How to Begin Each Day: A Recipe for Unshakable Sanity and Inner Peace from Marcus Aurelius – Bamboo Innovator Daily: 14 Aug (Fri)


  • How to Begin Each Day: A Recipe for Unshakable Sanity and Inner Peace from Marcus Aurelius: BP
  • In the ’90s, two companies were using the same motto. They arm wrestled to see who got to keep it.: UW
  • William Deresiewicz: How To Learn How To Think: Farnam
  • 15 Years Later, Todd Krizelman, Founder Of An Infamous Dotcom Flameout, Finds Success: Forbes
  • A Case For Embracing Uncertainty (And Turning It Into Competitive Advantage): Forbes
  • The Emotions That Make Us More Creative: HBR
  • Conflict Is a Matter of the Heart; Learn to develop a mind-set of curiosity, rather than one of conviction. Strategy&
  • How Pepsi CEO Indra Nooyi motivates herself every morning: BI

Investing Process & Research

  • The former boss of Singapore-listed magazine publisher and property development firm Eastern Holdings was sentenced to four years in jail yesterday for cheating with cut in related-party loan: AsiaOne
  • Can You Judge an IPO by Its CEO?: WSJ
  • A new investment may show the limits of Warren Buffett’s winning formula: Economist
  • ‘Smart beta’ indexed ETFs sure attract a lot of dumb money: MW
  • Perceptions and Price: Evidence from CEO Presentations at IPO Roadshows: Smeal
  • PCAOB Continues to Sharpen Focus on Internal Controls: WSJ
  • “Project Omega” – Why HFTs Never Lose Money: The Criminal Fraud Explained: zh
  • What Makes Alternative Beta Smart? A smart beta strategy should be “low cost, transparent and systematic,” according to Towers Watson. Our research suggests many alternative beta strategies fall short: RA
  • A Dozen Things I’ve Learned from Sam Zell about Investing and Business: 25iq

Greater China

  • Who’s Crazy Now? Yuan Bears Vindicated by Tumble See More Pain: Bloomberg
  • Emerging-Market Exporters Feel Heat From Weakening Yuan; Economies that rely on exports to China are pressured to devalue their own currencies to stay competitive: WSJ
  • P&G Tripped Up by Its Assumptions About Diapers in China; Pampers diapers fall behind after aiming too low at the growing middle class: WSJ
  • Volatility Saps Momentum for China’s Market Reform; Stock market selloff exposed risks that have left politicians with little appetite for easing capital controls: WSJ
  • For Lenovo, Cost-Cutting Is Not Enough to Stem Losses: NYT
  • Global companies hurt by slowing China: FT


  • Modi’s Finding It Tough to Get Work Done in India’s Parliament: Bloomberg
  • Indian Politics Trip Up Prime Minister Narendra Modi’s Overhaul Agenda; Parliament ends session without passing crucial measures aimed at improving business climate: WSJ
  • Aim high, Mahindra chairman tells nation’s manufacturers: Nikkei

Japan & Korea

  • South Korea pardons SK Group leader amid growing discontent over chaebol: Reuters
  • Lotte’s succession: A fraternal feud over inheritance fires up South Koreans and regulators: Economist
  • Reform chaebol ownership: JA


  • Yuan Devaluation Kicks Rupiah When It’s Down; Indonesian currency hits 17-year low, dragged down by weak exports, slow growth and now the PBOC: WSJ
  • Widodo Vows Stronger Government to Tame Indonesia Corruption; The first Indonesian leader to hail from outside the country’s elite, Jokowi has largely failed to live up to expectations of better governance and faster development: Bloomberg


  • From alpha to omega: Conglomerates are back in fashion, but only the best will thrive: Economist
  • Currency-Hedged ETFs Soften Blow of Dollar’s Rise: WSJ
  • The US economy is infested with zombie corporate cash; Low interest rates make it hard to achieve returns in capital markets that many have given up trying: FT
  • Back to Fundamentals in Emerging Markets: PS

Energy & Commodities

  • Turning sour: As boom turns to bust, global milk prices slump: Economist
  • The Lowly Lightbulb Outshines Solar and Wind on U.S. Power Grids: Bloomberg


  • The fungus that gives us beer can now produce prescription painkillers: qz
  • Diaper sensor can alert caregivers: AsiaOne


  • The Rise of Phone Reading: It’s not the e-reader that will be driving future books sales, it’s the phone; How publishers are rethinking books for the small screen: WSJ

Consumer & Others

  • Fiat Heir Embraces Grandfather’s Style to Revamp Agnelli Empire: Bloomberg
  • Subway’s Salad Days Are Past; Sprawling sandwich chain, with more than 27,000 domestic stores, finds itself in a slump: WSJ
  • Adidas struggles to catch up with Nike’s runaway success: FT

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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