Bamboo Innovator Daily: 17 May (Sun) – The fastest way to figure out if you’re doing something truly important with your life; Inside Zappos CEO Tony Hsieh’s radical management experiment that prompted 14% of employees to quit


  • Why leaders need to focus on how they treat employees: Fortune
  • The fastest way to figure out if you’re doing something truly important with your life: BI
  • Kierkegaard on Popular Opinion, the Petty Jealousies of Criticism, and the Only Cure for Embitterment in Creative Work” BP
  • LA tech guru and ex-MySpace CEO reveals the 2 keys to successful startups: BI
  • Inside Zappos CEO Tony Hsieh’s radical management experiment that prompted 14% of employees to quit: BI
  • What Art Collectors Can Learn From Art Thief Larry Salander; Advice from burned collectors, robbed of $100 million.: Barron’s

Investing Process

  • Berkshire Bulks Up on Precision Castparts, 21st Century Fox: Barron’s
  • Seth Klarman Says This is the Single Biggest Investing Advantage You Can Have: VW
  • Seven patterns of inefficiency in pricing of quality businesses: Fundoo
  • Betting on the Emerging-Market Entrepreneur: Barron’s

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

  • Yum Brands China split short on crispy goodness: Reuters
  • Alibaba generation shift treats investors as kids: Reuters
  • Shenzhen’s Tycoon Golf Course the Latest Casualty of China’s Anti-Corruption Campaign: WSJ
  • Inside China’s Insane IPO Market: Full Frontal: Zerohedge


  • India online retail hierarchy looks far from fixed: Reuters
  • Infosys CEO On Mission To Transform His Company Into Design Thinkers: Techcrunch

Japan & Korea

  • Is Japan becoming extinct? The projected drop in the country’s population raises some fundamental questions about its political and social future: JT



  •  Bond turmoil signals new era of return-free risk: Reuters
  • Central banks chase investor herd into liquidity trap: Reuters
  • Strategist: Asset Classes Around the World Have Been Infected With a Highly Contagious Disease: Bloomberg
  • ‘Look out for dirty money in Aussie property’: AsiaOne
  • Without a net: Why the safety trade is getting riskier for investors: FP


  • NPR Initiates Phase Two of Plan to Become the Pandora of News: Slate
  • Tech Bubble 2.0?: Techcrunch

Consumer & Others

  • Hedge fund activists buy McDonald’s, but are they lovin’ it? Reuters
  • Whole Foods is falling to competitors because of one mistake: BI
  • Why Big Beer Is Struggling in the Age of Hipster Craft Beers: InvestorPlace
  • L’Oréal CEO Jean-Paul Agon Sells Beauty to the World; The CEO’s passion for marketing has helped L’Oréal cement its status as the world’s No. 1 cosmetics and beauty-care company. Barron’s
  • Is craft beer in a bubble?: Fortune

About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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