Gone camel racing – Back May 17th
RFM has gone camel racing but will return to active duty on May 17th.
Crypto – Picks and shovels
The genie is finally out of the bottle? While cryptocurrencies and digital tokens are grabbing all of the headlines, I think that the real action...
The Boring Company – White Elephant
The Boring Company reinvents the wheel. We were promised autonomous pods zipping through undercity tunnels at 200kph / 150mph but what we got was Tesla-taxis...
Folding devices – Nasty origami pt. VII
Samsung fixes everything but the elephant. Samsung is expected to release two new folding phones in July where it has made substantial improvements to durability...
Yahoo – Another last hurrah?
Apollo bets $5bn on a fourth attempt. Apollo is paying $5bn to acquire 90% of Verizon’s media assets in yet another sure signal that the...
Arm & NVIDIA – The unthinkable pt. VI.
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think...
Darktrace– Cheaper is cheerful.
Darktrace makes the right choice. Instead of pulling the IPO, Darktrace dealt with the issues by cutting its valuation significantly and was rewarded with a...
Amazon & Twitter – Risk off!
One good, one bad exemplifies how unbalanced risk is in big tech. Amazon – Permanent pandemic Amazon reported excellent results as the shift towards online...
Apple & Facebook – Out of the park.
Both Apple and Facebook smash expectations. Apple FQ2 2021 – the last of the stay at home Apple reported FQ2 2021 results that blasted through...
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.
Crypto – No currencies here