Charlie Munger on Avoiding Computers: “People calculate too much and think too little” – Bamboo Innovator Daily: 10 Sep (Thurs)


  • Charlie Munger on Avoiding Computers: Farnam
  • What Does Aristotle Have to do With Business Ethics?: WSJ
  • These 150 People Are Ridiculously Successful and All Have the Same Career Path: None: LinkedIn
  • Is Our Identity in Intellect, Memory or Moral Character?: WSJ
  • Scorpions, cockroaches and the reality of unpleasant leaders: FT
  •  To find success, make people laugh: Seth Goldstein: e27
  • Germany in the 18th century: Prussian and powerful; What made Frederick great? Economist
  • Digital Taylorism: A modern version of “scientific management” threatens to dehumanise the workplace: Economist
  • Boom, bust and broken trust mark the ages of finance; Managers of other people’s money lack ‘anxious vigilance’ that they might apply to their own cash: FT
  • Why It’s Sometimes Better Not to Tell Employees Where They Stand: K@W

Investing Process

  • A Dozen Things I’ve Learned from Charlie Munger about Risk: 25iq
  • All-powerful index transforms investing: FT
  • James Tisch On Value Investing – CIMA Keynote: VW

Greater China

  • Change is a heavy task in China’s industrial heartland, but necessary: CP
  • Beijing clamps down on forex deals to stem capital flight: FT
  • SFC probes Hong Kong brokers and hedge funds over mainland China products: SCMP
  • China’s Response to Stock Plunge Rattles Traders: NYT
  • Selling Off the State in China: Bloomberg
  • So where did that Chinese dollar liquidity end up?: FT
  • Chinese Companies Face Premium to Resume Selling Dollar Debt; After issuance ground to a halt for nearly a month, Chinese U.S.-dollar bonds are starting to flow again: WSJ
  • Why Did China Invite Blackrock’s Larry Fink For Advice How To Manipulate Its Stock Market?: zh
  • China Slowdown Reveals Luxury’s Online Shortcomings, Study Says: Bloomberg


  • E-commerce in India: Stack and deliver; Urban Ladder’s rise shows the potential for online selling in India: Economist
  • Indian drugs: not what the doctor ordered; US regulators have banned imports from 39 laboratories in credibility crisis: FT
  • It’s Like PayPal But Pays Interest, and India’s Banks Are Afraid: Bloomberg
  • The dangers in Delhi’s dream of overtaking China; India’s overly inflated statistics are breeding a false sense of security: FT
  • Vserv: The early bird in the mobile ad industry: Forbes
  • Investors See India as Strongest of the Weak; Amid broad emerging-market pain, country retains some allure for money managers: WSJ

Japan & Korea

  • 20 years later, here’s why the PlayStation will save Sony: Fortune
  • Here’s Why Soaring Japan Stocks Are Good News for Short Sellers: Bloomberg


  • No End in Sight for Slide in Singapore Home Prices as Rates Rise: Bloomberg
  • Singapore Home Prices Likely to Extend Falling Streak as Interest Hikes Loom: JG
  • 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


  • Spanish family firms: Opening up; A debt hangover is forcing some family firms to seek outside help: Economist
  • Emerging market slump raises fears of capital controls: FT
  • Arthur Andersen rises from the Enron ashes – twice: FT
  • Interest rate rise: turning point looms for US debt binge; With a $4tn mountain of debt maturing over the next five years, corporate America’s reliance on cheap cash is about to get tested. FT
  • Mom And Pop “Will Probably Get Trampled”: Alliance Bernstein Warns On Bond ETF Armageddon: zh

Energy & Commodities

  • Glencore has a mogul in denial; Glasenberg is having to retrench at the time when he should be able to snap up mining bargains: FT


  • Apple’s Attention Puts Spotlight on Health-App Maker Mulling IPO: Bloomberg


  • Virtual personal assistants: The software secretaries; Technology firms are competing to become consumers’ personal secretaries, with big implications for commerce and privacy: Economist
  • The Bloomberg Terminal, a Wall Street Fixture, Faces Upstarts: NYT
  • Apple to Lease, Finance IPhone to Consumers for First Time: Bloomberg

Consumer & Others

  • Food Prices Drop Most in 7 Years on Grain Gluts to China Concern: Bloomberg
  • Stuffed-Crust Inventor Looks to Bring Pizza Industry Into Chipotle Era: Bloomberg
  • Car Crashes Are On the Rise and Warren Buffett Blames Texting; A sudden rise in traffic deaths in 2015 has surprised car insurers and prompted questions: WSJ

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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