Mapbox – Profitability drive
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role...
Huawei – Nowhere to run pt. XXVII
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence...
Zoom FQ4 2021 & COVID – Social capital
Zoom is growing on the back of a declining asset. Zoom reported another great set of results but its success and the ability of its...
Airbnb – The recovery trade
Airbnb signals the beginning of the recovery trade. Airbnb reported reasonable maiden results but its bookings are starting edge up in another signal that the...
Epic vs. Apple – A right Battle Royale pt. VI
Epic adds the EU as the next theatre of war. Epic has filed an antitrust complaint against Apple with the EU in what is a...
Lucid Motors – SPAC crazy
FOMO feeds the cash bonfire. Lucid Motors is going public using a SPAC vehicle at a valuation that once again underlines that fear of missing...
Wireless Charging – Jump start?
The Chinese may provide a long-needed boost for this technology. Oppo is the latest of three Chinese handset vendors that have jumped into the far-field...
Facebook – The wizard of OZ
Facebook outplays the Australians in leveraging its network effect. Facebook has scored a big win in arriving at an agreement with the Australian government regarding...
Ant Group – Master and commander pt. II
Life gets more real for online finance in China. Changes to the banking rules mean that the nimble online lending sector will become much more...
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.
Quantum computing – Under starter’s orders pt. II