H.E.R.O.’s Journey in Tech (10 November 2018) – J. Jacobs – 10 Strategies to Be Happier Through Gratitude (Tim Ferris #344); Aphorisms on Kindness


  • Trend Micro Reports Third Quarter 2018 Results; Overall growth of 11 percent in enterprise business anchored its success (BW)
  • Chinese auto marketplace TuanChe sets terms for $34 million US IPO (Nasdaq)
  • MediaTek gaining ground in global ASIC market; MediaTek has greatly benefited from shipments of ASICs for Amazon’s smart speakers, with shipments amounting to millions of units in less than one year. (Digitimes)

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

  • Alibaba’s future is cloud computing, CEO Daniel Zhang says (Technode)
  • Ant Financial plugs its credit scoring system into Chinese rental economy through acquisitions (KRA)

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

  • ‘Keep Talkin’ Larry’: Amazon Is Close to Tossing Oracle Software; By the end of 2018, Amazon will stop using 88 percent of its Oracle databases, including 97 percent of its mission-critical databases (Bloomberg)
  • Behind iPhone Face ID Is a Battle Over Costs; The $3.2 billion acquisition of Finisar by II-VI tries to give more negotiating power to suppliers. (Bloomberg)

Asia Tech & Innovation Trends

  • International logistics transaction platform Yun Lian raised USD 10 million Series A2; According to founder, the platform’s revenue this year will exceed 500 million RMB, and the annual container volume is about 300,000. (KRA)
  • How food tech major Zomato is making an audacious bid to transform itself into a farm-to-fork company (Forbes); Food tech platforms Swiggy and Zomato are fighting a pitched battle for supremacy, backed by top investors Naspers and Alibaba (Forbes)

Global Tech & Innovation Trends

  • Yelp’s Growth Strategy ‘Completely Fell Apart’ (Bloomberg)
  • Dropbox Jumps With Subscription Numbers Blowing Past Forecasts (Bloomberg)
  • Spotify to Musicians: Let Us Be Your Label (Bloomberg)


  • J. Jacobs – 10 Strategies to Be Happier Through Gratitude (#344) (Tim Ferris)
  • A Biological Approach to Management: Resilience, rather than efficiency (WSJ)
  • Why You Should Stick With ‘Buy and Hold’: Beware of those who claim they have a strategy to capture the upside of market volatility and avoid the downside. (Bloomberg)
  • 40 Things I Wish I’d Known About Building A Career in The Arts (Medium)
  • Aphorisms on Kindness (TSOL)

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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