Rivian – The contortionist pt. III.
The public market will take no prisoners. Rivian’s valuation at IPO of $60bn (post-money) is lower than the $80bn mooted but it is still way...
Meta (Facebook) – All-in on Meta.
Zuckerberg bets his company on the Metaverse. Mark Zuckerberg is betting his company on the Metaverse, and while it is making the right noises, it...
Apple FQ4 21 and Amazon Q3 21 – FAANG Slip
Apple FQ4 2021 – Not so chipper. Apple reported disappointing results as a result of the ongoing supply chain difficulties and also warned that the...
Samsung Q3 2021 & Semis – Cycle economics
Some semis are value stocks. Samsung fleshed out its preliminary report by reporting another very good quarter supported by strong chip pricing thanks to the...
Google & Microsoft – Technology does it again
Alphabet Q3 2021 – Very little Apple effect. Alphabet reported excellent results but weakness at YouTube, Google Cloud, and a muted share price response continue...
Facebook Q3 2021 – Talking cash
Facebook puts its money where its mouth is. Users are still not deserting Facebook despite all of the bad press but the real story here...
Intel & Snap – Lemons and lemons
Intel Q3 2021 – The price of progress. Intel reported excellent Q3 2021 results and reasonable 2021 guidance, but it turns out that investments...
Short intermission – Back Monday October 25th
Radio Free Mobile is taking a short break and will return on Monday 25th October.
Apple Auto – The camel’s nose.
Apple tries to get its nose under the OEM’s tent. Apple is working on ways to enable users to access vehicle functions such as seats...
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.
Netflix – The ecosystem game pt. II