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H.E.R.O.’s Journey in Tech (30 October 2018) – Secrets of people who stay happy in the worst circumstances; The Surprising Power of The Long Game

H.E.R.O.’s Journey in Tech (30 October 2018) – Secrets of people who stay happy in the worst circumstances; The Surprising Power of The Long Game

Companies

  • Sony to pour $5.3bn into image sensor production; Japanese company prepares for ‘internet of things’ era with 30% boost to spending (Nikkei)
  • China’s finance ministry calls out Xiaomi over accounting errors (Reuters)
  • 3 points on Meituan’s unique position in digital China (TIA)
  • ASB Bank taps Bravura to introduce new digital offerings for clients (Verdict)

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

  • Alibaba’s Ant Financial Invests Undisclosed Series B+ Round In Chinese Clothes Rental Platform MSParis (CMN)
  • Bust Looms Over $60 Billion Splurge by Korean Chip Giants (Bloomberg)

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

  • In two sessions, $200 billion of FANG market cap up in smoke (Reuters)

Asia Tech & Innovation Trends

  • Family and parenting platform QinBaoBao scored RMB hundreds of millions Series C as demand for quality education rises; The founder believes that building a platform is not enough, the app only needs good products. (KRA)
  • Top Chinese Online Brokers Prepare to Face Off in U.S. Market (Bloomberg)
  • Wingtech Technology: all you need to know about Chinese firm behind audacious US$3.6 billion takeover of Dutch chip maker Nexperia (SCMP)
  • I’ll see you and raise you – maybe not in China as Beijing blocks multiple mobile poker gambling apps (SCMP)
  • The digital decorators; A slew of startups offering digitised interior design options has hit the market in the past few years, hoping to bring order, efficiency and predictability to the legacy industry (Forbes)

Global Tech & Innovation Trends

  • These 6 Software Stocks Could Be Takeover Targets After Red Hat Deal (Barron’s)
  • Expedia CEO Insists That Online Travel Agencies Aren’t Over (Skift)
  • Warren Buffett’s Firm Invests Millions in Fintech; Move is a departure from company’s usual penchant for blue-chip companies in steady businesses (WSJ)
  • S. to Restrict Chinese Chip Maker From Doing Business With American Firms; Washington raises the stakes in a battle with Beijing over intellectual property (WSJ)
  • Restaurants Shrink as Food Delivery Apps Get More Popular; More patrons want to eat at home, and so food chains are renovating their spaces. (Bloomberg)
  • LexisNexis Owner Leads $38 Million Investment in Quid (Bloomberg)
  • Walmart’s Jet Helps Blue Apron’s Biggest Problem: Planning Ahead (Bloomberg)

Life

  • Secrets of people who stay happy in the worst circumstances; In the face of setbacks, some people seem to fall apart, while others find ways to move forward and continue to get things done. Are there things you can do to be resilient? (FastCo)
  • The Surprising Power of The Long Game (Farnam Street)
  • Zeno of Citium: Being Stoic (DL)
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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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