Bamboo Innovator Daily Insight: 8 Jan (Thurs) – Billionaire Mark Cuban Used To Stay Up All Night Reading About Stamps; This habit served him well over the years when the transactions started to get larger and more serious


Billionaire Mark Cuban Used To Stay Up All Night Reading About Stamps; This habit served him well over the years when the transactions started to get larger and more serious. BI

This Trait Helped Carl Icahn Become A Billionaire: BI

Bill Gates Is Revolutionizing How History Is Taught, And We Went To A Poor NYC High School To See It In Action: BI

Gates Foundation Uses Art to Encourage Vaccination: NYT

What I Learned About Life After Interviewing 80 Highly Successful People: LinkedIn

BILL ACKMAN: We’re Doing ‘God’s Work’ On Herbalife: BI

Reforming Islam: Where change comes from: Economist

How Stores Manipulate Prices So You’ll Spend More: BI

EU Banned Pesticides to Help Bees, But Now Other Bugs Are Invading: Bloomberg

So Many Earth-Like Planets, So Few Telescopes: NYT

Top educator calls for abolition of college entrance tests: KoreaTimes

Making homework count: BT

Negotiating deals from a position of powerlessness: Forbes

What Unilever shares with Google and Apple: Fortune

Can a Philosophical Position be Considered Securities Fraud? An Unusual Boardroom Battle, in Academia: MediumNYT

The Curious Science of When Multitasking Works: HBR

Architecture Continues To Implode: More Insiders Admit The Profession Is Failing: Forbes

Morgan Stanley Insider Data Theft Spotlights ‘Profiling Analytics’: WSJ

To ‘Think Like a Freak,’ Start with These Three Words: K@W

The Art and Science of Sound: How Music Influences Consumers: K@W

Investing Process

Tailored Accounting at IPOs Raises Flags; Critics Say Companies’ Increased Use of Customized Earnings Measures Could Confuse Investors: WSJ

CSC to Pay $190 Million to Settle SEC Accounting Probe: Bloomberg

Vltava Fund Q4 Letter: Eight Important Lessons: ValueWalk

Greater China

Short sellers feel the heat from Chinese solar group Hanergy: FT

Zenith says ‘stalling’ by Founder behind dispute over 3b yuan; Founder says current, future profits harmed by legal brawl with Zenith: SCMP

Taiwan Shares Rise Most in Two Months on Chinese Investor Report: Bloomberg, SCMP

Speculation on China’s local debt as reporting deadline passes: Want ChinaTimes

What could happen in China in 2015? What do you get when you add slower economic growth, greater volatility, and rising competition to more international flights and genuine Chinese innovation? : McKinsey

China’s ‘new normal’ is more Alibabas, fewer smokestacks: The trick for policy makers will be to shift resources from the public to the private sector: FT

China Cities Crack Down on Illegal Cabs Using Car-Hailing Apps: Bloomberg

China Wants Taxes Paid by Citizens Living Afar: NYT

Yantai Penghui Copper halts production as it runs out of cash: SCMP

Revamping China’s Fiscal System; A major overhaul promises to make government spending more responsible—and accountable. WSJ

China Amps Up an Old Dream of Green Belts: WSJ


Modi Passes Thatcher Test as Indian Coal Union Strike Ends: Bloomberg

Billionaire Investor Rakesh Jhunjhunwala Picks IIndian ome Lenders to Ride Modi Rally: Bloomberg

BlackRock Is Optimistic About India’s Road Building Efforts: Bloomberg

On Diaspora Day Jan 9, Marking the Centenary of Mahatma Gandhi’s Return to India: JGlobe

Japan & Korea

‘Nut Rage’ Reignites Backlash Against South Korea’s Family-Run Conglomerates; Outburst by Daughter of Korean Air Chairman Puts Focus on Chaebol’s Nepotism Problems: WSJ

Hyundai-Kia: two become one?: EIU

Chaebol scions promoted to executives at young age: KoreaHerald

CJ chairman’s sister given lesser role; the 57-year-old Miky Lee wielded powerful influence on the country’s 14th-largest conglomerate, which centers on entertainment, retail and food. JA

Panasonic ponders moving production back to Japan from China: WantChinaTimes

Gyeonggi to start ‘Dream school’ to help students discover their potential. KoreaTimes


Standard Chartered Plans to Cut 11% of Malaysia Jobs: Bloomberg

Daunting Myanmar mining risks keeps investors to a brave handful; For now, Myanmar is the domain of small, wildcat companies specialising in high-risk frontier investment: SCMP

Made in Indonesia, but Does It Work? JGlobe

Thriller in Manila In Aquino’s Final Round; Philippines favored among investors but President faces challenges in lifting economy before leaving office.: Barron’s

Singapore’s tax system toughens up: BT


Standard Chartered to close equities business globally nad dismantle its stock broking, equity research, and equity listing desks: Reuters

Currency swings pose challenges for Asian groups: FT

The American manufacturing renaissance that never was: Fortune

Aussie financial services industry can’t afford any more scandals: TheAge

Energy & Commodities

Safest Banks’ Advantage Disappears as Oil Slumps: Canada Credit: Bloomberg

The First Shale Casualty: WBH Energy Files For Bankruptcy; Many More Coming: ZeroHedge

U.A.E. Energy Minister Says Oil Glut Could Run for Years: Bloomberg

How $50 Oil Changes Almost Everything: Bloomberg

Four-fifths of global coal reserves ‘must stay in ground’ to tackle climate change: Telegraph

Oil Firms’ New Dilemma: Save, or Borrow More? Drop in Oil Prices Will Force Producers to Cut Dividends and Investments or Get More in Debt: WSJ

Billions of dollars worth of projects face an uncertain future amid write-downs and job losses across Australia’s battered oil and gas sectors as the global oil crash deepens.: TheAge


Ford CEO Fields Predicts Driverless Cars on Roads in 5 Years: Bloomberg

Video-ripping website earns its creator almost $30,000 every month with no op costs; A healthcare website for scheduling medical visits; A spam-busting, self-destructing email service; Selling “libraries” for app prototyping. BI

Is YouTube The Yahoo Of 2015? Techcrunch

On the road with information technology: Leading carmakers are driven to strut their stuff at the International CES in Las Vegas: JA

MediaTek to power Google’s audio streaming technology: WantChinaTimes

An Online Jeweler Creates Links With Brick-and-Mortar Shops: NYT

With apps able to act as cameras, media players and so much more, the world of consumer electronics is in turmoil as smartphones supersede all other devices. NYT

The Real Story Behind Jeff Bezos’ Fire Phone Debacle and What It Means for Amazon’s Future: FastCo

Digital Business Models Should Have to Follow the Law, Too: HBR

The 2015 “Sleeper Ideas” List: Trends, Stocks, And Private Companies To Watch: Forbes


‘Ingenious’ Antibiotic Discovery ‘Challenges Long-Held Scientific Beliefs’; “The new research is based on the premise that everything on earth is teeming with microbes that compete fiercely to survive”: BI

For First Time, F.D.A. Panel Approves Generic Copy of Costly Biologic Drug: NYT

Antibiotic Pulled From Dirt Ends 25-Year Drug Drought: Bloomberg

Scientists Discover New Antibiotic; A Potential Weapon Against a Range of Diseases; Discovery Is a Much-Needed Breakthrough in Quest to Overcome Growing Resistance to Existing Drugs: WSJ

Consumer & Others

Keurig is using its successful coffee playbook to bring you homemade Dr. Pepper: Quartz

Human Tooth Found in McDonald’s Japan Fries: WSJ


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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