H.E.R.O.’s Journey in Tech (6 August 2018) – How Pinduoduo founder Colin Huang went from factory worker’s son to China’s youngest self-made billionaire + YCombinator’s Jessica Livingstone: Grow the Puzzle Around You

H.E.R.O.’s Journey in Tech (6 August 2018) – How Pinduoduo founder Colin Huang went from factory worker’s son to China’s youngest self-made billionaire + YCombinator’s Jessica Livingstone: Grow the Puzzle Around You


  • How Pinduoduo founder Colin Huang went from factory worker’s son to China’s youngest self-made billionaire. Pinduoduo has long been plagued with complaints that it trades quality for price, allowing merchants to offer inferior products at rock-bottom prices to capitalise on the platforms’ popularity (SCMP)
  • Eye on tech companies in Malaysia exposed to the Apple supply chain; Globetronics is involved in producing components operating within the Apple iPhone supply chain ecosystem. “We have also raised our gesture sensor volumes, incorporating capacity expansion undertaken by Globetronics as required by its key sensor client, ams AG”. Inari derived close to 50% of its revenue from the radio frequency (RF) division, which mainly serves the smartphone market. Meanwhile, MPI is estimated to derive 30% of its revenue from RF and Unisem 30%. These figures, however, do not only cater to Apple but also other South Korean and China-based smartphone manufacturers (Star)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • FANG Stocks Are Big, But Asia’s Tech Giants Carry Even More Sway; Tencent, Samsung dominate their markets, which recently has led to stock-index declines. (WSJ)
  • Google Is in Talks With Tencent and Inspur for China Cloud, Sources Say (Bloomberg)
  • From Amazon to Alibaba, Grocers’ Agony Is Endless; Tech advances from China’s internet giants should trouble food retailers across America and Europe. (Bloomberg)
  • Masayoshi Son in His Own Words. All 303,513 of Them (Bloomberg); SoftBank Is Starting to Look a Lot Like a Private Equity Firm (Bloomberg); SoftBank monetises investments as telco IPO looms (Reuters)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • How to fix Facebook: Mark Zuckerberg can do more to improve a social network that was meant to build communities but has helped to split societies (FT)
  • Time limits for Facebook and Instagram users: will they work? It’s doubtful social media giants really want us to use them less (SCMP)
  • Here’s Apple’s Plan to Keep From Losing the World’s Fastest-Growing Smartphone Market (Bloomberg)

Asia Tech & Innovation Trends

  • Shares of Chinese solar panel maker GCL expected to face selling pressure after asset-sale talks collapse (SCMP)
  • VipKid to expand to 100 countries as investment in China’s online education sector heats up; The country’s largest online education start-up currently has more than 500,000 students and a community of 60,000 teachers, located mostly in N America (SCMP)
  • China’s Didi to invest $1 billion in its auto services platform (Reuters)

Global Tech & Innovation Trends

  • Schaeffler buys drive-by-wire technology for autonomous vehicles (Reuters)
  • ‘The Beginning of a Wave’: A.I. Tiptoes Into the Workplace in an unglamorous place: the back office (NYT)
  • Academics created a periodic table of mind-blowing tech, and it’s a handy guide to how the world will change forever (BI)


  • Q&A with Brian Portnoy, author of The Geometry of Wealth: How to Shape a Life of Money and Meaning (AR)
  • Grow the Puzzle Around You (Jessica Livingstone)

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 (www.heroinnovator.com), 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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