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H.E.R.O.’s Journey in Tech (25 September 2018) – Krista Tippett podcast with Seth Godin: Life, the Internet, and Everything

H.E.R.O.’s Journey in Tech (25 September 2018) – Krista Tippett podcast with Seth Godin: Life, the Internet, and Everything

Companies

  • Hamamatsu to Distribute Energetiq’s LDLST Products (BI)

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

  • SoftBank moves to lock up lithium, the lifeblood of electric cars; Investment in Canadian miner part of broader energy resource strategy (Nikkei)

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

  • Technology is dead, long live FAANG (II)
  • Google Looking to Future After 20 Years of Search (AFP); Google tunes search for prescience and pictures (Japan Times); Google introduces new ‘Discover’ feature as Search turns 20 (Age)
  • Smart TVs get smarter as Google Assistant support rolls out (Age)
  • Making Sense of Amazon’s Alexa Spaghetti Strategy (Bloomberg)
  • Amazon made two moves for Deliveroo, one nine months ago – Telegraph (Reuters)
  • Snapchat ties up with Amazon for point-and-buy (Reuters)
  • Microsoft Rolls Out Additions to Office, Security and Cloud Offerings; Agreement with SAP, Adobe lets customers move data among platforms. (Bloomberg, Reuters)
  • Apple, Salesforce team up to bring Siri to more business apps (Reuters)

Asia Tech & Innovation Trends

  • ‘Made in China 2025’: how new technologies could help Beijing achieve its dream of becoming a semiconductor giant (SCMP)
  • Bringing smart electronics into Chinese homes, Roome completed nearly 100 million RMB in Series A+ (KRA)
  • China’s liquor B2B commerce startup Yijiupi raises $200m and becomes a unicorn (KRA)
  • Regulation-hit Airbnb and rivals refresh with rural Japan listings; Countryside offers new opportunities three months after law wiped out properties (Nikkei)
  • Can the Philippines produce a great social media platform? The country had been considered the world’s social media capital, but we have yet to see a major social network emerge from Filipino founders (e27)
  • Hong Kong shirtmaker Esquel turns to robots to beat US tariffs (SCMP)

Global Tech & Innovation Trends

  • Ancestry creates you a custom Spotify playlist for $99 and some spit (TNW, qz)
  • Symantec ends accounting probe without major revision to results (Reuters)
  • What Dropbox has learnt from Atlassian (Age)
  • How Dr Squatch’s 31-year-old founder makes millions selling soap online (AFR)
  • Augmented reality start-up looks to recreate the shopping trip; FT Future 100 UK start-up in fast growing market for interactive consumer experiences (FT)
  • Pandora Has Only Itself to Blame for Sirius Sale; The company always spent more than it made and failed to shift its business model. (Bloomberg); Sirius Steps Into Lion’s Den of Silicon Valley With Pandora Deal (Bloomberg); A Pandora Sale to SiriusXM Is Music to Investors’ Ears (Barron’s); Sirius Plunges Most Since 2011 After $3.5 Billion Pandora Deal (Bloomberg)
  • What Apple and Airbnb have in common – intangible assets that power their profit margins (SCMP)
  • Big Tech’s Business Model Is Broken, Report Says; Industry giants deserve tougher regulation, including scrutiny of deals that let them suck up more data (WSJ)
  • Snapchat Teams Up With Amazon to Offer Image-Based Shopping (Bloomberg)
  • Comcast $40 bln lunacy gives Disney shot at sanity (Reuters)

Life

  • Krista Tippett podcast with Seth Godin: Life, the Internet, and Everything (On Being)
  • Winner Takes it All: How Markets Favor the Few at the Expense of the Many (Farnam Street)
  • a16z Podcast: Technological Trends, Financial Capital, and the Dynamics of Disruption (a16z)
  • Charlie Munger Interview: China’s Weekly on Stocks (MF); Li Lu – Himalaya Capital Interview: China’s Weekly on Stocks (MF)
  • Stock manipulators, beware the MAS AI arsenal (BT); MAS Outlines Enforcement Approach to Deter, Detect and Investigate Breaches of Rules and Regulations (Hubbis, MAS)

 

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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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