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H.E.R.O.’s Journey in Tech (29 August 2018) – The first internet company to be listed in India, Info Edge’s ability to consistently generate cash allows it to invest in different avenues of growth + Lincoln and the Art of Transformative Leadership

H.E.R.O.’s Journey in Tech (29 August 2018) – The first internet company to be listed in India, Info Edge’s ability to consistently generate cash allows it to invest in different avenues of growth + Lincoln and the Art of Transformative Leadership

Companies

  • Litalico Inc., a Japanese social enterprise, will use a South Korean startup’s technology to tap the global hearing aid market and provide hearing aids at a much more affordable price (Japan Times)
  • Battery maker TDK scales new heights on iPhone buzz (Nikkei)
  • Xiaomi-Backed Smart Home Appliances Supplier Viomi Seeks $150M US IPO (CMN)
  • Chinese EV maker Nio expects to raise $1.32 billion in IPO (Reuters)
  • JD turns to Google, Walmart to build global e-commerce empire (SCMP)
  • ASX tech darlings defy the sceptics and shorts (AFR)
  • Altium to Host 2nd Annual “AltiumLive” PCB Design Summit (WBRC)
  • The first internet company to be listed in India, Info Edge’s ability to consistently generate cash allows it to invest in different avenues of growth (Outlook)

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

  • AI tools from Alibaba and Founder do advertising grunt work; Chinese IT companies help human copywriters focus on creativity (Nikkei)
  • Tencent’s investment strategies revealed (Brennan)
  • GlobalFoundries’ exit a boon for chipmaker TSMC; Taiwanese company set to cement dominance of advanced computer chip production (FT)

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

  • Amazon plans new video app for Fire TV users: The Information (Reuters)
  • Amazon and Alphabet Have a New Number One Fan on Wall Street (Bloomberg)
  • Amazon Is on the Prowl for Movies From Sony, Paramount (Bloomberg)
  • Microsoft is the right company to build the “Netflix of gaming”; Traditional consoles won’t go anywhere without big investments in streaming. One company is well-positioned to make it happen. (FastCo)

Asia Tech & Innovation Trends

  • Didi’s founder says vanity and breathless expansion contributed to tragedy of passenger rape-murder (SCMP)
  • Chinese smartphones and apps break through to young Japanese (Nikkei)
  • Grab to invest $250 million in Indonesian startups in race against Go-Jek (Reuters); Go-Jek sparks an Indonesian banking revolution; E-payments pave the way to bank loans and financial inclusion (Nikkei)
  • Indonesia offers a fresh battleground for fintech; From microloans to cryptocurrency, startups are competing for a huge market (Nikkei)
  • An Indian robotics startup wants to beat Amazon at warehouse automation (qz)
  • Australia’s Simple lands $17M to grow its marketing intelligence platform worldwide (Techcrunch)

Global Tech & Innovation Trends

  • Uber’s Bundles (Stratechery); Cabcharge CEO says Uber, Taxify and DiDi in a race to the bottom (AFR)
  • Waymo’s self-driving cars are far from perfect, report says (Cnet)

Life

  • Lincoln and the Art of Transformative Leadership (HBR)
  • Why Adding More Products Isn’t Always the Best Way to Grow (HBR)
  • Elad Gil – How to Identify Interesting Markets – [Invest Like the Best, EP.101] (OSAM)
  • Learning from Les Schwab (Masters Invest)
  • Book Review: The Harriman Book of Investing Rules (Alpha Ideas)
  • Why liars lie: what science tells us about deception. “If you give people multiple opportunities to lie for their own benefit,” said Tali Sharot, a cognitive neuroscientist at University College London who led the research, “they start with little lies and get bigger and bigger over time.” (Age)
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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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