H.E.R.O.’s Journey in Tech (23 March 2019) – Pinduoduo’s free cash flow conundrum + Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries

H.E.R.O.’s Journey in Tech (23 March 2019) – Pinduoduo’s free cash flow conundrum + Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries


  • Pinduoduo’s free cash flow conundrum (Technode)
  • Zenrin Falls on Speculation That Google Maps Partnership Is Over (Bloomberg)

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

  • Tencent doubles down on customized cloud computing services (Technode)
  • Lazada bets on Chinese e-commerce models to win big in burgeoning Southeast Asian markets (SCMP)

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

  • Gaming Meets the Cloud and Investors Scramble to Catch Up (Barron’s); Can Google’s Stadia compete with consoles and high-end PCs? Richard Waters looks at the tough technical challenges behind cloud gaming (FT); Big Tech competes to be the Netflix of gaming; Google, Apple and Microsoft want to use the cloud to let people play any game at any time on any device (FT)
  • Future shock: inside Google’s smart city; Plans to build a tech-fired Utopia in Toronto are gaining momentum — as privacy fears grow (FT)
  • How Netflix Nearly Lost Its Footing During the Recession and What It Did to Recover (Medium)

Asia Tech & Innovation Trends

  • Automaker Changan parters with Tencent, Alibaba on RMB 10 billion mobility business (Technode)
  • Social commerce platform Yunji to go public on Nasdaq; The company was fined by Chinese authority in 2017 for running an online pyramid scheme. (KRA)
  • In the race for 5G, Chinese carriers go slow and steady; Government’s push for cheaper rates discourages capital expenditure (Nikkei)
  • Shanghai approves IPO applications by nine pioneers on Nasdaq-style tech board; No e-commerce or internet-related firms in the running to list on new board (SCMP)

Global Tech & Innovation Trends

  • Pinterest files to go public. Its not-so-secret weapon: Moms (CNN); Pinterest has long shunned being labelled a social network. Because of that, it doesn’t push users to add friends or build connections. It also means it’s been able to avoid problems of its larger rivals like Facebook. (Age); Is Pinterest Good Enough for the Growth-Crazed IPO Market? A 60 percent revenue increase may pale next to turbocharged startups. (Bloomberg)
  • Zoom, a video-conferencing company, is the rare tech IPO that’s profitable (qz)
  • LAPD audit reveals dangers of high-tech policing (CNN)
  • Velodyne’s Godfather Of Laser Sensors Hits $500 Million Milestone, Sets His Sights On Safer Self-Driving Cars (Forbes)
  • ‘Nothing is off the cards’: Canva has designs on Nasdaq listing (Age)
  • TV Streaming Is Too Fragmented and Too Complicated. This Needs to Change. (Barron’s)
  • How Comic Con’s Owner Is Harnessing Tech to Power Its Stock (Barron’s)


  • Loonshots: How to Nurture the Crazy Ideas That Win Wars, Cure Diseases, and Transform Industries Hardcover – March 19, 2019 (Amazon); Safi Bahcall – On Thinking Big, Curing Cancer, and Transforming Industries (#364) (Tim Ferris)

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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