Go North, Lost Leader. Former CEO Bill George argues that leadership is a journey that requires a special compass if it is to be authentic; Charlie Munger and the Pursuit of Worldly Wisdom – Bamboo Innovator Daily: 15 Sep (Tues)


  • Go North, Lost Leader. Former CEO Bill George argues that leadership is a journey that requires a special compass if it is to be authentic. Strategy&
  • Charlie Munger and the Pursuit of Worldly Wisdom: Farnam
  • Your Company Culture Shouldn’t Just Be Great-It Should Be Distinctive: HBR
  • Subway co-founder Fred DeLuca died Monday at the age of 67. BI
  • BMW chief’s collapse highlights executive stress; Even when they are under the weather, leaders feel pressure to carry on: FT
  • A Billionaire’s Crusade to Make L.A. the Contemporary Art Capital of the World: Bloomberg
  • Finding Gravitas: Combining style and substance: Why developing genuine gravitas is important for your career. Insead
  • Reading a room is a skill that can be learned; a guide to nonverbal cues like how people stand or hold their hands: WSJ
  • Here’s what it would look like if Picasso had painted the presidential portraits: WaPo

Investing Process

  • The Pyramid Scheme Problem: NYT
  • Why Morning Is the Worst Time to Trade Stocks; Data show volatility raises risks for individual investors who jump at opening stock bell: WSJ
  • Earnings Surprises…Are You Kidding Me?: ABG
  •  Inside the Brain of Peter Lynch: IC
  • Munger: Buffett’s Wingman & the Art of Stock Picking: IC
  • By issuing a new policy that requires companies to identify every wrongdoer within the organization, regardless of rank, or be considered uncooperative, the Justice Department is telling companies to investigate more thoroughly: NYT

Greater China

  • Economic anxieties abound and are made in China: FT
  • China migration: Delivering the Jack Ma economy: FT
  • Citic Securities Draws Beijing’s Ire After Meltdown; The brokerage arm of China’s most politically pedigreed financial firm has found a number of its executives entangled in a government inquiry. WSJ
  • China unveils details of state-firm reforms as growth sputters: Reuters


  • India seeks to solve inflation-deflation puzzle: FT
  • In India, utility debts threaten Modi’s power-for-all drive: Reuters
  • A Negative Stock Report About Indiabulls Led to an Analyst’s Arrest and a 2,000-Mile Odyssey; Nitin Mangal, formerly of Veritas Investment Research, says, ‘I feared for my life’: WSJ


  • Behind Singapore ruling party’s victory, a rising star; Can an Indian become Singapore’s next PM?: Reuters


  • Why Everyone Is Suddenly Talking About Financial Conditions; And why the Fed will soon be talking about it too.: Bloomberg

Energy & Commodities

  • Oil Patch Braces for Financial Reckoning; Smaller producers are girding for cuts to credit lines, as crude prices show little sign of rebounding: WSJ


  • Expertise in scaling up is the visible secret of Silicon Valley;  ‘First-scaler’ advantage beats first-mover advantage, writes LinkedIn co-founder Reid Hoffman: FT

Consumer & Others

  • Costco Heir Aims to Create New Napa Cult Wines in 1,403 Steps: Bloomberg
  • Sweat, subscribers and the spin business; High-energy workouts streamed into homes are a lucrative model: 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 (www.heroinnovator.com), 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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