H.E.R.O.’s Journey in Tech (14 November 2018) – Defensive Decision Making: What IS Best v. What LOOKS Best

H.E.R.O.’s Journey in Tech (14 November 2018) – Defensive Decision Making: What IS Best v. What LOOKS Best


  • Recruit Holdings Q2 revenue bolstered by growth in HR technology (SI)
  • Bandhan Bank appoints Trend Micro for cybersecurity solutions (NB)
  • Tencent-backed Chinese travel firm Tongcheng-Elong slashes HK IPO size amid weak markets (Reuters)
  • Hon Hai’s profit miss reflects growing iPhone-supplier woes amid expected fall in shipments (SCMP)
  • Malaysian cybersecurity firm Securemetric raises US$4M through IPO (Yahoo, Star)
  • Techbond Group to raise RM39.6m from IPO; Techbond’s core activities are developing and manufacturing industrial adhesives and sealants. (Star)

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

  • Ant Financial invests several hundred million RMB in indoor location service provider ShuWei; Instead of having customers looking for services, ShuWei wants services to reach customers. (KRA)
  • WeChat promises to clean up content as Beijing tightens crackdown (Technode)
  • Tencent seeks to kill silo culture that gave it WeChat as it expands into AI, big data (SCMP)

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

  • The iPhone Slump Is Rumbling Through Tech; Prospect of weak demand reverberates across Apple’s supply chain (WSJ)

Asia Tech & Innovation Trends

  • New law brings structure, discipline to the willful world of Chinese e-commerce (Technode)
  • Why the future of Chinese e-commerce is in its rural areas (Techcrunch)

Global Tech & Innovation Trends

  • Splashing in the WeWork waterfall; More community-adjusted ebitda shenanigans. (FT)
  • JPMorgan Invests in Startup Tech That Analyzes Encrypted Data; Zero-knowledge computing lets companies analyze encrypted data without revealing any secret information (WSJ)
  • Brands Now Spend Nearly Two Thirds of Digital Advertising on Mobile, IAB Says; Marketers are also increasingly testing ‘hybrid’ pricing combining ad performance and exposure (WSJ)
  • Future of Tech: Smarter Cameras Will Transform Everyday Life; Cameras will change they way we live, shop and drive, Activate co-founder Michael Wolf says (WSJ)
  • Pandora Launches Podcasts as Its Merger with Sirius XM Nears (Barron’s)
  • Yahoo Finance is launching subscription service (Axios)
  • Growing the future: High-tech farmers are using LED lights in ways that seem to border on science fiction (WP)


  • Defensive Decision Making: What IS Best v. What LOOKS Best (Farnam Street)
  • Taking Time to Get It Right: My Interview with Award Winning Chef Dan Kluger (Farnam Street)
  • Ed Catmull on how he helped foster creative collaboration at Disney and Pixar (FastCo)
  • The Man Who Left Warren Buffett in the Dust; Malone’s Liberty Media returned 24% annually from May 2006, when it took its current form, through Nov. 8. Berkshire’s has returned less than half of that-10.8%–over the span, and the S & P 500 has gained 8.5% (Barron’s)
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