H.E.R.O.’s Journey in Tech (11 December 2018) – Exclusive CEO Interview: Satya Nadella Reveals How Microsoft Got Its Groove Back + How to Overcome Your Fear of Failure

H.E.R.O.’s Journey in Tech (11 December 2018) – Exclusive CEO Interview: Satya Nadella Reveals How Microsoft Got Its Groove Back + How to Overcome Your Fear of Failure


  • Walmart partners with Rakuten to open its first e-commerce store in Japan (Techcrunch)
  • Unsavoury disclosure spoils Meituan Dianping, operator of the country’s biggest food delivery app (Reuters)
  • Meet the man who wants to upend China’s fashion industry with an app called Mogujie (SCMP)
  • Ctrip accused of faking hotel reservations by Japanese hotel (Technode)
  • Pentamaster and Elsoft expect record turnover (Star)

BATTS – Baidu, Alibaba, Tencent, TSMC, Samsung

  • A surprising number of countries now accept WeChat Pay or Alipay (TIA)
  • Tencent-Backed Auto-Trading Startup Looks to Raise Capital; Chinese platform Chehaoduo eyes sale of shares and $300 million in convertible bonds (WSJ)
  • Baidu-backed Haokan Video blocked from WeChat Moments (Technode)

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

  • Apple’s Selloff Could Push Berkshire Profits Into the Red (Barron’s)
  • Slack/Microsoft: chatterstocks: Slack will have to spend heavily to maintain momentum in the battle of the chat apps; The Slack app is cooler but Microsoft’s chat offering has virtue of being free to Office 365 subscribers (FT)

Asia Tech & Innovation Trends

  • Succession is the biggest hurdle for China’s tech giants: Many first-generation companies that once seemed invincible are beset by problems (FT)
  • China’s Tech Bonds Are Top Losers in 2018 Amid Trade War (Bloomberg)
  • Beyond Huawei, Scientist’s Death Hurts China’s Technology Quest; The loss of renowned physicist Zhang Shoucheng highlights tensions over Chinese venture capital investments in U.S. technology startups. (Bloomberg)
  • The Hong Kong online grocery startup that wants to be a super app (TIA)
  • Two companies of Plaid and Groove Notes are Japan’s first certification in the Google Cloud SaaS Initiative that supports SaaS companies (Techcrunch)
  • Real name gourmet service “Retty” surpassed 40 million monthly users (Techcrunch)
  • Pre-IPO deals for all, but beware (Star)
  • This App Is Pushing Cambodian Users Into E-Commerce (Forbes)
  • Singapore AI-powered SaaS startup nabs $2m from Target Global, others (TIA)
  • Ride-Sharing Giant Grab Hopes for Boost After Thailand’s Election (Bloomberg)

Global Tech & Innovation Trends

  • Exclusive CEO Interview: Satya Nadella Reveals How Microsoft Got Its Groove Back (Forbes)
  • Deep losses leave Big Tech with small earnings multiples (Reuters)
  • The IPO Race for Uber and Lyft Isn’t Against Each Other; The urgency is about deteriorating economic and market conditions, not competition. (Bloomberg)
  • Dell: the tricky maths of a reverse merger: Five years after quitting Nasdaq the technology group is to return to the public markets after a fierce fight over valuation (FT)
  • We’re No Longer in Smartphone Plateau. We’re in the Smartphone Decline. (NYMag)
  • Outgrowing Advertising: Multimodal Business Models as a Product Strategy (a16z)
  • How VR is helping flyers and dental patients calm down (CNN)
  • Parking start-up ParkJockey becomes a $US1 billion unicorn after funding (AFR)
  • A Micron Stock Skeptic Cuts Price Target Again (Barron’s)
  • Fresh look at forgotten data reveals hidden value: New technologies can unlock the benefits of old information (FT)


  • How to Overcome Your Fear of Failure (HBR)
  • Happiness and Joy comes from serving others (TTD)
  • The weight of a cross (Paulo Coelho)
  • Why Small Habits Make a Big Difference (Farnam Street)

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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