Library

Published Articles & Research:

Featured:

  • Mental Models: Bamboo Innovator, April 4, 2013 (BeyondProxy)
  • The Bamboo Innovator Approach to Investing in Asia, April 4, 2013 (Youtube uploaded by BeyondProxy)
  • Six Common Accounting Pitfalls at Asian Companies, March 20, 2013 (BeyondProxy)
  • Insights into Accounting Pitfalls at Asian Companies, March 21, 2013 (Greatinvestors.TV and Frequency.com)
  • Beware of “Other Receivables” Accounting at Asian Companies, March 26, 2013 (Greatinvestors.TV)

Unpublished Articles & Research:

  1. Word of the Year in Asia for 2012 and 2013: “Bloated” and “Value Circle”, On the Ground in Asia (Dec 2012)
  2. Match: How to Patch the Asian Leadership & Institutional Uncertainty Discount?, On the Ground in Asia (Oct/Nov 2012)
  3. Resilience Investing with the Batfish and Buddha: Why Things Bounce Back (Or Not), On the Ground in Asia (Sep 2012)
  4. The Great Asian Infrastructure Stimulus: Network Effect or Redcliff Battle? On the Ground in Asia (Aug 2012)
  5. Beanie Babies Vs Vendor Financing: Can the ‘Product’ (and Asia) Stand On Its Own? On the Ground in Asia (Jul 2012)
  6. “I’m Only a Paperboy”; “I Can Still Run After the Bus!” (Special Edition – Berkshire Hathaway AGM 2012 from Omaha Trip), On the Ground in Asia (May/Jun 2012)
  7. Do Asian Entrepreneurs Desire To Have ‘Black Cats’ To Become Multibagger Stocks? On the Ground in Asia (Apr 2012)
  8. Is Avoiding Pitfalls in Value Investing in Asia All About Painted Puppets and the Dalang? On the Ground in Asia (Mar 2012)
  9. Are the Chinese Back to the “Real” Economy with the Invasion of Swabia? On the Ground in Asia (Feb 2012)
  10. The ASEAN 2015 Bloom: Gathering a Life at $3,000 and the “Second-Generation GKCs”, On the Ground in Asia (Jan 2012)

Presentations, Conferences, Seminars, Workshops:

  • From the Fund Management Jungles: Value Investing Exposed and Explored
  1. Workshop Series #1 of 4: In Search of Compounding Stocks in Uncertain Times on July 13, 2013
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