Facebook & Tesla Q4 19 – Mixed bag.
Tesla Q4 19 – Own two feet Tesla’s results have already divided opinion, but while the valuation remains unjustifiable, I think my very long-term view...
Apple FQ1 20 – Big battery.
Battery life drives the earnings iPhone had a very good bounce off the lows of FQ1 19 driven by a recovery in China but a...
Scooters & bikes – Consolidation phase.
The bloodbath is not over. The bloodbath that is the micro-mobility market still has a long way to go before anyone has a hope of...
Google vs. Amazon – End game.
Assistants are too stupid for mass adoption. While growth in the digital assistant space is slowing, the battle looks like it is almost over although...
Facebook Libra – Well populated graveyard.
Only users can save Libra. The loss of Vodafone is another nail in the coffin of Facebook’s digital currency Libra meaning that the only thing...
GM Cruise – Form over substance.
A vehicle with no launch date. GM Cruise has launched its first autonomous vehicle which has no launch date and about which I think questionable...
China Ecosystems – Phase II.
Tencent has a real problem on its hands. The market for Digital Life services has clearly switched from one of growth to one of competition...
Apple – Edge issues
Xnor.ai will not fix the fragmentation issue. Apple’s acquisition of Xnor.ai increases my concerns with regards to Apple’s approach to AI and may make it...
WhatsApp – Money money money.
Advertising is not the way to monetise Instant Messaging. Facebook has abandoned its plans to monetise WhatsApp through advertising which if its peers are anything...
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 & Uber – Cylinders and pockets.