H.E.R.O.’s Journey in Tech (5 November 2018) – Seth Godin on How to Say “No,” Market Like a Professional, and Win at Life

H.E.R.O.’s Journey in Tech (5 November 2018) – Seth Godin on How to Say “No,” Market Like a Professional, and Win at Life


  • Trade war squeezes corporate earnings in Japan and China; Tokyo Electron lowered its full-year outlook, but peers including Advantest and Shin-Etsu Chemical have upgraded their projections. (Nikkei)
  • Webjet boss John Guscic labels short sellers a sideshow (AFR)

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

  • Vying for Vuitton – China’s e-commerce rivals seek luxury stranglehold (Reuters)
  • Tencent to step up investments in industrial internet to support shift from consumers to businesses (SCMP)

Asia Tech & Innovation Trends

  • Why China’s tech giants are cozying up to the Communist Party (CNN)
  • China’s venture capitalists struggle to raise funds; Chinese startups feel the heat as new funding drops 70% (Nikkei)
  • China and US set for arms race in AI that will lead to respective spheres of dominance, says expert (SCMP)
  • The shy geek behind Hellobike – the latecomer that battled for survival in China’s bike sharing industry (SCMP)
  • China to Create Stock Venue in Shanghai for High-Tech Companies (Bloomberg)
  • Japan invests in service industry, reshaping its legendary hospitality (Reuters)

Global Tech & Innovation Trends

  • Edge vs cloud computing: which is the best investment? (AFR)
  • Short-sellers take aim at Apple tech supplier IQE (FT)
  • Newly Public Tech Firms Race Back to Market as IPO Frenzy Continues; As their shares outperform, companies are returning to sell more stock at a nearly unprecedented clip (WSJ)


  • Seth Godin on How to Say “No,” Market Like a Professional, and Win at Life (#343) (Tim Ferris)
  • No One is Crazy by Morgan Housel (Morgan Housel)

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: