Huawei – Nowhere to run pt. XXI
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it...
SoftBank and Arm – Arm’s off.
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think...
Ant Group – Master and commander.
Valuation is reasonable. Governance is not. There is no doubt that Ant Group is a powerhouse of digital financial services and while the valuation is...
The IPO Signal – FAANGs out.
A rush of IPOs is a warning signal. The sudden rush of technology IPOs is indicative of a sector where valuations are becoming stretched and...
Epic vs. Apple – A right Battle Royale pt. II
Apple is somewhat on the backfoot. Apple and Epic have both upped the ante in their fight over app store fees, but there are signs...
Alibaba FQ1 2021 – Poor man’s Amazon
No FOMO here. Alibaba reported good results as it continued to benefit from the same trends that have driven Amazon during the pandemic. Alibaba sells...
NVIDIA FQ2 2020 – The wrong AI
Brute force is not the answer. NVIDIA reported excellent results as it is the main supplier to an industry where difficulties in evolving its technology...
Huawei – Nowhere to run pt. XX
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively...
Epic vs. Apple & Google – A right Battle Royale
Epic is spoiling for a fight. Epic Games clearly thinks it has a winning case against Apple as the events of last week were clearly...
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.
TikTok – Replaceable parts.