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H.E.R.O.’s Journey in Tech (28 February 2019) – Melbourne’s See-Mode has built A.I. software that sees a stroke before it strikes + Warren Buffett was too American to see through Kraft

H.E.R.O.’s Journey in Tech (28 February 2019) – Melbourne’s See-Mode has built A.I. software that sees a stroke before it strikes + Warren Buffett was too American to see through Kraft

Companies

  • It Ain’t Easy Being Big Brother’s Little Favorite; Investors betting on Beijing’s support have lifted shares of Hikvision, the country’s largest maker of surveillance gear. That backing could falter. (Bloomberg)
  • Tencent-backed brokerage Futu targets $130m in US listing; Xiaomi-linked rival also headed for Nasdaq debut (Nikkei)
  • Why Nintendo keeps returning to classics like Pokémon (CNN)
  • Meet The Taiwanese Tech Giant That’s Due To Make The Next iPad Mini (Forbes)

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

  • Consumers see no need for $2,000 foldable phone, poll shows; Nikkei survey results raise questions over Samsung and Huawei strategies (Nikkei)

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

  • Apple lays off 190 employees from self-driving car unit: report (MW)
  • Cedars-Sinai puts Amazon Alexa in patient rooms as part of a pilot program (TC)
  • How Amazon took 50% of the e-commerce market and what it means for the rest of us (TC)
  • Google’s new AI grammar checker is now live in Google Docs (TC)
  • Netflix Stock to Rally Because It Can Raise Prices, Says Analyst (Barron’s)

Asia Tech & Innovation Trends

  • How Huawei tried to sell itself to Motorola for $7.5bn; 2003 deal between Chinese group and US partner would have changed course of telecoms history (FT)
  • House Mart shortens property proposal that takes about 60 minutes to 1 minute, open SaaS “PropoCloud” for real estate brokerage companies (TC)
  • Japan Display to market cutting-edge car panels with French partner; Ultra-wide screen for automated vehicles to be supplied to carmakers (Nikkei)
  • Thailand’s food delivery battle heats up as Go-Jek arrives; Indonesian unicorn hails local player Get to speed entry into growing market (Nikkei)
  • TheAsianparent, a leading parenting portal, jumps into ecommerce (TIA)
  • Indonesian online travel unicorn Traveloka expands to Australia (KRA)
  • Thailand’s food delivery battle heats up as Go-Jek arrives; Indonesian unicorn hails local player Get to speed entry into growing market (Nikkei)
  • How Metro Cash & Carry is helping kirana stores go digital (Forbes)
  • Melbourne’s See-Mode has built software that sees a stroke before it strikes (AFR)

Global Tech & Innovation Trends

  • D-Wave announces its next-gen quantum computing platform (TC)
  • Deliveroo announces “click and collect” (FT)
  • Intel CEO’s Visionary Strategy Can Drive the Stock Higher, Analyst Says (Barron’s)
  • Etsy Stock Has Soared, but Investors Might Want to Be Cautious (Barron’s)
  • The World’s Biggest Smartphone Conference Looks More Like CES. Here’s Why. (Barron’s)
  • 5G Is Still Tomorrow’s Dream for Big Tech. Expect a Slow Rollout. (Barron’s)
  • How data helps deliver your dinner on time-and warm (Wired)
  • Edge Computing Wants Smarter IoT Devices (EET)
  • NXP to Kick-Start Cloud Apps for Car OEMs (EET)

Life

  • Warren Buffett was too American to see through Kraft; what he calls the “moat” around US packaged food brands has been crossed; sales of the Kirkland Signature private label brand owned by Costco had overtaken all of the Kraft Heinz brands put together (AFR)
  • Is Warren Buffett Just Mailing It In? The Berkshire Hathaway CEO’s latest annual shareholder letter is shorter and less upbeat than in years past. (II)
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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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