Bamboo Innovator Daily Insight: 18 Apr (Sat) – For Lucasfilm, the Way of Its Force Lies in Its ‘Star Wars’ Fans; 11 super successful tech leaders who overcame the handicap of being late arrivals to America


  • For Lucasfilm, the Way of Its Force Lies in Its ‘Star Wars’ Fans: NYT
  • 11 super successful tech leaders who overcame the handicap of being late arrivals to America: BI
  • 7 Lessons to Learn If You Want to Thrive in Life: TinyBuddha
  • 10 techniques from professional artists for breaking through creative blocks: FastCo
  • The major Bloomberg outage was fixed by effectively switching it off and on again: BI
  • The truth about Google’s famous ‘20% time’ policy: BI
  • The Power of Starting With ‘Yes’: NYT
  • How to beat the transformation odds; Transformational change is still hard. But a focus on communicating, leading by example, engaging employees, and continuously improving can triple the odds of success. McKinsey
  • The major Bloomberg outage was fixed by effectively switching it off and on again: BI
  • United by diversity: The four main types of family business: Economist
  • Perpetuating inequality: To those that have; The dark side of family capitalism: Economist
  • Survival of the fittest: The success of family companies turns much of modern business teaching on its head: Economist
  • Asian values: In the world’s most dynamic region, family companies occupy the commanding heights of capitalism: Economist
  • Making it work: The family way; Distinctive problems call for tailor-made solutions: Economist
  • All too human: How families can cause trouble for their firms: Economist
  • Old-fashioned virtues: Patience, distinctiveness, thrift and trust still count: Economist
  • Family companies: To have and to hold; Far from declining, family firms will remain an important feature of global capitalism for the foreseeable future: Economist
  • Jack Welch says the best thing to do when you make a big mistake is to ‘own your whack’: BI
  • Intel’s chairman says young job seekers should prepare for this one interview question: BI, NYT
  • Corporate stagnation: What makes corporations stop innovating?: e27
  • Reading With Imagination: Opinionator
  • Life’s Work: An Interview with Brian Grazer, author of A Curious Mind: HBR


  • Where You Go Is Not Who You’ll Be: An Antidote to the College Admissions Mania: Amazon

Investing Process

  • This Is Your Brain on Money: How Investors Trip Themselves Up; Three recent studies of behavioral finance show how biases and other foibles can hurt performance: WSJ
  • Beware Betting Against Short Sellers; It pays to understand how heavily a stock has been sold short: WSJ
  • Charlie Munger — Part Five: Checklist Investing: VW
  • Are You Hot or Not? For Investors, It’s Hard to Tell; For an investor, being proved right when others turn out to be wrong can build your confidence. It also should shake it.: WSJ
  • Short seller activities come to light in B.C. regulator’s probe of Silvercorp Metals Inc affair: FP
  • Quidell’s directors had reduced their shareholdings in Quindell in stock market dealings that were initially portrayed by the company as share purchases.: Telegraph

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

  • Kaisa Keeps Creditors Guessing as China Dollar Default Looms: Bloomberg
  • Teaching ‘Western Values’ in China: NYT
  • Coke Acquires Chinese Maker of Multigrain Drinks; Deal for China Culiangwang drinks operation comes at a time of slowing sales for the soda maker in China: WSJ
  • China Rethinks Its Car-Sales Model; Buyers find discounts on luxury in gray market, squeezing foreign auto makers: WSJ
  • China Raises Red Flag on Its Stock Markets; Regulator warns investors not to borrow money or sell property to buy shares: WSJ
  • China Futures Tumble on Trust Curbs, Expansion of Short Selling: Bloomberg
  • Closer Look: Indebted Evergrande Pledges Full Refund Option; “Evergrande’s balance sheet does not reflect the real risk of its debt because perpetual bonds are not classified as debt”: Caixin


  • India Inc. Is Still Ailing as Modi Nears One-Year Anniversary; India enters earnings season with analysts projecting companies’ profit growth to be lowest in five years: WSJ
  • Swachh Bharat: Time to make an impact: Forbes

Japan & Korea

  • Hyundai Motor seeks to end seniority-based pay: SCMP
  • Hyundai Heavy raided in corruption investigation: KT
  • A vitamin drink has become a best-selling item after a deceased businessman confessed to allegedly delivering cash in the drink’s packing box to Prime Minister Lee Wan-koo. KT


  • Noble Group Shareholders Challenge Management on Accounting: WSJ
  • Maybank sounds warning on Iskandar, urges caution: TODAY
  • World’s worst: Jakarta traffic jams to continue for another decade: AsiaOne
  • Keppel boss says no rigs ordered ‘across the board’ in the first quarter: Splash
  • The transporting landscape is quietly transforming in Malaysia: TheStar
  • Singapore: A two-tier market driven by penny stocks: BT
  • Auditor raises issue on Blumont’s ability to continue as a going concern: BT
  • Noble dodges accounting queries at AGM: BT1, BT2
  • Idea of Bursa-SGX merger ‘far-fetched’: BT


  • The marriage squeeze in India and China: Bare branches, redundant males; Distorted sex ratios at birth a generation ago are changing marriage and damaging societies in Asia’s twin giants: Economist
  • Megamergers rarely mean megabucks for shareholders: FT
  • HSBC speeds up exit from emerging markets; HSBC, which for years branded itself the “world’s local bank”, is accelerating a plan to break from that business model and retreat from key emerging markets, in a renewed effort to become “simpler and smaller”. FT
  • ASIC has shown its systemic incompetence; ”ASIC throws whistleblowers to the wolves and tries to pretend they don’t exist.” : TheAge


  • Bloomberg Terminals Go Down Globally; Disruption causes U.K. to postpone buyback of government debt: WSJ
  • Moore’s Law Shows Its Age; 50-year-old axiom hits limits amid the many new steps needed to turn silicon wafers into the latest computer chips. WSJ
  • Will This Taiwanese Brand Kill The Apple Watch?: Forbes
  • All the Stradivariuses That Are Fit to Print: WSJ
  • The Promise at Technology’s Powerful Heart; As Moore’s Law turns 50, the revolution in computing it foretold is on the cusp of even more-radical progress.: WSJ
  •  The case for why golf carts, not Tesla, will disrupt the auto industry: WaPo
  • Scientists have successfully built a camera that is capable of producing images using power harvested from the surrounding incident light. Reuters, WSJ
  •  Why some people believe Mark Zuckerberg’s plan to bring cheap internet to the world is majorly flawed: BI
  • Case study: Digicel: FT
  • The rise, fall and rise again of Nokia; Deal to buy Alcatel-Lucent is the latest reinvention for the telecoms group: FT
  • Since you asked: The technology billionaires aiming to disrupt death; On the biotech front, things may be catching up more quickly than you think: FT
  • This Tiny Sensor Turns Your Thumbnail Into A Trackpad: Techcrunch, Youtube
  • Run the BBC as a company that pays dividends in viewing pleasure; The power of more than 25m licence-holders should be harnessed, writes Evelyn de Rothschild: FT
  • Introji Are Emoji For More Complex Emotional States: Techcrunch
  • Disney Conquers Physics, Uses 3D Printing To Create Impossible Spinning Tops: Techcrunch
  • Disney’s New 3D Printer Prototype Makes Huggable Things Out Of Fabric Instead Of Hard Plastic: techcrunch
  • How The Facebook Bubble Is Driving Online Startups Into The Arms Of Offline Advertising: Techcrunch
  • Netflix’s soaring valuation raises some doubts on Wall St: Reuters

Consumer & Others

  • The Next 1.7 Billion Consumers; Selling To The Muslim World: Forbes
  • Switzerland Declares War on the Apple Watch: Forbes
  • Brompton Bicycles – the unfolding saga of a two-wheeled success story; A growing army of urban devotees has transformed the folding bike from a niche product into a cult classic boosting turnover 15-fold in just 13 years: Guardian

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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