vis 2014 trani - moat report asia (cover)

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1 《竹经:经商经世离不得立根创新》 nnovator Bamboo 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 [email protected] 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

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Page 1: VIS 2014 Trani - Moat Report Asia (Cover)

1

《竹经:经商经世离不得立根创新》

nnovator Bamboo

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

[email protected]

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