H.E.R.O.’s Journey in Tech (29 August 2018) – The first internet company to be listed in India, Info Edge’s ability to consistently generate cash allows it to invest in different avenues of growth + Lincoln and the Art of Transformative Leadership


  • Litalico Inc., a Japanese social enterprise, will use a South Korean startup’s technology to tap the global hearing aid market and provide hearing aids at a much more affordable price (Japan Times)
  • Battery maker TDK scales new heights on iPhone buzz (Nikkei)
  • Xiaomi-Backed Smart Home Appliances Supplier Viomi Seeks $150M US IPO (CMN)
  • Chinese EV maker Nio expects to raise $1.32 billion in IPO (Reuters)
  • JD turns to Google, Walmart to build global e-commerce empire (SCMP)
  • ASX tech darlings defy the sceptics and shorts (AFR)
  • Altium to Host 2nd Annual “AltiumLive” PCB Design Summit (WBRC)
  • The first internet company to be listed in India, Info Edge’s ability to consistently generate cash allows it to invest in different avenues of growth (Outlook)

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

  • AI tools from Alibaba and Founder do advertising grunt work; Chinese IT companies help human copywriters focus on creativity (Nikkei)
  • Tencent’s investment strategies revealed (Brennan)
  • GlobalFoundries’ exit a boon for chipmaker TSMC; Taiwanese company set to cement dominance of advanced computer chip production (FT)

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

  • Amazon plans new video app for Fire TV users: The Information (Reuters)
  • Amazon and Alphabet Have a New Number One Fan on Wall Street (Bloomberg)
  • Amazon Is on the Prowl for Movies From Sony, Paramount (Bloomberg)
  • Microsoft is the right company to build the “Netflix of gaming”; Traditional consoles won’t go anywhere without big investments in streaming. One company is well-positioned to make it happen. (FastCo)

Asia Tech & Innovation Trends

  • Didi’s founder says vanity and breathless expansion contributed to tragedy of passenger rape-murder (SCMP)
  • Chinese smartphones and apps break through to young Japanese (Nikkei)
  • Grab to invest $250 million in Indonesian startups in race against Go-Jek (Reuters); Go-Jek sparks an Indonesian banking revolution; E-payments pave the way to bank loans and financial inclusion (Nikkei)
  • Indonesia offers a fresh battleground for fintech; From microloans to cryptocurrency, startups are competing for a huge market (Nikkei)
  • An Indian robotics startup wants to beat Amazon at warehouse automation (qz)
  • Australia’s Simple lands $17M to grow its marketing intelligence platform worldwide (Techcrunch)

Global Tech & Innovation Trends

  • Uber’s Bundles (Stratechery); Cabcharge CEO says Uber, Taxify and DiDi in a race to the bottom (AFR)
  • Waymo’s self-driving cars are far from perfect, report says (Cnet)


  • Lincoln and the Art of Transformative Leadership (HBR)
  • Why Adding More Products Isn’t Always the Best Way to Grow (HBR)
  • Elad Gil – How to Identify Interesting Markets – [Invest Like the Best, EP.101] (OSAM)
  • Learning from Les Schwab (Masters Invest)
  • Book Review: The Harriman Book of Investing Rules (Alpha Ideas)
  • Why liars lie: what science tells us about deception. “If you give people multiple opportunities to lie for their own benefit,” said Tali Sharot, a cognitive neuroscientist at University College London who led the research, “they start with little lies and get bigger and bigger over time.” (Age)

Leave a Reply

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