Research Publication – Reality Bytes: AI – Old school
August 17th 2020: RFM updates its coverage of AI with the publication of Reality Bytes – AI: Old school. RFM subcribers will receive their own copy...
Gone camel racing – Back Aug 17th
RFM has gone camel racing but will return to active duty on Aug 17th.
Samsung – Glass is plastic?
Z fold 2 looks like Z Flip. Samsung released a good slate of new products but potential shortcomings with the new Fold and pricing marred...
Google and Samsung – Engineering disease pt. III
Has Samsung seen the light? Google and Samsung are in discussions that could see Google take over more of the core software functionality on Samsung...
Google vs. Amazon – Battle for the smart home pt XV
Google has an opportunity that I don’t think it will take. Google has opened up a new front in the battle with Amazon by forming...
Microsoft & TikTok – The Opportunist
This looks like an opportunistic investment for Microsoft. Microsoft is in talks to acquire TikTok that I suspect is more about an investment opportunity than...
FAAG Q2 2020 – The one-way trade.
The stay at home trade has peaked with excellent results from most of the big technology names providing a timely boost so shortly after being...
Qualcomm & Samsung – Holding the line.
Qualcomm FQ3 2020 – Huawei joins the fold. Qualcomm reported good FQ3 2020 results as its original outlook has proved to be too pessimistic and...
Food delivery – One hero, many zeros.
Delivery Hero has its sights on global leadership. Delivery Hero is making the most of the hand that it has been dealt with revenue growth...
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.
China vs. USA – Pressure cooker