Sam Adams founder explains how 2 books helped him build a billion-dollar company – Bamboo Innovator Daily: 25 Jun (Thurs)


  • Sam Adams founder explains how 2 books helped him build a billion-dollar company: BI
  • One trick introverts use to become influential public leaders; “If you have that conviction, it’s going to shine through.”: BI
  • Better Lucky than Smart: Strategy&
  • Interpublic CEO Says Creativity Is Still Advertising’s ‘Secret Sauce,’ Despite Endless Digital Talk at Cannes: WSJ
  • Whatever Happened to Knowledge Management?: WSJ
  • Mind-reading program translates thoughts into text: BI
  • Startup CEOs need creativity more than managerial ability: Nikkei


  • Animal Madness: How Anxious Dogs, Compulsive Parrots, and Elephants in Recovery Help Us Understand Ourselves: Amazon

Investing Process

  • The Lemons Problem: How Less Disclosure Affects Risk Perceptions: K@W
  • IOOF scandal reaches board level in explosive speech by Senator John Williams: TheAge
  • Hanergy declines to disclose parent’s accounts to HK bourse: Reuters
  • Metric of the Month: Accounts Payable Process Cost; There’s a large gap between top performers and those companies that are spending the most to process accounts payable.: CFO
  • Five Ways CFOs Can Focus on the Long Term: WSJ
  • How Warren Buffett chooses a great stock, in 4 steps: BI
  • AirAsia CEO Fernandes casts other work aside amid accounting worries: Reuters

Greater China

  • Shadow lending crackdown looms over China’s stock market: FT
  • The upstarts that challenge the power in Beijing; Baidu, Alibaba and Tencent are three internet groups that have turned much of China upside down: FT
  • China’s Underground Market for Unethical 40-Year-Old Meat Worth $483M; one customs official who found the meat, which had been thawed and refrozen many times in transit, almost vomited when finding it. “”It was smelly”: WSJ
  • Could Asia’s Richest Man Wang Jianlin Make REITs Obsolete?: Forbes
  • Confusion Reigns At PBoC As Multi-Trillion Yuan Bailout Threatens To Undermine Rate Cuts: Zerohedge
  • The World’s Exposure To China In 6 Easy Charts: Zerohedge
  • China’s First REIT to List in Shenzhen: WSJ
  • China Tech Stock Boom Falters as Traders Shun Soaring Valuations: Bloomberg
  • Beijing may see silver lining in ballooning stock market: FT
  • Cognitive dissonance and still rising margin positions in China: FT
  • Slowing China Growth Saps Fortunes Of Taiwan’s Richest Entrepreneurs: Forbes
  • Macau Slump Spreading From Gambling Tables to Property Market: Bloomberg
  • Beijing manipulating stock markets as an experimental tool: WCT


  • Indians drink way, way more whiskey than Americans; Indians consumed 1.5 billion litres of whiskey in 2014, completely dwarfing the United States’ 462 million litres: BI

Japan & Korea

  •  As Samsung Proxy Fight Looms, Korea Sends Warning to Chaebol: Bloomberg
  • Japanese Are Selling Their Diamonds for Cash: Bloomberg
  • South Korean game makers go mobile: FT


  • KFC to bring western fast-food to Myanmar: FT
  • Share valuations of world’s top medical glove makers surge, all in Malaysia: Star


  • Where Have All the Public Companies Gone? The U.S. now has half as many publicly listed companies trading on its exchanges as it did at the peak in 1996: Bloomberg
  • Where are the Next Superpowers Brewing? Look At Beer Sales; Rising incomes and young populations are boosting beer sales in much of developing Asia: Bloomberg
  • Buyback strategies could yet backfire; OECD concerned that process is being used as arbitrage: FT
  • The CEO backlash: WaPo
  • Robo Advisers to Run $2 Trillion by 2020 if This Model Is Right: Bloomberg

Energy & Commodities

  • OPEC’s Oil Revenues Have Dropped Below $1 Trillion – Here’s What That Looks Like; The first time below $1 trillion since 2010: Bloomberg
  • Itochu dumps shale gas stake for $1; The Japanese trading house took a stake in Samson back in 2011, spending 78 billion yen (about $1 billion at the time): Nikkei
  • Molycorp Files for Bankruptcy, Proposes Debt Restructuring Plan: Bloomberg


  • Novartis on digitizing medicine in an aging world: McKinsey
  • Bonfire of the Biotech Vanities; If investors decide to pour fuel on a speculative fire, they shouldn’t be surprised if they eventually get burned. WSJ
  • Pursuit of Cash Taints Promise of Gene Tests: NYT
  • Options Bears Take Fresh Stab at Biotech Amid Rally Topping 500%: Bloomberg


  • Bill Gates: We’re in the fastest period of technological innovation ever, and no one knows how that will affect the economy: BI
  • Palantir goes from CIA-funded start-up to big business: FT
  • Check Point Battles to Stay at Front Line in War Against Hackers: WSJ
  • WeWork’s Valuation Soars to $10 Billion; Six months after investors placed a $5 billion valuation on WeWork, the New York-based provider of shared office space to small companies and technology startups has reached the $10 billion mark. WSJ
  • Files for Bankruptcy; Company behind local search site blames sudden drop in traffic last year for liquidity issues: WSJ
  • Data Centers and Hidden Water Use; In California, computer farms are under scrutiny for their large and growing use of water for cooling: WSJ
  • THE $20 BILLION CLUB: Meet the 5 most valuable startups in the world: BI
  • We asked an ad agency CEO, a publisher, and a CMO if they are worried about ad blocking: BI
  • Once-hot news app Circa is shutting down: BI
  • 50% of data consumed on mobile will be video by 2020: Chris Houghton: Forbes
  • Email is technology’s cockroach which can’t be killed: Kevin Maney: Forbes

Consumer & Others

  • Shake Shack’s french fry debacle, and how it recovered from its biggest mistake: FastCo
  • IKEA Experiments With Click and Collect Stores in U.K.: WSJ
  • Woolworths vs Woolworths: David Jones’ new owner to overhaul food business: TheAge
  • Denim’s Decline Challenges Mall Operators; CFOs of mall companies should be extra careful now in who they grant leases to, bankruptcy attorney says. Sales of denim products, a $50 billion worldwide market, were down 6% in 2014, in large part due to consumers’ growing preference for lighter athletic wear from companies like Lululemon, Athleta, and Nike: CFO
  • Here are the 30 most valuable liquor brands in the world: BI
  • Around the world, here’s how much of your disposable income it costs to buy Smirnoff Vodka: BI
  • Man who has eaten McDonald’s in more than 30 countries reveals who does it best: BI
  • How higher prices are helping Olive Garden’s business: BI
  • Wal-Mart has a massive plan that should terrify Whole Foods, Kroger, and Trader Joe’s: BI
  • These 4 companies produce almost half of the world’s beer. and make 74% of the profits: BI
  • Europe retailers Ahold and Delhaize to merge in Walmart challenge: FT
  • McDonald’s Corp said it is aiming to sell all of its 413 Taiwan-based stores to a franchise operator, as the U.S. fast-food chain looks to cut costs globally and turn around its flagging China business. Reuters
  • Here are the 30 most valuable liquor brands in the world: BI
  • Chocolate that can remain solid at temperatures as high as 38 degrees Celsius, about 4 degrees warmer than most chocolate today, developed to unlock billions in potential profits in countries with warmer climates. Bloomberg
  • H&M is counting the cost of its far-flung supply chain; Zara famously keeps its supply chain short and centralized near its home market of Spain, while H&M looks to cheaper but faraway places to source its stock: Quartz

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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