COVID-19 – Social capital pt. II.
The great office return beckons. While the hottest stay-at-home at home stocks have started to correct from their highs, I think there is probably a...
Tsinghua Unigroup – Bad omen.
Tsinghua does a Lucent. Tsinghua Unigroup is just another example of how problematic China’s strategy to become self-sufficient in semiconductors has become. While the rest...
Intel – Back to basics.
Intel rides the perfect storm. Intel has made maximum use of both tensions with China and the current semiconductor shortage to push its new foundry...
WeWork IPO – La La Land.
This time its SPAC. WeWork is once again having a crack at going public and while the valuation is 80% lower than it was last...
Faraday Future – Uncertain future.
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar...
Research Publication – The COVID-19 Webinar – Musical Chairs – Episode IV
RFM updates its COVID / Technology coverage with the publication of The COVID-19 Webinar – Musical Chairs – Episode IV. RFM subscribers will receive their...
Huawei – Nowhere to run pt. XXVIII
Patents are no panacea. Huawei may be down, but it is far from out as it is now putting its efforts into replacing the revenues...
Facebook – The Wizard of OZ pt. II
I am not convinced that Facebook is paying anything. Facebook has struck a 3 year deal with News Corp (see here) to “pay” for the...
Stripe – Valuation dressing
Opportunity or threat? Stripe has raised $600m at an eye-watering valuation of $95bn in a funding round that appears to have no purpose other than...
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.
Deliveroo – Corporate governance blues.