H.E.R.O.’s Journey in Tech (22 October 2018) – 21 Lessons From Jeff Bezos’ Annual Letters To Shareholders

H.E.R.O.’s Journey in Tech (22 October 2018) – 21 Lessons From Jeff Bezos’ Annual Letters To Shareholders


  • China’s Tesla Wannabe Has a Big Brother Problem; Data security concerns may cloud the outlook for aspiring electric-car maker NIO. (Bloomberg)
  • Hong Kong’s Tech Dreams Are Becoming a Nightmare; A rule change was supposed to lure the hottest upstarts. But if IPOs continue to flop, investors and founders will meet elsewhere. (Bloomberg)

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

  • Amazon Wants Alexa to Do More Than Just Play Your Music; Amazon taps developer community to create games, AI enhancements to get users to tap into Alexa’s more than 50,000 skills (WSJ)
  • The challenge of making YouTube a better place (Wired)

Asia Tech & Innovation Trends

  • Mafengwo accused of faking 85% of all user-generated content (Technode)
  • Plunging China’s stock prices and the effect on China’s tech economy (KRA)
  • Tencent Music’s public offering dilemma; China’s Spotify uncertain public offering amidst market volatility. (KRA)
  • 2% rebate eyed on all items paid for by cashless means at small shops after planned 2019 sales tax hike (Japan Times)
  • Japanese unicorn promises ‘robots for everyone’ in 5 years; Preferred Networks looks to challenge tech leaders like Google and Apple (Nikkei)
  • How Taiwan’s Powerful PC Makers Will Overcome The Intel Chip Shortage (Forbes)
  • The problem with e-wallets? There are just too many of them, say fintech experts (TIA)
  • Former Grab, Go-Jek employees team up to prove demand for a chatty mobile wallet in Indonesia (KRA)
  • Key challenges and opportunities in Malaysia’s e-commerce scene; Only 20 per cent of people in East Malaysia said e-commerce is more convenient and makes their lives easier (e27)

Global Tech & Innovation Trends

  • Utah Cloud Unicorn Qualtrics Files To Raise Up To $200M In IPO (Forbes)
  • Trupanion Stock Sinks After Report of State Probe (Barron’s)
  • MTV Owner’s Streaming Strategy: If You Can’t Beat Them, Feed Them; Viacom is making ‘The Real World’ for Facebook and planning a sequel of ‘To All the Boys’ for Netflix in push to turn its channels into studios (WSJ)
  • Uber IPO: A Lot Will Ride on CFO’s Choice of Metrics, Timing; Finance chief Nelson Chai will have to decide whether Uber will go ahead or trail rival Lyft and what performance indicators to share with investors (WSJ)
  • Will Tech Leave Detroit in the Dust? As IPO proposals value Uber at an eye-popping $120 billion, auto makers are racing to gain ground in everything from car sharing to driverless technology. At stake: who will control the future of transportation (WSJ)
  • PayPal Has Moved on From Its eBay Breakup. But eBay Hasn’t (Barron’s)
  • Early-Stage SaaS VC Slip Snaps Recovery As Public Software Stocks Soar (Crunchbase); Bessemer Updates Its Cloud Index (Crunchbase)
  • Who Is Losing The Most Money? (Crunchbase)
  • Tesla Short Seller Warns of ‘Massive’ Supply-Chain Disruption (Bloomberg)


  • 21 Lessons From Jeff Bezos’ Annual Letters To Shareholders (CBI)

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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