The Misfit Economy: Lessons in Creativity from Pirates, Hackers, Gangsters and Other Informal Entrepreneur; This is the personality combo that Steve Jobs and Richard Branson shared: They’re a special breed of innovator: they’re misfit entrepreneurs – Bamboo Innovator Daily: 20 Jun (Sat)


  • This is the personality combo that Steve Jobs and Richard Branson shared: They’re a special breed of innovator: they’re misfit entrepreneurs. BI
  • Lessons From Dave Goldberg: An Open Letter To Aspiring CEOs And Young Entrepreneurs: Techcrunch
  • Toddlers Have Sense of Justice, Puppet Study Shows; Children as young as age 3 will intervene on behalf of a victim, reacting as if victimized themselves, scientists have found. NYT
  • Neil Gaiman on How Stories Last: BP
  • Oliver Sacks on Storytelling, the Curious Psychology of Writing, and What His Friendship with the Poet Thom Gunn Taught Him About Creativity and Originality: BP
  •  A 24-year-old entrepreneur spent 4 days with Richard Branson — here’s what she learned from him: BI
  • Comcast Founder Ralph Roberts Dies at 95; Cable-TV pioneer and tenacious deal maker built family business into a media empire. Ralph Roberts, Comcast founder, 1920-2015: WSJ, FT, NYT
  • Use Everyday Life to Teach Kids About Money: WSJ
  • Lessons on family business succession from Rupert Murdoch: Campden
  • A father’s dark legacy: The fate of Bernie Madoff’s sons should be a lesson for all dads on the importance of integrity: Star
  • Disney has been hiding a secret message in its movies for years: BI
  • The brilliantly revealing interview question one tech CEO asks every job candidate: “If you worked in a restaurant, what role would you want?”: BI
  • Lunch with the FT: Takashi Murakami:  ‘Japan’s Andy Warhol’ has blurred the lines between art and commerce. Over two burgers in Tokyo, he talks about fantasy beating reality and his quest to be understood: FT
  • Believe It Or Not, Most Published Research Findings Are Probably False: Bigthink
  • How Richard Baker engineered Hudson’s Bay Co.’s stunning turnaround with a ‘leap of faith’ in real estate: FP
  • Dishonesty in business most likely to occur as window of opportunity closes: SCMP
  • 13 Practical Ideas That Have Helped Me Make Better Decisions: Farnam
  • Why it’s easier to describe “what makes us happy” than answer the question “what is happiness?”: Farnam


  • The Misfit Economy: Lessons in Creativity from Pirates, Hackers, Gangsters and Other Informal Entrepreneurs: Amazon
  • How to Measure Anything: Finding the Value of Intangibles in Business : Amazon

Investing Process

  • Amount owed by AirAsia associates and related parties growing, translates to 60% of shareholders funds, exceeding sales those associates generate; AirAsia would have been loss-making if it were not for the transfer pricing to related parties: Star1, Star2
  • Tech Companies Fly High on Fantasy Accounting: NYT
  • IOOF’s boiler room throws customers to the wolves: TheAge
  • CALC shares plunge after announcment of resignation of missing CEO Mike Poon: SCMP
  • With a new standard in place governing how to account for discontinued operations, companies attempting to apply the guidance for the first time are finding they have a think a little harder to arrive at the right accounting: Compliance
  • Beware the Stock-Buyback Craze; Investing in companies that are buying back shares is a time-tested strategy. But the rapid pace of buybacks is one reason for caution.: WSJ
  • Shell, Glencore, and Other Multinationals Dominate Their Home Economies: Bloomberg
  • Here’s what stock market valuations look like if you add back all the bad stuff companies like to take out: BI
  • Aim — 20 years of a few winners and many losers: FT
  • Punishment against Daewoo E&C for accounting fraud to be discussed: Maeil
  • Fat tails, thin ice: JasonZweig
  • Terry Smith: What investors can learn from Sir Alex Ferguson’s success: Telegraph

Greater China

  • Hong Kong Bourse Moves Closer Toward Allowing Dual-Class Shares: Bloomberg
  • China Stocks Enter Correction as BlackRock Sees Bubble Bursting: Bloomberg
  • China to allow full foreign ownership of some e-commerce businesses: Reuters
  • Chairman Zhang’s flatpack skyscrapers: A Chinese entrepreneur who took just 19 days to build a 57-storey tower says he has triggered a construction revolution. And his dreams soar far, far higher. BBC
  • Developers in China are giving away Porsches to sell houses: BI
  • Hong Kong opens door to Alibaba shares by returning the debate on controversial dual class shareholdings: FT
  • China growth slowdown takes bite out of Hershey: FT
  • National auditor to report problems in RMB15tn land sales: WCT
  • Wuhan woman sells her stocks from the hospital delivery room: WCT
  • TutorGroup, World’s Largest Online Language Institute Unveils ‘Expert On Demand’ Service: Technode
  • China’s mixed-ownership reform a second brewing of herbs; “The mixed-ownership reform is no Viagra but Chinese herbal drugs”: SCMP
  • Octopus CEO stands ready to deal with any crisis; With 99 per cent of Hong Kong’s 7 million people using it, someone somewhere has to make sure it all goes well: SCMP


  • Skeptic Aberdeen Turns Bullish on India as Valuations Shrink: Bloomberg

Japan & Korea

  • How Nintendo plans to balance its past and its future: WaPo
  • A Fresh Catalyst to Power Japanese Stocks; Japan’s growing appreciation of shareholder value could be an untapped source of yield. Barron’s
  • Japan vs. Korea: Which Market Has More Upside? Earnings growth, an improving economy and corporate governance reforms makes one a standout winner. Barron’s
  • Meet Samsung’s billionaire Lee family, South Korea’s most powerful dynasty: BI
  • Bleak outlook for K-cosmetics in the aftermath of the MERS: Maeil
  • SKT, RoboBuilder to develop 5G robots: KT
  • Lotte Group and Hotel Shilla are facing a major challenge against their ambitious bid to run new duty free stores in Seoul as a lawmaker raised issues of the license strengthening their dominance further.: KT
  •  Samsung and Elliott: KT
  • Japanese companies unloading cross-held shares; Ryohin Keikaku, operator of Muji stores, has sold all the 1.7 million or so shares it had in apparel giant Onward Holdings, to improve asset efficiency: Nikkei
  • SoftBank to focus on future tech, Son tells shareholders: JT
  • Most Japan firms reluctant to unwind cross-shareholdings: poll: Reuters


  • Singapore’s housing glut to worsen before tapering from 2017: UOB report: BT
  • Win Win Tint, a top retailing executive in Myanmar, says that her company has learned a lot from its Japanese counterparts: Nikkei


  • Record Cash Wrung From Bond Market to Cover U.S. Stock Buybacks: Bloomberg
  • Manufacturing’s next act: Industry 4.0 is more than just a flashy catchphrase. A confluence of trends and technologies promises to reshape the way things are made. McKinsey
  • Record number of hedge funds now operating around world-HFR: Reuters
  • Why Asia Isn’t Immune to Global Bond Volatility; Unruly rates in US and Europe can rattle Asia, with exports weak and local markets still reliant on foreigners. Barron’s
  • Is the bonds bull market heading for a goring?: FT
  • Repo market faces structural challenge: FT
  • Australian officials fret over possible housing bubble: Nikkei

Energy & Commodities

  • The Oil Industry’s Magic Printing Press; Exploration and production companies sell shares at a record pace: WSJ


  • A Sea Change in Treating Heart Attacks; The death rate from coronary heart disease has dropped 38 percent in a decade. One reason is that hospitals rich and poor have streamlined emergency treatment.: NYT


  • Strong FitBit IPO Hints at Growing Quantification of Everything: WSJ
  • How One Analyst Envisions the TV Landscape in 10 Years: WSJ
  • What do people really want to watch on TV? Hint: It’s not ESPN or HBO. Viewers want their Discovery Channel, known for the summer adventure series Shark Week: WaPo
  • Disney exploring virtual reality for video games: Reuters
  • Will Fitbit Go the Way of the Palm Pilot?: NewYorker
  • What retailers need to know about falling conversion rates in mobile shopping: BI
  • Bond Street, a 2-year-old fintech startup that just raised $110 million, is making Wall Street sweat: BI
  • The $3.2 billion that Google paid for Nest is starting to make a lot more sense: BI
  • Investors work up a sweat to be part of wearables race: FT
  • After two decades of indiscretions, digital trails and bulging inboxes, emailers are picking up Slack: FT
  • Fitbit: A South Korea start-up founder a legendary success story: Maeil
  • HTC’s value assessed for possible takeover: WCT
  • How Spot Interactive found a way to stand out and get the attention of some giant companies: FP
  • How Oculus and Cardboard Are Going to Rock the Travel Industry; As advertisers jump on VR, it may just be a matter of time before you can rack up air miles, virtually: bloomberg

Consumer & Others

  • Can Harley-Davidson Spark a Motorcycle Counterculture? CEO wants to get videogame generation off of the couch and onto a bike: WSJ
  • Gap Deserves to Come Off Discount Rack: Success of Old Navy brand shows that Gap can turn around: WSJ
  • Yum Brands CFO: Charting an Emerging-Markets Course: WSJ
  • Beauty and the beer: Carlsberg launches men’s grooming products: FT
  • Asia keeps its appetite for instant noodles; Despite India health scare, long-term growth prospects remain robust: FT
  • Industry analysts see several reasons for Colt Defense’s slide to bankruptcy: ChinaPost
  • The $5 billion battle for the American dinner plate: FastCo
  • How Zuma Is Taking Over the Restaurant World: The secret to chef-founder Rainer Becker’s $200 million success: Never be content: Bloomberg
  • The Red Prince: Did apple growing pioneer bite off more than he can chew in Canada?: FP
  • Muddying the Gap: how the US clothing chain has failed to uphold its identity; Topshop, Uniqlo and H&M have parked their tanks on Gap’s lawn over the past decade, and the original normcore retailer has not managed to defend itself: Guardian
  • Is Sandwich Chain Quiznos Toast?: Forbes
  • SodaStream plans to start selling a machine that carbonates alcoholic drinks next year.: Fortune
  • Caffeine crime: 11 indicted in a massive 5-Hour Energy scam; More than 4 million fake bottles distributed.: Fortune
  •  ConAgra’s smorgasbord is ready to carve: Reuters

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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