H.E.R.O.’s Journey in Tech (27 August 2018) – Rakuten Details Plan to Fight Back Against Amazon, SoftBank + 10 Reasons Why It’s Tough to be a True “Intelligent Investor”

H.E.R.O.’s Journey in Tech (27 August 2018) – Rakuten Details Plan to Fight Back Against Amazon, SoftBank + 10 Reasons Why It’s Tough to be a True “Intelligent Investor”


  • Rakuten Details Plan to Fight Back Against Amazon, SoftBank (Bloomberg)
  • Trend Micro steps forward to help plug IT security skills gap in KSA; Trend Micro launches security program for Saudi nationals (Menafn); Trend Micro Saudi Academy for Cybersecurity aims to address lack of security skills in the Kingdom (ITP)
  • US high-tech manufacturer Revasum to target tech-hungry ASX investors with IPO; Jerry Cutini, CEO of Revasum, which plans to list on the ASX before the end of 2018, after seeing its US peer Pivotal Systems thrive. (AFR)
  • Excelpoint seeks growth in R&D acquisitions; Tech group starts entrepreneurial and investment arm PlanetSpark to invest in early to mid-stage startups with good R&D. (BT)

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

  • The Samsung sandwich: Squeezed between Apple and Chinese rivals, South Korean giant must break out with innovations (Nikkei)

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

  • Why No One Can Catch Netflix; Streaming service is so far ahead of the competition and knows how to please its customers (WSJ)

Asia Tech & Innovation Trends

  • Investor warns of day of reckoning for 90 per cent of Chinese AI start-ups as funding dries up (SCMP)
  • Global Tech Rally Fractures as Investors Cool on Chinese Firms; Investors’ concerns about recent dips in Chinese tech stocks raise uncertainty for sector’s continued surge (WSJ)

  • China’s Tech Growth Is Getting More Expensive; Investors need to reassess profit assumptions. (Bloomberg)

  • Can Uber and Didi chuxing take japan for a ride? Tokyo has banned ride-sharing services and its fabled transport system means there’s limited demand for them anyway. Even so, Uber and Didi Chuxing are keen to gain a foothold in the world (SCMP)
  • Southeast Asia’s seed investors bulk up for ‘mega’ fundraising; Veteran venture capital firms scale up investment to keep pace with capital-hungry startups (Nikkei)

Global Tech & Innovation Trends

  • The Startups Rocket CEO Samwer Wants to Become the Next Zalando (Bloomberg)
  • The Chip That Changed the World; Jack Kilby built the first integrated circuit 60 years ago. We need a new Moore’s Law. (WSJ)
  • MoviePass needs a serious side hustle if it’s going to survive (qz)


  • 10 Reasons Why It’s Tough to be a True “Intelligent Investor” (Validea)
  • How Gmail happened: The inside story, as revealed by creator Paul Buchheit (TIA)
  • The 3 steps to building a monopoly, according to Peter Thiel (TIA)

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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