Bamboo Innovator Daily Insight: 19 Apr (Sun) – A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas

Life

  • Young Delacroix on the Importance of Solitude in Creative Work and How to Resist Social Distractions; “Nourish yourself with grand and austere ideas of beauty that feed the soul… Seek solitude.”: BP
  • Do intelligent people worry more?: Slate
  • The Traits of Socially Innovative Companies: HBR

Books

  • A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas : Amazon
  • Leading with Questions: How Leaders Find the Right Solutions by Knowing What to Ask: Amazon

Investing Process

  • Olstein Funds: The Impact Of The Quality Of Earnings On Valuing Companies: VW

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

  • Shanghai’s Pudong area marks 25 dramatic years: AsiaOne
  • Private entrepreneur’s letter to premier becomes online sensation: GT
  • China says using young, educated anti-graft officials as ‘fox hunters’: Reuters
  • China Cracks Down on the ‘Sport for Millionaires’: NYT 

India

  • What TCS massive bonus shows: Software’s T-Rex is facing the downside of size: FirstPost

Macro

  • The Hidden Costs of the World’s Ghost Apartments: Newsweek

TMT

  • Technology That Prods You to Take Action, Not Just Collect Data: NYT
  • Power shift in America as Wall Street bows to Silicon Valley: Guardian
  • Nvidia could be the next big thing in gaming. Here’s why.: Fortune
  • Netflix Wags Its Short Tail: Bloomberg

Healthcare

  • Pharmacy Startup PillPack Could Change The Way America Takes Its Medicine: Forbes
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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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