H.E.R.O.’s Journey in Tech (27 February 2019) – SEA Ltd – Investors Should Stick to Their (Accounting) Principles + Nietzsche on How to Find Yourself and the True Value of Education


  • Xiaomi sets up artificial intelligence and big data departments to sharpen focus in tech race; Tech firm trying to transform itself from a smartphone maker to an internet services firm (SCMP)
  • Nintendo plays winning Japanese buyback game (Reuters)
  • Rakuten Lifull Stay launches WillStyleStay marketplace (STR)
  • Tokyo Electron Sees Potential Mid-Year Chip Rebound (Bloomberg)
  • SEA – Investors Should Stick to Their (Accounting) Principles; The Southeast Asian e-commerce company would rather be judged by its chosen financial metrics. (Bloomberg)
  • Strong demand for circuit board inspection lifts Vitrox Q4 profit (Star)
  • SamacSys today announces a new Altium integration at embedded world 2019 (NE)
  • IDP Education continues to be a high-class business (LWM)

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

  • What is the greatest threat to WeChat? (TIA)
  • Asia fintech leads global funding as Alibaba and Baidu wallets thrive (Nikkei)

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

  • Apple Plans Sleep Tracking Feature for Future Watch (Bloomberg)
  • How Netflix created a $1 billion arms race for TV writers (FastCo)
  • Amazon Doesn’t Have to Beat Facebook and Google to Win in Advertising (Barron’s)
  • Facebook expands ad buying options for premium video (Reuters)
  • Microsoft’s HoloLens 2 looks like a meaningful mixed-reality advance (FastCo)

Asia Tech & Innovation Trends

  • News app unicorn Yidian Zixun’s Shanghai IPO may be underway (Technode)
  • China’s top securities regulator raises doubts about readiness of new tech board in debut meeting with press (SCMP)
  • AI chip unicorn Horizon Robotics raises US$600m in funding as China seeks to reduce dependence on imported semiconductors (SCMP)
  • Wall-crawling robots sound out loose tiles on Tokyo buildings; Replacing human inspectors cuts costs by 25% and improves safety (Nikkei)
  • The imminent fall of Korea’s first unicorn Yello Mobile; Once regarded as one of the nation’s hottest “it” enterprises worth more than US$4billion at its peak, greed and incompetence have taken their toll (Investor)
  • Spotify launches music streaming service in India (Reuters)

Global Tech & Innovation Trends

  • Warren Buffett Joins the Crowd Struggling to Understand Oracle (Bloomberg)
  • Farfetch Soars After Pact to Help Harrods Woo Online Shoppers (Bloomberg)
  • Zillow Is Now The Netflix Of Homes (TBP)
  • Happy anniversary to TiVo’s ‘strategic review,’ which still hasn’t found a strategy (MW)
  • Lyft and Uber Are Easy to Understand and Hard to Value (Bloomberg)
  • S. consumer regulator forms task force to monitor big tech (Reuters)
  • The Value Chain Constraint (Stratechery)


  • Nietzsche on How to Find Yourself and the True Value of Education (BP)
  • 3 states of share pledging: Fame, flame and shame (Ventura)

Leave a Reply

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