How one woman turned her passion for tinkering into a $33 million business – without a dime of funding; “It’s harder to be kind than clever. Cleverness is a gift, kindness is a choice” – Bamboo Innovator Daily: 19 Aug (Wed)


  • How one woman turned her passion for tinkering into a $33 million business – without a dime of funding: BI
  • What Jeff Bezos Really Told Princeton Grads About Kindness; Bezos’s overarching theme was the importance of people choosing to be nice to one another, instead of using intellect as a blunt weapon. bloomberg
  • This man invented the digital camera in 1975 — and his bosses at Kodak never let it see the light of day: BI

Investing Process

  • Scouring accounting footnotes to prevent tunnelling: BT
  • CEFC International, the fuel trader whose share price has shot up by more than ten-fold since mid-July: Discussions on JVs still ongoing: BT
  • At last – the horrible truth about the stock market; To the insiders, it’s like a car yard: SMH
  • Noble avoiding real issues: critics: BT
  • Noble Group’s Kurtosis Awakening Moment For The Commodity Markets: zh
  • Phillip Restricts Trading of Noble Group Shares as Shorts Surge: Bloomberg

Greater China

  • The 8 Trillion Black Swan: Is China’s Shadow Banking System About To Collapse?: zh
  • Why We’re Jealous of Chinese Smartphones; Five ways China’s mobile culture has leapfrogged what Americans do with their phones: WSJ
  • China Devaluation Sparks Gold Buying Everywhere — Except China: Bloomberg
  • China Stimulus Is Tough to Take Off in Land of Challenges: Bloomberg
  • Got China? Two big emerging market ETFs diverge on their exposure: Reuters
  • China’s Tencent invests $50m in ‘WeChat of the west’: FT
  • Dear China, we can think of at least one job that needs filling: FT
  • Yuan’s Devaluation Brings Losses for Some; Investors assumed China would keep the currency stable. They were wrong: WSJ
  •  Unemployment in China: Trying to count China’s jobless; New research claims that the real unemployment rate might be more than twice as high: Economist


  • Birth of an ideas economy: To replicate Bengaluru’s startup culture across the country, we need to develop an entrepreneurial ecosystem that links research, capital and technology-led ideas to the marketplace: Forbes
  • In India, Biggest Car Makers Go Upscale; Maruti Suzuki is fighting back against foreign rivals that early on grabbed sales with small sport-utility vehicles: WSJ

Japan & Korea

  • ‘Buffett Indicator’ Flashes Warning on Japan’s Stock-Price Gains: Bloomberg
  • Rivals tighten squeeze on South Korea Inc: FT
  • Korean Sovereign Fund Asks Elliott to Stop Investing in Korea; Request follows activist hedge fund’s proxy fight involving Samsung’s controlling Lee family:


  • Philippine Loan Sharks Tested by New Rivals; Financial services fueled by soaring smartphone use are starting to challenge the dominance of illegal lenders and pawnshops as the country’s dominant small lenders: WSJ
  • Escaping Najib’s Malaysia, Investors Also Flee Currency and Stock Market: Bloomberg


  • These Are the Biggest Losers Since the Yuan’s Shock Devaluation: Bloomberg
  • Emerging Asia Can’t Just Rely on China: Bloomberg
  • A surge of capital gushing out of emerging markets has risen toward $1tn over the past 13 months, roughly double the amount that fled during the financial crisis amid slumping confidence in the world’s developing economies. FT
  • Grad-School Loan Binge Fans Debt Worries; Graduate students account for 40% of borrowing; many seek federal forgiveness: WSJ

Energy & Commodities

  • Copper Dips Below $5,000 for First Time Since Financial Crisis; Fear of falling demand in China weighs on the metal: WSJ


  • How Apple helped sink Dick Smith’s share price: SMH
  •  Adobe Completes Swift Business-Model Transformation; CFO Mark Garrett gives the low-down on how the company completely changed the way it did business in just three years’ time.: CFO
  •  Inside DueDil – the startup that could be Britain’s answer to Bloomberg: BI
  • The car is becoming the next major battleground for digital media companies: BI
  • Remember Vaio Computers? They’re Making a Comeback; Vaio, Sony Corp.’s former unprofitable PC business, is getting a makeover. WSJ
  • Google’s Android Dominance Has Its Limits; Upgrade highlights important contrast with Apple’s iPhone: WSJ
  • The Future Of The Web Is All About Context: Techcrunch
  • Tiny balls of fire: A nanotechnological accident may lengthen battery lives: Economist

Consumer & Others

  • Amway’s Made in America Strategy Scores with Asian Customers: WSJ

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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