Meta & Qualcomm – Macro not micro
Meta Platforms Q2 2022 – Slows the Metaverse. Meta Platforms reported soft numbers and increased the price for the Oculus VR headset in a sign...
Google & Microsoft – Big is beautiful
Alphabet Q2 2022 – Taken share. Alphabet reported weaker than expected results but crucially they were not as bad as feared and the company spoke...
Faraday Future – No Future
FF’s future lies in Chapter 7 or 11. Faraday Future gave a glimpse of its inevitable future with yet another delay of its vehicle that...
Snap & Twitter – Snap to reality
Snap Q2 2022: Out of road. Snap’s growth has ground to a halt as a result of the recession and greater competition meaning that the...
Gone trekking to the Levant – Back July 25th
Radio Free Mobile is taking a short break and will return on July 25th.
Twitter – The price of free speech pt. VII
A big discount is on the cards. Although I think that Twitter may very well win its court case against Mr Musk, enforcing the ruling...
Peloton – The obvious move
The turnaround begins. Peloton has fired the starter’s gun on its turnaround by announcing its exit from making fitness equipment but the tepid reaction of...
Tech Newsround – Google & Klarna
Google Play: The slippery slope. Google has announced a countersuit against Match Group as the concessions that it originally made clearly do not go far...
Twitter – The price of free speech pt. VI
Musk and the board swap places. Mr Musk is seeking to kill his deal to acquire Twitter after realising that Twitter is greatly overvalued at...
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, Apple & Intel – Good, average & bad