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H.E.R.O.’s Journey in Tech (17 November 2018) – Altium outlined Altium 365, which aims to connect the electronics design to the manufacturing floor, which is an industry first + Truth About Finding Fulfilment In Life: Joseph Campbell on following your bliss.

H.E.R.O.’s Journey in Tech (17 November 2018) – Altium outlined Altium 365, which aims to connect the electronics design to the manufacturing floor, which is an industry first + Truth About Finding Fulfilment In Life: Joseph Campbell on following your bliss.

Companies

  • The problem of US Mercari is “cognition” (Techcrunch); Mercari and UPS offer anonymous shipping in US (Nikkei)
  • China probe raises shield for domestic precision tool makers (Nikkei); China probes Fanuc and 9 other foreign factory automation players (Nikkei)
  • Altium share price rockets 9% on AGM presentation; Altium also outlined Altium 365, which aims to connect the electronics design to the manufacturing floor, which is an industry first. (MF)

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

  • Goldman Says It Was “Wrong” on Nvidia Stock and Boots It From Best Ideas List (Barron’s); Supply glut mars Turing effect for Nvidia shares (Reuters)

Asia Tech & Innovation Trends

  • Faraday Future: How a “Tesla-killer” became a zombie company (Technode)
  • China-based supplier of Apple screens Biel denies it has laid off thousands of workers (SCMP)

Global Tech & Innovation Trends

  • Startups: Finland’s ray of light: How the small, risk-conservative nation became a hotbed for startups (BT)
  • The Impact of Artificial Intelligence on the World Economy (WSJ)
  • The Story Nobody’s Telling About Our Robot Future: A Q&A with ROBO Global CIO Bill Studebaker (ETFT)
  • How Digital Voice Assistants Can Be Used To Revolutionize Your Work Day (Forbes)

Life

  • Munger: If you have a passionate interest in knowing why things are happening, you always are trying to figure out the world in terms of why is this happening or why is this not happening, that cast of mind, kept over long periods, gradually improves your ability to cope with reality. And if you don’t have that cast of mind, I think you’re destined, probably, for failure, even if you’ve got a pretty high IQ. (VIW)
  • Truth About Finding Fulfilment In Life: Joseph Campbell on following your bliss. (Medium)
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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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