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Bamboo Innovator Daily Insight: 21 Apr (Tues) – Daniel Levitin on information overload: Why daydreaming not multitasking is the way to process the unprecedented amount of information we now face

Life

  • Daniel Levitin on information overload: Why daydreaming not multitasking is the way to process the unprecedented amount of information we now face: YouTube, Aeon
  • 5 Secrets To Always Making A Good First Impression: Barker
  • The Puzzling Rise in Nearsighted Children; To battle an explosion of myopia, eye researchers try more outdoor time, medication, even a giant, translucent cube: WSJ
  • Why there has never been a better time to be an entrepreneur: WaPo
  • Here’s how to win any argument: BI
  • One CEO says these 7 lessons from ping-pong have helped him grow a successful business: BI
  • Macquarie’s bad apples still working in financial planning: TheAge
  • The most important lesson I learned as a tech CEO: Fortune
  • How A Dying Family Nut Shop Morphed Into A Thriving Web Retailer: Forbes
  • There’s a Difference Between Cooperation and Collaboration: HBR
  •  Resilient infrastructure key to safer cities: BT

Investing Process

  • Olstein Funds: Accounting Alerts Every Investor Should Know: Olstein
  • Most powerful mental model from Benjamin Graham [CHART]: VW
  • Noble saga: Ball is in regulators’ court; Noble’s AGM raises further concern; Noble AGM: shareholders may not be so supportive next time; Chairmen should take shareholder questions in the spirit of the law: AsianExtractor

AsianExtractor: Unearthing Accounting Fraud in Asia

  • Detecting Accounting Fraud in Asia (Part 4): Introducing Six New Measures: AsianExtractor
  • Sihuan (460 HK) Updates on Audit Delay: Improper accounting treatment in consolidation trick of using MRAs (Market Research Agents) to exclude hidden sales and distribution expenses to artificially boost profits: 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

  • Does the Collapse of a Chinese Developer Signal the Start of More Defaults? Bloomberg
  • Chinese Developer Kaisa Officially Defaults, Restructures Debt: ZeroHedge, Bloomberg
  • The Mystery of China’s Gold Stash May Soon Be Solved: Bloomberg
  • China considers ban on infant formula ads: Reuters
  • Turnover explosion at Shanghai stock exchange has too many zeros for software: Reuters
  • Auto Makers Try Alternate Routes as China Decelerates; Companies are cutting prices, pushing incentives to drive demand in world’s largest car market: WSJ
  • China’s private jet market hits turbulence from graft crackdown: SCMP
  • Chinese tycoons account for 20 per cent of world’s billionaires: SCMP
  • China shipyards hit as oil price fall forces delay in delivery of rigs: SCMP
  • The 80% BlackRock ETF Return That Shortchanged China Stock Bulls: Bloomberg
  • China overhauling IPO process, mulls foreign firms listing: report: Reuters
  • China needs more reform to avert ‘boom bust’ market scenarios-BlackRock: Reuters
  • China Now Has A Record 400 Billionaires And Billionaire Families; Greater China 500+: Forbes
  • China adds 23 new billionaires in 5 weeks: Forbes
  • China’s Car Market Growth To Halve This Year, And 4 Troubling Trends: Barron’s

India

  • India’s Powerful Farming Lobby Turns on Modi: JG

Japan & Korea

  • Samsung Will Sell The Galaxy S6 And S6 Edge Without Its Logo In Japan: Techcrunch
  • Korea’s Qoo10 is set to embark on an all-new strategy: The leading local online marketplace is forging alliances with shopping-mall owners and big retail chains to scale up its Web-based retail platform in Singapore: TODAY
  • Lixil serves up a new style of Japanese multinational; Amalgamated Japanese group defies predictions of disaster: FT
  • Analyst says Samsung’s chip gamble might backfire: JA
  • Companies’ debts reach 105% of Korea’s GDP: JA
  • Korea’s third largest steel maker Dongkuk Steel Chairman Chang Jae-joo will be questioned today for allegedly embezzling company funds and gambling with part of the proceeds at casinos in the United States. KT
  • Japan robot receptionist welcomes shoppers at Tokyo department store: JT

ASEAN

  • Indonesia’s Widodo to investors: if you have a problem, call me: Reuters
  •  Johor lawmakers warn of housing glut in Iskandar: TODAY
  • VCs are super optimistic about Indonesia. Here’s why; The country has a lot of unrealised potential. Investors feel it is time to leave your cushy consultant jobs and head to Indonesia: e27
  •  Sritex, Tokopedia Shorlisted on WEF’s Global Elite Companies: JG

Macro

  • Fund managers bet they can get out before stock market bubble bursts: SCMP
  • Mauritius Ponzi Probe Risks Extending Africa’s Worst Stocks Rout: Bloomberg
  • Utilities’ Profit Recipe: Spend More; To expand regulator-imposed earnings caps, electricity producers splurge on new equipment, boosting customers’ bills: WSJ
  • Emerging market ETFs: solving the liquidity problem or storing it up? Investors have been drawn to exchange traded funds, but do they understand the downside?: FT
  • Hidden dangers that banking regulators fail to chart: FT
  • 1292 Days and Counting Since Last 10% Correction: FC
  • Welcome to the ‘New Mediocre’ of a world drowning in debt: FP

Healthcare

  • Immune System Drugs Melt Tumors In New Study, Leading A Cancer Revolution: Forbes
  • A Diet Might Cut the Risk of Developing Alzheimer’s; Researchers spent two years developing the MIND diet, which includes many brain-healthy foods like berries and greens: WSJ
  • Scientists Target New Painkillers From Spider Venom; Ingredients in venom could lead to new, nonaddictive treatments for chronic pain: WSJ

Energy & Commodities

  • Cargill Seeking Poultry Play, Building Palm Oil Mills In Indonesia; Minnesota-based company is also considering entering aquaculture for the first time: WSJ
  • Disrupting toilet paper: Solaris makes upmarket attack on $1.4b oligopoly: BRW

TMT

  • Elon Musk Had a Deal to Sell Tesla to Google in 2013; On the verge of bankruptcy, the company sought a savior in Larry Page: Bloomberg
  • Honoring technology’s power couple: Moore’s Law and the network effect:WaPo
  • IBM Continues Painful Transition; Tech giant hurt by stronger U.S. dollar, hardware business: WSJ
  •  Google is about to dramatically change how search works on your phone: WaPo, Economist
  • Humanoid robot can recognize and interact with people: Reuters
  • Too many startups have ‘frightening’ burn rates of $1 million+ per month, warns Silicon Valley investor Sam Altman: BI
  • WhatsApp’s growth is incredible: It just added another 100 million new users in 4 months: BI
  • The tech sector needs a smarter breed of watchdog; Three ways in which regulators can be more nimble in their dealings with innovative sector: FT
  • Germany still has some way to go to ‘smart factories’: experts: ChinaPost
  • Are technology companies ripe for disruption? Intuit is said to have been the 47th software company to address the problem of balancing the checkbook: Forbes
  • Netflix’s Pursuit of TV Domination Has a New Step: Ownership; Daring to diversify: Netflix bets future on its own original programming: bloomberg, TheAge

Consumer & Others

  • Harley-Davidson’s Profitable Road Trip; Harley-Davidson’s appeal is growing abroad even as its core U.S. customer base ages.: WSJ
  • 25 companies that are revolutionizing retail: BI
  • 3 reasons Keurig’s business will dominate: BI
  • Coca Cola: When less is more; Profits are slipping as changing tastes take the sparkle out of the company’s core brand. But can a new cost-cutting strategy succeed?: FT
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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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