H.E.R.O.’s Journey in Tech (15 August 2018) – Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business

Companies

  • Start Today’s Zozosuit brings customized fashion to the masses (JN)
  • New defense bill bans the U.S. government from using Huawei and ZTE tech; ban also covers video surveillance and telecommunications hardware produced by Hytera Communications, Hangzhou Hikvision and Dahua Tech (Techcrunch)
  • China’s NIO heads opposite way to ‘rival’ Tesla with New York listing (Nikkei)
  • AirPod maker Inventec has alternatives to China production, executive says; Taiwanese supplier touts Shanghai location as advantage over inland rival (Nikkei)
  • Strong growth in share registry company Computershare’s US operations has led the company to a record profit and its highest earnings growth since 2009. (AFR)
  • SEEK chief executive Andrew Bassat says investment in technology in its core businesses and early stage ventures, which mean profit growth will be flat this year, will pay off for in five to 10 years and deliver investors greater growth and sustainability (AFR)

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

  • Toutiao launches ad network Pangolin to compete with Baidu/Tencent for ad money (KRA)
  • Alibaba Bought Stake In Turkish E-commerce Platform Trendyol At $750M Valuation (CMN)
  • Battered Tencent looks for bottom after $208b wipeout (AFR, SCMP); Tencent rejection adds woes to China’s slowing game industry; Squeezed at home, mainland developers look to US, Japan and Europe for demand (Nikkei); China Freezes Game Approvals Amid Agency Shakeup. The halt has shaken Tencent as smaller players struggle; Regulatory administrations are said to be under restructuring (Bloomberg)

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

  • Facebook is turning matchmaker. Is this a good thing? Do we really want Silicon Valley coders to predict who we may or may not like? (FT)
  • Facebook’s Story Problem – and Opportunity (Stratechery)
  • Amazon and Twitter Want to Bring You More Sports (Bloomberg)
  • Microsoft’s Cortana Mistake: Relying on Windows: The software giant’s digital assistant debuted before Amazon’s Alexa, but is still struggling to find an audience (WSJ)

Asia Tech & Innovation Trends

  • Why Western Digital Firms Have Failed in China (HBR)
  • Japanese startup cultivates e-money platform for Asian farmers; Cashless transactions planned to boost growers’ annual earnings by $1,000 (Nikkei)
  • Expedia to focus on Korean market for its mobile innovation (Investor)
  • Investors who backed online retailer Shoes of Prey have had the value of their investment written down to less than 13¢ in the dollar as the company faces a last-ditch bid to secure a funding lifeline. (AFR)

Global Tech & Innovation Trends

  • Square Shares Hit Record High on Cash App Report (Barron’s)
  • Spotify’s $8 Billion Rally Is Attracting Loads of Hedge Funds (Bloomberg)
  • Reddit is the best social media site because it gets community right (qz)
  • Twitter’s Stock Is Flying High After an Analyst Said It Has ‘No Direct Competitor’ (Barron’s)
  • Match Group: Facebook Might Not ‘Hurt Its Mojo’ (Barron’s)

Life

  • Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business Hardcover – August 14, 2018 (Amazon)
  • How To Read More Books — A Lot More (Ryan Holiday)
  • Would you have found Berkshire Hathaway in 1975? John Rekenthaler, vice president of research for Morningstar, gives perspective when one feels they have missed out on a multibagger. (Morningstar)

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