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H.E.R.O.’s Journey in Tech (15 August 2018) – Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business

H.E.R.O.’s Journey in Tech (15 August 2018) – Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business

Companies

  • Start Today’s Zozosuit brings customized fashion to the masses (JN)
  • New defense bill bans the U.S. government from using Huawei and ZTE tech; ban also covers video surveillance and telecommunications hardware produced by Hytera Communications, Hangzhou Hikvision and Dahua Tech (Techcrunch)
  • China’s NIO heads opposite way to ‘rival’ Tesla with New York listing (Nikkei)
  • AirPod maker Inventec has alternatives to China production, executive says; Taiwanese supplier touts Shanghai location as advantage over inland rival (Nikkei)
  • Strong growth in share registry company Computershare’s US operations has led the company to a record profit and its highest earnings growth since 2009. (AFR)
  • SEEK chief executive Andrew Bassat says investment in technology in its core businesses and early stage ventures, which mean profit growth will be flat this year, will pay off for in five to 10 years and deliver investors greater growth and sustainability (AFR)

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

  • Toutiao launches ad network Pangolin to compete with Baidu/Tencent for ad money (KRA)
  • Alibaba Bought Stake In Turkish E-commerce Platform Trendyol At $750M Valuation (CMN)
  • Battered Tencent looks for bottom after $208b wipeout (AFR, SCMP); Tencent rejection adds woes to China’s slowing game industry; Squeezed at home, mainland developers look to US, Japan and Europe for demand (Nikkei); China Freezes Game Approvals Amid Agency Shakeup. The halt has shaken Tencent as smaller players struggle; Regulatory administrations are said to be under restructuring (Bloomberg)

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

  • Facebook is turning matchmaker. Is this a good thing? Do we really want Silicon Valley coders to predict who we may or may not like? (FT)
  • Facebook’s Story Problem – and Opportunity (Stratechery)
  • Amazon and Twitter Want to Bring You More Sports (Bloomberg)
  • Microsoft’s Cortana Mistake: Relying on Windows: The software giant’s digital assistant debuted before Amazon’s Alexa, but is still struggling to find an audience (WSJ)

Asia Tech & Innovation Trends

  • Why Western Digital Firms Have Failed in China (HBR)
  • Japanese startup cultivates e-money platform for Asian farmers; Cashless transactions planned to boost growers’ annual earnings by $1,000 (Nikkei)
  • Expedia to focus on Korean market for its mobile innovation (Investor)
  • Investors who backed online retailer Shoes of Prey have had the value of their investment written down to less than 13¢ in the dollar as the company faces a last-ditch bid to secure a funding lifeline. (AFR)

Global Tech & Innovation Trends

  • Square Shares Hit Record High on Cash App Report (Barron’s)
  • Spotify’s $8 Billion Rally Is Attracting Loads of Hedge Funds (Bloomberg)
  • Reddit is the best social media site because it gets community right (qz)
  • Twitter’s Stock Is Flying High After an Analyst Said It Has ‘No Direct Competitor’ (Barron’s)
  • Match Group: Facebook Might Not ‘Hurt Its Mojo’ (Barron’s)

Life

  • Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business Hardcover – August 14, 2018 (Amazon)
  • How To Read More Books — A Lot More (Ryan Holiday)
  • Would you have found Berkshire Hathaway in 1975? John Rekenthaler, vice president of research for Morningstar, gives perspective when one feels they have missed out on a multibagger. (Morningstar)
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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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