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H.E.R.O.’s Journey in Tech (9 February 2019) – 3 Key Insights from the World’s Premier SaaS Event

H.E.R.O.’s Journey in Tech (9 February 2019) – 3 Key Insights from the World’s Premier SaaS Event

Companies

  • Sony’s record share splurge misses the big picture (Reuters)
  • Trend Micro and Turbonomic Enter Strategic Partnership to Accelerate SMART Workload Adoption Globally (NWT)

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

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

  • Amazon’s India Site Restocked After Joint-Venture Stake Cut (Morningstar)
  • People’s hatred of Skype is helping startups erode Microsoft Office’s dominance at work (qz)

Asia Tech & Innovation Trends

  • At your service: Japanese robots move out of the factory; Intelligent machines take on the dirty work in offices and shopping malls (Nikkei)
  • Mahindra Group struck an agreement to merge SmartShift, its logistics solutions unit, with online logistics marketplace Porter (Forbes)
  • Kalyan Sivasailam’s 5C Network connects hospitals and diagnostic centres to radiologists (Forbes)
  • Indonesia’s e-tailer Tokopedia taps AI to hop island chain; Unicorn aims to link remote retailers with smart warehousing (Nikkei)

Global Tech & Innovation Trends

  • 3 Key Insights from the World’s Premier SaaS Event (JM)
  • Tech titans try to dazzle with jargon, but just lack substance; Earnings season saw Silicon Valley resort to an obscure performance without any meaningful numbers (FT)
  • Twitter phases out monthly-active-user counts, which are in decline, in favor of a new count for “monetizable daily active users” that’s showing growth (MW)
  • The ‘Fortnite’ effect slams videogame makers’ stocks (MW)
  • The Current State of AI Adoption (WSJ)
  • Waymo CTO on the company’s past, present and what comes next (TC)
  • Seeking an edge, U.S. landlords turn to tenant experience apps (Reuters)
  • The internet of things: how tomorrow’s technology affects family business (Campden)
  • Here Is the Future of Car Sharing, and Carmakers Should Be Terrified; Moscow’s sharing boom shows how quickly consumers can abandon the traditional car. (Bloomberg)

Life

  • The Dying Art of Conversation: My Interview with Author and Speaker Celeste Headlee [The Knowledge Project Ep. #51] (FS)
  • Why Time Horizon Works (MH)
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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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