R.E.S.-ilience in Value Creation 《竹经：经商经世离不得立根创新》
April 20, 2014 Leave a comment
Disruptive entrepreneurs: An interview with Eric Ries
Companies are all too aware of the disruptive power of technology. The author of The Lean Startup argues that the competitive reaction of many organizations remains fatally flawed.
April 2014
Renting the means of production Read more of this post
Filed under Life
April 20, 2014 Leave a comment
Apr 14, 2014
Indian Handset Maker Micromax Eyes Stake In Pantech
By Min-Jeong Lee and R. Jai Krishna
Micromax Informatics, a privately held Indian handset maker, is eyeing a stake purchase in struggling South Korean peer Pantech, in which Qualcomm and Samsung Electronics005930.SE +0.37% own a stake, people familiar with the situation said Monday. Read more of this post
Filed under Macro Trends
H.E.R.O. stands for “Honorable. Exponential. Resilient. Organization.” and is operationalized into a unique, systematic 4-step investment process to identify the winners. The investment objective seeks to capture long-term investment returns created by disruptive forces and innovation by focusing on high-quality and liquid listed equities in the Asia-Pacific region that ride on and benefit from them. Through our cross-sector and in-depth fundamental research process, the Fund aim to provide access to companies whom we believe are run by high-integrity, honorable and far-sighted owner-operators with a higher sense of purpose in solving High-Value Problems for their target customers and society, and have unique, scalable and wide-moat business models with sustainable competitive advantages and innovative products, services, and processes to create, expand and service their total addressable market, including the resiliency and balance sheet strength to maintain or grow profitability, pricing power and market positions through up/downturns in the economy.
咬定青山不放松，立根原在破岩中。 千磨万击还坚劲，任尔东西南北风。
