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Bamboo Innovator Daily Insight: 10 Apr (Fri) – Michelangelo and the Making of an Artist: (1) Surprise the Right People with Your Skills (2) Go Beyond the Possible (3) Combine Details with the Big Picture; “Michelangelo became as no other before or since the archetype of the artist: Dedicated, solitary, single-minded, tormented, harassed.”

Life

  • Michelangelo and the Making of a Genius: BCG
  • 11 unconventional tips for winning at life: BI
  • John Paul DeJoria explains how he went from homeless to a billionaire: BI
  • S’pore education system has capacity to take more risks: Expert: TODAY
  • The Proximity Paradox: Balancing Auto Suppliers’ Manufacturing Networks: BCG
  • Growing Through Change: An Interview with the Chairman of Lotte Group: BCG
  • Succeeding with Succession Planning in Family Businesses: BCG
  • Africa’s natural resources: Blood earth; Huge natural resources and poor governance are a dreadful combination: Economist
  • Why the Gettysburg Address Is Still a Great Case Study in Persuasion: HBR
  • Behavioral Finance for Family Offices: Barron’s
  • 3 reasons why Singaporeans work such long hours; As bosses expect employees to stay late in the office, employees don’t have much incentive to do their work efficiently. many employees just work as slowly as possible until their boss leaves: AsiaOne
  • Richard Branson explains why he considers dyslexia his greatest business advantage: BI

Investing Process

  • Spotting lies, and the lying liars who layer them; Muddy Waters engaged behavioral analysis firm Qverity to analyze management’s statements on the February 26th Q4 2014 results call for deception: FT
  • Carson Block’s Once-Perfect Short-Sale Resume Loses Luster: Bloomberg

AsianExtractor

  • China Environment (SES: 50U, Bloomberg: CENV SP): Auditor Emphasis of Matter raises more questions on potential accounting tunneling risk: AsianExtractor
  • 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
  • Does Auditor Explanatory Language in Unqualified Audit Reports Indicate Increased Financial Misstatement Risk? “Emphasis of matter” language predicts restatements + China Environment’s Auditor Emphasis of Matter: AsianExtractor

Greater China

  • We Traveled Across China and Returned Terrified for the Economy: Bloomberg
  • China Bears on Wrong End of $4 Trillion Rally Refuse to Go Away : Bloomberg
  • Robots Leave Behind Chinese Workers: Bloomberg
  • China Turns to the Sea for Fresh Water; The government plans to quadruple desalination by 2020; Some 400 cities in China face serious water shortages. Desalination may provide relief, but energy costs will be high. Bloomberg
  • Taiwan’s XYZprinting eying bigger share of China market: WCT

India

  • Satyam to Fin Tech: India needs more high-profile arrests and early convictions: FP
  • Satyam scam verdict? Who cares, Ramalinga Raju stays very much in business: FP
  • India regulator struggles to shield savers from more Saharas: Reuters
  • Modi Should Learn How to Make in Germany: Bloomberg
  • Modi Shows India Inc. Who’s Boss With Probe Into Sale of Secrets: Bloomberg

Japan & Korea

  • Ageing consumers: Chasing the grey yen; Japanese firms have wisdom to hand down about selling to the elderly: Economist
  • Corruption probe expands to SK Innovation: KT
  • Japan’s Amazon Has Bigger Dreams; Hiroshi Mikitani’s Internet giant spends billions on deals abroad; Rakuten has spent at least $2.6 billion since the start of 2014 to expand abroad but has little to show for it so far. Bloomberg
  • Korean DRAMs No. 1 in global market: JA

ASEAN

  • Singapore’s Casinos Made a Mistake: Cutting Out the Junkets; The city-state’s gambling hubs can’t collect from high rollers who don’t repay debts: Bloomberg
  • Can Indonesia’s 50 Cent-an-Hour Workers Mimic China’s Success?: Bloomberg

Macro

  • Financial secrecy: Cracking the shells; A hedge fund becomes an accidental hero of anti-corruption campaigners: Economist
  • Financing American firms: Open the floodgates; New rules on raising equity make life easier for firms and riskier for investors: Economist
  • Outlaw economics: Policies to shift income from rich to poor may prove less effective than imagined: Economist
  • ‘Once-in-3-Billion-Year’ Jump in Bonds Was a Warning Shot, Dimon Says: Bloomberg
  • La Caixa: Spain’s quiet powerhouse; Little-known abroad but hugely influential at home, the Catalan group has emerged from Spain’s financial crisis better than most: FT
  • Fidelity’s New Chief Confronts Market Shift; Abigail Johnson must stem move away from mutual funds run by stock pickers: WSJ

Healthcare

  • Medical robotics: Researchers find ways to automate the insertion of needles: Economist

TMT

  • Commercial drones: A Chinese firm has taken the lead in a promising market: Economist
  • The wait for the next big breakout hit in Silicon Valley might take longer than you think: WaPo
  • Creators of Apple Watch Apps Keep It Simple: Developers aim to deliver brief interactions, richer notifications with graphs and photos: WSJ
  • Lynda.com: A 60-Year-Old Earns Internet Glory; Lynda Weinman’s popular e-learning site is acquired by LinkedIn for $1.5 billion: WSJ
  • The Web’s Most Maniacal Bargain Hunters; Hardcore Amazon sellers scour stores for ‘Frozen’ dolls and cans of pumpkin-aided by apps to calculate costs: WSJ
  • It probably doesn’t matter if everybody hates the Apple Watch tomorrow — here’s why: BI
  • The $20,000 gold Apple Watch Edition sold out in China in less than an hour: BI
  • Wearing a smartwatch has changed my daily life in one fundamental way everyone is missing: BI
  • Revenue per employee charts are a fascinating way to judge the health of tech companies: BI
  • It probably doesn’t matter if everybody hates the Apple Watch tomorrow – here’s why: BI
  • Internet companies pay out to those who spot bugs: FT
  • Taking on the smart criminals; Marc Goodman identifies the high-tech crimes of the future: FT

Energy & Commodities

  • Shell and BG: A vote for gas; Shell’s offer for BG shows how the energy business is changing: Economist
  • Asia’s Oil Giants Unlikely to Wade Into Merger Game Anytime Soon: WSJ
  • Myanmar Farmers Dream of Resurrecting Asia’s Rice Bowl: JG
  • Glencore to shut Singapore marketing hub: FT

Consumer & Others

  • The Secret Sauce: How Buffalo Wild Wings Turned the Sports Bar Into a $1.5 Billion Juggernaut: Bloomberg
  • Canada’s car industry: The road to nowhere; The Canadian government is no longer propping up carmakers: Economist
  • Mom sneaks kids to Mickey D’s amid fast-food backlash, won’t tell Dad: Reuters
  • Lego is going after a $3 billion video game juggernaut: BI
  • Victoria’s Secret is copying Zara’s strategy: BI
  • Lego is going after a $3 billion video game juggernaut: BI
  • Mom sneaks kids to Mickey D’s amid fast-food backlash, won’t tell Dad: Reuters
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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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