Bamboo Innovator Daily Insight: 16 Apr (Thurs) – Developing the Conviction to Do Meaningful Work; “Mad Men” creator Matthew Weiner’s reassuring life advice for struggling artists; Why one CEO loves when employees make mistakes; The trauma of becoming exceptional


  • Developing the Conviction to Do Meaningful Work: Strategy&
  • “Mad Men” creator Matthew Weiner’s reassuring life advice for struggling artists: FastCo
  • Why one CEO loves when employees make mistakes: BI
  • The trauma of becoming exceptional: JT
  •  Leaders as Decision Architects: HBR
  • Zappos CEO Tony Hsieh to employees: Embrace self-management or leave by the end of the month: BI
  • Abraham Lincoln, the One President All of Them Want to Be More Like: NYT
  • The Next Big Thing In Design? Less Choice: FastCo
  • How 1-Year-Olds Figure Out the World; the process used by little babies to figure out the world has much in common with scientific experiments. WSJ
  • A Navy Seal, a Yacht Captain, and the Other People Billionaires Trust to Manage Their Money: Bloomberg
  • Breakfast with the FT: Ray Kurzweil; the inventor and futurist details his plans to live for ever; The futurist on taking 100 pills a day, the thrill of inventing – and why ‘we’re going to overcome ageing’: FT
  • Review: Strategy Rules, by David Yoffie and Michael Cusumano; A study in what business leaders in other sectors can learn from three tech pioneers: FT
  • The Single Biggest Mistake I’ve Made As A Leader (And How I Fixed It): Forbes
  • As the world’s biggest scaffolding mogul, new billionaire Mohed Altrad frames Europe’s skylines: Forbes
  • Reading is key to mastering English: KT
  • What to Do If a Feud Threatens Your Family Business: HBR
  • The 15 Diseases of Leadership, According to Pope Francis: HBR


  • The Warren Buffett Philosophy of Investment: How a Combination of Value Investing and Smart Acquisitions Drives Extraordinary Success: Amazon, RTM

Investing Process & Research

  • What’s the worst rule of thumb commonly cited in the market?: EM
  • Goldman Sachs Offers Three Methods For Selecting Stocks To Short; Many investors are looking for promising short candidates today given stock markets are near all-time highs: VW
  • The media moves the market: Favorable coverage influences the lending market; The Informational Role of the Media in Private Lending: Forbes

AsianExtractor: Unearthing Accounting Fraud in Asia

  • Asian Citrus (73 HK): Shares in the orange plantation group tumble on news of citrus greening outbreak: AsianExtractor
  • Rolta India: Glaucus Research – “Rolta has fabricated its reported capital expenditures in order to mask that it has materially overstated its EBITDA”: AsianExtractor
  • China National Culture (745 HK) Disclosure Dodge: CEO Resignation 10 Months Ago: AsianExtractor
  • China Yunnan Tin Minerals (263 HK): Glaring Error in Accounting and Auditing for Financial Assets at Fair Value: AsianExtractor
  • 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

  • China and a short nuttiness debate: FT1, FT2
  • China’s Biggest Chip Maker’s Possible Tie-Up With H-P Values Unit at Up to $5 Billion; Tsinghua Unigroup in talks to buy a controlling stake in Hewlett-Packard unit H3C Technologies: WSJ
  • Alibaba Health Is a Valuation Hazard: WSJ
  • Xiaomi-backed Chinese firm acquires iconic scooter maker Segway; Timeline: Segway’s journey from Good Morning America to China: Reuters, WSJ, FT
  • A Chinese Paradox: Slow Growth Is Good, Stock Bubbles Welcome: Bloomberg
  • Phoenix rising: China’s hard road to soft power: BS
  • Son of late Communist Party chief warns China against slipping back to Mao era ideology: SCMP
  • As patient numbers surge, China ‘cancer hotels’ emerge: JT
  • Coming down to earth: Chinese growth is losing altitude. Will it be a soft or hard landing?: Economist
  • Faltering Growth Forces China to Rely on Traditional Tools to Prod Economy; Economists Question Whether Infrastructure Spending and Easier Credit Will Be Enough: WSJ
  • China’s First Homegrown Commercial Jet: Clear Skies Ahead?: K@W
  • Why China’s Numbers Are Worse Than They Seem: Bloomberg
  • Launch of stock index futures offers new tools for short selling: FT
  • Can LeTV’s ‘superphones’ prove Apple’s kryptonite?: WCT
  • Smart revolution in China: an Orwellian nightmare?: WCT
  • Former executive councillor and chairman of the now-defunct Hong Kong Mercantile Exchange Barry Cheung Chun-yuen has been declared bankrupt with debts topping HK$120 million.: Standard
  • The Tesla Of Scooters Is Driving Asia’s Two Wheel Revolution: Forbes
  • China’s booming stockmarket: The bubble question: Economist
  • Netflix will stick with ad-free model in China push -CEO: Reuters


  • India builds first ‘smart’ city as urban population swells: Reuters
  • From Dabbawallas To Kirana Stores, Five Unique Ecommerce Delivery Innovations In India: Forbes
  • Hanging some of India’s public banks out to dry?: FT

Japan & Korea

  • Japan wants visitors to experience its world-class toilet culture – and buy some toilets: WaPo
  • Japan’s huge debt pile just got scarier; Japanese government debt will soar to 400pc of GDP within 30 years unless policymakers implement vital reforms, OECD warns: Telegraph
  • Social commerce website Coupang suffered a massive operating loss of 121.5 billion won ($110.69 million) last year, nearly 28 times more than its 4.2 billion won operating loss in 2013: KT
  • Japan’s Prisons Are Turning Into Nursing Homes; A nation with little crime finds that elderly prisoners prefer the comforts of life behind bars: Bloomberg


  • Rising household debt casts doubt over Thailand’s economic revival: FT
  • Malaysia is drifting dangerously; Najib must resist the temptation to clamp down on freedoms for narrow political interests: FT
  • Jones the Grocer’s Singapore stores up for sale; Shareholder cites board differences; sale comes three months after JTG gave ‘business as usual’ assurance: BT1, BT2
  • One year on, Thailand’s testy coup leader battles dictator label: Reuters


  • The Collapse Of The Petrodollar: Oil Exporters Are Dumping US Assets At A Record Pace: Zerohedge
  • U.S. Influence Hinges on Future of Dollar, Yuan; The U.S. owes its economic leverage to the dollar’s role in the global financial system. The yuan isn’t a serious rival-yet: WSJ
  • Global property bubble fears mount as prices and yields spike: FT
  • Petrobras shows corruption is now a high-stakes game in Brazil: FT


  • State Street Draws on Neuroscience for Financial Systems Analytics Project: WSJ
  • Meet Cyanogen, The Startup That Wants To Steal Android From Google: Forbes
  • How Zenefits Beat Out Uber, Airbnb To Become 2014’s Hottest Startup: Forbes
  • How Thumbtack Plans To Be Your One-Stop Local Services Shop For Plumbers, Chefs And Belly Dancers: Forbes
  • Teespring Says It’s Minting New Millionaires Selling Its T-Shirts, Raises $35 Million Of Its Own: Forbes
  • The Next Billion-Dollar Startups; Unicorn Rush: Three Startups That Beat Forbes’ Next To A Billion List: Forbes
  • Meet Tanium, The Secret Cybersecurity Weapon Of Target, Visa And Amazon: Forbes
  • Open-Source Darling Docker Cracks The Billion-Dollar Club With $95 Million Raise: Forbes
  •  Too Many Unicorns? Why Billion-Dollar Startups Still Charm Us Today: Forbes
  • Modern Loan Shark: Is Avant A Future Billion Dollar Unicorn?: Forbes
  • 4 Big Industries And Their Next Generation Tech Disruptors: Forbes
  • Why The ‘Next Billion Dollar Startup’ Is Not Always The ‘Next IPO’: Forbes
  • The Investors Behind The Next Billion Dollar Startups: Forbes
  • Can People Analytics Help Firms Manage People Better?: K@W
  • Google’s Most Important Business Has A Huge Problem: LinkedIn
  • Next Mail Truck May Have Rotors; U.S. Postal Service getting pitches from makers of drones, electric vehicles and Humvees: WSJ
  • Virtual-Reality Projects Get Hollywood Treatment; Directors like Steven Spielberg are creating content for immersive offerings ahead of consumer headset push: WSJ
  • How Factory Workers Learned to Love Their Robot Colleagues; Tesla names its robots after superheroes, but Nissan prefers anime characters: WSJ
  • ‘Ransomware’ a Growing Threat to Small Businesses; Cybercriminals, using malware in bogus email, freeze computer files until a ransom is paid: WSJ
  • Why Intel combined its $4.2 billion money-losing business with its most profitable unit: BI
  • How a surprise LinkedIn message from Michael Dell caused this startup to threaten Cisco: BI
  • Jawbone to take a bite of tap-to-pay market; Tie-up with Amex to enable wireless payments with fitness band: FT
  • Five million customers, no ad budget: How Hootsuite used a freemium model to build its business: FP
  • Case Against Google May Be Undercut by Rapid Changes in Technology: NYT
  • The 3-D Printing Revolution: HBR

Energy & Commodities

  • The Billionaire Banker Ready To Bet On Oil: Forbes

Consumer & Others

  • Twinkie’s Miracle Comeback: The Untold, Inside Story of a $2 Billion Feast; With ingenuity, capital and creative chemistry, billionaire C. Dean Metropoulos and Apollo Global’s Andy Jhawar rescued Hostess Brands–and set themselves up : Forbes
  • The messy business of reinventing happiness; Inside Disney’s radical plan to modernize its cherished theme parks: FastCo
  • Supermarkets need to be smaller and smarter; Large retailers like Sainsbury’s have a capacity conundrum, but filling the excess space with toasters and hoovers isn’t the answer: Telegraph
  • Major convenience store chains are stepping up their fight for a bite of the doughnut market, following Seven-Eleven Japan Co.’s pioneering move to launch the snacks last autumn.: JT

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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