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Bamboo Innovator Daily Insight: 12 Apr (Sun) – The Moral Bucket List: What kind of adventures produce goodness, rather than build résumés? All that matters is living up to the standard of excellence inherent in their craft; How to Find Your Bliss: Joseph Campbell on What It Takes to Have a Fulfilling Life

Life

  • The Moral Bucket List: What kind of adventures produce goodness, rather than build résumés? All that matters is living up to the standard of excellence inherent in their craft. NYT
  • How to Find Your Bliss: Joseph Campbell on What It Takes to Have a Fulfilling Life: BP
  • Simone Weil on Temptation, the Key to Discipline, and How to Be a Complete Human Being: BP
  • Richard Feynman on How His Father Taught Him about What Is Most Important; How to plant the seed for the lifelong pleasure of finding things out. BP
  • Change the Narrative, Change Your Destiny: How James Baldwin Read His Way Out of Harlem and into Literary Greatness: BP
  • Why Do We Have Allergies? Digg
  • China a threat? Take some risks like Jack Ma; Sir Martin Sorrell, an ‘unabashed Chinese bull’, on why UK bosses should be taking lessons from China’s golden boy, Alibaba founder Jack Ma: Telegraph
  • Warren Buffett’s Nifty Tax Loophole; Warren Buffett has backed higher individual tax rates–while ensuring that his vast wealth in Berkshire Hathaway is almost immune. Barron’s
  • Memo to CEOs: Scrap the customer visit: JP

Investing Process

  • Boyles Asset Management on Moat Investing, Continuous Learning, and Daily Rituals. ERI
  • Saj Karsan on Quality Of The Management Team, Buying & Selling Discipline, And His Biggest Investing Mistake. ERI
  • Billionaire Brandes teaches the hard lessons involved in value investing: Globe

AsianExtractor: Unearthing Accounting Fraud in Asia

  • 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

  • China developer Evergrande classifies debt as equity, cuts leverage; accounting treatments effectively mask the amount of debt a company actually holds: Reuters
  • China to curb visits to Hong Kong by Shenzhen residents – NPC deputy: Reuters

Japan & Korea

  • Outdates Otsuka Kagu business model is at the root of family feud: JT

ASEAN

  • Commodity giants’ Singapore trading hubs under fire in tax probes: Reuters
  •  Philippine Entrepreneurs Blossom With Help From Startup Support Network: WSJ
  • Trickery and False Promises in Thailand; The country’s military junta lifted martial law only to replace it with even more draconian powers.: NYT

Macro

  • Tail can wag dog when ETFs influence single stocks, Goldman Sach says: FP
  • Druckenmiller Recounting Soros Experiences Blasts Fed Policies: Bloomberg

TMT

  • How Apple Watch’s retail experience could turn off some Apple Inc fans; the company’s attentive approach to retail could turn off potential buyers who might prefer browsing the device and discovering its features on their own. FP
  • The wait for the next big breakout hit in Silicon Valley might take longer than you think: WaPo
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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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