Toru Iwatani: Pac-Man and the real life of games design; 10 skills that are hard to learn but pay off forever; Phishing for Phools: The Economics of Manipulation and Deception – Bamboo Innovator Daily: 11 Jun (Thurs)


  • 10 skills that are hard to learn but pay off forever: BI
  • Toru Iwatani: Pac-Man and the real life of games design; The inventor of the 35-year-old glutton chews over smartphones, managing talent and game design: FT
  • Ina Garten On How To Run A Business And Do What You Love: Forbes
  • What Good Is History? Everyone has their own version. Here’s the best way to navigate it. fool
  • The hidden economic rules behind Tinder, marriage, kidneys, and college admissions: Quartz
  • Buddhism, bombs and blouses: Japan’s versatile ‘washi’ paper: Dailymail
  • Postmortems for Startup Failures: Bloomberg
  • Heidrick & Struggles on the changing nature of leadership: McKinsey
  •  Bye, Bye, American History: Professors and historians urged opposition to the College Board’s new curriculum for teaching AP U.S. History.: WSJ
  • With only a little cash, young Mexican shakes up politics: ChinaPost
  • Too much ‘ganbaru’ could push anyone over the edge: JT
  • A Better Way to Map Brand Strategy: HBR
  • Children need to build strong reading habit: KT
  • Why do smart executives make bad decisions?: FP
  • The secret to success in the age of information overload: FP
  • Hall of fame: Six CEOs who’ve scripted great growth stories: Forbes
  • Here’s why it’s so weird that we haven’t found aliens yet: BI
  • 15-year-old makes the epic discovery of a new planet that’s 1,000 light years from Earth: BI
  • How to become a master networker, even if you’re an introvert: BI
  • The bad habit that makes leaders less effective: BI


  • Phishing for Phools: The Economics of Manipulation and Deception: Amazon
  • Who Gets What — and Why: The New Economics of Matchmaking and Market Design : Amazon
  • The Four Filters Invention of Warren Buffett and Charlie Munger: Amazon

Investing Process & Research

  • Overcoming obstacles to effective scenario planning; Scenario planning can broaden the mind but can fall prey to the mind’s inner workings. Here’s how to get more out of planning efforts. McKinsey
  • Chinese Solar Billionaire Remains an Enigma After 47% Plunge: Bloomberg
  • Quality factor explained by profitability: Robert Novy-Marx: Top1000
  • How Banks Are Using Accounting Shifts to Prepare for an Interest Rate Rise: Bloomberg
  • A Simple Lesson Teaches About Price vs Value: OSV
  • How Important is Culture?: An Inside Look at Keller Williams Realty: SSRN
  • Crisis Chronicles: Railway Mania, the Hungry Forties, and the Commercial Crisis of 1847: Ritholtz
  • A VC’s formula for picking winners like Birchbox, Warby Parker, and other brands you love: FastCo
  • What it takes to be a great value investor: II
  • AT Kearney’s view on successful innovation management: Bloomberg
  • Brokerage Firm Prefers to Keep Its Research Friendly and “doesn’t allow analysts to issue any negative ratings on the hundreds of stocks they follow” : Bloomberg
  • What Is Staying Power?: Fundoo

Greater China

  • Chinese Stocks and Insider Trading Trouble: Bloomberg
  • Stock Boom Chokes China’s Reform Plan: Bloomberg
  • Warren Buffett Admits He’s Tried to Buy More than Suits in China; Buffett Says China Is “Totally Miraculous”; But Owns Few Assets There: WSJ, VW
  • Small Chinese Investors Flying Blind in Latest Market Boom: NYT
  • Power politics exposed by fall of China’s security boss: BBC
  • Mobile loan business on the rise in China: WCT
  • City of drones building a high-flying business: Nikkei
  • Taiwan Aluminum Entrepreneurs Become Billionaire Couple Amid China Stock Rally: Forbes
  • China’s Troubling Robot Revolution: NYT
  • Idle Home Builders Hold China’s Economy Back: NYT
  • China property groups diversify to survive: FT
  • Gone are the luxury gifts as Chinese look to buy for themselves: FT
  • Chinese Firms Are Leaving the U.S. to Relist Back Home: Bloomberg
  • How to Go Broke Buying Low, Selling High on Chinese Markets: Bloomberg
  • One of World’s Youngest Billionaires Surfaces With Chinese Airline: Bloomberg
  • Is the Next Detroit in China? Wenzhou is among the cities most heavily indebted and at risk of defaulting on its loans, according to Nomura Holdings Inc: bloomberg
  • Putting the fizz back into China’s domestic soda market: AsiaOne
  • Can “Made in China” become a luxury label?: BBC


  • E-commerce delivery by drones may become a reality in India before US: e27

Japan & Korea

  •  Young and Old Fight Over Jobs in Korea as Generation Gap Widens: Bloomberg
  • Principles of brothers live on at Samyang Group: JA
  • Japan’s budget king turns to robots to revive bubble-era theme park: JT
  • Fanuc to build brainier robots with startup: Nikkei
  • Samsung: keeping it in the families; Minority investors should welcome Elliott Advisors’ rabble-rousing: FT
  • Posco: Time to Buy or More Pain Ahead?: Barron’s


  • Indonesia’s ‘Berkshire Hathaway’ gets new boss: Nikkei
  • EY poll finds S’pore firms’ ethical business practices wanting: BT


  • Michael Johnston: Can We Please Stop Talking About Greece?: Fundreference
  • It is only a matter of time before the next recession strikes. The rich world is not ready: Economist
  • A tight squeeze: Rich-world governments will not have much wriggle room when the next crisis strikes: Economist
  • Why Vanguard and BlackRock could beat Peltz and Icahn; Huge index-fund asset managers are growing more willing to use their clout to influence boards and CEOs.: Fortune
  • How Deutsche Bank lost its way: Fortune
  • Emerging markets: Trading blow; After years of boosting global growth, developing economies now a major drag on world economy: FT
  • Bond Market’s Storm Finally Hits Junk Debt as Buyers Flee ETFs: Bloomberg
  • The $3 Trillion Bond Trade Citigroup Says Investors Should Fear: bloomberg
  • Bond Investors Are Getting Really Creative When it Comes to Hedging Their Risk: Bloomberg

Energy & Commodities

  • Oil rally doomed as OPEC pumps a million barrels a day more than the world needs, IEA warns: FP
  • Cloned Brazilian eucalyptus holds key to higher productivity: FT
  • Why This Shale CEO Isn’t Afraid of OPEC or Low Oil Prices: Bloomberg


  • Bioengineering: Towards a body-on-a-chip; The first organ chips are coming to market and, regulators permitting, will speed up drug testing and reduce the use of laboratory animals: Economist
  • Retina selfie: A new machine can look into the eye for signs of ill health: Economist
  • Why America’s $2.9 Trillion Medical Industry Still Runs on Paper Paymentsying medical bills is as inefficient as it was 15 years ago, and the cost is high: Bloomberg


  • Can Amazon Deliver the Goods in Private-label Groceries?: K@W
  • Sirius XM Holdings & The Subscription Media Business: Punchcard
  • Why Did John Malone Invest in Lions Gate?: Punchcard
  • Spotify Isn’t Drowning Out Apple: Spotify has a huge head start in generating streaming music subscriptions. But Apple can more afford to play the long game. WSJ
  • Microsoft CEO Satya Nadella has pledged to focus the software giant on big markets where it has the most users. So why is the firm launching a $20,000 piece of conference-room equipment that is likely to be a niche product?: WSJ
  • The Dating Business: Love on the Rocks; Tinder’s success helps fuel explosion of dating apps and sites, as it gets harder to turn a profit in the matchmaking game: WSJ
  • Humanoid robots: After the fall; Pitting robots against each other shows the promise and many of the pitfalls of autonomous technology: Economist
  • The Trillion-Dollar Market To Remake Business Applications: Techcrunch
  • A Periodic Table Of Wearable Technology: Techcrunch
  • We need to stop talking about how mobile phones will save Africa and think bigger: Quartz
  • 10 types of startups that will disrupt the media industry in 2015: e27
  • ‘We’re not all unicorns pooping rainbows on a rocket to the moon’: BRW
  • James Murdoch to succeed father Rupert Murdoch as CEO of 21st Century Fox: reports: TheAge
  • Why IBM is betting big on this new big data technology: Fortune
  • Something is rotting under Silicon Valley: Fortune
  • Sidewalk Labs, a Start-Up Created by Google, Has Bold Aims to Improve City Living: NYT
  • Tipping Point in Transit: The future of driving is in many ways already here, and the changes are coming fast and furious. Many could see lower costs and more convenience, but not everyone may benefit. NYT
  • Here’s what to do if your computer gets taken over by ransomware — a form of malware taking over the internet: BI
  • Why Spotify is worth more than $8.5 billion, explained in one chart; Spotify now has 20 million paid subscribers, which is more than 25% of its total 75 million userbase. That’s on average one new paid subscriber every three seconds : BI
  • The truth about streaming music is that all of the services are pretty much the same: BI
  • Apple to enable iPhone users to block ads: FT
  • Messaging app Line has launched a music streaming service in Japan, where 78 per cent of sales are still physical discs: FT
  • Asia’s Small Businesses Really Love WhatsApp; Small businesses in emerging Asia-Pacific economies are embracing cheap online tools faster than their peers in wealthier nations: Bloomberg
  • Asian start-ups ready to go big: JP

Consumer & Others

  • Tokio Marine Learns Lessons in Value Destruction: NYT
  • Why Gelato Messina isn’t growing quickly: BRW
  • Costco Wholesale seems to have quietly passed up Whole Foods to become the biggest organic grocer as it courts a younger demographic: SeattleTimes
  • The amazing truth about Costco’s organic food: Sfgate
  • Taco Bell Corp is tapping millennial vocabulary to stay relevant: FP
  • Dollarama Inc beats profit estimates by packing shoppers’ baskets with products priced above a buck: FP
  • Visa CEO Charlie Scharf: Moving at the speed of money: Forbes
  • J. Crew Struggles With Its ‘Great Man’ Dilemma: NYT
  • J. Crew Flounders in Fashion’s Shifting Tides: NYT
  • Costco is becoming a huge threat to car dealerships by offering one huge perk; The retailer has a huge advantage over traditional car dealerships: it doesn’t need to make money from the cars it sells. : BI
  • How Did Camper’s Ugly Shoes Become So Iconic?: FastCo
  • The former president of Trader Joe’s reveals how the most popular grocery store items have changed: BI
  • Nestlé launches legal challenge to Maggi noodle ban; Swiss group denies India’s claim that noodles are unsafe: FT
  • Luxury goods face a global reckoning: FT
  • Mulberry’s return to its roots in affordable luxury, after an attempt to become more exclusive backfired, helps sales after profit plunge: Reuters
  • A Futurist Looks at Where Cars Are Going: NYT
  • Robots could restore ‘Made in Germany’ label to Adidas shoes: Reuters
  •  Nestle India Faces Wake-Up Call to Wean Itself Off Noodles: Bloomberg
  • Beauty Startup Birchbox Is Boosting the Sales of CompetitorsEverybody appears to win with beauty subscription services: Bloomberg

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 (, 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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