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H.E.R.O.’s Journey in Tech (31 August 2018) – Treat Failure Like a Scientist

H.E.R.O.’s Journey in Tech (31 August 2018) – Treat Failure Like a Scientist

Companies

  • NEXTDC to invest over $2b in data centres (AFR)

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

  • Alibaba pioneers online doctor consultations, round-the-clock medicine delivery (SCMP)
  • China Unveils Plans to Curb New Games and Play, Hitting Tencent (Bloomberg); China regulators plan to restrict number and usage of new games amid concerns over child health (SCMP)
  • Tencent and Square Enix team up with global gaming ambitions; WeChat operator seeks new pastures as China cracks down on video games (Nikkei)
  • SoftBank Pulls Plug on Plans to Invest in Chinese Tesla Rival: The Japanese tech giant had been considering buying about $200 million worth of shares in NIO’s IPO (WSJ)

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

  • YouTube is fighting for a slice of the premium-video market (Economist)
  • To boost Amazon Pay in India, Amazon reportedly acquired Tapzo, an ‘all-in-one’ aggregator app, for $40M (Techcrunch)
  • Buffett Buys More Apple, Says iPhone Is ‘Enormously Underpriced’ (Bloomberg)

Asia Tech & Innovation Trends

  • “Big Chinese” is edtech’s next big thing, but its path overseas is unclear (Technode)
  • China’s top tech flocks to inland cities to develop AI; Attracted by low tax and cheap labor, Tencent, Alibaba and Baidu seek partnerships (Nikkei)
  • Bezos, Buffett Bet On a $250 Billion Unclaimed Internet Market (Bloomberg)

Global Tech & Innovation Trends

  • Digital Music: Spotify and Pandora Are ‘Stronger Than Perceived’ (Barron’s)
  • WeWork and the vanishing bond rating (FT)
  • Why startups are leaving Silicon Valley; Its primacy as a technology hub is on the wane. That is cause for concern (Economist)
  • ‘Digital Graffiti’ on Mapbox Highlights the Pitfalls of Open Data (Bloomberg)
  • Sequoia-Backed Qualtrics Interviews Banks for 2018 IPO (Bloomberg)

Life

  • Treat Failure Like a Scientist (James Clear)
  • a16z Podcast: The Basics of Growth – User Acquisition (a16z); a16z Podcast: The Basics of Growth – Engagement & Retention (a16z)
  • BlackRock’s Decade: How the Crash Forged a $6.3 Trillion Giant; Ten years later, its shrewd moves are a master class in capitalizing on others’ risk. (Bloomberg)
  • Vinyl visionary: How a digital dealmaker revived a 112-year-old record-player brand (Forbes)
  • Superstar chief executives can self-destruct: Charismatic and unruly entrepreneurs such as Elon Musk are risky business titans (FT)
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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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