Reflections on Leadership from Gettysburg – Bamboo Innovator Daily: 13-14 Oct (Tues-Wed)


  • Reflections on Leadership from Gettysburg: HBR
  • A Child Who Treats Their Parents With Respect Is An Employee Any Boss Would Be Thrilled To Hire: Forbes
  • Oprah Winfrey hates meetings so much she once persuaded Coretta Scott King not to visit her; “[I] really, really, really try to avoid meetings.” She prefers that her staff instead send her detailed emails. BI
  • Minimizing our problems can help us cope. Maximizing our strengths can help us flourish. Forbes
  • Louis I, King of the Sheep: An Illustrated Parable of How Power Changes Us; “Never be hard upon people who are in your power,”Charles Dickens counseled in a letter of advice to his young son: BP
  • The Gentle Giant: Oliver Sacks and the Art of Choosing Empathy Over Vengeance; An existential lesson gleaned from a brush with death and foolishness.: BP
  • The Four States of Mind: Farnam
  • Hunter S. Thompson on Living versus Existing: Farnam
  • The cofounder of Apple talks about how Steve Jobs viewed innovation and instilled it into the company’s products: BI
  • 13 tricks Steve Jobs, Jeff Bezos, and other famous execs have used to run effective meetings: BI
  • Why Angus Deaton Deserved the Economics Nobel Prize; Angus Deaton: A Skeptical Optimist Wins the Economics Nobel; Angus Deaton is a meticulous scholar who believes that reducing the world to simple theories is almost always dangerous; Nobel Economist Showed We’re Helping the Wrong People: NYT, NewYorker, Bloomberg
  • Former Indonesia investment banking head of UBS fined by Singapore regulator for insider trading; currently works for private equity firm Carlyle Group as the Indonesia head: Reuters
  • An email adding one letter to his domain name almost cost Centrify’s Tom Kemp $500,000. Here’s his 4 tips for avoiding ‘CEO fraud’. BRW
  • New Billionaire: Martin Selig Escaped Nazi Germany to Seattle, Where He Built Fortune In Real Estate: Forbes
  • Mental competency tests in the C-suite are more common than you think: Fortune
  • How Charles Koch made his billions; His new book Good Profit shows another side to the billionaire businessman: Fortune
  • The Innovative Mindset Your Company Can’t Afford to Lose: HBR
  • 4,000 Starbucks workers are going to college for free: CNN
  • Giant, ancient viruses are thawing out in Siberia – and they’re changing everything we thought we knew about them: BI
  • How Office ‘Bad Guys’ Handle the Role; Whether they are axing pet projects or firing underperformers, some managers learn how to be comfortable with being unpopular. WSJ
  • GE’s Jeff Immelt on evolving a corporate giantGE’s Jeff Immelt on evolving a corporate giant, what’s driving the company’s evolution, how he leads, and why he’s different from Jack Welch. McKinsey
  • What’s the Difference Between Data Science and Statistics?: PN
  • Chinese scientists are developing color-changing paint you can remotely control: BI
  • Famous last words of 18 famous people: BI
  • Woody Allen inspired billionaire Uber CEO Travis Kalanick to get back into startups: BI
  • Uber CEO Travis Kalanick knows a thing or two about when to call it quits if your company’s not finding success.: BI
  • Lunch with the FT: Jonathan Franzen; What is it about the great American novelist that provokes such strong reactions? FT
  • How Google’s head of marketing handles 20 meetings a day: FastCo
  • How Ads for Big Brands Could Benefit Rivals Instead: Strategy&
  • Freakonomics author Steven Levitt got a whole bunch of college kids to confess to cheating: BI


  • 100 Baggers: Stocks That Return 100-to-1 and How To Find Them : Amazon

Investing Process

  • WARREN BUFFETT: We don’t do due diligence — we just look into your eyes: BI
  • Warren Buffett dumped all over hedge funds for a promise that lasts long enough to get them rich: BI
  • World’s first listed peer-to-peer platform suspends operations over “misconduct” and reported itself to police after discovering “serious misconduct” including misuse of client money. FT
  • Alarm sounds on creeping shell shams; Concern expressed by Securities and Futures Commission chairman Carlson Tong Ka-shing over abnormal cases in the Growth Enterprise Market: Standard
  • Study Claims Financial Restatements Inspire Others to Manipulate Earnings: AT
  • FIN 48 Deterred Earnings Management; FIN 48 has helped discourage companies from using tax reserves to manage their quarterly earnings reports: AT
  • For-Profit Colleges Accused of Fraud Still Receive U.S. Funds: NYT
  • SEC is readying civil charges against snack maker Mondelez for alleged accounting violations in connection with a probe of payments its Cadbury unit made in India. WSJ
  • Noble CEO Says Prices to Insure Its Debt Were Manipulated; Yusuf Alireza accuses unnamed people of interfering in the market for insuring the company’s debt? WSJ
  • Creating a Startup Index Fund using AngelList Syndicates: Medium
  • I recently invested in over 150 startups: Here’s what I’ve learned so far creating a Startup Index Fund using AngelList: Medium
  • How Do You Value A Company Like Uber? Techcrunch
  • Why Buffett has no interests in activist investing: Yahoo
  • ‘Big Four’ supportive of framework to help Singapore companies choose right auditors: CNA
  • Renaissance Technologies, one of the world’s most successful and secretive hedge fund groups, is to wind down a $1bn investment fund after its underwhelming performance failed to attract enough outside investors.: FT
  • Warren Buffett (still) doesn’t want to be an activist investor: Fortune
  • Hong Kong’s cornerstone investors do not guarantee IPO success; Problems for investors when list becomes one of quantity rather than quality: FT
  • Savers lose £13.3m in pensions ‘scam’: FT
  • SEC Readies Clawback Rules for Punishing Bad Accounting: WSJ
  • Robo says investors want a human touch in retirement accounts; When it comes to 401(k) plans, people want to talk to people: IN

Greater China

  • The Next China Default Could Be Days Away as Steel Firms Suffer: Bloomberg
  • Loan Crisis in Hebei Gets Worse with Executive’s Stabbing; Angry investor attacks head of asset management firm at meeting held to sort out mess involving hundreds of millions of yuan in soured loans: Caixin
  • A disgruntled Chinese investor has stabbed the chief executive of an asset management company, the latest sign of escalating tension in the country’s financial system amid rising defaults. FT
  • Will Investors Get Burned in Bond Market Fire? A decision to relax corporate bond rules sparked a surge in new issues as well as fears of risk in a less-supervised market: Caixin
  • China Tech Beckons Asia Bankers; Mirroring a U.S. trend, senior bankers in Asia are jumping ship to join Chinese technology companies: WSJ
  • China Fund That Beat 99% of Peers by Selling Tech Is Now a Buyer: Bloomberg
  • SOE it’s actually better to fade away?: FT
  • China’s Great Game: New frontier, old foes; Beijing’s attempts to tame the energy-rich Xinjiang region may be stoking unrest from its ethnic Uighur population: FT
  • Chinese Liquor Favored by Putin Set to Debut in Vodka’s Backyard; Moutai to be sold in Russia at about the same price as China: Bloomberg
  • Goldman’s Lone Hit Among Asia’s Junk Flops — China Developers? Bloomberg
  • Yuan-Proof ETFs Fall Short as Cure-All for China Stock Buyers: Bloomberg
  • ‘This is the book on China that Chanos recommends’: BI
  • Excitement over Hong Kong exchange tempered by weaker outlook: FT
  • Chinese drone pioneer DJI is still gaining altitude: FT
  • China’s Great Game: Road to a new empire: FT
  • China Steps Up Investments in Australian Ports; Deal comes as Australia seeks alternative sources of growth as mining boom fades: WSJ
  • The Implosion of Beijing’s Taiwan Strategy; Bet on its old foe backfires as Kuomintang self-destructs: WSJ
  • Study Shows Spread of Cigarettes in China: NYT


  • The 2015 Forbes India Rich List is a reflection of changing times: Forbes, Forbes
  • Reality check: The 100 richest Indians: Forbes
  • Witches and thrones: Indian animators cash in on special effects boom: Reuters
  • Uday Kotak: The institution builder; His bank, now India’s fourth largest in the private sector, carries his name. But for intuitive entrepreneur Uday Kotak, it’s all about building a lasting legacy of values: Forbes
  • India plans to build the world’s biggest statue, a tribute to Indian independence leader Vallabhbhai Patel. It would stand roughly twice as tall as the Statue of Liberty: WSJ
  • India drafts rules to regulate Uber, other ride-hailing firms: Reuters
  • CP Gurnani: The people’s CEO; Tech Mahindra’s CP Gurnani is the man to get a job done. And he does it by winning the loyalty of his colleagues: Forbes
  •  Uber and Ola hit by new taxi app regulations in India: FT
  • Up to 850,000 Indian pharmacies to close their doors in protest against online drug sales: FT
  • The Hidden Threat to Indian Inflation: Schools and Hospitals: bloomberg
  • KKR Warns About Renewed Commodity, Emerging-Market Rout on China: bloomberg

Japan & Korea

  • South Korean prosecutors arrested a former employee of Daiwa Securities’ South Korean unit for allegation of stock manipulation, raising concerns over the credibility of foreign brokerages operating in the country: mk
  • Is Korea’s most-wanted conman really dead? The purported death of Cho Hee-pal, the mastermind behind South Korea’s largest-ever fraud case, returned to the spotlight as his close aide was arrested in China last week: KH
  • SK expects deep trouble in semiconductors: KT
  • Lotte scion tries a countercoup; Elder Shin has his younger brother kicked off Japan board; Elder brother hits back at Lotte Group chairman; Lotte Chairman Ousted by Brother From Key Affiliate in Group: JA, KT, Bloomberg
  • Oversupply and Tighter Lending Threaten Korea’s Property Market: Bloomberg
  • Japanese seasoning group Ajinomoto eyes changing tastes; MSG maker Ajinomoto hopes to benefit from backlash against sugar:


  • Thailand’s Saha Group makes logistics key to its regional strategy: Nikkei
  • Myanmar to Open Yangon Stock Exchange in Early December; The government will announce a list of around 10 companies to go public when the exchange is launched: WSJ
  • Young Woman Leads Fast-Growing Family Company in Myanmar; Win Win Tint explains how she turned one family supermarket into a booming chain despite military rule, consumers used to street markets: WSJ
  • Debt-Fueled Bond Buying in China Raises Concerns; More investors are using bonds as collateral for loans to buy additional bonds; echoes of margin trading in stocks: WSJ
  • Goldman Entangled in Scandal at Malaysia Fund 1MDB; FBI and Justice Department gather information about bank’s role in transactions at 1Malaysia Development: WSJ
  • SGX to inspect over 550 listed firms on governance code: BT
  • Manoj Punjabi: champion of Indonesian movies: FT
  • Jokowi stumbles along the road to reform; Indonesia’s president must take a firmer grip upon his government: FT
  • What Moody’s Is Watching as Malaysian Credit-Default Swaps Soar: Bloomberg
  • Singapore accelerates towards deployment of driverless vehicles with two new trial projects: Yahoo
  • Singapore Set to Ease as Currency Faces Rerun of ’97 Asia Crisis: Bloomberg


  • Rich Nations Lose Emerging-Markets Motor; New weakness in China’s economy heightens concerns that developing countries are weighing on rich ones: WSJ
  • “We’ve Never Seen Anything Like This” – Dumbfounded Central Bankers Brace For “Rolling Series Of Crises”: zh
  • Andy Hall Loses 7% In September, Down 20% YTD: Will He Blow Up Twice In One Year On The Same Trade?: zh
  • Market Expectations Of A Stock Market Crash Have Never Been Higher: zh
  • Vanguard moves past Fidelity in ranking of manager of DC mutual fund assets: PIO
  • Active Managers Catch Break as U.S. Stock Correlations Collapse: Bloomberg
  • Fortress, Bain Lead Hedge Funds Liquidating in Market Volatility: Bloomberg
  •  In a Flurry of Deals, the Beginning of the End?: NYT
  • As Some Hedge Funds Sink, the Challenge Buoys Others: NYT
  • The commodity-credit feedback loop: FT
  • It’s never been more expensive for investors to protect against a ‘Black Swan’: BI
  • Watchdog accuses water groups of retaining £800m excess profits: FT
  • About two-thirds of financial products are now sold without professional financial advice, up from 40 per cent three years ago: FT
  • Why General Electric Is Unwinding Its Finance Arm; Stricter regulation curbed GE Capital’s freewheeling ways, and profits: WSJ
  • Debt-Fueled Buyback a Dividend Arbitrage for Johnson & Johnson; Johnson & Johnson’s $10 billion, debt-fueled share repurchases will largely pay for itself in reduced future dividend payments.: WSJ
  • Bond Market Breaking Bad – Credit Downgrades Highest Since 2009: zh
  • It Begins – Managed High Yield Bond Fund Liquidates After 17 Years: zh
  • New CBD skyscraper rules ‘stunned’ Asian investors: TheAge
  • Buffett Says Skip Paying Wall Street for Advice on Activists: Bloomberg
  • UBS: This is How Troubles in the Bond Market Could Impact Stocks; When would-be bond selling becomes actual stock-selling.: Bloomberg
  • Brazil’s Next Big Crisis Is Scaring Bankers and Wiping Out Jobs: Bloomberg
  • Espresso King Undercut as Brazil Currency Rout Spurs Bean Export: Bloomberg
  • US bond sell-off puts squeeze on swaps trade; Market dislocations often convey unpleasant truths for investors and policymakers.: FT
  • Bank chairmen lack necessary knowledge; Too little has changed on this front since the financial crisis: FT
  • Bond predators humbled by distressed bets; The cleverest predators of the bond market have suffered a humbling this year, after a heap of high profile bets have gone awry.: FT
  • Solid growth is harder than blowing bubbles; Now it is not just America – the world economy also catches a cold when China sneezes: FT
  • As Mining Drops, Australian State Pivots; Victoria’s efforts to create high-tech jobs to replace old manufacturing ones is a test for the nation as momentum moves away from resources: WSJ
  • Inexpensive Advice for Index and Exchange-Traded Fund Investments: NYT
  • Fortress Liquidating Its Once Gargantuan Macro Hedge Fund After 17% Loss In 2015: zh
  • Exploiting ETF Structural Flaws Is Not as Easy as It Looks: Bloomberg
  • Home Flipping Frenzy in Sydney Sparks Warnings on Housing Risks: Bloomberg

Energy & Commodities

  • Who Wants to Buy a Coal Mine? As producers scale back, strategic buyers are few and far between-and the coal-industry outlook appears bleak: WSJ
  •  Lessons from shale industry will reshape global oil market; New production and financing structures to have lasting impact: FT
  •  Humbled Metal Traders Lick Wounds Amid Slump, Ponder Next Moves: Bloomberg
  • Doubling Your Money Gets Harder as European Refinery Boom Fades: Bloomberg


  •  The First Cancer ETF Tracks the Hottest Area of Biotech: Bloomberg
  • An awesome new technique is giving doctors an unprecedented look at cancer: BI
  • With made-to-measure micropigs, gene editing takes flight: FT
  • The Way We’re Testing Antibiotics Is All Wrong; There’s a big problem in the fight against deadly superbugs. Bloomberg


  • On Apple’s Insurmountable Platform Advantage: Stratechery
  • WeWork Used These Documents To Convince Investors It’s Worth Billions; What the $10 billion co-working company’s internal financial documents tell us about how a decacorn is built. Buzzfeed
  • GoPro’s next act: building an online entertainment empire: Fortune
  • EMC, a Big Company in a Small Town: NYT
  • It’s now incredibly easy to explore Google Street View in virtual reality: BI
  • IBM CEO: It is the ‘dawn of a new era’ where computers think and make decisions: BI
  • Postmates CEO: ‘We’re the anti-Amazon’ and will be profitable next year: BI
  • Amazon’s $50 Fire Is the Paperback of Digital Entertainment: WSJ
  • Marketers May Be Falling Out of Love With Product Placement; Product placement on broadcast TV has been on the decline for several years. WSJ
  • EMC, a Big Company in a Small Town: NYT
  • ‘Why Own Anything Anymore?’ Zuora Founder Explains Rise Of Subscription Economy At Subscribed Ldn: Forbes
  • This is Apple’s grand theory of the computer market: BI
  • Internet of Things? Stock You’ve Never Heard of Just Rose 500%: Bloomberg
  • VR and augmented reality will soon be worth $150 billion. Here are the major players; A new report suggests AR will be eventually worth four times as much as VR.: FastCo

Consumer & Others

  • AB InBev’s $100-billion acquisition of SABMiller; Might the beverage giant go on to buy Coca-Cola? Economist
  • Digital sales help Domino’s Pizza carve bigger slice of home delivery market; Britain’s biggest pizza delivery chain says sales made on smartphones and other digital devices have surged by 35%; Domino’s sales are rocketing because customers don’t like to speak to humans when ordering a pizza: Guardian, BI
  • Whole Foods makes big bet on tech: Fortune
  • Italy’s Billionaire Lingerie King Takes Aim at Victoria’s Secret: Bloomberg
  • Brazil’s beer baron: The billionaire behind the AB InBev-SABMiller mega-deal: FP
  • Need to Store That? Booming Self-Storage Industry Says No Problem; Extra Space Storage shares surge; investment firms look to cash in: WSJ
  • AB InBev Wins Over SABMiller With Proposal of $104.2 Billion; Next up: antitrust review as the world’s two largest brewers set out to combine: WSJ
  • When it comes to purpose, Walmart returns to its roots: Fortune
  • Chipotle just took a major step toward becoming more like Starbucks: BI
  • Under Armour is set to become a huge threat to Nike: BI
  • An emerging trend in retail should scare everyone from Michael Kors to Macy’s: BI
  • The new consumer decision journey; For years, empowered consumers have held the upper hand when it comes to making purchasing decisions. But companies are fighting back: McKinsey
  • Drivers Ride High on Trucking Boom; Average pay is up 17% in less than two years as freight haulers fight to meet hiring needs: WSJ
  • How Three Grads Turned Sweetgreen Into a $95 Million VC Darling; Co-founder and co-CEO Nicolas Jammet talks of the discipline, vision, technology-and good dressing-behind the salad chain’s cult explosion.: Bloomberg
  • Pepsi, Coca-Cola competing for investment in Chobani: Reuters
  • Forget InBev. Here Are the Markets Where Local Beers Rule: Bloomberg

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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