Bamboo Innovator Daily Insight: 27 Jan (Tues) – Munger: Art of Stock Picking; The Secret Sauce of Corporate Leadership: Splitting the CEO and chairman jobs is beside the point. What’s needed is a skeptical No. 2.


  • The Secret Sauce of Corporate Leadership: Splitting the CEO and chairman jobs is beside the point. What’s needed is a skeptical No. 2.: WSJ
  • What Kind of Leader Do You Want to Be?: HBR
  • Is Your Brand Telling Meaningful Stories? Forbes
  • When to Sell with Facts and Figures, and When to Appeal to Emotions: HBR
  • Former executive shares the secrets to how Disney runs its empire: FastCo


  • The Discomfort Zone: How Leaders Turn Difficult Conversations Into Breakthroughs: Amazon
  • The 15 Commitments of Conscious Leadership: A New Paradigm for Sustainable Success : Amazon
  • Why Motivating People Doesn’t Work . . . and What Does: The New Science of Leading, Energizing, and Engaging: Amazon

Investing Process

  • Munger: Art of Stock Picking: G&D
  • Small can be beautiful but quality is key; Avoid the urge to punt the riskiest small-cap stocks: FT

Greater China

  • China’s financing curbs raise credit crunch fears: SCMP
  • China Property Agony Deepens as Trust-Loan Lifelines Cut: Bloomberg
  • China Private Bond Faces Stress as LGFV Says No Pledge: Bloomberg
  • ICYMI, China’s credit buildup was pretty damn fast: FT
  • Death Threats and Dawn Raids: Welcome to China’s Anti-Graft Drive: Bloomberg
  • What’s behind Li Ka-shing’s corporate restructuring?: WCT
  • Dagong’s internet finance blacklist stirs up the industry: WCT
  • Overseas Hopes Lift China Manufacturing Family Into Billionaire Ranks: Forbes
  • Chinese tycoon sues local governments for late payment; Action over contracts highlights risks to financial system: FT
  • Shanghai first major Chinese region to ditch GDP growth target: FT
  • China Yuanbang Declines After Chairman Held in Custody Quits: Bloomberg
  • China’s Reform Stalemate: PS
  • China’s Twisted Logic: The People’s Bank of China has taken a different, if not bizarre, view of how global trade and currency markets work amid Europe’s €1 trillion stimulus. Barron’s
  • China’s Other E-Commerce Giant Follows Its Own Path: NYT
  • Foreign Law Firms Face Pressure in China; Lawyers Compete Not Only With Each Other, but Also 19,000 Chinese Firms: WSJ
  • What’s behind Li Ka-shing’s corporate restructuring?: WCT
  • Dagong’s internet finance blacklist stirs up the industry: WCT
  • Overseas Hopes Lift China Manufacturing Family Into Billionaire Ranks: Forbes
  •  China’s financing curbs raise credit crunch fears: SCMP


  • India: The next superpower?: Fortune

Japan & Korea

  • Japanese carmakers risk ceding self-driving car market to rivals: FT
  • Starting South Korea’s New Growth Engines: PS
  • Samsung Blind Faith Makes Cheil Expensive Revamp Bet: Bloomberg


  • Thai Junta Unloading Mountain of Rice Amid World Surplus: Bloomberg
  • The Financial Services Authority (OJK) plans to set a minimum capital requirement for entities to control their financial groups, ensuring sustainability amid risks faced by their subsidiaries. JP
  • Rising Vacancies and Default Auctions Show Singapore Property Is on the Decline: Bloomberg


  • Owners of Negative-Yield Sovereign Debt Say They’re No Fools: Bloomberg
  • For New Revenue-Recognition Rules, It’s Ready vs. Not: WSJ
  • Asia’s Richest Man Has Seen the Future and It’s in Europe: Bloomberg
  • Crispin Odey Sees Global Slowdown That Will ‘Devastate’ Equities: Bloomberg
  • Will Reverse Factoring Cause the Next Financial Bubble? Reverse factoring can raise the risk profile of supply chains to dangerous levels, and could even cause a systematic financial failure. CFO
  • For Vanguard, these are the best of times: Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them: IN
  • Tricky Ratio of Chief Executive’s Pay To Workers’: NYT
  • George Soros may be in a car race with Warren Buffett: Fortune
  • Asia’s Life Agents Sing to Sell Insurance; Anthems Help to Psych Up Staff in Competitive Market: WSJ
  • Too big to innovate: Get excited for the coming disruption of banks: WaPo
  • The new 70s show: Australian dollar in the doldrums : TheAge


  • Tech Giants Invest in New Dreams of Grandeur: NYT
  • How The Founders Of TransferWise Came Up With The Idea For Their Billion-Dollar Company; Why TransferWise’s $1 Billion Valuation Will Terrify The Banks: BI


  • The Operation Before the Operation; Three-dimensional printing allows surgeons to foresee issues, not stumble into them. NYT

Consumer & Others

  • Carlsberg may soon be serving beer in cardboard bottles: Quartz
  • Here’s why Mattel ousted its CEO Bryan Stockton: Fortune

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.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: