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H.E.R.O.’s Journey in Tech (15 December 2018) – Hermann Hesse on Hope, the Difficult Art of Taking Responsibility, and the Wisdom of the Inner Voice; 16 Ways to Measure Network Effects

H.E.R.O.’s Journey in Tech (15 December 2018) – Hermann Hesse on Hope, the Difficult Art of Taking Responsibility, and the Wisdom of the Inner Voice; 16 Ways to Measure Network Effects

Companies

  • Line adds ‘white-hat’ hackers with South Korean acquisition (Nikkei)
  • Amazon Japan and Mercari join Japan’s top business lobby Keidanren; Rakuten Inc. had become a member of Keidanren in 2004 but it withdrew in 2011, citing a difference in direction and philosophy. (Japan Times)
  • Meitu piggybacks on Zepeto’s success with AI-powered cartoon feature (Technode)
  • NetEase to invest RMB 100 million in remote learning (Technode)
  • Dorigo Systems Utilizes Koh Young’s Data-Driven, Full 3D Inspection System; 3D AOI system uses data-driven analytics to overcome production challenges, and enables smart manufacturing for Dorigo Systems’ high-speed lines, vastly improving board inspection. (iconnect)
  • Asustek shakeup: Q&A with company chairman Jonney Shih and president Jerry Shen (Digitimes)
  • Poor iPhone sales deal harsh blow to Apple suppliers in Korea (PN)

BATTS – Baidu, Alibaba, Tencent, TSMC, Samsung

  • Baidu to invest RMB 1 billion in mini-program development (Technode)
  • WeChat creator Allan Zhang quoted Jeff Bezos to warn product managers to choose be kind than clever (KRA)
  • SoftBank: A disruptive force on the defensive; New headwinds swirl around mobile unit ahead of $23bn initial public offering (Nikkei)

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

  • Facebook could face billion dollar fine for data breaches (CNN)
  • Google’s New AI Is a Master of Games, but How Does It Compare to the Human Mind? (SSM)
  • Nvidia’s limited China connections (Techcrunch)

Asia Tech & Innovation Trends

  • Huawei ban casts shadow over $100bn economic sphere; Chinese giant’s vast supply chain spans US, Japan and South Korea (Nikkei)
  • China’s social credit poses rising risk to CEOs (Reuters)
  • Go-Jek drives into Thailand with beta app GET, aiming at ride-hailing and delivery market; After Vietnam, Singapore and Thailand, the Philippines is expected to the next target market for Go-Jek. (KRA)
  • Vietnam’s Vingroup targets global markets with smartphones in tech shift (Reuters)

Global Tech & Innovation Trends

  • Shopify Plunges as Another Equity Raise Confuses Wall Street (Bloomberg)
  • “Netflix for Nonfiction” streams 2,000+ documentaries for $2 per month (TNW)
  • How 3D printers are transforming flying (CNN)
  • Next Billion-Dollar Startups: How A Serial Social Shopping Entrepreneur Built Poshmark From Used Clothes Into A $625M Retail Empire (Forbes)
  • WeWork’s Newest Challenger: A Billion-Dollar High-Rise For Tech Startups-And Facebook (Forbes)
  • Niantic Inc., the company behind the popular game Pokémon Go, is looking to catch a $3.9 billion valuation (Bloomberg)
  • Trading’s Future Arrives With a Pair of Goofy Virtual Reality Goggles (Barron’s)
  • Adobe’s Price of Growth; Cloud software maker’s acquisitions weigh on projected earnings, but effect should be short lived (WSJ)
  • Startups Promise the Future But It Doesn’t Always Arrive (Bloomberg)
  • Postmates’ quest to build the delivery robot of the future (Wired)
  • The attack of the killer fridges has begun (Reuters)

Life

  • Hermann Hesse on Hope, the Difficult Art of Taking Responsibility, and the Wisdom of the Inner Voice (BP)
  • 16 Ways to Measure Network Effects (a16z)
  • XPO Stock Hit by Short Seller’s Report; the Amazon.com rival uses aggressive accounting to hide the poor returns on XPO’s growth-by-acquisition strategy (Barron’s, FW)
  • Digital Growth Depends More on Business Models than Technology (HBR)
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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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