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H.E.R.O.’s Journey in Tech (17 September 2018) – 8K Miles & the Minority Shareholder + The Messy Middle: Finding Your Way Through the Hardest and Most Crucial Part of Any Bold Venture

H.E.R.O.’s Journey in Tech (17 September 2018) – 8K Miles & the Minority Shareholder + The Messy Middle: Finding Your Way Through the Hardest and Most Crucial Part of Any Bold Venture

Companies

  • Tencent-backed news app Qutoutiao triggers circuit breaker five times as it jumps 128 per cent in volatile Wall Street debut (SCMP)
  • Grahamites Reflections on JD.com: Lessons learned from my investment (GF)
  • As its trading debut looms, China’s Meituan locked in battle of super-apps (Reuters)
  • 8K Miles & the Minority Shareholder (Kimi)

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

  • EM technology sector cut down to size as BATs reclassified; Index revamps will see IT stocks scattered as financials reclaim pole position (FT)

  • Alibaba’s Taobao jumps on short video bandwagon, launches stand-alone app to drive e-commerce (SCMP)

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

  • AI, VR and fintech in focus as Microsoft takes on its first Aussie start-ups (AFR)
  • AI chip war heats up as Nvidia targets smart farm machinery; US company partners with Yamaha Motor as battle with Intel grows beyond car chips (Nikkei)
  • Apple Plans Another Death Blow to the Phone Carriers; Even if they don’t come in this week’s iPhone launch, virtual SIMs look inevitable. (Bloomberg)
  • Google Knows Where You’ve Been, but Does It Know Who You Are? (NYT)

Asia Tech & Innovation Trends

  • China’s Silicon Valley Dream Bumps Against Reality; Integrating Hong Kong and mainland cities won’t be easy. (Bloomberg)
  • ‘Winter is coming’ for China’s private market investors as economy slows, forcing many to adjust strategies (SCMP)
  • China bet big on quantum computing. Now the US races to keep up. (CNN)
  • Automation fails to win China convenience store war (Nikkei)
  • Chatbots helping pull Hong Kong insurers into the digital world. Just don’t ask them for sympathy (SCMP)
  • India Should Let Data Roam Free: Forcing companies to store locally will only hurt consumers and startups. (Bloomberg)
  • Taking Offline Online: Paytm Mall aims to rival Amazon and Flipkart by offering competitive pricing and fast deliveries from offline stores in small cities (OB)
  • Go-Jek in Talks to Raise at Least $2 Billion in Funding (Bloomberg)

Global Tech & Innovation Trends

  • Uber to Invest Over $150 Million in Toronto Driverless Car Hub (Bloomberg)
  • An Estonian Startup Is Undercutting Billion-Dollar Gaming Stores (Bloomberg)
  • Time Magazine Acquired by the Benioffs, Founders of Salesforce.com (Bloomberg)
  • Michael Burry: Where the Value Isn’t: Investor talks about accounting tricks used by tech companies (GF)
  • Robinhood Investing App Secretly Makes Millions Selling Millennials’ User Data To HFT Firms (ZH)
  • Tesla’s Biggest Investor Lacks Conviction in its Courage: Baillie Gifford’s endorsement of Tesla isn’t quite as glowing as you might expect. (Bloomberg)

Life

  • Scott Belsky – How to Conquer the Messy Middle (#336) (Tim Ferris); The Messy Middle: Finding Your Way Through the Hardest and Most Crucial Part of Any Bold Venture Hardcover – October 2, 2018 (Amazon)
  • The Trust Battery: My Interview with Shopify Founder Tobi Lütke [The Knowledge Project Ep. #41] (Farnam Street)
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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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