Bamboo Innovator Daily Insight: 9 Mar (Mon) – Produce More by Removing More


  • Produce More by Removing More: Farnam
  • Munger: “Low goals do cause lower performance and high goals increase the percentage of cheating. Each organization has to find its own way.” Farnam
  • How The Most Powerful People Get Things Done: 4 Tips From A White House Staffer: Barker

Investing Process

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • Bridgewater’s Ray Dalio Explains the Power of Not Knowing: II

Greater China

  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • China’s Shandong province will have to sell assets to pay debt: governor: Reuters
  • China’s tax officials vow ‘shock and awe’ campaign in war against cross-border tax cheats: SCMP
  • Capital flight a risk that must be monitored: SCMP
  • Legal power of local government pledges in China rejected: WCT
  • Move Over Mao: Beloved ‘Papa Xi’ Awes China: NYT

Japan & Korea

  • Lotte Group’s aggressive acquisitions of companies are raising concerns as to whether it is biting off more than it can chew: KT
  • Big Korean companies fill 40 pct of outside directors with ex-officials: KH


  • Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?”: AsianExtractor
  • Reinforcing SGX listing and enforcement framework; proposed power to fine an issuer up to S$250,000 per contravention and a maximum of S$1 million for multiple charges, prohibit an errant issue manager from participating in specified SGX listing applications, require an errant director or officer to resign, or prohibit any issuer from appointing that person. BT
  • No protection if misconduct detected in 1MDB, Najib assures Umno leaders: Star
  • For SGX, a dearth of IPOs amid volatility: BT
  • Indonesia Has The Money, But Can It Spend It?: WSJ


  • LSE has defied expectations to go from prey to predator: FT
  • Real danger lies in Mitteleuropa’s financial sector; At zero interest rates, it is very difficult for the German insurance industry to remain solvent: FT
  • Bonds: How firm a foundation? Regulators question if corporate debt could withstand a sudden reversal: FT
  • World’s Biggest Ship Title Shifts Monthly as Rates Fall; Bragging rights for the world’s largest container ship have changed hands four times in as many months – – and will soon shift again. Bloomberg
  • Many Swiss banks are saddled with a batch of accounts by clients who have refused to declare them. Now, they must soon be disclosed to the IRS thanks to recently implemented U.S. law. WSJ


  • Crunch time: how the Apple Watch could create a $1tn company: Guardian
  • Surge in Smartphones Sets Off New Wave of Corporate Self-Reinvention: NYT
  • Smartwatch Pushes Apple Into High-End Fashion: WSJ
  • At Startups, People Are ‘New Infrastructure’; Uber, Instacart and Others Engage in Wholesale Recruitment of Workers: WSJ
  • Web-Video Newcomers Undercut YouTube; Facebook, Snapchat, Vessel offer better terms for revenue sharing: WSJ
  • Cash may be king, but smartphones seek to rule at the register: AFP
  • Google: The Value of Thrift: WSJ
  • Apple’s Ascent: From ‘Niche’ Stock to Juggernaut; Onetime Ugly Duckling of the Market Is Set to Join Blue-Chip Index: WSJ
  • As Driverless Car Rivalry Emerges, Mobileye Bulls Counter: Bloomberg


  • The three biggest companies that collect and disseminate credit information on more than 200 million Americans will change the way they handle errors and list unpaid medical bills as part of the broadest industry overhaul in more than a decade: 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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