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...
Deliveroo – Corporate governance blues.
The dual share distribution causes problems. Deliveroo may already be regretting its decision to list in London as a number of big funds have decided...
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...
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.
Oracle vs Google – The merry-go-round: final edition.