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H.E.R.O.’s Journey in Tech (21 January 2019) – Welcome to 2019: The Year AI Comes Alive! + Listening to the World

H.E.R.O.’s Journey in Tech (21 January 2019) – Welcome to 2019: The Year AI Comes Alive! + Listening to the World

Companies

  • China’s Pinduoduo reports theft of online discount vouchers to police (Reuters)
  • Ctrip eyes Europe amid rising domestic competition (Technode)
  • Nintendo Rebounds as Optimistic Signs Emerge After a Brutal Year (Bloomberg)
  • Afterpay buy now pay later rival Zip favoured by investor Philip King of Regal (AFR)

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

  • Tencent weighing bid for holding company behind Korea’s Nexon: sources (CNA)

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

  • Don’t Blame Amazon for the Retail Apocalypse (Barron’s)
  • Netflix will regulate its content in India. It swears that’s not a bad thing (CNN); Netflix Sees Fortnite as a Bigger Rival Than HBO (Bloomberg)

Asia Tech & Innovation Trends

  • Ctrip chairman James Liang backs start-up that helps parents find play dates for their young ones; Moremom aims to help ease the pressures of child-rearing in China with app that matches play dates (SCMP)
  • Why the integrator strategy can work for AI startups despite challenges (TIA)
  • E-tailers are struggling to cure Indians of cash-on-delivery addiction (qz)

Global Tech & Innovation Trends

  • Welcome to 2019: The Year AI Comes Alive! (RG)
  • Trucking Companies At War Over This New Niche Of E-Commerce Delivery (ZH)
  • Smart Glasses, Neural Computers, Self-Driving Cars: What’s “The Next Big Thing” After Smartphones (ZH)

Life

  • What Mary Oliver can teach us about handling criticism with grace (qz)
  • Hong Kong’s recent mysterious US$4.8 billion stock plunge underscores risk in world’s 4th-largest equity market (SCMP)
  • Listening to the World (On Being)
  • The Third Self: Mary Oliver on Time, Concentration, the Artist’s Task, and the Central Commitment of the Creative Life (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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