Evening Bamboo Insight: 04 Aug 2014

Evening Bamboo Insight: 04 Aug 2014


  1. The 30-minute meeting that derailed a £3bn merger; Blafour Beatty and Carillion had been engaged in merger talks for two months, but in one short meeting the once-cordial negotiations broke down


  1. Junk-Debt Liquidity Concerns Bring Sales; Investors Worry Exiting Positions Could Get Harder


  1. Next crisis will be worse: Jim Rogers


  1. Can ETFs Be Derailed? ETFs have been a terrific innovation for investors, but they’re not without risk. What you should keep an eye on.


  1. Corporate Italy’s new number rings out at Telecom Italia; The company’s chairman says the group now reflects a change in the country’s business culture


  1. Race and religion in South-East Asia: The plural society and its enemies; Our departing South-East Asia correspondent explains how the “plural society” remains key to understanding the region’s problems


Asia Pacific

  1. (China) – QR codes to help China’s lost seniors find way home


  1. (China) – Daddy dearest: the fathers of China’s top ten entrepreneurs


  1. (China) – Is anti-graft anti-growth? Weighing the economic impact of the anti-corruption campaign in China


  1. (Spore/Macro) – Tougher action needed on dubious share trades



  1. (Japan) – Who wants to be a billionaire? SoftBank academy vets Japan entrepreneurs


  1. (China) – Banks Angling for China IPO Hired a CEO’s Daughter; As banks angled to participate in the IPO of China’s Tianhe Chemicals, three of them-UBS, Investec and J.P. Morgan Chase-hired the daughter of the CEO


  1. (Thai) – Thai AirAsia Charts Course Out of Crises; Budget Carrier Emerges From a Tumultuous Decade; CEO Tassapon Credits ‘Smooth’ JV With Fernandes


  1. (Spore) – Fitch: Commission-Free Sales Positive for Singapore Insurers


  1. (Isia) – “Jakarta will be for creative entrepreneurs only — those whose income is better than that of beggars. Jakarta offers many opportunities to newcomers, so long as they are honest, willing to work hard, and are creative.”


  1. (Korea) – How Korea became the world’s coolest brand


  1. (China) – Hunting Tigers in China: The question today is not whether Xi has amassed enough authority to effect change in China (he has), but whether he has built a coalition capable of advancing his declared goal of reviving pro-market reforms


  1. (Philippines) – Strained Infrastructure in Philippines Erodes the Nation’s Growth Prospects


  1. (China) – China Experiences a Booming Underground Market in Child Surrogacy


  1. (India) – Hope grows that Modi will cut bureaucracy to foster business


  1. (India) – India bank chief arrested in bribery probe


  1. (India) – The Consequences of Indian Obstructionism; Narendra Modi portrays himself as a pro-growth reformer, but he is behaving like an economic nationalist


  1. (India) – Reliance Industries: Reimagining Ambani; Mukesh Ambani, India’s most powerful tycoon, could make his country a better place. But he would have to change his company’s ways



  1. Free Advice From Charlie Munger, Seth Klarman; “If it is wisdom you’re after, you’re going to spend a lot of time on your ass reading. In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time,”


  1. How to Pitch Yourself: A Lesson from Young Eudora Welty’s Impossibly Charming Job Application to The New Yorker


  1. The family behind Wilkinson, one of Britain’s biggest privately owned retailers, has split after 84 years of running the business


  1. Your Unwanted Gift Cards Are Worth Millions–These Guys Are Building An Empire With Them


  1. Here’s Why LinkedIn Founder Reid Hoffman Refused To Buy A Really Fancy Car


  1. Alan Watts: Why Modern Civilization is a Vicious Circle; “The animal tends to eat with its stomach, and the man with his brain. When the animal’s stomach is full, he stops eating, but the man is never sure when to stop.”


  1. Changing How We Think


  1. Books – Diaminds: Decoding the Mental Habits of Successful Thinkers


  1. Getting Over Procrastination


  1. Ingenious: Robert Sapolsky; The primatologist and neurologist talks turbulence-teens, stress, and the information age


  1. “The deep opposite of attention isn’t distraction, but absorption. No one ever tells you to “pay absorption.” Absorption is what occurs when you immerse yourself in something you love doing.”


  1. Learning to talk through our differences


  1. Peter Drucker’s favorite book on leadership


  1. To Forgive Design: Understanding Failure



  1. Computer Programming Is a Trade; Let’s Act Like It; That Would Help Offset Supply-and-Demand Mismatch


  1. Science Is Not Democratic


  1. How to cut it in kitchenware innovation; From chute chopping boards to square colanders, twins Richard and Antony Joseph explain huge success in kitchenware design


  1. Chief economists are the new marketers


  1. From dating to job prospects, a name has remarkable power over the path of its owner’s life


  1. This Story About What Larry Page Was Like In College Perfectly Explains Why He’s The Right Person To Lead Google



  1. YRC Worldwide CFO: How Truckers Are Using Big Data to Overhaul Pricing


  1. (Korea/Tech) – From Tsunami Lifeline to Listing, Line Sends Message to Chat Rivals


  1. Wealth Managers Enlist Spy Tools to Map Portfolios; Companies like Addepar are using data-filtering techniques honed at spy agencies to help track and value clients’ diverse holdings


  1. Nickelodeon’s Digital Generation


  1. Where Tech Is Taking Us: A Conversation With Intel’s Genevieve Bell who is convinced we are at a rare period of social change, with the explosion of digital intelligence into every part of our lives


  1. EMC: Ready to Come Out From Under a Cloud; Facing pressure from an activist investor, the data-storage company might spin off its VMware unit


  1. (Korea/Tech) – Samsung in Transition; “Investors who were in Samsung for quick money are gone”


  1. (Tech/Japan/Korea) – S. Korea, Japan to face off in global battery market



  1. Famed Indian Scout Finds Its Way Back To Modern Motorcycle Market; Polaris Industries is resurrecting the Indian brand and challenging the industry kingpin, Harley-Davidson


  1. (China/Consumer) – McDonald’s Boosts China Orders At Brazil’s Marfrig, Local Billionaire’s Fujian Sunner


  1. A Tale of Two Dollar Stores: Why the discount-chain merger is bad news for poor shoppers



  1. There Is An ‘Enormous’ Conflict Of Interest In The Medical Publishing Industry That Is Stymieing Research In Rare Diseases


Investing Process

  1. Focus Investing Series Part 3: The Munger Network of Mental Models


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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