Uber – Annus horriblis
Reply to this post Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take...
Verizon / Yahoo – Digital desert.
Reply to this post No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets...
E-commerce – Look East.
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black...
Uber vs. Lyft – Blood in the water
Reply to this post This is Lyft’s best chance to catch Uber. With yet another skeleton emerging to hinder Uber,...
Apple – No Nirvana
Reply to this post Vrvana unlikely to accelerate Apple’s AR. Apple’s acquisition of Vrvana is the best sign yet that...
Sonos – Sounds of sameness pt. III.
Reply to this post Sonos is now just another speaker maker. Sonos has finally enabled Alexa voice control and Spotify...
Google – The colour purple.
Reply to this post Fuchsia could replace Android Auto and Android Wear. Google’s mysterious operating system Fuchsia is starting...
Alibaba – Offline grab.
Reply to this post Alibaba is very different to Amazon. I think Alibaba’s investment in Sun Art has nothing to...
Google vs. Facebook – AI dividend.
Reply to this post Google’s AI already paying dividends Both Google and Facebook have a fake news problem but Google’s...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Amazon – Size 12s