H.E.R.O.’s Journey in Tech (18 April 2018) – Hirata Corp (TSE: 6258) – Orders for EV related equipment from European finished car manufacturers + 7 Secrets of Warren Buffett’s Success (as per Charlie Munger)


  • Hirata Corp (TSE: 6258) – Notice of orders for EV related equipment from European finished car manufacturers (Kabutan)
  • Hearts United Group’s (TSE: 3676) Digital Hearts, GNT Group Vietnam agree to set up a specialized testing company (Kabutan)
  • SoftBank bets a bundle on Indian and US delivery startups; Grofers and DoorDash secure nearly $600m in recent funding rounds (Nikkei)
  • Beauty Giants Are Snapping Up Silicon Valley Startups; Shiseido has bought digital startups to gain online expertise (Bloomberg)
  • S. Ban Risks Leaving China’s Rising Tech Star ‘Half Dead’ (Bloomberg)
  • Tencent, Baidu invest in state media-backed Pear Video amid content crackdown (SCMP)
  • JD expands its e-commerce empire to Spanish-speaking markets (Technode)
  • OOh!Media Invests In New Trading Platform And Machine Learning (Which)
  • Hansen Technologies, one of the world’s leading providers of billing and customer care technologies for utilities and municipalities will leverage Pace’s flexible payment technology to further enhance Hansen BannerCX. BannerCX is a major transformation to the well-known industry leading product Banner CIS (Benzinga)
  • New Infosys CEO Says Now Is Time to Sacrifice Margins for Growth (Bloomberg)

Asia Tech & Innovation Trends

  • China removes 370 live-streaming apps, cracks down on online games (Technode)
  • Rise of Xiaomi: how humble Chinese start-up became a giant poised to be 2018’s biggest IPO (SCMP)
  • Hong Kong is a breeding ground for potential unicorns (Technode)
  • Fresh from hitting $20m in revenue, Rotimatic maker Zimplistic raises $30m (TIA)
  • Digital platform to link Chinese hospitals, enable remote diagnosis and reform health care services (SCMP)
  • Malaysian police adopt Chinese AI surveillance technology; Startup Yitu targets Southeast Asia with wearable face-recognition cameras (Nikkei)

BAT – Baidu, Alibaba, Tencent

  • Alipay trials digital replacement of China’s ubiquitous ID cards (Technode)
  • Alibaba eyes self-driving vehicles (AsiaOne)

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

  • Amazon Not So Primed to Roil Health Care (Barron’s)
  • Apple Faces the Music: Music is key to growing Apple’s services base, but big profits will have to come from elsewhere (WSJ)

Global Tech & Innovation Trends

  • Carl Icahn buys stake in software provider VMware: CNBC (Reuters)
  • Airports are Using ‘Smart Glass’ to Make You Spend More; An experiment in the Dallas-Fort Worth Airport aimed at protecting travelers from the sun had a profitable side-effect. (Bloomberg)
  • Spotify’s IPO was a success. Never mind that it’s a loss-making company (SCMP)


  • 7 Secrets of Warren Buffett’s Success (as per Charlie Munger) (SN)
  • My Berkshire Hathaway Reflections (FS)
  • How this Malaysian founder went from being Nasdaq-listed to starting an ‘ecosystem builder’ (TIA)
  • This Ex-Googler Sells Her Half-Million Dollar Home to Build a Podcast Mega-Platform; How a founder battled depression, risked everything, and is making bold predictions for the future of audio (EHB)
  • Airbnb’s co-founders wouldn’t recommend other start-ups do what they did (AsiaOne)
  • Podcast #397: Finding Fulfillment in a World Obsessed With Happiness (AOM)
  • The Warren Buffett Shareholder: Stories from inside the Berkshire Hathaway Annual Meeting Paperback – April 20, 2018 (Amazon)

Leave a Reply

Your email address will not be published. Required fields are marked *