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 ( is down on technical issues and we are trying to resolve the problem asap.


  • 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


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


  • 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


  • 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

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 (, 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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