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Bamboo Innovator Daily Insight: 10 Mar (Tues) – Here’s why Warren Buffett, Oprah Winfrey, and Bill Gates love to read

Life

  • Here’s why Warren Buffett, Oprah Winfrey, and Bill Gates love to read: BI, LinkedIn
  • The creative power of saying no: why focus is the key to innovation: BRW
  • Trouble at the family mill? Call in the Chief Emotional Officer: Insead
  • How Much Control Should You Have Over Your Firm? Insead
  • Most Teach For America Instructors Plan to Flee Teaching; About 87 percent of the people the program trains as educators say they plan to leave teaching; “Teaching is tough work”: Bloomberg

Investing Process

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Noble’s Spat With Iceberg Highlights Barriers to Disclosure: WSJ

Greater China

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Hanergy Working With ‘Unproven’ Solar Technology, Bloomberg New Energy Finance Says, after Financial Times in January raised questions about the company’s accounting practices. Bloomberg
  • Hanergy Shares Soar Too Close to the Sun; Solar panel hot stock levitates 480% in six months, leaving gravity and reason back on Earth. Barron’s\
  • Hanergy’s Lightning Rally Blinds Investors to Reality: WSJ
  • Foreign banks tighten lending rules for China state-backed firms; Singapore DBS Group suffered a loss on a bad loan to an SOE-related firm it had assessed as risk-free: Reuters
  • China Short Sellers Target World’s Biggest Broker Rally: Bloomberg
  • Hong Kong-made ‘firefighting’ robots catch the attention of tech giant IBM: SCMP
  • Mainland regulators learn from mistakes made in Japan: SCMP
  • SFC’s ‘sneak attack’ on ownership responsibility will cost us money: SCMP
  • China legal threat dents ICE’s Singapore plans: FT

India

  • $1.20 for Office Lunches as Errand Apps Bloom in India: Bloomberg

Japan & Korea

  • A veteran Japan investor has closed his small hedge fund and will join one of Asia’s longest-running hedge-fund operators, a move that underscores the increasing difficulty managers face striking out on their own: WSJ

ASEAN/Singapore

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor

Macro

  • Hedge-Fund Manager’s Next Frontier: Lawsuits: WSJ
  • Don’t get addicted to boom times: Why investors should beware market highs and other fads: FP

Energy & Commodities

  • The big drop: Riyadh’s oil gamble; For years Saudi Arabia acted as a safety net in the market, but as prices fell the game changed: FT

TMT

  • Apple Watch Success Will Hinge on Apps: NYT
  • Apple watch could call time on Swiss ascendancy in the high-end market: Telegraph
  • Apple Says New Smartwatch Will Go 18 Hours on Battery Power: Bloomberg
  • Telecom’s Next Goal: Defining 5G; Industry pools knowledge in race to go beyond fast download speeds: WSJ
  • Challenge for Apple Watch: Style but No ‘Killer App’: WSJ

Healthcare

  • Feeling Nervous About a Biotech Bubble? Bloomberg
  • What Autopsies Can Teach; A decline in postmortem exams has slowed scientific advances. New procedures aim to overcome qualms. WSJ

Consumer & Others

  • Why McDonald’s Turnaround Plan Isn’t Working: Bloomberg
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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), 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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