The Magic Question: A Simple Question Every Leader Dreams of Answering – Bamboo Innovator Daily: 9 Sep (Wed)


  • Secrets To Success: 6 Tips From The Most Successful People: Barker
  • The Two Types of Knowledge: Farnam
  • Why More and More Companies Are Ditching Performance Ratings: HBR
  • Big question: Is speed reading actually possible? Wired
  • Literally flying toward better ideas: the creative habits of Paul Scheer: FastCo
  • Manage Stress by Knowing What You Value: HBR
  • Making Better Decisions in Your Family Business: HBR
  • Is Our Identity in Intellect, Memory or Moral Character? WSJ
  • Setting Aside Shame and Blame in Financial Decisions; Not only does shame fail at changing behavior, it can also trigger the mistakes you are trying to avoid.: NYT
  • How Billion-Dollar Unicorns Are Changing the Face of American Entrepreneurship: VF
  • Australia’s secret hot beds of innovation and disruption: BRW


  • The Magic Question: A Simple Question Every Leader Dreams of Answering: Amazon

Investing Process

  • Warren Buffett On LTCM, Blind Spots, Leverage, and Unnecessary Risk: VW
  • Warren Buffett says Berkshire Hathaway still shopping abroad: Reuters
  • Latticework of Mental Models: Inversion: SN
  • Investment Aphorisms: VW
  • How to Catch a Spoofer: Bloomberg
  • Criminal Charges Filed Against Nomura Traders For Skimming Off Bid/Ask Spreads, Making Millions In The Process: zh
  • Auditor Reputation Under Different Negligence Regimes: SSRN
  • Is Institutional Investor Stewardship Still Elusive?: SSRN

Greater China

  • Carmakers’ China Woes Poised to Worsen as Dealer Profits Slump: Bloomberg
  • Selling Off the State in China: Bloomberg
  •  China Just Killed the World’s Biggest Stock-Index Futures Market: Bloomberg
  • China to cut dividend taxes for long-term shareholders; China would remove personal income tax on dividends for shareholders who hold stocks for more than a year: Reuters
  • Chinese regulator slams bullet-train makers: TODAY
  • China has spent $236-billion so far rescuing its stocks as it burns through cash like never before: FP


  • Vserv: The early bird in the mobile ad industry: Forbes
  • Modi brainstorms with billionaires as China worries deepen: SCMP

Japan & Korea

  • Corporate Japan: Companies say sayonara to in-house ways, embrace ‘open innovation’: Nikkei
  • Breaking Kids Out of Poverty Cycle Key to Japan’s Fiscal Future: Bloomberg
  • Could Beauty Products Be Korea’s New Export Engine? K-Pop boom shines a global light on Korean make-up: Bloomberg


  • Malaysia’s 1MDB Fund Scandal Spreads to U.A.E.; At issue is a $1.4 billion payment from 1MDB that officials at an Abu Dhabi investment fund said is missing: WSJ
  • Debt-riddled Thailand struggling to revive economic growth: Nikkei
  • Singapore’s key short-term interest rate hits 7-year highHOTO: SPH: BT
  • Malaysia’s Badly Timed Political Scandal: Bloomberg
  • Indonesia’s Man of the People Finds the People Blocking His Way: Bloomberg
  • Indonesia Refuses to Be Railroaded Into Debt: Bloomberg
  • Philippine retail: Consumption boom prompts M&A binge: Nikkei
  • Why Southeast Asia Is Leading The World’s Most Disruptive Mobile Business Models: Techcrunch
  • Malaysia’s government-led growth strategy beginning to flounder: Nikkei


  • Why SocGen Is Very Nervous About The Recent Loss Of $9 Trillion In Global Market Cap: zh
  • Investment Strategies Meant as Buffers to Volatility May Have Deepened It; Risk-parity and exchange-traded funds, both considered ways of providing steady returns in a pitching market, are now thought to have added to the turbulence.: NYT
  • Chinese investors lose $12b of Australian assets over three years as $A falls: theAge
  • “August Sucks” MIT Quant Warns New Strategies “Are Creating Volatility”; “Event risk is something most algorithmic trading strategies really can’t manage yet”: zh


  • The 30-Year-Old CEO Conjuring Drug Companies From Thin Air: Forbes
  • The Solution to Drug Prices; Australia and Switzerland have found ways to avoid ridiculously high prices while still protecting profits and incentives. : NYT


  • World War Uber: Why The Ride-Hailing Giant Can’t Conquer The Planet (Yet): Forbes
  • The Business Of Fraud: Techcrunch

Consumer & Others

  • Quiksilver Said to Plan Bankruptcy Filing as Soon as Tuesday: Bloomberg
  • Tag Heuer CEO interview: New smartwatch comes with a secret ‘surprise’: Nikkei

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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