Bamboo Innovator Daily Insight: 13 Apr (Mon) – Andy Warhol: Don’t Make a Problem of your Problems, How a Person Gets Disciplined, and The Value of Time on Values


  • Andy Warhol: Don’t Make a Problem of your Problems, How a Person Gets Disciplined, and The Value of Time on Values: Farnam
  • How Pixar Solves Problems From The Inside Out: Techcrunch
  • 3 leaders who shaped Mr Lee’s evolution: India’s first prime minister Jawaharlal Nehru, Henry Kissinger, Taiwan’s Chiang Ching-kuo: AsiaOne
  • Doubt Yourself Less, Back Yourself More: Forbes
  • Six Strategy Traps: Farnam
  • Elon Musk: A Framework for Thinking: Farnam
  • Endless options can be exhausting. We need to know when choice matters: Guardian
  • Judi Dench’s Advice to Her 30-Year-Old Self, From Coping with Fear to Subverting the Norm: Stylist
  • Twenty-First Century Stoic — From Zen to Zeno: How I Became a Stoic: BB
  • What’s More Important to You: the Initial Rush of Prose or the Self-Editing and Revision That Come After It?: NYT
  • Chemistry Departments Try to Attract More Students by Retooling the Major; Universities begin to overhaul traditional curricula in science field that some worry is churning out too few graduates for nation’s needs: WSJ
  • 12 highly influential people share the morning routines that set them up for success: BI
  • How Australian scientists are bending the rules to get research funding: TheAge
  • Is more information making us more wise?: JP
  • Whistleblow for a bright future; whistleblowers get between 10% and 30% of the money collected by the SEC. This has proven to be a powerful incentive for people to come forward and report wrongdoings in the capital market.: TheStar


  • The Power of Full Engagement: Managing Energy, Not Time, Is the Key to High Performance and Personal Renewal: Amazon

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

  • Stock Connect Buyers Shun Hong Kong Blue Chips; Chinese seek brands famous on mainland; less attention to firms like HSBC, Swire Pacific: WSJ
  • Seeing Bang for Buck, Even China Fireworks Makers Now Do Finance: bloomberg
  • Greed Never Felt So Good to Hong Kong Bulls Chasing Stock Gains: Bloomberg
  • Wanted: Global Buyers for China’s $258 Billion Muni Bond Flood: Bloomberg
  • Hotels Snubbed Amid China Rally as Expansion Plans Exceed Growth: Bloomberg
  • Cultivating a risk culture biggest barrier to Hong Kong’s tech dreams: SCMP


  • Subhash Runwal: Building dreams and a $1 billion fortune; From coming to Mumbai with just Rs 100 to becoming a real estate magnate, Subhash Runwal scripted his success story with his ‘nothing is impossible’ mantra : Forbes

Japan & Korea

  • South Korea resource drive undone by scandal: FT
  • Bridging corruption and legitimacy: Amakudari; it reaches into almost every aspect of civil and economic life, quietly taking its cut in the form of higher prices, obscure but lucrative monopolies and seemingly bizarre regulations. JT


  • ‘Amazon of India’ spices up deliveries with dabbawallas; Flipkart joins forces with Mumbai’s army of meal delivery cyclists: FT


  • Vietnam alluring for global beer players: AsiaOne
  • Indonesian beer sales could go flat for Diageo and Heineken: FT
  • Philippine banks in centre of industry shake-up: SCMP
  • Steer Clear of Malaysian Stocks: The country faces a daunting array of problems it’s unlikely to solve any time soon. Plus, the shares aren’t cheap. Barron’s
  • EPF not in the business of bailing out companies, says CEO Shahril: TheStar


  • Flattening Yield Curve Latest Complication for Fed: WSJ
  • Information Is Not a Crime; The government’s elastic definition of insider trading is running into trouble in the courts—and that’s good, because markets need more information, not less.: WSJ
  • GE Capital succumbs to changing regulatory climate: FT
  • The $9 Trillion Short That’s Seen Sending the Dollar Even Higher: Bloomberg
  • Flash Move Haunts Bond Traders Heeding Dimon’s Warning of Crisis: Bloomberg
  • Wall Street Banks’ Mutual Funds Can Lag on Returns; Most funds run by the four largest Wall Street banks in the business have underperformed their basic benchmarks over the last 10 years, according to a Morningstar analysis. NYT


  • How the Hottest Biotech Sprouted in Iowa; NewLink Genetics has attracted big dollars for its cancer, Ebola research; but can it keep attracting talent?: WSJ

Energy & Commodities

  • Saudi Arabia’s Plan to Extend the Age of Oil: Bloomberg


  • How 3-D Printing Is Going Out of This World; Researchers explore ways to build objects in space; lunar dust as ink: WSJ
  • We’ve discovered another project in Google’s top secret research lab – and it could change the future; Google Gets Into Battery Arms Race; Research team working on projects to improve lithium-ion and solid-state batteries: BI, WSJ
  • A New Revolution Modernizes The Revenue Supply Chain: Techcrunch
  • The Real Reason Open Source Startups Fail: Techcrunch
  • Yahoo Answers Is Not Research, Or How Two Startups Are Fighting For The Future Of Knowledge: Techcrunch
  • Inkl gets ex-WSJ editor backing in bid to be ‘Netflix of news’: BRW
  • Amazon, Google and More Are Drawn to Home Services Market; Bringing the efficiency of the web to common household tasks has opened a new door to the home services industry, which is estimated to be worth more than $800 billion. NYT
  • Amazon Drones Could Deliver Packages for Just $1, Study Suggests: Bloomberg
  • The Innovators: Opendesk, the Airbnb of office furniture? The office furniture start-up aims to link designers with customers and local makers to cut and deliver pre-designed clip-together plywood desks and chairs: Guardian
  • How e-commerce fraud-fighting firm Ethoca bounced back; In its 10-year history, Ethoca has watched forces beyond its control wipe out its business model twice. But each time, the company reinvented itself and emerged stronger: FP
  • You can trade stocks through your Apple Watch; UK’s IG Group launches trading app for Apple Watch: Reuters

Consumer & Others

  • GE’s Industrial Business Is in the Spotlight; Company stakes future on jet engines, power turbines and oil equipment: WSJ

About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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