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H.E.R.O.’s Journey in Tech (6 May 2019) – ‘We screwed up’ not buying Google shares, Berkshire’s Munger says

H.E.R.O.’s Journey in Tech (6 May 2019) – ‘We screwed up’ not buying Google shares, Berkshire’s Munger says

Companies

  • So-Young plastic surgery: wrinkle twinkle; So-Young accounts for a third of all plastic surgery procedures booked by Chinese people online by sales (BT)

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

  • Tencent aims to blend internet and industry in bid for new growth; Push to expand beyond consumer services comes as gaming segment faces headwinds (Nikkei)
  • SoftBank mulls IPO of $100 billion Vision Fund: source (Reuters)

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

  • How Apple News+ could be the forbidden fruit for publishers (Age)
  • The making of Amazon Prime, the internet’s most successful and devastating membership program; An oral history of the subscription service that changed online shopping forever. (Vox)
  • Netflix Isn’t Being Reckless, It’s Just Playing a Game No One Else Dares (Netflix Misunderstandings, Pt. 3) (Redef)

Asia Tech & Innovation Trends

  • Chinese AR start-up develops smart glasses to help police catch suspects (SCMP)
  • China’s largest satellite operator feels heat from 5G competition; Threat to TV pushes China Satcom toward maritime Wi-Fi and ‘smart shipping’ (Nikkei)
  • Q&A with Taiwan’s ‘Startup Minister’ Chen; After TSMC and UMC, Taiwan Needs a New Model (EET)

Global Tech & Innovation Trends

  • How exactly Stitch Fix’s “Tinder for clothes” learns your style (qz)
  • Jumia’s rise exposes challenges of online shopping in Africa; Pan-African start-up wrestles with issues of logistics, traffic and customer trust (FT)
  • Forgers Are Forcing a $9 Trillion Business Into the Digital Age (Bloomberg)
  • MercadoLibre Soars to Record as Payments Growth Impresses Street (Bloomberg)
  • Spotify Stock Is Risky Because the Music Industry Isn’t Changing Fast Enough (Barron’s)
  • Apps Take Center Stage in Chipotle’s Food Fight; Digital ordering and food delivery have moved beyond talking points and pilot programs to become big money-makers. (Bloomberg)
  • Visualizing the Unicorn Landscape in 2019 (VC)
  • Using Smart Speakers to Engage with Your Customers (HBR)
  • Robots Edge Closer to Unloading Trucks in Amazon-Era Milestone; New Siemens, Honeywell devices work at least as fast as people. ‘The job is miserable inside that trailer.’ (Bloomberg)
  • Fifty Years of AMD, a Tech Leader (EET)
  • How Audioburst Makes Talk Radio And Podcasts More Digestible (Pulse)
  • Distracted by Tech While Driving? The Answer May Be More Tech (NYT)

Life

  • ‘We screwed up’ not buying Google shares, Berkshire’s Munger says (Reuters); Buffett leans in to fintech and Asia in search of gems; Paytm and Amazon stakes mark departure from Oracle of Omaha’s tech aversion (Nikkei); Buffett says Amazon stock purchase doesn’t deviate from value-investing principles (MW); Here’s How Warren Buffett Answered a 9-Year-Old’s Question About Investing in Tech (Barron’s)
  • The future of stroke patients may depend on the part-time job of a Canadian surgeon (qz)
  • Visionary Photographer Edward Weston on Creativity and the Importance of Cross-Disciplinary Curiosity (BP)
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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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