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H.E.R.O.’s Journey in Tech (5 February 2019) – The world’s biggest spice company is using AI to find new flavors + Compounding Knowledge

H.E.R.O.’s Journey in Tech (5 February 2019) – The world’s biggest spice company is using AI to find new flavors + Compounding Knowledge

Companies

  • Chat app Line injects $182M into its mobile payment business (TC)
  • Nintendo’s solid performance fails to console investors; Investors debate whether the boom-and-bust video games model has changed (FT)
  • Chipmaker TSMC offers ‘long runway of growth’ (AFR)
  • Uber trip data to flow directly into Xero thanks to new partnership (AFR)
  • Praemium has announced the launch of a major technology upgrade and a rebrand for its global investment platform which is expected to expand its addressable market in Australia from $62 billion in managed accounts to an $860 billion overall platform (MM)

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

  • Baidu’s chairman Robin Li shares new year objectives rooted in AI (KRA)
  • Alibaba struggles to follow Amazon beyond e-commerce; New CEO under pressure to cultivate cloud and physical retail businesses (Nikkei); Alibaba’s Aussie cloud push struggles against extra China tech scrutiny (AFR)
  • Tencent spurs Hong Kong’s fintech ecosystem; The Chinese conglomerate is forming strategic partnerships in the city. (KRA)

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

  • Facebook turns 15: How the social-networking giant has changed America (Economist)
  • Apple Should Buy Netflix or These 2 Other Companies, JPMorgan Says (Barron’s)
  • Microsoft acquires DataSense management from BrightBytes to step up its education play in Azure (TC)
  • After 5 years, Microsoft CEO Satya Nadella has transformed more than the stock price (TC)
  • Alphabet spending spree spooks investors; Investment binge of $25bn in 2018 overshadows revenue gains (FT)
  • Netflix is juicing its viewership numbers, FX chief says (MW)

Asia Tech & Innovation Trends

  • 2018 in review: China incubates 25 new unicorns worth $58 billion (Technode)
  • New wave of Chinese tech start-ups focus on overseas markets; Domestic business dominated by handful of established groups (FT)
  • Sequoia to make earlier and bigger bets in China; Venture capitalists increase firepower in competition for best tech start-ups; Sequoia China’s success has rested on a number of huge consumer internet companies, notably JD.com (FT)
  • Japan’s Aeon offers video interpreters for foreign shoppers; Smartphone-based service handles 10 languages at 550 domestic stores (Nikkei)
  • Swiggy acquires Bengaluru-based AI startup Kint.io (ET)
  • India takes aim at popular Chinese social media apps; Bid to make platforms take responsibility for all content posted to their sites; TikTok, a Chinese social video app, has 39 per cent of its users in India (FT)

Global Tech & Innovation Trends

  • Workplace messaging start-up Slack to go public (JT)
  • The world’s biggest spice company is using AI to find new flavors (CNN)
  • This Startup Is Creating A Real-Time Data Map Of The Global Economy. BlackRock And PayPal Are Buying It (Forbes)
  • Investors urge tech start-ups to hoard cash; VC groups say the slowing economy will make fundraising more difficult (FT)
  • John Malone and Barry Diller Try to Untangle Expedia (Barron’s)
  • Match Group, Shutterfly stocks fall after Goldman starts coverage at sell (MW)
  • Semiconductor shipments surpassed 1 trillion in 2018 for the first time, when record sales hit almost $469 billion, industry group says (MW)
  • Here’s Why Roku Stock Jumped Monday – Then Gave Much of It Back (Barron’s)
  • Ten trends shaping the Internet of Things business landscape (McKinsey)
  • Behind Tech’s Shine, Some Warnings Signs Appear (NYT)

Life

  • Compounding Knowledge (FS)
  • This Is The Most Powerful Way To Make Your Life Fantastic (Barker)
  • Why It’s So Hard to Predict the Size of New Markets (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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