The one thing all entrepreneurial people have in common; Higher Ambition: How Great Leaders Create Economic and Social Value; The Key: How Corporations Succeed by Solving the World’s Toughest Problems – Bamboo Innovator Daily: 26 Jul (Sun)


  • The one thing all entrepreneurial people have in common: BI
  • How an investing giant taught Chicago kids financial literacy and disproved the doubters: Fortune
  • People Offer Better Ideas When They Can’t See What Others Suggest: HBR


  • Higher Ambition: How Great Leaders Create Economic and Social Value : amazon
  • The Key: How Corporations Succeed by Solving the World’s Toughest Problems : amazon
  • High Commitment High Performance: How to Build A Resilient Organization for Sustained Advantage: amazon

Investing Process

  • Berkshire Hathaway’s Bright Future; Warren Buffett has positioned Berkshire Hathaway to prosper long after he steps down as CEO. Barron’s
  • Do Big Mutual Funds and ETFs Hurt Your Wallet?: WSJ
  • Advisers’ Stock Recommendations Drag Down Clients’ Portfolios, Study Finds: WSJ
  • Spinoff Frenzy Could Lead to Losses; Some corporate spinoffs unlock value, but others sharply underperform. How to spot winners and sinners: Barron’s

Greater China

  • Collateral Damaged as Stock Pledges Proliferate; HSBC’s Roger Xie on how the use of stock to secure loans has left 25% of A-shares suspended from trade. Barron’s
  • Is This Li Ka-shing’s Next Big Move? Daiwa says a merger of the tycoon’s Cheung Kong Infrastructure and Power Assets may be on the cards. Barron’s
  • China to End Ban on Videogame Consoles; Gamers in China have turned to mobile and computer entertainment: WSJ

Japan & Korea

  • Japan is home to a unique form of bicycle racing where riders must survive this intense 11-month bootcamp if they want to go pro; There are just four sports that patrons in Japan can bet on legally. A form of bicycle racing known as keirin is one of them: BI
  • Japanese companies have swallowed up at least one foreign company a day, on average, for the last decade: qz
  • Japan’s big banks snap up assets of downsizing Western counterparts: Nikkei
  • FT: How the falcon flew to Nikkei’s nest: Nikkei


  • Emerging Market Currencies Tumble to Record Low in ‘Violent’ Selloff: Bloomberg
  • In Connecticut, the Twilight of a Trading Hub; Moves by the Royal Bank of Scotland and UBS to shrink operations in Stamford, Conn., are hitting the once booming Wall Street outpost hard: NYT

Energy & Commodities

  • Hedge Funds Are Holding First-Ever Gold Net-Short Position: Bloomberg
  • Oil Turning Back to Bear Erases $100 Billion From Shale Drillers: bloomberg
  • These Leveraged ETFs Show Just How Bad the Commodities Crash Has Been: Bloomberg


  • New study shows yet another reason not to overuse antibiotics: BI


  • Spanish Startup Wins Billionaire Backing for ‘Google of Images’: bloomberg
  • Pearson says in talks to sell its 50 pct stake in The Economist: Reuters
  • Is Mikme the GoPro of Microphones?” FastCo
  • A new future for the FT, without fear or favour; With a new Japanese owner, the pink ‘un embraces the next era: FT
  • Is ESPN A Giant Bubble About To Burst?: Foxsports
  • This startup wants to be the Amazon of Wi-Fi access for the Internet of things; Electric Imp makes it easy for companies large and small to add Wi-Fi.  Fortune

Consumer & Others

  • Starbucks Attempts to Create a Caffeine-Based Currency: Bloomberg
  • Lee jeanswear brand is weaving crushed jade stones into its jeans to keep wearers cooler: Bloomberg
  • US coffee trend bodes ill for growers; US-based brands such as Folgers and Maxwell House, which have dominated mid-market sales of ground coffee in the US for decades, have seen their share of the market shrink as the use of Nespresso-like coffee pods and exclusive high-end beans has spread from the coasts across America. FT
  • Diet Coke is dying: qz
  • This woman’s name is in more than 25,000 nail salons: Fortune
  • The newest hub for craft beer (Hint: Not Asheville): Fortune

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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