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Bamboo Innovator Daily Insight: 10 May (Sun) – Presidents, Mother’s Day and American Tradition

Life 

  • Presidents, Mother’s Day and American Tradition: Forbes
  • Creating grit in students; What if the secret of success is failure? Should an educator ever cause a student to feel frustated, even to fail?: JP
  • Gen. Stanley McChrystal’s Lessons Learned: Five years after his firing, the former U.S. commander in Afghanistan on modern warfare, Islamic State and applying military lessons to the business world: WSJ
  • Rodents Could Predict the Next Big Quake: bloomberg
  • How Hells Angels and criminal gangs came to control much of the Vancouver docks: NP
  • Is the Game Hive the Next Chess? The game Hive, in which players control bugs of different types, has unique tactics, but it echoes some concepts from chess: WSJ

Books

  • Short-Selling with the O’Neil Disciples: Turn to the Dark Side of Trading: Amazon

Investing Process

  • Picking a winning money manager is a losing game: SCMP
  • Honeywell’s Shares Are a Better Bet Than GE’s; The industrial company has delivered the kind of results for a decade that GE is now hoping to produce: Barron’s
  • China Ouhua Winery: When wine turns to whine and grapes to gripes, shouldn’t shareholders be told more and sooner?: TheStar

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

  • Forget fundamentals when buying stocks in China, just follow the algorithm: SCMP
  • Hi-tech heavyweights in China jump on wearables Bandwagon: WCT

India

  • Behind Future-Bharti merger: Big e-tailers are eating Kishore Biyani’s lunch: FP

Macro

  • Why a second emerging market debt storm could be worse than the first: Telegraph
  • The debt ‘crisis’ in Canada? If your paycheque is $100,000 plus, that means you; Canadians’ relationship to debt has changed, with middle and upper tier earners awash in red ink. Now the challenge is how to manage a country that’s deep in hock — and not likely to ever climb out: FP
  • ETFs Go Global: As international stocks surge, ETF investors are faced with a whole slew of new products. : Barron’s

Healthcare

  • Sorry, Bill Ackman: Valeant Is No Berkshire; Valeant Pharmaceuticals has its strengths, but it is no Berkshire Hathaway, despite hedge-fund manager Bill Ackman’s intriguing assertion. Barron’s

TMT

  • My Flip failure and other lessons for staying ahead of tech shifts: Cisco CEO John Chambers: BRW

Consumer & Others

  • Engineers of addiction: Slot machines perfected addictive gaming. now, tech wants their tricks; IGT now makes 93 percent of the world’s video poker machines and is the largest manufacturer of video slots in the world: Verge
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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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