Bamboo Innovator Daily Insight: 7 Dec (Sun) – The Difference Between Losing and Being Beaten


The Difference Between Losing and Being Beaten: FarnamStreet

The cult of Lego: why are people so in love with the colourful bricks? Lego almost went bankrupt ten years ago, but now its building blocks are more popular than ever: Telegraph

Andrew Stanton: The clues to a great story: FarnamStreet

What Could Be Lost as Einstein’s Papers Go Online: WSJ

Hearing Every Voice in the Room: How IBM Brings Ideas Forward From Its Teams: NYTimes

Humans aren’t influenced by culture—we create it; “The Domestication of Language,” presents an intriguing new theory of cultural evolution. Quartz

How do you sell God in the 21st century? More heaven, less hell: Guardian

A Dozen Things I’ve Learned From Bill Ackman about Value and Activist Investing: 25iq

Meet the first lady of graphene, turning harmful gases into the wonder stuff; Catharina Paukner is building a supersized graphene factory in Cambridge that can turn methane from landfill – or even cows – into modern-day black gold: Telegraph

Investing Process

This Canadian investing bigwig wants to find the next BlackBerry — but that’s no easy task: FP

Greater China

Why Beijing’s Troubles Could Get a Lot Worse; Bank rate cuts and anticorruption campaign are unlikely to stave off woes: Barron’s

Citigroup Panicked Over Fraud at Chinese Ports: Mercuria: Bloomberg

Japan & Korea

Incheon Free Eco Zone Gambles On Casino To Lure Rich Chinese: Forbes


The division of Timken, a family-controlled company, into separate companies making bearings and steel has brought anxiety to its Ohio hometown. NYTimes

Free Investing Is the New Free Checking: CFA

Fee Compression Forces RIAs and Family Offices to Adapt: II

How David came on board with corporate Goliaths; Major multinational firms are trying to secure their future by investing in minnow firms that threaten to turn their worlds upside down: Telegraph

Time to Hop Aboard the Wabtec Express; The maker of locomotives is growing strongly in the U.S. and abroad. Industry’s safety focus is the company’s sweet spot. Barron’s

Australian Banks Seen Needing $25 Billion in Capital: Bloomberg

BIS raises ‘hot money’ concerns about emerging market company debt: Reuters


Amazon own label underscores strength of online grocery shopping: Reuters

Going From Smart to Smarter; Jewelers Enter the Wearable Technology Market: NYTimes

Disney to Introduce New Apps Focused on Learning; Disney is making a new push into an area that it has at times found tricky: making money by trying to make children smarter. NYTimes

Internet monopolies: Everybody wants to rule the world; Online businesses can grow very large very fast—it is what makes them exciting. Does it also make them unusual threats to competition? Economist

Not As Loony As It Sounds; Google’s “impossible” plan to beam Internet from solar-powered balloons is actually working. Here’s how. Slate

Six Drivers Of The $700B Mobile Internet: TechCrunch

Banking on biometrics: How you’ll soon be able to pay with your finger, access an ATM with your eyes: FP

Video Reinvents the Web as the Majors Scramble to Cash In; Video viewing offers the promise of new online income. However, advertisers still are cautious. Barron’s

Investor worries about another dot-com-style stock crash miss the point. The bubble is in the private market. Barron’s

If GoPro gets into consumer drones, the industry could finally have the innovation champion it needs: WaPo

Consumer & Others

There Aren’t Plenty of Fish in the Sea: That’s why consumers should soon prefer farmed seafood, not wild-caught. Slate

Supermarkets face years more pain, warns B&Q boss; Sir Ian Cheshire, the outgoing chief executive of Kingfisher, said the grocers face “much bigger problems” before a recovery is in sight: Telegraph


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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