The Carpenter: A Story About the Greatest Success Strategies of All; How to Recognize a Budding Entrepreneur; Why Some Entrepreneurs Feel Fulfilled—but Others Don’t; How the most creative people in business generate new ideas – Bamboo Innovator Daily: 26 May (Tues)


  • How to Recognize a Budding Entrepreneur; New research identifies the four qualities that founders-to-be have in common: WSJ
  • How the most creative people in business generate new ideas: FastCo
  • Why Some Entrepreneurs Feel Fulfilled—but Others Don’t; Money is only part of the equation. New research offers surprising insights into the complex path to satisfaction: WSJ
  • A serial entrepreneur’s hard-earned lesson in taking risks: FastCo
  • John Nash: A life of brilliance, madness, and reawakening: Quartz
  • Family Ties Help When Firms Go Bust: Insead
  • Reconsidering the Charismatic CEO: Strategy&
  • How Emerging Markets Can Finally Arrive; Without capable domestic firms, emerging markets will inevitably get stuck somewhere along the way. Building world-class domestic firms is the overlooked key to economic development. Strategy&


  • The Carpenter: A Story About the Greatest Success Strategies of All: Amazon
  • The Seed: Finding Purpose and Happiness in Life and Work: Amazon

Investing Process

  • ETFs endure Goldin-Hanergy rollercoaster; Vanguard and BlackRock among largest shareholders in volatile HK groups: FT
  • Hanergy: A Warning That’s Worth Repeating: Barrons
  • Five tales from the trenches: An ex-portfolio manager divulges what it’s really like: FP
  • A cautionary tale from the muddy waters of Chinese business: FT

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

  • Rescue in the Works for Indebted Sinosteel: Caixin
  • A-share regulator to probe companies’ questionable performance to manipulate their stock prices: WCT
  • Channeling China’s Animal Spirits: PS
  • Chinese local governments agree to settle bills after being sued; Deal by debt-ridden authorities believed to be first of its kind: FT
  • Corrupting the Chinese Language: NYT
  • China drug price reforms risk placing hospitals on life support: FT
  • Banks Face Obstacles to Using Biometric Data for ID Purposes in China: Caixin
  • Weak Chinese Demand Is Pummeling Mining Stocks Everywhere, Except in China: Bloomberg
  • China’s Bailout Window May Shut in Three Months, OCBC Says: Bloomberg
  • China is learning a new skill in its marquee campaign to catch economic fugitives in other countries and bring them home — the power of persuasion. Bloomberg
  • When Predicting China Stocks There’s Only Wrong and Very Wrong: Bloomberg
  • A bottle maker in China said it won’t be able to fully repay a bond due May 28, raising concern it will become the third company to default in the onshore note market this year as the economy slows.: Bloomberg
  • How to Become an Airline Millionaire, Chinese Style: Bloomberg
  • China’s top banking regulator warns of rising bad loans, credit risk: Reuters


  • Foxconn Seeking Investment Opportunities in India: WSJ

Japan & Korea

  • Korea’s start-ups have worst success records: JA
  • Inside Fanuc’s Decision to Meet Loeb, Hand Investors $1 Billion: Bloomberg
  • Samsung’s Heir Apparent Lee Tightens Grip on Conglomerate in $9.3 Billion Deal: Bloomberg, WSJ


  • M’sian investors turn cautious after IFCA’s shares tumble: BT
  • Thailand’s rice saga and fall of Yingluck Shinawatra: BT
  • Phoon Huat., the Singapore company that’s been selling baking ingredients such as pie fillings and confectioners’ sugar since 1947, is seeking a buyer: Bloomberg


  • Investors are playing a ‘greater fool’ game: FT
  • Taking more care of the growing silver economy: FT


  • Beyond Moore’s law: Even after Moore’s Law ends, chip costs could still halve every few years: Economist
  • Mobile Internet To Be Worth More Than Apple By 2018: Techcrunch
  • Web Video Companies Push Branded Entertainment Over Media: WSJ
  •  Smartphone ‘Cold War’ Seen in Asian Moves on Patent Licensing: Bloomberg
  • Netflix wants to usher in a new golden age of nonfiction TV: Wired


  • What’s hot? Life sciences challenge tech in global innovation: Reuters

Consumer & Others


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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