H.E.R.O.’s Journey in Tech (29 April 2019) – On the need for hardship and the longing to grow; How to reduce digital distractions: advice from medieval monks

H.E.R.O.’s Journey in Tech (29 April 2019) – On the need for hardship and the longing to grow; How to reduce digital distractions: advice from medieval monks


  • Xiaomi chief’s fund hunts for next big Indian-language app; With $1.2bn, venture investor eyes country’s unconnected rural population (Nikkei)
  • Bandai Namco brings interactive gaming event as it taps Chinese market (Shine)
  • Technopro Holdings sees revenue and profits surge (SI)
  • Docomo profit warning marks end of an era for Japan telecoms (Nikkei)
  • Seek takes equity stakes in FutureLearn and Coursera (AFR)

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

  • Why Wechat mini-programs are the cutting edge of e-commerce (Technode)

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

  • The rise and fall of Facebook’s memory economy (Wired)
  • About 14.5% of Netflix subscribers say they are considering dropping the service in favor of Disney’s $6.99-a-month offering (MW)

Asia Tech & Innovation Trends

  • Toyota abandons plan to install U.S connected vehicle tech by 2021 (Reuters)
  • The ASEAN e-commerce paradox; there are doubts that e-commerce marketplaces, which rely heavily on perks such as providing subsidies on deliveries and free listing for sellers to draw in customers, can be a long term sustainable business model. (Star)
  • Singapore’s Bet on Tech Startups Gains Ground With 150 VC Funds (Bloomberg)

Global Tech & Innovation Trends

  • Burned by bitcoin — Son’s misadventure tells wider story; Japanese billionaire’s loss shows urgent need for regulation in nascent market (Nikkei)
  • Luxury Ride-Sharing Platform Says 20% Of Teslas Faulty; Takes Out Ad In Times Square To Complain (ZH, GT)
  • Lyft and Uber lure people with low fares, but how long will cheap ride-sharing last? (MW)
  • SAP’s finances show it is growing into the cloud era (AFR)
  • Intel puts modem business up for sale, held talks with Apple: WSJ (Reuters)
  • Walmart Bets on TV Shows for Families, Date Night in Media Push (Bloomberg)


  • On the need for hardship and the longing to grow (Ascent)
  • How to reduce digital distractions: advice from medieval monks (Aeon)
  • Warren Buffett: ‘I’m having more fun than any 88-year-old in the world’; The legendary investor on luck, expectations and finding value in an overheated market (FT)

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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