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Bamboo Innovator Daily Insight: 22 Mar (Sun) – Why Steve Jobs’s legendary Stanford commencement ceremony almost never happened

Notice: The website AsianExtractor: Unearthing Accounting Fraud in Asia (www.AsianExtractor.com) is down on technical issues and we are trying to resolve the problem asap.

Life

  • Why Steve Jobs’s legendary Stanford commencement ceremony almost never happened: FastCo
  • Walter Benjamin on Information vs. Wisdom and How the Novel and the News Killed Storytelling: BP
  • World’s Best CEOs: Barron’s 11th annual list adds eight bosses, but includes only two from our first list, after a turbulent decade that’s been tough on CEOs. Barron’s1, Barron’s2
  • Goodbye, math and history: Finland wants to abandon teaching subjects at school: Quartz
  • Few Companies Actually Succeed at Going Global: HBR
  • In Defense of Boredom: 200 Years of Ideas on the Virtues of Not-Doing from Some of Humanity’s Greatest Minds: BP
  • ‘Disruptive innovation key to become world beaters’: Forbes
  • In Italy, They’re Now Taxing Shadows: Zerohedge

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
  • Third report on Noble Group, a repeat of Enron: Governance, debt and liquidity headroom: Iceberg, 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
  • China steps up fight against tax evasion with new regulations on multinationals: SCMP
  • China to curb risks from short-term local debt: vice finance minister: Reuters
  • China Theme Park Entrepreneur Becomes Billionaire On Video Website Plan: Forbes
  • Hong Kong property boom poised to end as Fed preps for rate hike: Reuters

Macro

  • Despite Buffett’s warning, dealmakers party on: Fortune

TMT

  • Can the Swiss Make a Smarter Watch Than Apple? Bloomberg
  • Investing’s Old Guard Gets Its Algorithm On; Vanguard and Charles Schwab follow startups into the robo-adviser race: Bloomberg
  •  At Kodak, Clinging to a Future Beyond Film: NYT
  • Artificial Intelligence Is Almost Ready for Business: HBR

Energy & Commodities

  • The Perfect Storm For Oil Hits In Two Months: US Crude Production To Soar Just As Storage Runs Out: Zerohedge
  • The oil industry’s struggle to tap into the bitumen carbonates: FP

Healthcare

  • Hedge Funds Found a New Way to Attack Drug Companies and Short Their Stock: Bloomberg
  • Biotech Has Surged Massively Since Warning From the Fed: Bloomberg
  • Biogen CEO Transformed Embattled Biotech in Five Short Years; Experimental Alzheimer’s Drug Helps Add $40 Billion to Biogen’s Stock Value: Bloomberg1, 2

Consumer & Others

  • How Starbucks wants to be the face of ‘conscious capitalism’: Guardian
  • Meet the real Willy Wonkas: inside the colourful world of Cadbury; A secret laboratory at the chocolate maker’s headquarters in Bournville is where all the Cadbury magic happens: Telegraph
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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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