H.E.R.O.’s Journey in Tech (25 August 2018) – 3M India: “We are essentially a material science company—materials that are used to enhance the performance of other materials or processes” + What Business Leaders Can Learn from Honeybees: How to scale — and protect what’s most important

H.E.R.O.’s Journey in Tech (25 August 2018) – 3M India: “We are essentially a material science company—materials that are used to enhance the performance of other materials or processes” + What Business Leaders Can Learn from Honeybees: How to scale — and protect what’s most important

Companies

  • Trend Micro announces advanced analytics for Deep Discovery (ITWire)
  • CareerIndex joins forces with Joins-Job (AIMS)
  • Sony to launch revamped Aibo robot dog in U.S. (JT)
  • Pegatron will likely get about 60% of the 2018 budget for iPhone orders (Forbes)
  • Afterpay announces UK expansion as sales volume soars (AFR)
  • Scans show the bones of Pro Medicus’ impressive growth story (AFR)
  • Vista Group Signs Multi-year Contract with Cineworld (NZX)
  • 3M India: Dial M for efficiency; “We are essentially a material science company—materials that are used to enhance the performance of other materials or processes” (Forbes)

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

  • Microsoft wants to nudge us to be more productive. Do we want its help? (qz)
  • How Netflix outsmarted everyone else in TV; On Recode Media, Redef CEO Jason Hirschhorn calls it “the greatest land grab in the history of media ever.” (Recode); Netflix Earnings: Where Accounting Meets Showbiz (Barron’s)

Asia Tech & Innovation Trends

  • Top Asian insurers dig deeper into fintech and health tech (Nikkei)
  • China must face its weakness in semiconductors squarely, says head of state-backed fund (SCMP)

Global Tech & Innovation Trends

  • GoDaddy Wants $5 Billion in Sales and 23 Million Customers by 2023 (Barron’s)
  • Starboard Wants to Help Symantec Grow. Symantec is struggling to grow in a growing industry, and is trading near its five-year low in an industry trading near its highs. Operational stumbles have contributed to this, but the biggest reason has been an accounting investigation. Symantec’s consumer businesses (Norton and Lifelock) have low growth but high profitability. But the enterprise business, with low operating margins, is experiencing very little growth. (Barron’s)
  • What’s Waymo Worth? Evercore ISI analysts estimate Waymo’s present value to be as much $100 billion (Barron’s); Waymo, Alphabet’s Self-Driving Unit, Steers Into China (WSJ)
  • The Videogame Industry Reaches for the Cloud (Barron’s)
  • A Cloud Gaming Upstart OnLive That Fell to Earth (Barron’s)

Life

  • How Airbnb Proved That Storytelling is the Most Important Skill in Design: It’s a method that has helped the company design many of its breakthrough innovations. (Inc)
  • What Business Leaders Can Learn from Honeybees: How to scale — and protect what’s most important (Medium)
  • Clockwork: Design Your Business to Run Itself Hardcover – August 21, 2018 (Amazon)

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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