H.E.R.O.’s Journey in Tech (12 April 2018) – China Is Nationalizing Its Tech Sector: The government wants control of a booming new industry + The evolution of moat analysis

BAT – Baidu, Alibaba, Tencent

  • Tencent’s $50 Billion Plunge Isn’t Enough to Scare Analysts (Bloomberg)
  • Tencent-backed Pinduoduo is said to jump 10 times in value; Ex-Googler’s E-Commerce Site Valued At About $15 Billion (Bloomberg)
  • Tencent to launch its own smart speaker, enabling WeChat by voice command (Technode)

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

  • Apple Is the Richest Company, So Where Are the Billionaires? (Bloomberg)
  • Apple’s Stumbling HomePod Isn’t the Hot Seller Company Wanted (Bloomberg)

Asia Tech & Innovation Trends

  • China Is Nationalizing Its Tech Sector: The government wants control of a booming new industry. (Bloomberg)
  • Much like the Fang stocks in the U.S., he notes that the top five EM performers are all IT stocks, accounted for 40% of EM’s returns, and now make up 20% of the benchmark (Barron’s)
  • How Douyin became one of China’s top micro-video apps in 500 days (TIA); Douyin temporarily removed live-stream and comment feature (Technode)
  • Gionee, once one of China largest smartphone manufacturers, said it has begun laying off employees at its headquarter (Technode)
  • Didi Chuxing Faces Stiff Competition In Race To Dominate China’s Ride-Sharing Market (Forbes)
  • Walmart Favored Over Amazon to Buy India’s Flipkart (Bloomberg)
  • Indonesia’s Newest Unicorn Now Wants to Take on the Big Boys (Bloomberg)

Global Tech & Innovation Trends

  • WeWork Is Acquiring China’s Naked Hub for $400 Million (Bloomberg)
  • Wild Tech Swings Not Scaring Rothschild From Valuation Hunt (Bloomberg)
  • German TV Giant Wants to Buy Online Retailers Abroad (Bloomberg)
  • Eventbrite and Upwork Prepare to Go Public (WSJ)
  • Lip-Bu Tan on AI, China, & Moore; EDA’s a systems game, says Cadence CEO (EETimes)


  • Buffett: “You don’t want to be chasing down every idea. Therefore, you should have a strong presumption. You should be like a basketball coach who runs into a 7-footer on the street.
  • 11 Financial Lessons from The Greatest Showman (WCI)
  • I Read One Book 100 Times Over 10 Years… Here Are 100 Life-Changing Lessons I Learned (Medium)
  • What CEOs Can Learn From Disruptors (Chiefexec)
  • The evolution of moat analysis (Intrinsic)

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