H.E.R.O.’s Journey in Tech (14 November 2018) – Defensive Decision Making: What IS Best v. What LOOKS Best
November 14, 2018 Leave a comment
H.E.R.O.’s Journey in Tech (14 November 2018) – Defensive Decision Making: What IS Best v. What LOOKS Best
Companies
- 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)
Life
- 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)
Bamboo Innovator 