Bamboo Innovator Daily Insight: 1 Feb (Sun) – Emerson on Talent vs. Character, Our Resistance to Change, and the Key to True Personal Growth

Life

  • Emerson on Talent vs. Character, Our Resistance to Change, and the Key to True Personal Growth: BP
  • Anne Lamott on How We Endure and Find Meaning in a Crazy World: BP
  • Pulitzer-Winning Poet Mark Strand on the Heartbeat of Creative Work and the Artist’s Task to Bear Witness to the Universe: BP
  • How to Listen Between the Lines: Anna Deavere Smith on the Art of Listening in a Culture of Speaking: BP
  • D.T. Suzuki on What Freedom Really Means and How Zen Can Help Us Cultivate Our Character: BP
  • Jeff Bezos’ brilliant advice for anyone running a business: BI
  • That’s Funny — but Why? Alan Alda on the Science of Humor: Bloomberg
  • Yves Chauvin, Chemist Sharing Nobel Prize, Dies at 84; Chauvin helped unlock the secret of “green chemistry” to produce less hazardous waste in manufacturing: NYT
  • If you live in France and don’t eat baguettes, you might be a terrorist? Quartz

Books

  • Stitches: A Handbook on Meaning, Hope and Repair: Amazon

Investing Process

  • Aswath Damodaran – Price And Value: Determinants, Divergence, And Convergence via CFA Institute: CFA
  • Warnings from the Enron Message Board: SSRN

Greater China

  • Probe into China Minsheng chief Mao Xiaofeng just tip of iceberg in banking world of corrupt alliances: SCMP
  • As China’s Offshore Yuan Crashes To A 2 Year Low, Beijing Warns Its Citizens: “Don’t Buy Dollars”: ZeroHedge
  • China’s Self-Destructive Tech Crackdown: NYT

ASEAN

  • Bursa Malaysia proposal on RPT advice is dropped without explanation: TheStar
  • Thai conglomerate pursues ‘old school’ expansion in Europe: Nikkei

Macro

  • Barron’s 2015 Roundtable issue with Marc Faber, David Herro, Oscar Schafer, and Mario Gabelli discussing their approach to investing. Barron’s
  • Repeat Default Rates Rise Since Great Recession, Says Moody’s: WSJ

TMT

  • Silicon Valley Reinvents The Invisible Hand: Techcrunch

Energy & Commodities

  • One too many oil and gas hubs; The Iskandar dream is in jeopardy because of several unplanned projects on reclaimed land. Do we want to see the oil and gas industry in Johor face the same fate? TheStar

Consumer & Others

  • How Honest Burgers became the latest chain to tap into the burger boom; The fast-growing burger business has landed a £7m funding deal; “The burger boom will only get bigger and bigger. The days of frozen burgers are gone.” Telegraph
  • McDonald’s Is Everywhere, But It Doesn’t Stand For Anything; The company keeps trying to appeal to new diners, but Americans aren’t biting: Bloomberg

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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