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Bamboo Innovator Daily Insight: 25 Apr (Sat) – David Brooks’s new book: ‘The Road to Character’ and a path to grace

Life 

  • David Brooks’s new book: ‘The Road to Character’ and a path to grace: WaPo
  • Love and Merit: Parenting in America is experiencing a silent epidemic of conditional love. NYT
  • Language Shapes Thoughts—and Storm Preparations; Why gendered names of hurricanes may be a bad idea: WSJ
  • Startup founders describe how they got through the hardest part: BI
  • How to Save American Colleges; The Purdue president on freezing tuition, how to reduce student debt, and busting the accreditation cartel. WSJ
  • Do Strong Religious Beliefs Stifle Innovation?: WSJ
  • The Economics of Suspense: NYT
  • Transferring and sustaining the family wealth: BT
  • A psychological trick to instantly feel more productive: BI
  • Why Bad News Is Good News; Consuming bad news is evolutionarily adaptive, but the nature of the social Web might limit its supply. PSmag
  • Why can’t we read anymore? Or, can books save us from what digital does to our brains?: Medium
  • An Academic Job Slump is Making Graduate Students Depressed: Bloomberg
  • Inside the Podcast Brain: Why Do Audio Stories Captivate? The emotional appeal of listening; “Our brain is trying to save resources and energy. We only want to give attention to something when it matters.” Atlantic

Investing Process

  • Seeking an edge, short-sellers turn to behavioural analysis: Reuters
  • Charlie Munger — Part Seven: Poor Charlie’s Almanack; You have to know accounting – along with its limitations. VW
  • Progressive Insurance Victorious in 1st Warren Buffett Challenge: Sumzero

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

  • China to Crack Down on Stock Manipulation as Market Soars: Bloomberg
  • Hong Kong start-up to bet millions on hedge fund run by artificial intelligence: SCMP
  • China Looks to Stub Out Consumer-Safety Scandals; Beijing’s clampdown on the tobacco, baby-formula industries is aimed at restoring consumer confidence: WSJ
  • Chart of the day: Are Hong Kong stocks approaching terminal velocity? : SCMP
  • China’s biggest developer Greenland Group to make back-door listing: SCMP
  • China banks balk at local debt-swap plan; Several provincial governments forced to postpone bond auctions: FT

India

  • Paytm, an Indian online payments platform backed by China’s Alibaba, is pushing deeper into India’s booming e-commerce industry with a zero-commission mobile app marketplace targeted at SMEs: Reuters
  • Mumbai Police files fresh FIR against Jignesh Shah; former board of directors of MCX misappropriated funds by creating bogus documents: MC
  • In India, Profitable Farming With Fewer Chemicals: NYT

Japan & Korea

  • Lotte, CJ and other major Korean companies may have to sell their stakes in Chinese companies they have effectively controlled using the variable interest entity (VIE) corporate structure.: KT
  • ‘Pink flower’ stocks aim to change attitudes toward women in Japan: JT
  • Competition heating up for duty free licenses in Korea: KT
  • Lotte, CJ and other major Korean companies may have to sell their stakes in Chinese companies they have effectively controlled using the variable interest entity (VIE) corporate structure.: KT
  • ‘Pink flower’ stocks aim to change attitudes toward women in Japan: JT

ASEAN

  • CIMB Group Holding Bhd chairman Nazir ‘frustrated’ with pace of AEC implementation: Star
  • Honda overtakes Toyota to become non-national champion in Malaysia: Star

Macro

  • Glut of Capital and Labor Challenge Policy Makers; Global oversupply extends beyond commodities, elevating deflation risk: WSJ
  • Towards euro-US dollar parity in a still risky world: Star
  • Emerging market equities: the currency factor: FT
  • The Unintended Twist of Tax Inversions; Mylan and Perrigo reincorporated overseas to lower their tax bills, but the move opened them up to unsolicited takeovers. NYT
  • From Woking to Wall Street: UK day traders dream of glory in daily grind: Reuters

TMT

  • How Not to Diversify and Other Lessons of the Technology Bubble: Bloomberg
  • The rise of Amazon Web Services: WaPo
  • As Cable Industry Unravels, Opportunity For Brands To Trade Sales For Content: Forbes
  • Apple thwarts geeks, investors probing smartwatch components: Reuters
  • Are wearables the future of news?: WaPo
  • The Apple watch isn’t just going to change consumer tech: Fortune
  • Slack’s CEO reveals what it’s like building the fastest $2 billion startup in history: BI
  • The Apple watch isn’t just going to change consumer tech: Fortune

Consumer & Others

  • Luxottica sees first pair of glasses with Intel chips in Feb/March: Reuters
  • How the dollar store war was won; The inside tale of how Carl Icahn and a bevy of billionaires brawled in the greatest activist contest of the millennium—for companies that sell panty hose and paper towels to discount shoppers. Fortune
  • Dr. Pepper: A scrappy survivor in a sea of struggling soda giants: Fortune
  • Guy Laliberté, Cirque du Soleil co-founder; The ‘sun king’ has just taken his circus brand to another level: 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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