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


  • 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


  • 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


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


  • 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

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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