Pixar’s Ed Catmull: If something works, you shouldn’t do it again – Bamboo Innovator Daily: 15 Jul (Wed)


  • Pixar’s Ed Catmull: If something works, you shouldn’t do it again. Fortune
  • Apple’s HR chief: Working with Tim Cook ‘actually helps you to be a better human being’: BI
  • One of the top producers in Hollywood shares the ‘superpower’ that’s shaped his success; Brian Galvin made it his mission to meet “every expert in the movie business” and ask them questions. He credits that spirit of inquiry – of genuine curiosity: BI
  • The liberating power of the ‘Plan Z’ worst-case scenario: FT
  • Patents are a terrible way to measure innovation: WaPo

Investing Process

  • Hong Kong’s regulator has formally suspended shares in Hanergy Thin Film, quashing any expectations that the solar equipment supplier, already under investigation, will resume trading any time soon. FT

Greater China

  • Beijing’s Bailout a Lesson in Greater Fool Theory; Taxpayers will pick up the tab for the government’s rescue of overleveraged middle-class speculators. Barron’s
  • Beijing’s Maneuvers Disenchant Global Investors; Some international fund managers say anti-plunge efforts have undermined market-reform plans: WSJ
  • Hedge Funds Hit by China Markets Selloff; A dearth of effective tools to short Chinese stocks has been a source of frustration: WSJ
  • China stock suspensions opens can of derivatives worms: Reuters
  • China P2P Lenders in Cross Hairs as Regulators Curb Share Loans: Bloomberg
  • Global Stock Fund Exits From China, Showing Bargains Are Hard to Find: Bloomberg
  • Co-Founders of Wal-Mart’s Chinese E-Commerce Venture to Leave; Retailer has a 51% stake in Yihaodian, says it remains committed to the company: WSJ
  • Investors in China not allowed to jump: FT
  • China share shock has lasting impact at home and abroad: FT
  • Beijing will slip if it strains to catch a bubble; Setting policy according to the whims of the stock market is like steering an oil tanker after a school of dolphins: FT

Japan & Korea

  • One year after,’Choinomics’ fizzling out; Stimulus steps without structural changes seen ineffective; Three out of 10 companies have difficulty paying interest on their borrowings from banks even if they make an operating profit: KT
  • Daewoo Shipbuilding sinks 30% on projection of big losses: FT


  • Challenges for new SGX CEO to boldly tackle: BT
  • Slowly Dying, Malaysian Fund 1MDB Will Loom Large Over Politics: Bloomberg


  • Too Much Debt + Too Little Cash = Most Distressed Pain Since ’08: Bloomberg
  • Proprietary traders ‘self trade’ in bond market chaos; A significant share of the $12tn US Treasury market consists of proprietary trading firms transacting with themselves. FT

Energy & Commodities

  • BHP to take $2bn writedown on US energy assets: FT


  • Now Worth $10 Billion, Is WeWork a 2000 Redux?; Investors bet its hip, communal office spaces will upend the sector; similar wagers soured after dot-com bubble burst: WSJ
  • How Micron Became a Takeover Target: WSJ
  • Reborn in the cloud: Adobe executives discuss the company’s move from selling shrink-wrapped products to offering web-based software and services. McKinsey
  • As tech firms track your location, advertisers zero in for the sale: Reuters
  • How Electronic Arts revived itself: Fortune
  • One Way to Reform Reddit: Give Users a Share in Profits: NYT
  • Why investors are throwing money at $2.8 billion startup Slack, when it’s only making $30 million: BI
  • At 20, Amazon Continues to Defy Predictions: Bloomberg

Consumer & Others

  • Meet the woman who rescued Build-A-Bear Workshop: Fortune

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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