Daily Bamboo Innovator Insight: Tues 18 Nov 2014 – 10 brilliant quotes from Warren Buffett


10 brilliant quotes from Warren Buffett, America’s second-richest person: Fortune

Secrets of the Most Productive People: FastCompany

Here’s The Untold Story Of How Tesla Motors Got Its Name: BusinessInsider

11 Surprising Things That Affect Your Willpower And Decision Making: BusinessInsider

The beautiful bike path that was inspired by Van Gogh’s ‘Starry Night’: WaPo

Building a Fraud Resistant Organization: AccountingToday, PDF

The 7 Laws of Regenerative Enterprises: HBR

Finding the Right Metaphor for Your Presentation: HBR

The trouble with mergers: Our advice from 1994 to lustful companies: Economist

Nike’s Martin Lotti on Just Doing It; The Nike Football vice president and creative director talks about the importance of design, the future of shoes and the place where he’s happiest: WSJ

Inside Peter Thiel’s mind: The billionaire on Snowden, Twitter, and why competition is overrated: Vox

Radical change that starts with small steps at big companies; Only ‘top-down leaders’ are comfortable enough to liberate people to develop new ideas: FT

Arts and culture can go a long way to help revive Britain’s cities; The chancellor understands that our towns must have souls as well as sewers: FT

Korea’s poultry king Kim Hong-kuk, chairman of Harim Group with $4.3bn sales, buys Napoleon’s hat for $2.4m; “Chairman Kim, who in his youth raised 10 chicks that became the foundation of Harim Group, has always emphasized ‘Escaping the safety zone’ and a pioneering spirit and not to settle for the status quo.” JoongAng

Billionaire Plans Cure for Blindness as He Approaches 90: Bloomberg

Will Disney’s ‘Big Hero 6’ Be The Year’s Quietest Box Office Smash? Forbes

Top Women CEOs On How Bold Innovation Drives Business: Forbes

Ultimate Starbucks fan turns coffee cups into works of art; Cartoon lover Joshua Hara draws animals and cute pictures on his used takeaway cups: Telegraph

‘I find it very hard to price my work high’; Entrepreneur Louise Pocock, who teaches and creates her own hats, reflects on how to make a living from a traditional craft business: Guardian

End of communism not all good for Christianity: Vatican: Reuters

Elon Musk is Neo from ‘The Matrix?’ His cousin, SolarCity’s CEO, explains. WaPo

The 10 biggest R&D spenders worldwide: Fortune


Rethinking Positive Thinking: Inside the New Science of Motivation: Amazon, WSJ

Everyday Bias: Identifying and Navigating Unconscious Judgments in Our Daily Lives: Amazon

Zoom: How Everything Moves: From Atoms and Galaxies to Blizzards and Bees: Amazon, NYTimes

Investing Process & Research

Chinese Firm Says Bank Workers Are Investigated; NVC Lighting Alleges Ex-CEO Improperly Withdrew Funds: WSJ

Gotham casts a long shadow over Quindell; Quindell’s share price has never recovered since the attack by the US short-seller: Telegraph

The Revolving-Door of Sell-Side Analysts: A Threat to Analysts’ Independence? SSRN

Do Indian Business Group Owned Mutual Funds Maximize Value for Their Investors? SSRN

The Faustian Contract of Deep Value Investing: Wendl


GMO Quarterly: Is This Purgatory, Or Is It Hell? GMO

Is Stock Market Living on Borrowed Time? LBO king Wilbur Ross and Prem Watsa, the “Warren Buffett of Canada,” have their concerns.: Barron’s

Bonds: anatomy of a market meltdown; Fall in Treasury bond yields has left investors asking if world’s safe haven needs shoring up: FT

Mega-Mergers Popular Again on Wall Street: NYTimes

Africa Makes Strides in Corporate Accounting, Governance; The Nigerian Stock Exchange has launched a corporate-governance rating system that subjects its 190 major companies to a rigorous assessment: WSJ

The Fund that Reshaped the Gold Market; Rise and Fall of GLD Exchange-Traded Fund Mirror’s Metal’s Appeal: WSJ


China faces debt crunch as property values fall; Chinese property accounts for a third of Asian high yield issuance: FT

Beijing crackdown fails to stem inflated invoicing on exports: SCMP

China’s internet TV sites in $1 billion battle for foreign shows: Reuters

China’s blitz against corruption hits some U.S. travel companies: Reuters

Competition for analysts heats up as credit risks rise in China: Reuters

Reforming China’s Commanding Heights: Michael Spence: Project Syndicate

Lopsided Link Shows Chinese Rejection of Hong Kong Stocks: Bloomberg

McDonald’s Enlists Orcs and Elves in Chinese Food Fight: Bloomberg

Hong Kong Bourse Loses 7.1% in Two Days as Link Optimism Fades: Bloomberg

Haixin Enters Bankruptcy Proceedings Amid Steel Industry Woes, making it the largest mill in the nation to enter the procedure: Bloomberg

Tingyi’s a Staple for Your Pantry – and Portfolio; Noodle giant’s shares are marked down after recent scandals, but margins and profits are ready to serve: Barron’s


In India, Growth Breeds Waste: NYTimes

Billionaire Ambani Makes Quiet Entry Into India’s E-Commerce Sector: Forbes

Modi Believers Lock in Wagers on India Stocks: Chart of the Day: Businessweek

Two competing innovators join hands to light up India’s dark belt; By slowly refining a distribution model, Greenlight Planet has been rapidly selling solar lamps to villagers: Forbes

Why Realty Did Not Bite Piramal; Deploying Rs 12,000 crore in a slowing real estate market is no easy task. Under the leadership of Khushru Jijina, Piramal Fund Management may have cracked the code: Forbes


Abe $1 Trillion Gift to Stock Market Shields Recession Gloom: Bloomberg

The Failure of Abenomics; Japan’s Keynesian Recession: The familiar advice to spend more and raise taxes fails again. WSJ

Disappointment Becomes Norm for Global Growth as Japan Contracts: Bloomberg


Samsung gives cold shoulder to humanities majors: JoongAng

Samsung Moving Phone Engineers a Lesson in Speed for Sony: Bloomberg

Poäng! IKEA Hits Headwinds In Korea: WSJ

Bad News for Kospi Is Good News for Korean Stock Brokers: Bloomberg


The SME advantage in Asian markets; SMEs can draw lessons from OSIM, Ichitan and MAS, which are no longer small firms but global players that dominate markets which MNCs will find hard to penetrate: BT

Singapore to Face Fire Sales With Home Curbs, Developer Says: Bloomberg

Return of the Myanmar Military? NYTimes

H.E. U Soe Thane: Myanmar Needs Time: NYTimes

Property developer Sawasdi Horrungruang has decided to part ways with Hemaraj, the company he founded and struggled with after the 1997 financial crisis, by selling the family’s 15-per-cent stake for Bt6.55 billion to WHA: Nation

Jokowi Proves Himself as a Man of Action: JakartaGlobe

Boom Times Over, But Telco Growth Still Unfinished In Indonesia: JakartaGlobe

Auto Sales Slump in Indonesia on Economic Slowdown: JakartaGlobe

Ahok the Bold ; Acting Jakarta governor Basuki “Ahok” Tjahaja Purnama has proven himself to be a fearless figure when it comes to defending his principles: JakartaPost

Singapore’s Trans-Cab halts IPO over rise in insurance premiums: TODAY


Angela Merkel, Narendra Modi take time to check out Australian innovation: TheAge


When wireless worlds collide: As Wi-Fi hotspots proliferate, who needs cellular wireless? Economist

Alibaba: Here’s Why Apple Needs Us In China: BusinessInsider

Microsoft Is Sick Of PowerPoint, Too: BusinessInsider

Kings of the Cloud: The leading companies in the tech industry are reworking their business models to deliver everything-as-a-service. Strategy@

Q&A: Alibaba Senior Executive On Apple, M&A and U.S. Plans: WSJ

iProperty’s Patrick Grove to sell Australian apartments online, as Tesla proves trend for ‘$100,000 clicks’: BRW

Researchers Announce Advance in Image-Recognition Software: NYTimes

Uber Vies For Users’ Hearts And Ears With Spotify PartnershipUber Vies For Users’ Hearts And Ears With Spotify Partnership: Forbes

The Alibaba-Effect: Index funds are considering rule changes that would allow them to own Alibaba. Barron’s

Warby Parker Adds Storefronts to Its Online Sales Strategy: WSJ

With funky name but big demand, BlaBlaCar eyes global push: Reuters

Intel’s upscale bracelet has Google alerts, AT&T data plan: Reuters

Amazon Moves to Extend Cloud-Computing Dominance: NYTimes


Study Finds Alternative to Anti-Cholesterol Drug: NYTimes

World’s top drugmaker Novartis takes aim at tech, casting their net beyond biotech into the wider pool of wearable, or even edible, technology: Reuters

Energy & Commodities

$100 Billion Deal Day Evokes 1998’s Exxon-Mobil: Bloomberg

Youngest Oil Tycoon Finds Fortune After Washout as Trader: Bloomberg

Six years ago, Bryan Sheffield had no energy industry experience. Today, he’s on track to become a billionaire before his 40th birthday. How it happened is one of the greatest Texas oil stories of all time: Forbes

Consumer & Others

There Are 2 Main Differences Between People Who Eat At Chipotle And McDonald’s; McDonald’s customers are “motherly,” “bighearted” and “loving”;  Chipotle fans are “imaginative,” “outgoing,” and “confident”: BusinessInsider

Goldman Sachs: Supermarket groups must close one in five stores: Telegraph


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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