An Investing Principles Checklist From Poor Charlie’s Almanack; Why you should pursue your dreams even if no one encourages you; Why a safe job is risky business – Bamboo Innovator Daily: 24 Jul (Fri)


  • Why you should pursue your dreams even if no one encourages you: BI
  • Why a safe job is risky business for Singapore: ST
  • This is what makes Mark Zuckerberg an excellent CEO: The willingness to admit failure and the ability to understand and recognize disruption before it takes hold: BI
  • Lee Kuan Yew had ‘very deep influence’ on me: PM Lee: BT
  • Creator Toru Iwatani explains why people have loved Pac-Man for 35 years; “The reason why Pac-Man has been a worldwide hit for so long is because we considered human feelings when developing the concept for this game, he appeals to simple human emotions: Fortune
  • 9 habits of the most influential people: BI
  • The More Experience You Have, the Worse You Are at Bootstrapping: HBR
  •  20 successful entrepreneurs share the most important lesson they learned in their 20s: BI
  • The 3 things that separate a leader from a manager: Managers keep an organization functioning and leaders work to build a shared vision. Managers rely on control and leaders inspire trust. BI
  • How to identify annoying tourist-trap restaurants; Good restaurants are often situated away from popular locations.: AsiaOne
  • Why half of the life you experience is over by age 7: WaPo
  • How Happy Do Weekends Actually Make Us? A new study finds that people who like their jobs aren’t any happier on the weekends: Bloomberg
  • How Shiism evolved: Powers of persuasion; Modern Shiites have a long and complicated history: Economist
  • The enemy within: Rogue employees can wreak more damage on a company than competitors: Economist
  • Strategies to soothe disrupted staff: FT
  • Four of the five musicians with the biggest vocabularies are rappers—and the fifth is Bob Dylan: qz
  • How a Cartoon Caption Contest Can Make You a Better Writer: HBR
  • A Quick Guide to Avoiding Common Writing Errors: HBR
  • Teaching Social Skills to Improve Grades and Lives: NYT
  • Children With Autism Shouldn’t Be Forced to Socialize; Of course this doesn’t mean that children with autism are void of feelings, empathy or love; they are just less interested in pleasing others; people with autism place less emphasis on preserving their reputation or the impressions they leave. It is often these types of people who will advance society because they aren’t scared to suggest new ideas and stand out from the crowd in fear of embarrassment or ostracism. Conversation

Investing Process

  • A load of tosh: Corporate Japan is reeling after a big accounting scandal at Toshiba: Economist
  • The SEC is investigating whether Diageo has been shipping excess inventory to distributors in an effort to boost the liquor company’s results. WSJ
  • An Investing Principles Checklist From Poor Charlie’s Almanack: VW
  • 6 Great Investors Explain What Makes Stocks Rise: Barron’s
  • Toshiba scandal offers lessons in avoiding fraud: Nikkei
  • Learning from the Toshiba scandal: JT
  • Biostime: Promotions Can Hurt That Much?: Barron’s

Greater China

  • Terrifying highlights from Ray Dalio’s note on the China bubble: BI, PDF
  • Former Chinese Regulator Criticizes Government Stock Rescue: Bloomberg
  • China Electricity Consumption Grows At Slowest Pace In 30 Years: Zerohedge
  • The Meaning of China’s Stock Market Intervention: Bloomberg
  • Bridgewater Clarifies China View After Client Document Leaks: VW
  • China’s Richest Man Marks Push Into Hollywood With Jake Gyllenhaal Movie: Bloomberg
  • China Wants Silicon Valleys Everywhere; Local officials are setting up special high-tech zones all over: Bloomberg
  • Danone to Give Up Dumex China in Return for Larger Mengniu Stake: Bloomberg
  • China is building a megacity that will be larger than all of Japan: BI
  • Confucius says, Xi does; The Communist Party turns to ancient philosophy for support: Economist
  • China’s Global Ambitions, With Loans and Strings Attached: NYT
  • Moody’s warns of market risks in margin finance by Chinese securities firms: SCMP
  • Japanese car companies seize dominant position in Chinese market: WCT
  • Online securities funding craze in China stopped by ban: WCT
  • Baby car seat market set to boom in China: WCT


  • Diageo in India: Why a British drinks giant bought a troubled company in a corruption-prone industry: Economist
  • China’s Stock Market Pain Is India’s Financial Gain: Bloomberg
  • India moves to reduce central bank powers on interest rates: FT
  • Emami Ltd: Mover & shaker: Forbes
  • The Sikka way at Infosys: Forbes
  • Indian banks opt for offbeat tactics to tackle $49 billion of bad debts: Reuters

Japan & Korea

  • Behind FT Deal, a Long History of Money-Losers for Japan Inc.: Bloomberg
  • Nikkei Acquires FT for Digital Strategy, Global Readership; Nikkei’s ‘pink ‘un’ buy highlights need to escape greying Japan: Bloomberg, Reuters
  • It’s baffling that Nintendo let its treasured characters appear in Adam Sandler’s new movie: BI
  • Samsung reveals limits to activist powers; After a decade of frenetic growth, the low-hanging fruit may have already been plucked: FT
  • Failure of governance gives Abenomics a rude awakening: Nikkei
  • Nidec’s pickin’ up good vibrations: “We hope to turn haptic devices into a business worth hundreds of billions of yen by 2020,” : Nikkei
  • Lotte erasing border between its Japanese, South Korean units: Nikkei
  • Korea Inc spreads the cash as investor pressure builds: Reuters
  • LG Electronics soars 14% in intraday trade on rumours of Google`s acquisition: mk, JA


  • Most cabs in Singapore use his firm’s Galactio navigation software: AsiaOne
  • Malaysia’s home ministry suspends top publications over 1MDB reports: Reuters
  • Vietnam’s Name-and-Shame Corporate Tax List Enjoys Success: Bloomberg
  • Value of F&N’s Myanmar asset settled; But Myanma Economic Holdings disagrees with F&N that sale should be in US$ at 2013 exchange rate: BT
  • Economic Slowdown Snuffs Out Growth in Indonesia’s Smoking Industry: JG
  • IPO target increasingly forlorn hope for struggling IDX: JP


  • Unlucky Emerging Markets Don’t Get Lift From Weak Currency; The bright side of a currency decline is supposed to be rising exports. But in key emerging markets around the world, that isn’t happening. WSJ
  • At 78, Scientist Is Starting a Hedge Fund; ‘Quant’ hedge fund would be launched later this year: WSJ
  • Why Swiss Franc Gameplan Might Benefit From Singapore Strategy: Bloomberg
  • Is This the Beginning of the End for Dividend ETFs?: Bloomberg
  • The greatest sustained EM reserve slump in 20 years: FT
  • Getting High on Their Own Supply; Corporate stock buybacks put a floor under earnings?: Bloomberg

Energy & Commodities

  • Copper, Aluminum Prices Follow Gold’s Wake to Hit Multiyear Lows; Supply glut, weak Chinese demand have investors guessing how long market malaise will last: WSJ


  • Europe Biotechs Aim to Catch Americans as Investors Embrace IPOs: Bloomberg
  • This eye exam can identify depression risk in young kids: BI
  • World’s first malaria vaccine gets green light from Europe: FT


  • Empire of the geeks: Silicon Valley should be celebrated. But its insularity risks a backlash: Economist
  • Compound eyes like those of insects may help drones find their way around: Economist
  • Google Suspends Handful of Mobile Apps After Ad Fraud Accusations: WSJ
  • Amazon Surpasses Wal-Mart as Biggest Retailer by Market Value: Bloomberg
  • Comcast has finally become an Internet-first company: WaPo
  • The real reasons why YouTube’s 5 biggest stars became millionaires: WaPo
  • How This App Accidentally Made $5 Million in Two Weeks; In the game, players control their very own nuclear fallout shelter, known as a vault, which resembles a post-apocalyptic ant farm.: Bloomberg
  • How an unlikely Hollywood juggernaut came to rule Netflix: Wired
  • Amazon Just Became Bigger Than Walmart: Here’s Why: Zerohedge
  • Car-makers’ rush to add wireless features has left cars open to hackers: TheAge
  • Why German Startups Fail: Bloomberg
  • Intuit Manages a Big Accounting Change: The move to a recurring revenue model and the associated revenue recognition shift presented some challenges for the software company. CFO
  • When Computers Assess Personality Better Than We Do: WSJ
  • A once-hot startup that raised $4 million and rejected a $40 million Twitter acquisition just shut down: BI
  • Silicon Valley: To fly, to fall, to fly again; The tech boom may get bumpy, but it will not end in a repeat of the dotcom crash: Economist
  • Dear Unicorn, Exit Please: techcrunch
  • The Rise Of Silicon Savannah And Africa’s Tech Movement: techcrunch
  • How Google Inc is seeking to bring order to drone-filled skies like it did for the Internet: FP
  • The Problems with’s Pricing Model: HBR
  • Financial Times: A reference point for global business: JP

Consumer & Others

  • The changing geography of drinks: Booze around the world: Economist
  • After a Billion Sore Feet, Converse Wants Chucks to Feel Like Nikes: Bloomberg
  • Old Hotels, Mediocre Customer Service Hamper Australia’s Tourism Revival: Bloomberg
  • Bombardier Inc losing altitude as superjets for the world’s wealthiest take off: FP
  • Distressed Denim: Levi’s Tries to Adapt to the Yoga Pants Era: Bloomberg

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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