H.E.R.O.’s Journey in Tech (6 October 2018) – Altium Previews “First Step” in Connecting Electronics Design to the Manufacturing Floor + The Four Words That Made Her a Billionaire

H.E.R.O.’s Journey in Tech (6 October 2018) – Altium Previews “First Step” in Connecting Electronics Design to the Manufacturing Floor + The Four Words That Made Her a Billionaire


  • Kakao T to launch taxi-hailing service in Japan (Investor)
  • Altium Previews “First Step” in Connecting Electronics Design to the Manufacturing Floor (Benzinga); Altium Announces New Cloud-Based Design Environment with Eye Towards Collaboration: Altium 365 (AAC)

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

  • Twenty years in the making: The backstory behind the new Toyota-SoftBank joint venture (Japan Times)

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

  • Secret Amazon brands are quietly taking over Amazon.com (qz)

Asia Tech & Innovation Trends

  • China ‘spy chips’ rattle global data center supply chain (Nikkei)
  • Chinese robotics startup cracks the code for Western markets; Makeblock’s build and play approach to computer science is winning over educators (Nikkei)
  • Haruki Atarashi never thought his company’s flagship software, Recog, which fosters communication between employees within companies, would ever evolve beyond just an internal project. (Japan Times)

Global Tech & Innovation Trends

  • Data-Center Gold Rush Boosts Eaton and Terex (Barron’s)
  • Elastic closed 94% up in first day of trading on NYSE, raised $252M at a $2.5B valuation in its IPO; When you hail a ride home from work with Uber, Elastic helps power the systems that locate nearby riders and drivers. When you shop online at Walgreens, Elastic helps power finding the right products to add to your cart. When you look for a partner on Tinder, Elastic helps power the algorithms that guide you to a match. When you search across Adobe’s millions of assets, Elastic helps power finding the right photo, font, or color palette to complete your project” (Techcrunch)


  • Risk Management; “A regret is different than a challenge, a mishap, a period of misery, or even a disaster. Most people can deal with all kinds of nonsense that hurts today but you may not regret tomorrow. A lot of what seems risky today you won’t even remember tomorrow (Morgan Housel)
  • Podcast: Michael Batnick on Big Mistakes and Finding Your Calling (NR)
  • The Four Words That Made Her a Billionaire (Medium)

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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