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H.E.R.O.’s Journey in Tech (19 February 2019) – Altium sets out target for $500 million revenue by 2025 + Jim Collins – A Rare Interview with a Reclusive Polymath (#361)

H.E.R.O.’s Journey in Tech (19 February 2019) – Altium sets out target for $500 million revenue by 2025 + Jim Collins – A Rare Interview with a Reclusive Polymath

Companies

  • Xiaomi restructures mobile phone business as company moves away from ‘flat’ structure (Technode)
  • Lifull earns $9.1 million in Q1 (AIM)
  • Global market risks expected to drag on Airtac sales (TT)
  • How Innodisk differentiates from other industrial flash storage providers. (TT)
  • Altium sets out target for $500 million revenue by 2025 (AFR)
  • Royal commission provides growth opportunities, says Netwealth (SMH)
  • Wotif founder Graeme Wood’s plan to shift Brisbane into the AI era with Mawson Ventures (AFR

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

  • Key Investors Are Unhappy With SoftBank Tech-Investment Fund; High valuations of Vision Fund investments-and the decision-making role of SoftBank chief Masayoshi Son-have led to concerns (WSJ)

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

  • Facebook behaving like ‘digital gangsters’ who spread fake news: British lawmakers (JT); Google and Facebook’s Next Big Fight; The EU regulator nicknamed “Mr. GDPR” wants to go way beyond privacy and into antitrust. The linking of these two things should worry the tech giants. (Bloomberg); Facebook is out of control and politicians have no idea what to do (Guardian)
  • Facebook joins Amazon and Google in AI chip race; Company needs faster hardware for smart digital assistant and real-time video moderation (FT)
  • The latest Instagram influencer frontier? Medical promotions.; Big pharma is partnering with influencers to sell new drugs and medical devices. (Vox)
  • Meet the man helping Amazon’s Alexa rule the world (AFR)
  • Apple could be looking for its next big revenue model (TC)

Asia Tech & Innovation Trends

  • Chinese Tech Giants Seek Further IPO Rule Changes in Hong Kong (Bloomberg)
  • Sharp takes wraps off new RoBoHoN, with apps aimed at getting families and firms used to ‘life with robots’ (JT)
  • Taiwan’s once-glorious tech brands pushed out by cheaper Chinese rivals; Asus and HTC smartphone market shares sink below 1% (Nikkei)
  • Why Indian payment firms think the RBI’s plan to expand the industry is a bad idea (qz)
  • Mom and pop 2.0: Asia’s traditional retailers embrace tech; India’s StoreKing and Indonesia’s Warung Pintar are not out to disrupt an industry (Nikkei)

Global Tech & Innovation Trends

  • VCs aren’t falling in love with dating startups (TC)
  • Lessons from an integration: A conversation with Worldpay’s Mark Heimbouch (McKinsey)
  • Google-backed fintech GoCardless eyes Aussie ‘subscription economy’ (Age)

Life

  • Jim Collins – A Rare Interview with a Reclusive Polymath (#361) (Tim Ferris)
  • Turning the Flywheel: A Monograph to Accompany Good to Great Paperback – February 26, 2019 (Amazon)
  • Short Money Rules (Morgan Housel)
  • The Delicate Art of Conquering Fears (ZR)
  • Malcolm Gladwell on Why the Best Decision-Makers Are a Little Bit Irrational (Heleo)
  • How Bill Gates remembers what he reads (qz)
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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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