H.E.R.O.’s Journey in Tech (7 February 2019) – SaaS Stocks Hit Fresh Highs

H.E.R.O.’s Journey in Tech (7 February 2019) – SaaS Stocks Hit Fresh Highs


  • Here’s what you need to know about Hikvision, the camera maker behind China’s mass surveillance system (SCMP)
  • Gaming company NetDragon is betting big on China’s US$64 billion online education market (SCMP)
  • China’s PDD to Raise More Than $1 Billion in Alibaba Challenge (Bloomberg)
  • Linksys And Trend Micro Join Forces To Deliver New Security Features To Velop Users; Connected Home Division of Foxconn Interconnect Technology Doubles Down on Network Security and Parental Controls (PRNW)
  • Mercari replicates CarTune’s listings (AIM)
  • Innodisk Ready for the Surge of AIoT at Embedded World 2019 (PRNW)
  • Info Edge’s Zomato secures Rs 284 Cr funding; Zomato is locked in a battle for leadership with Swiggy in India’s fast-growing online food ordering space. (ET)

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

  • Four Key Product Principles from WeChat’s Creator (a16z)
  • SoftBank dumps entire Nvidia stake and hints at more to come (Nikkei)

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

  • In ‘Zucked’, an Early Facebook Investor Explains What Went Wrong (Barron’s)
  • Scoot over Microsoft: Apple again the most valuable U.S. company (Reuters)
  • Apple suppliers in Japan chop $900m off profit estimates (Nikkei)

Asia Tech & Innovation Trends

  • Service robots lend a hand at China’s banks and railway stations; Mechanical assistants could cut costs, but technology has kinks to work out (Nikkei)
  • Toyota rolls out Lexus subscriptions for $1,800 a month; New service offers a fresh car every six months for ownership-shy spenders (Nikkei)
  • How Narendra Modi’s political priorities ambushed Amazon and Walmart, and benefited India’s richest man (JT)

Global Tech & Innovation Trends

  • SaaS Stocks Hit Fresh Highs (CB)
  • Tech Trends 2019 (Deloitte)
  • AI 100: The Artificial Intelligence Startups Redefining Industries (CBI)
  • What’s next in AI for healthcare? Medical diagnostics, clinical trial enrollment, report says (BHR)
  • Why Spotify is betting big on podcasting; The acquisitions of Gimlet and Anchor show a service that thinks podcasts are big business (TC)
  • Uber’s Secret Gold Mine: How Uber Eats Is Turning Into A Billion-Dollar Business To Rival Grubhub (Forbes)
  • Why FabFitFun’s Founders Raised $80 Million And Their Plan To Challenge Stitch Fix (Forbes)
  • Fund industry must use the right type of machine learning; Simply following Amazon’s successful model sets up investors for disappointment (FT)
  • Why Spotify wants to be like Netflix now (qz)
  • Big data: legal firms play ‘Moneyball’; Is the hunt for data-driven justice a gimmick or a powerful tool to give lawyers an advantage and predict court outcomes? (FT)
  • Recruitment Startups Realize, With The Help Of AI, Less Is More (CB)
  • We Analyzed 12 Of The Biggest Direct-to-Consumer Success Stories To Figure Out The Secrets To Their Growth – Here’s What We Learned (CBI)
  • The Future Of Payments: Fintech 50 2019 (Forbes)
  • Profits at The New York Times show media dinosaurs are ruling the internet (TC)
  • Profile of Slack founder Stewart Butterfield (Wired)
  • ‘It’s their moat’: How Shopify built an $800 million partner ecosystem (DD)
  • Match Beats Estimates as Tinder’s Growth Is Fueled by International Users (Bloomberg)
  • Ashton Kutcher-backed meditation app Calm valued at US$1 billion; Calm aims to help people tackle mental health issues such as anxiety and insomnia through mediation sessions and tutorials (SCMP)




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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