Advertisements

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
Advertisements

About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s

%d bloggers like this: