Lyft & Robotaxis– Short-term gain
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had...
Mapbox – SPAC Dash
Mapbox claims a navigation niche. Hot on the heels of announcing a new CEO and a new strategy (see here), Mapbox has announced a navigation...
Huawei – Nowhere to run pt XXIX
The US Administration launches its first EV. Despite three years of saying there is nowhere to run (see here), Huawei is seeking refuge in the...
Tech Newsround – Apple & Netflix
Netflix – Stuck in the doldrums Netflix has paid the price for its pandemic bump with a disappointing set of results that will keep the...
Arm & NVIDIA – The unthinkable pt. V
An IPO of Arm beckons. The risk to NVIDIA’s acquisition of Arm from Softbank continues to increase as the problems with its China unit seem...
Electric Vehicles – Internet Bubble 2.0
Go away and come back another day. While I think that EV’s will take over the entire vehicle industry, the amount of capital chasing this...
China vs. USA – Pawn to king four.
The Biden administration makes its first clear move on China The Biden administration has made its first move against China in what looks like a...
Darktrace – Dirty traces
IPO now may not be such a good idea. The spectre of Autonomy hangs over the Darktrace IPO partly due to its relationship with ex-Autonomy...
Grab – Cash grab
An opportunistic cash grab. Grab is going public in one of the biggest SPAC transactions to date and while its valuation is not at the...
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.
Alphabet & Microsoft– Different shares