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Bamboo Innovator Daily Insight: 4 Apr (Sat) – Here’s the letter Bill Gates sent Microsoft employees for its 40th anniversary; Generation to Generation: How to Save the Family Business; Leadership Lessons from Great Family Businesses

Life 

  • Here’s the letter Bill Gates sent Microsoft employees for its 40th anniversary: BI
  • Generation to Generation: How to Save the Family Business: HBR
  • Leadership Lessons from Great Family Businesses: HBR
  • Conflicts That Plague Family Businesses: HBR
  • The author behind the new Steve Jobs book talks about what surprised him the most, how to gain Jobs’ trust, and more: BI
  • The Easter story, the resurrection and the gospel truth; Why Christians can believe that Jesus rose from the dead: FT
  • The Miracle of the Heavens; Within two short years of the telescope’s invention, Galileo had forever altered our place in the cosmos. WSJ
  • 3 life lessons Neil deGrasse Tyson swears by: BI
  • Captivating graphic shows why viruses can spread so quickly: BI
  • The real Steve Jobs: Jobs 2.0; A new book attempts to reconstruct one of the world’s most celebrated inventors: Economist
  • An Introvert’s Advice for Getting Ahead: WSJ
  • Blackstone’s Chairman, CEO, and Co-Founder Steve Schwarzman: What I’ve Learned: Blackstone
  • Why shades of Asperger’s Syndrome are the secret to building a great tech company: WaPo
  • Beyond Meerkat: What’s next for Israel’s entrepreneurs: FastCo
  • Ultra-short fiction: Short, short stories are becoming more and more popular: Economist
  • Review – ‘Daredevil’ Is One Of Marvels Greatest Achievements: Forbes
  • How the Slave Trade Built America: NYT
  • A Slippery Course of Study: Economics is a science that’s vulnerable to preconceptions.: Barron’s
  • How Ron Kaplan Rescued Trex; Kaplan overhauled nearly every aspect of the deck-materials company, from finance to the factory floor. Barron’s
  • Why did Napoleon lose Waterloo? ‘Because of wine,’ connoisseur says in his book: KT
  • Michael Lewis: ‘I knew Flash Boys would be a bombshell’; Author of an exposé of the murky world of high-frequency trading on how his explosive book brought Wall Street to a standstill: Guardian
  • From Bananarama to pharma: How Future Shop’s founder built an empire outside the spotlight: FP

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: AsianExtractorx
  • The Trap of Trying to Pick Individual Stocks; In a flat market, rich gains on stocks such as Twitter and Kraft Foods stand out. But note that plenty of stocks fall even when the market is up. WSJ
  • Investing in Stocks Against the Indexing Goliath; Have index funds become so popular that they are ruining the financial markets for everyone else?: WSJ
  • Would Benjamin Graham Have Hated Index Funds?: WSJ
  • Apple and Passive-Aggressive Investing; Market darlings like Apple show the appeal of fundamental indexing for investors: 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’s Cloud Live Technology Sparks Corporate Default Worries; A restaurant chain that abruptly shifted into cloud computing and is under regulatory scrutiny could become the first Chinese company to fail to repay principal to local bond investors. WSJ
  • China’s provincial banks brag about growth as they camouflage risky loans: SCMP
  • Commodities Explained: Metals trading in China: FT
  • 13 things we just learned about China’s elusive president: BI
  • Poverty in China: Just a little bit richer; How much has a flagship official scheme played in China’s impressive record of reducing poverty?: Economist
  • Guangdong Plans Subsidies to Manufacturers Who Install Robots; Province wants nearly 2,000 companies to add robotics to production lines over next three years in a bid to upgrade several industries: Caixin
  • NEEQ bourse may lead to stock market reforms in China: WCT
  • Treasury Wine’s Penfolds brand hit by China discounting: TheAge

Japan & Korea

  • Korea’s retail property sector is a kaleidoscope; Shopping districts with highest rents do not make most profit: JA
  • Hyundai Motor ranks as highest-paying chaebol: KH
  • The nation’s top chaebol tycoons are banking on their daughters to lead their conglomerates’ hotel businesses overseas. Lotte’s founder Shin Kyuk-ho recently positioned his granddaughter Chang Seon-yoon to lead Lotte Hotel’s overseas expansion efforts:KH
  • Kumho Tire co-CEOs resign three days after appointment: KH

ASEAN

  • 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
  • Will Indonesia’s beer ban be bad for tourism?: FT
  • Indonesia plays hardball with smartphone manufacturers: Reuters
  • Why Manila Wants to Be Detroit: Bloomberg
  • As Rice Mountain Shrinks, Thailand Risks Amassing Rubber Hoard: Bloomberg
  • Indonesia’s political elite ‘plotting to cripple anti-graft agency’: Reuters

Macro

  • SEC Warns Fenway Partners of Possible Action; Private-equity firm warned over disclosure of expenses, fees; The notice comes amid widespread examinations of private-equity firms by the SEC: WSJ
  • Four financial questions for foamy markets; John Authers on negative yields, US and Chinese stocks and EM reserves: FT
  • Brainard Says Recession Scars Haunting America’s Young Workers: Bloomberg
  • Ex-official said TPG partner might ‘smack’ his head into wall, lawsuit alleges: SCMP
  • Sri Lanka seen as China alternative for Hong Kong manufacturers; Lower wages and its proximity to a key trade route help Sri Lanka attract Hong Kong manufacturers despite drawbacks such as poor infrastructure: SCMP
  • Neil Woodford: ‘Stock market faces years of turmoil’; Britain’s most influential investor has warned of years of stock market turbulence and weakness for the pound: Telegraph
  • Sydney’s own Manhattan Project: TheAge

Commodities & Energy

  • Corporate traders aren’t exactly saints, either; Wheat allegations suggest corporates are no more immune to the thrill of rate-rigging than banks: FT
  • Oil Glut Is a Boon to Shippers, as Buyers Stock Up at Low Prices: NYT
  • Iron ore miners told Chinese steel growth forecasts too bullish: TheAge

TMT

  • 9 tech companies you didn’t know you were obsessed with: BI
  • Federico Marchetti: Geek to the chic; Deal with Net-a-Porter confirms Yoox chief as a tech visionary: FT
  • Connected cars: Tyred and wired; As the automobile becomes smarter, makers face a future where profits lie in technology more than metal: FT
  • Outsourcing 2.0: IT Services’ New Wave; Technological adaptation and moderating revenue growth will characterize the next stage for Indian IT services firms: Morningstar
  • Biomechanics: Engineers show off a simple way to make walking more efficient: Economist
  • Qualcomm Is Hurting As Samsung Becomes More Self-Reliant, But Not All Hope Is Lost: Forbes
  • Entrepreneurs and VCs have done their best to resist or reduce Wall Street’s entreaties, but it appears that a new relationship has begun to develop, leading to new fund-raising methods and innovations. NYT
  • Marc Andreessen: The secret weapon of HBO’s Silicon Valley: Yahoo
  • IBM hire advisers to deal with restless investors: Reuters

Healthcare

  • The very first human trial of a new approach to cancer treatment has scientists excited: BI
  • Investors back £100m plan for UK proton-beam cancer centres: FT

Consumer & Others

  • Keurig is making 2 mistakes that are driving customers away: 1. Expecting loyalty. 2. Underestimating ethics: BI
  • 4 reasons Nike’s business will dominate: BI
  • Jenner-ation game: How Estée Lauder’s new online magazine is clicking with a younger audience: FT
  • The footsy index: how sneakers became very big business; Meet the sneakerheads who spent $1bn last year in their hunt for ‘kicks’ on the resale market: FT
  • Amazingly Automated Sewing and Embroidery Machines; Unleash your inner Betsy Ross with these smarter sewing and embroidery machines, even if you can’t tell a bobbin from a backstitch: WSJ
  • Hunger for Organic Foods Stretches Supply Chain; Nature’s Path buys cropland, while Chipotle provides financing for farmers: WSJ
  • Why Wegmans Is America’s Favorite Supermarket: HP
  • Is Next running into trouble? Next has been one of Britain’s most successful companies since it was created in the 1980s, but for the first time in years it faces questions about whether its growth will continue: 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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