Month: January 2021

Be Stronger, Wiser & Kinder By Participating in the Quiet Innovators' Quest to Purpose

“Netflix for Doctors” | H.E.R.O. Issue 20, 25 January 2021

Where do doctors, surgeons, oncologists and medical professionals go to learn about the latest medical practices and information? In Japan, they have formed a habit to sign into their Netflix-like paid-subscription account to stream thousands of fun and useful video programs by leading lecturers who are active at the forefront of clinical practice explain information useful in…
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January 24, 2021 0

Weekly Market Commentary By H.E.R.O. (18 to 22 Jan 2021)

“We will have a few weeks of extra money and a few weeks of putting your last, desperate chips into the game, and then an even more spectacular bust. When you have reached this level of obvious super-enthusiasm, the bubble has always, without exception, broken in the next few months, not a few years,” GMO’s…
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January 24, 2021 0

Q: How Many Global Monopolies Are There In the Semiconductor Industry? | H.E.R.O. Issue 19, 18 January 2021

During the time in teaching management accounting at the Singapore Management University (SMU), I would ask the class to think of an example of a global monopoly so as to illustrate the dynamics between cost/profit behavior, capex budgeting, innovation and the total addressable market. Sure, there are market leaders like Google in search engine and…
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January 17, 2021 0

Weekly Market Commentary By H.E.R.O. (11 to 15 Jan 2021)

Macroeconomic Commentary U.S. markets experienced its largest weekly decline since 30 Oct 2020, the week before the presidential elections, after the euphoria over Biden’s $1.9 trillion fiscal stimulus plan that was unveiled on Thursday fizzled with growing doubts on how much of the package will realistically and ultimately get passed by Congress, and over the…
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January 17, 2021 0

Nordic #1 Pet Care E-Commerce and Omni-Channel Retailer

From a single store in Finland’s Tampere, Europe’s largest lake district wedged between two beautiful lakes, this quiet innovator has held firm to its mission “to support and safeguard the furry everyday life of pet lovers” to grow to become Nordic’s #1 pet care e-commerce and omni-channel retailer. The first store that was opened in 1988…
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January 10, 2021 0

Weekly Market Commentary By H.E.R.O. (4 to 8 Jan 2021)

During the week ended 8 Jan 2021, the the Portfolio of Global Dividend-Yielding Innovators gained around 0.8% nett in SGD, vs MSCI ACWI All World index +3%, S&P 500 +1.8%, Gold -2.6%, Microsoft -1.3%, Apple -0.5%, Facebook -2.1%, Amazon -2.3%, Adobe -3%, Visa -1.5%, Nestle -2.8%. Since the recent inception on 28 August 2020, the Portfolio…
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January 10, 2021 0

New Year Greetings: “Making Your Life A Worthy Expression of Leaning Into the Light” with the H.E.R.O.’s Journey | H.E.R.O. Issue 17, 4 January 2021

“There are simply no answers to some of the great pressing questions. You continue to live them out, making your life a worthy expression of leaning into the light.” – Barry Lopez Since her recent inception on 28 August 2020, the Portfolio of Global Dividend-Yielding Innovators has generated double-digit returns in SGD terms and overall…
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January 2, 2021 0

Weekly Market Commentary By H.E.R.O. (28 to 31 Dec 2020)

Goodbye virus-ridden 2020, Hello hopeful 2021. As we cross into the new year, the virus is still raging, with new infections near peaks in the U.S. and much of Europe, where millions of people are living under strict lockdowns. Yet, global stocks added around US$15 trillion in market cap in 2020, pushing above US$100 trillion…
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January 2, 2021 0