Tesla Q2 2021 – Unreality gap.
Fundamentals and valuation remain divorced. Tesla reported excellent results that begin to establish its long-term credentials as a player in this market but the...
China vs. China – The authoritarian moment pt. III
China does the USA another favour. China’s potential crackdown on its education industry is likely to have the opposite impact of that which is desired...
Jio Platforms – The Bollysystem 2.0 pt. II
Jio and Google fragment the Android platform. Jio Platforms is redoubling its efforts to capture the Indian market for new digital services while ceding the...
Semiconductors – Exception or canary?
Texas Instruments raises questions on the supercycle. Texas Instruments bucked the semiconductor super cycle narrative in its Q2 2021 results with a forecast that has...
Peloton – Game on.
Peloton finally gets one right. Peloton’s move into virtual cycling games should provide some exclusivity for its bikes which if taken to its logical conclusion...
Aurora – Shirtless in Mountain View pt. II
Part I can be found here Part II – Aurora demands the shirt off the investor’s back. The valuation of this deal is even more...
Aurora – Shirtless in Mountain View pt. I
A look at the Aurora SPAC in two parts The autonomous trucking company is going public at $11bn with mediocre technology and a financial plan...
Tencent vs. China – The authoritarian moment pt. II.
Tencent’s treatment will help predict what happens to everyone else. Of the two possible motivations that lie behind the increasing regulatory clampdown on the Chinese...
Netflix – The ecosystem game.
Netflix goes for gaming. Netflix’s move into gaming looks to be more about increasing loyalty to keep competition at bay as opposed to another way...
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.
APPL/GOOG/MSFT – Look elsewhere