Bamboo Innovator Daily Insight: 7 Feb (Sat) – A spoonful of sugar is a sweet investment for Warren Buffett; Buffett’s greatness has been defined by his acceptance of the world as he has found it; Geronimo: Leadership Strategies of an American Warrior


  • A spoonful of sugar is a sweet investment for Warren Buffett; Buffett’s greatness has been defined by his acceptance of the world as he has found it: FT
  • Here are the core lessons from a book that Mark Zuckerberg and Bill Gates think everyone should read: BI
  •  ‘A business executive first and a CFO second’: Meet the boardroom’s newest risk-taking, rule-breaking powerbrokers: FP
  • The Rise of the Frugal Economy: PS
  • The Black Box of Ethical Dilemmas: Forbes
  • Protecting the elderly from fraud: JT
  • Closing the Gap Between Blue Ocean Strategy and Execution: HBR
  • New research into losing offers lessons in sales and consumer behaviour: SCMP
  • The World Was Watching: America’s Civil War slowly came to be seen as part of a global struggle against oppressive privilege.: WSJ
  • How Humankind Conquered the World: Long ago, there were more than half a dozen species of human. Only Homo sapiens survived and thrived, transforming the face of the planet along the way.: WSJ
  • Our Amazingly Plastic Brains; Mental and physical exercise can keep the brain fit and help it recover capacities lost to disease and trauma: WSJ
  • Asia’s Rise Is Rooted in Confucian Values; Booming states like China, South Korea and Singapore became capitalist by relying on old tenets of tolerance and social stability. WSJ
  • How Star Wars Made $27 Billion; Think Star Wars made most its money off the films? Think again!: FastCo


  • Geronimo: Leadership Strategies of an American Warrior: Amazon

Investing Process

  • Short Selling: Cleaning Up After Elephants By Guy Judkowski: Marketfolly, PDF
  • Enron Case Study Analysis. Ask Why? Why?: PDF

Greater China

  • China’s Cooling Sends A Chill Across Asia; Japan’s and Korea’s trade takes a hit as China’s “new normal” sees it snatch a greater share of the region’s exports. Barron’s
  • A Mandate, Not a Putsch: The Secret of Xi’s Success: Jamestown
  • Has China reached ‘peak steel’?: SCMP
  • Haier boss sees future in the internet; Zhang Ruimin, described as one of the world’s top business minds, aims to turn top white goods maker Haier into an ‘entrepreneurial platform’: SCMP
  • China to have most robots by 2017 as car, electronics factories automate: SCMP
  • HPH Trust takes HK$19 billion “goodwill” write-down on Hong Kong terminal assets: SCMP
  •  Secrecy surrounding Sunac’s Kaisa rescue puts HK’s reputation at risk; Lack of disclosure benefits privileged few at the expense of minority shareholders as yields on Kaisa’s bonds rebound despite negative news: SCMP
  • NVC Lighting says founder enters pledge deal without knowledge of board; Wang Donglei, who is now chairman of NVC, had alleged that founder Wu Changjiang embezzled about RMB573m: SCMP
  • Alibaba’s Ant Burrows Into India: WSJ
  • China’s Monumental Debt Trap – Why It Will Rock The Global Economy: ZeroHedge
  • Chinese Rating Agency Warns Coming Crisis Is Worse Than 2008, Blames US “Printing Press”: ZeroHedge
  • China Clamps Down on Foreign Casinos Wooing Chinese Gamblers: Bloomberg
  • As investors move to passive funds, stockpickers get creative: Reuters

Japan & Korea

  • Shrinking Tokyo living rooms put squeeze on Abenomics: FT


  • Survey: Indonesians Believe Cases Against KPK Leaders Engineered: JG
  • Indonesia World Leader in the Use of Mobile Banking Apps: Report: JG
  • Going beyond the ‘global city’ paradigm: Singapore should strive to be a unique regional city. BT


  • Rise in financial alchemy is worryingly familiar; Low yields mean risky inventions are bound to spring up: FT
  • Wage cuts and discounts as Swiss companies respond to franc strength: Reuters
  • Why Invest In Hedge Funds If They Don’t Outperform The Market?: Forbes


  • Platforms, not products, are the way to bring financial services to the poor: Quartz
  • The ‘Amazon will destroy your startup’ fallacy: Fortune
  • The largest online tax-software company in the U.S. temporarily halted electronic filing of all state returns after more than a dozen states spotted criminal attempts to obtain refunds through its systems.: WSJ
  • The billion-dollar e-commerce company you know nothing about; Zulily has defied the conventional wisdom-marketing to moms, sticking with flash sales, evading Amazon. Can it defy the doubting investors who think it can’t last?: FastCo
  • GoPro’s CEO on his media ambitions, potential Apple rivalry and drones: Fortune


  • Say “ahh” and let your smartphone check for Parkinson’s disease: Quartz
  • Biosimilars may one day save your life. But what are they?: Fortune

Consumer & Others

  • The Chipotle Effect: How Chefs Are Reinventing Fast Food: 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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