does Wall Street use a different kind of macroeconomic modeling than academia’s DSGE?

5. Wall Street’s revenge of the nerds means fooling all the people all the time

6. The Moral Chasm Between Israel and Hamas; The 3-mile-long tunnel from Gaza was designed for launching murder and kidnapping raids

7. Siemens: Fixing the German dynamo; Joe Kaeser is transforming Siemens’s structure; changing its culture will be harder

Asia Pacific

1. (China/Energy) – Inside Xi Jinping’s purge of China’s oil mandarins

2. (Thai) – Former Thai premier Yingluck meets, hugs brother Thaksin at Paris

3. (Taiwan) – Taiwan wants to become an international financial center, but its regulators keep undermining that ambition. The latest example is a threatened prosecution of short-seller Glaucus who reported about suspicious accounting at Asia Plastic

4. (Macro/China) – Ethiopia Becomes China’s China as Shoe Workers Chant in Mandarin

5. Super Rich Indians now invest in Equity and Donate more; India’s rich lie in three segments – Inheritors, Entrepreneurs and Professionals

6. Japan’s eel farmers face state regulation to manage new extinction risk

7. Lotte World Adventure theme park has organized the special event, the nighttime multimedia parade and show “Let’s Dream”, in commemoration of its 25th anniversary, which fell on July 12

8. (Korea) – Experts agree on Choi’s grim outlook; Finance Minister Choi Kyung-hwan voiced concern that the Korean economy may follow in the path of Japan at the start of its so-called stagnant “lost two decades.”

9. (Korea) – Korea’s pension fund NPS stake in top 500 firms valued at $66bn; Stakes in Samsung and Hyundai Motor groups took up 47% of the total investment, and close to 70% when adding stakes in SK, LG and Lotte groups

10. (Korea) – Too much money held by South Korean large companies has led to an absurd situation in which their request to put the money into banks is often turned down for fear of negative margin

11. (Korea) – Over 70% LTV ratio Korean mortgages total $36 bn, two-thirds come from non-banks

12. (Korea) – South Korea Plans $40 Billion Stimulus to Tackle Weakening Growth

13. (China/HK/Consumer) – McDonald’s takes chicken nuggets off menu in Hong Kong amid food scare

14. (China/India) – India’s Chinese Dream

15. (China) – China meat supplier faced claims last year over unethical work practices

16. (Isia/Spore) – Indonesians living in Singapore can soon remit money using cellphones

17. (China) – Buyers and Brands Beware in China; The political realities behind the latest tainted food scandal

18. (China) – Beijing Has Top-Secret View of China’s Employment; the official unemployment rate-4.08% at last measure-is widely seen as useless as it barely budges in good times and bad


1. The importance of patience and the danger of information overload

2. The Highest-Paid Woman in Corporate America Is A CFO

3. How Internal Entrepreneurs Can Deal with Friendly Fire; You, your boss, and your organization can each be in one of four modes: Make It Happen (Make), Help It Happen (Help), Let It Happen (Let) or Keep It from Happening (Keep)

4. Don’t Let Your Head Attack Your Heart

5. Choose your parents wisely: There is a large class divide in how Americans raise their children. Rich parents can afford to ease up a bit; poor parents need help

6. Helicopter parents: Relax, your kids will be fine; Middle-class parents should give their children more freedom

7. 7 Everyday Phrases With Sinister Origins

8. 17 Things Successful People Never Say

9. The 12 Best Books The Marine Corps Wants Its Leaders To Read

10. 12 Simple Ways To Be More Interesting


1. New Google Project Seeks to Define Healthy Human; Google has embarked on what may be its most ambitious and difficult science project ever: a quest inside the human body.

2. How MasterCard became a tech company; Four years after taking the helm, CEO Ajay Banga has turned the payments processor into an innovator. The stock’s response? Priceless

3. (Tech/Healthcare) – Can Big Data cure cancer?

4. Lessons from Jeff Weiner, LinkedIn’s Networker-in-Chief

5. Apple could become “obsolete” in two years because the technology sector is so competitive, according to one hedge fund boss.

6. Facebook is no longer a social network. It’s the world’s most powerful news reader

7. Meal-Delivery Startups Look for Winning Recipe; Plated, Blue Apron Use Data to Focus on the Details; Measuring Demand for Crunchy Tofu

8. (China/Tech) – Qualcomm’s China Hang-Ups

9. Hot Employer Stocks Could End Up Burning Some Young Tech Tycoons; The Lesson of One-Time Highfliers Such as Is to Diversify Your Holdings

10. These Smart Shoes Will Make Sure You Never Get Lost Again


1. Ford’s Epic Gamble: The inside story

2. Is T.J. Maxx the best retail store in the land? The off-price chain has built a fantastically loyal following. How have they done it? We got inside the playbook of parent company TJX

3. Loblaw’s fresh approach giving it a big edge in heated grocery battle

4. How adult diapers became paper-giant Domtar’s future (because they’re also yours)

5. A Game of Golf? Not for Many Millennials; A drop in participation rates and disinterest among young people, particularly millennials, have sent both the retail and sporting ends of the business scrambling for a new strategy

6. Burger King’s 33-Year-Old CEO Is Completely Reshaping The Company


1. (Tech/Healthcare) – Can Big Data cure cancer?

2. Beggar-Thy-Neighbor Medicine; A $1,000 pill ignites an ObamaCare war of all against all.

3. When Hospitals Buy Clinics, Prices Go Up

4. Patients’ reviews: DocAdvisor; Patients around the world are starting to give doctors a piece of their mind. The result should be better care

5. Mental illness: Some needles in the haystack; A consortium of researchers has shone a powerful light on schizophrenia

6. Clinical trials: The nation is losing its grip on a valuable industry

Investing Process

1. Do value stocks protect in market corrections?

2. Research – Large shareholders and disclosure strategies: Evidence from IPO lockup expirations


1. Bolivia’s Battery Ambitions; The country’s vast salt flats contain half of the global reserves of lithium


1. Securities Lending, Empty Voting and Corporate Governance




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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