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H.E.R.O.’s Journey in Tech (6 December 2018) – Salesforce and Google invest in Japan SaaS; US tech companies give market a fresh look as cloud demand grows + Charles Munger: Why Did Ben Graham’s Net Nets Disappear + Anne Lamott on Forgiveness, Self-Forgiveness, and the Relationship Between Brokenness and Joy

H.E.R.O.’s Journey in Tech (6 December 2018) – Salesforce and Google invest in Japan SaaS; US tech companies give market a fresh look as cloud demand grows + Charles Munger: Why Did Ben Graham’s Net Nets Disappear + Anne Lamott on Forgiveness, Self-Forgiveness, and the Relationship Between Brokenness and Joy

Companies

  • China’s Xiaomi tops Apple and Fitbit in smart tech wearables in Q3, analysts say (SCMP)
  • Revenue at Japan’s Rakuten expected to top 1 trillion yen; Online retailer expects to be 1st company founded after 1990 to reach milestone (Nikkei)
  • Bandai Namco to establish new ‘cutting-edge’ Central European HQ in France (MCVUK)
  • Cookpad and Panasonic aim to create a “new cooking experience” by tagging in the area of food (Techcrunch)
  • The development by Hosokawa Micron of its digital twin processing plant was a significant milestone on its digital journey. Find out how it has enabled the company to offer new services to its customers. (CEE)
  • Top IoT messaging protocols are laughably insecure, Trend Micro research shows (TNW)
  • Japan Display unveils smart bus stop that runs on solar power and can display schedules (Japan Times)
  • Toyota launches sensor-based device designed to prevent accidents caused by the misapplication of pedals (Japan Times)
  • DeNA launches free cab-hailing service in Tokyo, for those who can stomach noodle ads (Japan Times); DeNA launches free cab-hailing service; Internet company looks to tap shift away from car-ownership (Nikkei)
  • Samsung Will Get In-display Fingerprint Scanner For The Galaxy S10 From Two Suppliers; China’s O-film Tech and Taiwan’s General Interface Solutions will be supplying ultrasonic in-display fingerprint scanners for the upcoming Samsung Galaxy S10. (MSP)
  • IRESS launches client portal through XPLAN software; IRESS has launched a customisable client portal via its XPLAN software. (Livemint)

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

  • Facebook Emails Show Its Real Mission: Making Money and Crushing Competition (NYT)
  • Google invests in Japanese AI and machine learning startup ABEJA (Techcrunch)

BATTS – Baidu, Alibaba, Tencent, TSMC, Samsung

  • China hangs corruption sword over tech giants (Reuters)
  • TSMC tells execs to park the Mercedes and take a Toyota instead; Apple supplier clamps down on costs, anticipating a tougher 2019 (Nikkei)

Asia Tech & Innovation Trends

  • Huawei suppliers’ stocks hammered after China smartphone maker’s CFO Sabrina Meng Wanzhou arrested in Canada (SCMP)
  • Warren Buffett-Backed Electric Vehicle Maker Plans Battery Unit IPO (Bloomberg)
  • Almost Every Electric Scooter in the World Comes From This Chinese Company; Ninebot makes powered unicycles, Segways and other odd-looking artifacts of the transportation future. It didn’t see the scooter boom coming. (Bloomberg)
  • Salesforce and Google invest in Japan startups; US tech companies give market a fresh look as cloud demand grows (Nikkei)
  • Korean 3D avatar app Zepeto surges to most downloaded in China as millennials seek out new ways to interact (SCMP)
  • How Tokopedia uses localisation strategy to reach out to Indonesia’s uniquely diverse society (e27)

Global Tech & Innovation Trends

  • Voice Security Company Pindrop Raises $90M To Scale Into Protecting Devices (Crunchbase)
  • Russian tech giant Yandex unveils first smartphone to defend position against Google (Japan Times)
  • For European chip stocks, business cycle returns with a vengeance (Reuters)

Life

  • Charles Munger: Why Did Ben Graham’s Net Nets Disappear (AM)
  • Aristotle’s Philosophy of Friendship Still Matters Today; Aristotle argued for the cultivation of virtuous friendships built with intention and based on a mutual appreciation of character and goodness (Medium)
  • Against Self-Righteousness: Anne Lamott on Forgiveness, Self-Forgiveness, and the Relationship Between Brokenness and Joy (BP)
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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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