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Bamboo Innovator Daily Insight: 15 Apr (Wed) – Here’s the paradoxical trait that Peter Thiel looks for in employees: “You want people who are both really stubborn and really open-minded”; when somebody embodies rare Zen-like opposites, they’ll be more likely to come up with original ideas

Life

  • Here’s the paradoxical trait that Peter Thiel looks for in employees: “You want people who are both really stubborn and really open-minded”; when somebody embodies rare Zen-like opposites, they’ll be more likely to come up with original ideas: BI
  • How Jay-Z became such a successful businessman; Before he ever was a successful rapper or businessman, Jay-Z was Shawn Carter, a teen drug dealer on the streets of Bed-Stuy, Brooklyn: BI
  • 12 timeless lessons from one of Warren Buffett’s favorite books, ‘How to Win Friends & Influence People’: BI
  • Abraham Lincoln was assassinated 150 years ago today — here are 11 of his best quotes: BI
  • The amazing story behind the only photograph of President Lincoln in death: BI
  • How Spanx Got Me An Interview With Warren Buffett: VW
  • How One Company Turned the Recession into an Opportunity – and Thrived: Insead
  • Big Ideas Mark the Path from Strategy to Execution: Strategy&
  • CEMEX: An Emerging Market Multinational: Strategy&
  • CEMEX’s Strategic Mix: This Mexican cement company redefined itself as a global solutions provider with the critical capabilities to match: Strategy&
  • David Cameron has trouble answering a 10-year-old’s simple question: “If you could pick one politician apart from yourself to win, who would it be, and why?”: BI
  • Lack of vocational education stifles US mobility: BI

Investing Process

  • Why ‘smart beta’ strategies deserve all the attention and assets they’re attracting; Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios: IN
  • Booth Laird On Melting Ice Cube Investments; Hidden Gems: VW
  • Munehisa Homma – Father of Japanese Candlesticks: MD

AsianExtractor: Unearthing Accounting Fraud in Asia

  • China Environment FY2014: Significant Deterioration in Receivables Collectability And No Provision for Impairment: 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

  • Hong Kong Link Is No Match for 44% One-Day Score in Chinese IPOs: Bloomberg
  • China Needs to Soothe Pain of Leaky Capital: WSJ
  • China’s New Normal of Slower Investment; Investment is no longer the growth-driver it once was, but Beijing also needs to come to terms with the fact that consumption isn’t filling the gap. WSJ
  • Behind China’s Billion-Dollar Startups: Alumni of Alibaba, Tencent; Growing number of tech entrepreneurs got their start at country’s Web giants: WSJ
  • China Follows the Silk Road in Search for Land of Fast Growth: Bloomberg
  • China’s Rally Is Pushing Its Companies Back Into the Rank of World’s Largest Stocks: Bloomberg
  • China Stock Frenzy Gets More Manic With First Leveraged ETF: Bloomberg
  • Harvard Medics and Million-Dollar Care Are Must-Haves in China: Bloomberg
  • China’s Liquor Giant Reveals Record Deliveries Without Cash: Bloomberg
  • Chinese drone-maker seeks funding at $10bn valuation: FT
  • Rural China struggles to adapt to to e-commerce models: WCT
  • TSMC controls over half of global foundry market: Gartner: WCT
  • Reforms fuel concerns over regulator role for HKEx: SCMP
  • China’s Tencent for the first time hit a market cap of more than $200 billion, making it more valuable than U.S. tech firms like Amazon.com Inc, IBM and Oracle: Reuters

India

  • How to Manage One of India’s Most Important Risks; With Remarkable Performance May Come Valuation Risk: WisdomTree
  • World’s Most Expensive Bank Stock Is a 20%-a-Year Growth Machine: Bloomberg
  • India pickles are no longer preserve of SMEs: FT
  • The long arm of India’s tax authorities: FT
  • Narendra Modi must tame the turbulent tax system in India: FT

Japan & Korea

  • Japan Skirts Immigration Debate by Offering ‘Internships’ to Foreigners; Shinzo Abe’s government looks to extend programs criticized by U.S. as fraught with rights abuses: WSJ
  • Lovers in Japan Get Little Relief on Wedding Costs; Japan’s wedding business shrinks as population declines, economic uncertainty abounds: Bloomberg
  • For Koreans, Kakao Story is way to keep in touch: JA
  • Koito Can Shine Thanks to LED Headlight Boom; Shares can drive higher as LED headlight sales trickle down from luxury to mass market brands.: Barron’s

Macro

  •  California’s Water Woes Are Priceless; A case study in how politics precludes a rational solution to the problem of drought.: WSJ
  • 57% Of Activist Firms Founded After The Year 2000 [INFOGRAPHIC]: VW
  • SEC investigating sale of complex securities to mom-and-pop investors: official: Reuters
  • Goldman Has Some Tips for Hedge Funds That Can’t Short Straight: Bloomberg
  • California’s Water Woes Are Priceless; A case study in how politics precludes a rational solution to the problem of drought. Bloomberg
  • Europe’s debtor paradise will end in tears; Nasty surprises lurk for those who have embraced negative yields: FT
  • Ghana’s Success Story Goes Dark: Bloomberg

TMT

  • Los Angeles Dodgers Turn to Technology in Hopes of Engaging Fans; Baseball club looking to collaborate with startups on fitness tracking, other programs: WSJ
  • Music Services Overtake CDs for First Time; Revenue from downloads, subscriptions surpasses CD revenue in 2014: WSJ
  • What happens when factory robots are freed from their cages: WSJ
  • Los Angeles Dodgers Turn to Technology in Hopes of Engaging Fans; Baseball club looking to collaborate with startups on fitness tracking, other programs: WSJ
  • Music Services Overtake CDs for First Time; Revenue from downloads, subscriptions surpasses CD revenue in 2014: WSJ
  • How Diller’s Google prediction came true: FT
  • Internet of things drives Intel revenues: FT
  • The Robotics Inventors Who Are Trying to Take the ‘Hard’ Out of Hardware: NYT
  • After 5-year absence, ‘Guitar Hero,’ ‘Rock Band’ to return: JP

Consumer & Others

  • Mr. Pizza’s China operations have made a profit for the first time in 15 years, thanks to a robust partnership with local retailers and the Westernized eating habits of customers: KT
  • Avon’s in a ding-dong battle to stay in business: Fortune
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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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