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The Unthinkable: Who Survives When Disaster Strikes – and Why; Gumption: Relighting the Torch of Freedom with America’s Gutsiest Troublemakers – Bamboo Innovator Daily: 6 Jun (Sat)

Life

  • 5 Lessons from a Dog on Overcoming Life’s Hardest Challenges: TinyBuddha
  • Warren Buffett On How Business And Philanthropy Are Alike — And How They Are Completely Different: Forbes
  • Merck, the modest family: Chairman shares secrets of successful family management over more than 300 years: KH
  • Solutions for infighting among Asian business families: SCMP
  • Inside the successes and failures of a growing doggy empire; The mastermind behind the popular BarkBox subscription care package for dogs shares his hard-earned startup lessons. FastCo
  • Maree Machin lost a $2000 camera, but gained a business idea: BRW
  • Wal-Mart founder: ‘Everything I’ve done I’ve copied from someone else’: BI
  • Alan Bond: a deal-making dynamo gone wrong: TheAge
  • Shanghai master’s student controls cockroaches with ‘brain link’: WCT
  • When political pollsters get it wrong: The £2bn market research industry failed to predict the election result. Does the answer lie in asking fewer questions?: FT
  • This Japanese company taught a robot to wield a katana like a master swordsman: YouTube, BI
  • Daphne Koller on the Future of Online Education: The Coursera co-founder on the advantages of learning online—and why traditional universities aren’t going to disappear: WSJ

Books

  • Gumption: Relighting the Torch of Freedom with America’s Gutsiest Troublemakers: Amazon
  • The Unthinkable: Who Survives When Disaster Strikes – and Why : Amazon

Investing Process

  • SEC secures $190m from Computer Sciences Corp over accounting fraud and the return of $3.7m in compensation from its former CEO for manipulating financial results related to the company’s multibillion-dollar contract with Britain’s NHS: FT
  • Why did Buffett change Berkshire’s depreciation schedule to a double-declining method after gaining control of Berkshire Hathaway in 1965?: SCMessina
  • Stock Buybacks That Hurt Shareholders: NYT
  •  Can auditors be insightful, transparent?; Star
  • 5 things you didn’t know about the Fortune 500: Fortune
  • SEC May Seek More Information from Audit Committees: WSJ

Greater China

  • Banking on a Remote Future for Chinese Homes; Companies from Haier to Alibaba are scrambling for a piece of the emerging smart home automation market; Caixin
  • Firms in China flock to smart home business: WCT
  • Firms in China seeking shell companies in Hong Kong: WCT
  • Taiwan Approves 45% Property Gains Tax to Stamp Out Speculation: Bloomberg

Japan & Korea

  • Japan’s Peter Pan Problem: Bloomberg
  • Pension Fund Could Be Samsung Kingmaker: WSJ
  • Franchise bakeries look beyond Korean market; Almost ubiquitous in Seoul, bakery chains seek higher growth overseas: KH
  • Foreign ownership surges at big Japanese companies: Nikkei
  • Hedge-Fund Managers in Asia Bullish on Japan Efforts to Improve Returns: WSJ

ASEAN

  • A trade body’s Singapore story: BT

Macro

  • Apple Is the New Pimco, and Tim Cook Is the New King of Bonds: Bloomberg
  • 400 Billion Reasons Why Ebbing Currency Reserves Threaten Bonds: Bloomberg
  • Miami’s Hot Condo Market Cools as Dollar Derails Buyers: Bloomberg
  • Anthony Atkinson, the godfather of inequality research, on a growing problem: Economist
  • Why buying airports has taken off: Economist
  • SEC Probes Activist Funds Over Whether They Secretly Acted in Concert: WSJ
  • The New Rules of Offshore Accounts: Deadlines are looming for U.S. taxpayers who live abroad or have other global financial ties. Here are tips on avoiding pitfalls. WSJ
  • eBay for stock-pickers: trading tips for sale online: Reuters

Energy & Commodities

  • $1b Cocoa Processing Investments Stuck on Limited Supply: JG

TMT

  • Amazon, Google race to get your DNA into the cloud: Reuters
  • In ‘year of Apple Pay’, many top retailers remain skeptical: Reuters
  • This 20-year-old college dropout turned down Apple to launch a startup and is doing really well: BI
  • Siri would be a million times better if Apple bought this company: BI
  •  What We Know From A Decade Of SaaS: Techcrunch
  • Is Translation an Art or a Math Problem?: NYT
  • Selling E-Commerce While Avoiding Amazon: NYT
  • Apple’s plan to rethink pricing formula is overdue; The 70/30 split for digital content always felt like a rough-and-ready decision: FT
  • Apple looks beyond iTunes with launch of its streaming service: FT
  • Etsy Leans on Machine Learning to Help You Find Just the Right Bedazzled Wallet: WSJ

Healthcare

  • 5 terrible illnesses that genetic engineering could eliminate forever: BI
  • Cancer treatment: Healing powers; The pharmaceuticals industry is in a bullish mood over immunotherapies: FT

Consumer & Others

  • Behind Retailer Jeronimo Martins’s Ascent Is an Unassuming Woman: bloomberg
  • How Wal-Mart is hoping to change grocery shopping: WaPo
  • From hardware to hard work in Bendigo for Woolworths’ Masters: TheAge
  • Wal-Mart loses about 1% of its US revenue — or roughly $3 billion dollars every year — to stealing by customers and employees: Reuters
  • Costco might surpass Whole Foods as the nation’s top seller of organic food: BI
  • Rob Walton’s exit marks Walmart milestone; For the first time in its 53-year history, there will no longer be a chairman with the Walton name at Walmart.: FT
  • Corning’s Latest Magic: Turning Glass Into Cash; A famed glassmaker’s bet on 4K ultrahigh-definition TVs could reward investors with a 40% gain.: Barron’s
  • How Iceland’s airlines have helped spur a tourism boom, lifting its battered economy back to health: FP
  • Walmart’s CEO calls on staff to be like Han Solo, other Star Wars rebels; The retail giant’s CEO has called on store workers to shed Walmart’s bureaucracy as it looks to re-ignite store growth.: Fortune
  • A private equity gamble in Vegas gone wrong: How buyout giants Apollo and TPG lost big (and made hedge fund enemies) by betting on Caesars Entertainment.: Fortune
  • Years ago, PepsiCo’s Indra Nooyi made an audacious strategy shift beyond unhealthy snacks and drinks. She was prescient—as well as disciplined and tough—but the challenges are still daunting.: Fortune
  •  Olive Garden’s Hedge Fund Bosses Waited Tables to Aid Turnaround: Bloomberg
  • Private Equity Firms Are Increasingly Using Captive Insurance Companies: Forbes
  • Yummy Financial Engineering Returns Anyone? “Prominent activists are recommending that Yum Brands optimize its structure” by spinning off its China business, so that YUM can essentially become a franchisee company: Forbes
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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.

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