H.E.R.O.’s Journey in Tech (27 February 2019) – SEA Ltd – Investors Should Stick to Their (Accounting) Principles + Nietzsche on How to Find Yourself and the True Value of Education

H.E.R.O.’s Journey in Tech (27 February 2019) – SEA Ltd – Investors Should Stick to Their (Accounting) Principles + Nietzsche on How to Find Yourself and the True Value of Education


  • Xiaomi sets up artificial intelligence and big data departments to sharpen focus in tech race; Tech firm trying to transform itself from a smartphone maker to an internet services firm (SCMP)
  • Nintendo plays winning Japanese buyback game (Reuters)
  • Rakuten Lifull Stay launches WillStyleStay marketplace (STR)
  • Tokyo Electron Sees Potential Mid-Year Chip Rebound (Bloomberg)
  • SEA – Investors Should Stick to Their (Accounting) Principles; The Southeast Asian e-commerce company would rather be judged by its chosen financial metrics. (Bloomberg)
  • Strong demand for circuit board inspection lifts Vitrox Q4 profit (Star)
  • SamacSys today announces a new Altium integration at embedded world 2019 (NE)
  • IDP Education continues to be a high-class business (LWM)

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

  • What is the greatest threat to WeChat? (TIA)
  • Asia fintech leads global funding as Alibaba and Baidu wallets thrive (Nikkei)

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

  • Apple Plans Sleep Tracking Feature for Future Watch (Bloomberg)
  • How Netflix created a $1 billion arms race for TV writers (FastCo)
  • Amazon Doesn’t Have to Beat Facebook and Google to Win in Advertising (Barron’s)
  • Facebook expands ad buying options for premium video (Reuters)
  • Microsoft’s HoloLens 2 looks like a meaningful mixed-reality advance (FastCo)

Asia Tech & Innovation Trends

  • News app unicorn Yidian Zixun’s Shanghai IPO may be underway (Technode)
  • China’s top securities regulator raises doubts about readiness of new tech board in debut meeting with press (SCMP)
  • AI chip unicorn Horizon Robotics raises US$600m in funding as China seeks to reduce dependence on imported semiconductors (SCMP)
  • Wall-crawling robots sound out loose tiles on Tokyo buildings; Replacing human inspectors cuts costs by 25% and improves safety (Nikkei)
  • The imminent fall of Korea’s first unicorn Yello Mobile; Once regarded as one of the nation’s hottest “it” enterprises worth more than US$4billion at its peak, greed and incompetence have taken their toll (Investor)
  • Spotify launches music streaming service in India (Reuters)

Global Tech & Innovation Trends

  • Warren Buffett Joins the Crowd Struggling to Understand Oracle (Bloomberg)
  • Farfetch Soars After Pact to Help Harrods Woo Online Shoppers (Bloomberg)
  • Zillow Is Now The Netflix Of Homes (TBP)
  • Happy anniversary to TiVo’s ‘strategic review,’ which still hasn’t found a strategy (MW)
  • Lyft and Uber Are Easy to Understand and Hard to Value (Bloomberg)
  • S. consumer regulator forms task force to monitor big tech (Reuters)
  • The Value Chain Constraint (Stratechery)


  • Nietzsche on How to Find Yourself and the True Value of Education (BP)
  • 3 states of share pledging: Fame, flame and shame (Ventura)

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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