VIS 2014 Trani - Moat Report Asia (Cover)

1. 1
《竹经：经商经世离不得立根创新》
nnovatorBamboo
R.E.S.-ilience in Value Creation
(1) Mental Model: Bamboo Innovator (2) Stock Idea (3) Biggest Mistake (4) Book Recommendation
KB Kee
Managing Editor
The Moat Report Asia
www.twitter.com/bambooinnovator
bambooinnovator@gmail.com
www.moatreport.com
Wide-Moat Investing In the Asian Capital Jungle
Navigating with the Bamboo Innovator approach
11th Value Investing Seminar, Trani
July 17-18, 2014
Marco Polo on bamboo: “… stronger
than hemp… One of the engineering
marvels of the world.”
The Da Vinci Flying Machine can be
considered as Leonardo’s Magnum
Opus in scientific design. Leonardo
had designed the frame to be made
with bamboo shoots.
SSRN: http://ssrn.com/author=1174940
Moat Report Asia publications: http://www.moatreport.com/updates/
BeyondProxy publications: http://www.beyondproxy.com/author/koon-boon-kee/
SMU profile: http://accountancy.smu.edu.sg/directory/Kee-Koon-boon