Alibaba – The house wins
This is about Jack, not the house. Alibaba escapes with a slap on the wrist and Beijing’s further actions demonstrate very clearly that its actions...
LG – End of an era
LG finally throws in the towel. LG has finally thrown in the towel on smartphones in an admission to what has been patently clear for...
Autonomous & Electric – On the brakes.
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in...
Samsung Q1 21 – Double barrelled.
Semis and smartphones drive results. Samsung reported excellent Q1 21 results as mobile devices and semiconductors look like they have underpinned a substantial recovery compared...
Oracle vs Google – The merry-go-round: final edition.
The Supreme court puts the issue partially to bed. A 10-year titanic struggle comes to an end with Google triumphing over Oracle in a case...
Xiaomi – Apples and oranges.
EVs might just work for Xiaomi. I have been pretty negative with regard to the prospects of Apple making and selling an electric vehicle due...
Deliveroo – Unfairly hammered?
Lack of support looks to have been the cause. Deliveroo took a hammering on its first day of trade falling 26% below the issue price...
Arm vs Intel – The ninth innings.
Arm lays out its position with Armv9. Arm has announced its first new processor architecture for quite some time but the real test of this...
Xiaomi – The vulture dance.
Xiaomi’s looks to be going after Huawei’s business. Xiaomi’ latest launches signal a change in direction for the company that I suspect has been triggered...
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.
Ant Group – Crushed by the state.