H.E.R.O.’s Journey in Tech (27 November 2018) – Forget FAANG – focus on the next tech stars + Authenticity, Kindness, and Self Love: Farnam Street’s Conversation with Sophie Grégoire Trudeau

H.E.R.O.’s Journey in Tech (27 November 2018) – Forget FAANG – focus on the next tech stars + Authenticity, Kindness, and Self Love: Farnam Street’s Conversation with Sophie Grégoire Trudeau


  • Japan’s Line jumps 17 percent after Nikkei reports Tencent tie-up to offer mobile payment services (Reuters)
  • Chinese food delivery giant Meituan considers consolidating data from its different platforms after loss widens amid price war with Alibaba (SCMP)
  • Tencent-backed online travel agency Tongcheng-eLong plans to use Hong Kong IPO to build brand awareness (SCMP)
  • Forget FAANG – focus on the next Australian tech stars (AFR)

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

  • Alibaba’s Daniel Zhang launches restructuring hot on the heels of US$30.8bn Singles’ Day record (SCMP)

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

  • The Facebook Era is Over (LinkedIn)
  • Microsoft’s stock market value catches up with Apple (Reuters)
  • Amazon, With Little Fanfare, Emerges as an Advertising Giant; Its push challenges the big ad sellers, including Facebook, Google and TV networks (WSJ)
  • Nvidia Stock Is a Buy After Losing Half Its Value, Says Credit Suisse (Barron’s)
  • Netflix and market chills: why tech giants are hurting the most (Age)

Asia Tech & Innovation Trends

  • Chinese AI chipmaker Horizon Robotics raises up to $1bn; Funding round values Intel-backed company at between $3bn to $4bn (FT)
  • Finance education platform Golden Education scored RMB80m from Hillhouse Capital and Morgan Stanley with 3M active users on top of 50K corporate clients (KRA)
  • Hangzhou is investing in becoming the esports capital of the world (qz)
  • How Cheap Labor Drives China’s A.I. Ambitions (NYT)
  • Japan to hold companies accountable for AI decisions; Legal guidelines aim for increased transparency on how the technology is used (Nikkei)
  • Startups look to make life easier for new arrivals in Japan; Helping with living arrangements and health care are among new growth businesses (Nikkei)
  • Singapore-based mobility solutions provider V3 Smart Technologies sees huge opportunities integrating AR into its workforce products. (BT)
  • American private equity firm HIG Capital is considering listing its global translation software company Lionbridge on the Australian Securities Exchange. (AFR)

Global Tech & Innovation Trends

  • Did Slack help NASA land on Mars? (qz)
  • Your Smart TV Is Only Going to Get Dumber; Connected TVs, expensive and huge, are like cars depreciating as they drive off the lot, but it doesn’t have to be that way (WSJ)
  • This Website Is the Stock Market for Nikes and Rolexes; StockX, a Dan Gilbert backed start-up has revolutionized the secondary market for sneakers, streetwear, handbags and watches. With a new London office, it has its sights set on global expansion (WSJ)
  • How theSkimm Grew to 7 Million Subscribers in 7 Years (PH)
  • Automotive Remains Hot Market for Chips (EE Times)
  • Twitch CEO’s advice for tech addicts is not good news for those in China who love attention-seeking apps (SCMP)
  • Bedtime battles: how I turned to AI so my baby can get a good night’s sleep (SCMP)
  • Deliveroo’s Banker Boss Takes a $4 Billion Uber Ride; Will Shu seems to be taking advantage of deal speculation around the British meal delivery specialist to try to raise more funds and boost its value. (Bloomberg)
  • Genetically Modified Babies Were Inevitable as DNA Tech Advanced (Bloomberg)


  • Authenticity, Kindness, and Self Love: My Conversation with Sophie Grégoire Trudeau [The Knowledge Project Ep. #46] (Farnam Street)
  • Battling Entropy: Making Order of the Chaos in Our Lives (Farnam Street)
  • The Third Door: The Wild Quest to Uncover How the World’s Most Successful People Launched Their Careers Hardcover – June 5, 2018 (Amazon); How Warren Buffett And Steven Spielberg Used Strategic Relationships To Launch Their Careers (Medium)
  • Paulo Coelho Quotes (Paulo Coelho)
  • Tunneling for Sunlight: Twenty-One Maxims of Living Wisdom from Buddhism and Japanese Psychology to Cope with Difficult Times Kindle Edition (Amazon)

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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