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H.E.R.O.’s Journey in Tech (20 April 2019) – All shook up: Behind the rise of Atlassian, Australia’s $35b tech giant; Zoom, Zoom, Zoom! The Exclusive Inside Story Of The New Billionaire Behind Tech’s Hottest IPO + Memento Contendere: The Benefits of Intentionally Anticipating Our Struggles

H.E.R.O.’s Journey in Tech (20 April 2019) – All shook up: Behind the rise of Atlassian, Australia’s $35b tech giant; Zoom, Zoom, Zoom! The Exclusive Inside Story Of The New Billionaire Behind Tech’s Hottest IPO + Memento Contendere: The Benefits of Intentionally Anticipating Our Struggles

Companies

  • Zoom, Zoom, Zoom! The Exclusive Inside Story Of The New Billionaire Behind Tech’s Hottest IPO (Forbes)
  • iFlytek’s expenses swell in the first quarter of 2019 (Technode)
  • Following $43 Million in Losses in 2018, NetEase Cloud Music Partners with Japan’s Nippon Columbia (DMN)
  • Rakuten LIFULL STAY Offers Japanese Vacation Rental Inventories to trivago (WW)
  • Nintendo picks Tencent for third shot at China game market (Nikkei)
  • What To Expect If Taiwan’s iPhone Billionaire Wins The Presidential Election (Forbes)
  • Power supply maker and energy management solution provider Delta Electronics has disclosed it has acquired a factory located in northern Taiwan at NT$2.568 billion (US$83.3 million). (Digitimes)
  • All shook up: Behind the rise of Atlassian, Australia’s $35b tech giant (SMH); Atlassian’s Expanding Collaboration Product Portfolio Is Driving Strong Growth (Forbes)

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

  • Baidu is reportedly incubating a music app to defend itself against ByteDance (KRA); Baidu reportedly seeks to revive music business with a music app, talent shows (Technode)
  • Tencent’s document collaboration tool gained 30 million users within one year of launch (KRA)

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

  • Google is a leader in artificial intelligence and machine learning, both areas that have huge untapped commercial opportunity. (AFR)
  • Amazon and Google Are Playing Nice in Streaming Because They Have To (Barron’s)
  • Google’s advanced tech director wants everything to be a computer; At TED, Ivan Poupyrev showed off a tiny new device for linking sensors to the cloud, part of his vision of embedding computing in everything we touch. (FastCo)
  • Apple’s 5G move to spark Asian investment ‘boom’; Next iPhone launch will drive spending on network infrastructure, say Huawei and others (Nikkei)

Asia Tech & Innovation Trends

  • Chinese Airbnb rival Tujia aims for profitability in 2019 as it prepares for IPO; Tujia controls nearly half of China’s home-sharing market along with Alibaba-backed rival Xiaozhu. (KRA)
  • ByteDance’s Douyin teams up with big name film production companies (KRA); Douyin is slowing down, but China’s short-video stars are here to stay (Technode)
  • Coming soon to China: the car of the future — hyper-connected, autonomous and shared (JT)
  • With the power to change the world, here’s why the US and China are fighting over our 5G future (SCMP)
  • The Bengaluru tech centre that’s powering Walmart (Forbes)

Global Tech & Innovation Trends

  • Live streaming is overdue for an overhaul. Here’s why. (TNW)
  • com’s CEO on diversity in tech and the future of tourism (TNW)
  • A Q&A with Roland CEO Jun-ichi Miki on innovation, Waku Waku, and ‘sleeping musicians’ (TNW)
  • Jumia’s successful billion-dollar IPO is a landmark-but it won’t gloss over lingering operational issues (qz)
  • Consumer-Staples Stocks Are the Newest Dinosaurs as Shoppers Change; online shopping has gone from just 16% of core sales (excluding categories like gasoline and autos) to 23% today (Barron’s)
  • How Podcasting Became a Big Business (Barron’s)
  • Spotify’s Stock Is Risky Because the Music Industry Is Not Changing Fast Enough (Barron’s)
  • GPUs Holding Back AI Innovation (EET)
  • First Look At The Fastly IPO Filing (CB)

Life

  • Barefoot billionaire: Sridhar Vembu built a tech giant you’ve never heard of (Age)
  • When You’ll Believe Anything (MH)
  • Memento Contendere: The Benefits of Intentionally Anticipating Our Struggles (NW)
  • How to Cultivate Peace of Mind: 15 Pieces of Stoic Wisdom for Inner Peace (Medium)
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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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