Huawei – Nowhere to run pt XVII.
Patent counting is not an indication of reality. The notion that the number of patents that one holds is a refection of one’s contribution to...
E-Bikes – Sweet spot.
Public transport’s loss is e-bikes’ gain. The aversion to asset sharing is likely to persist for as long as there is no reliable vaccine...
Autonomous Autos – Insurance strikes back.
A study with questionable motivations. I have long argued that the automobile insurance industry must resist the adoption of autonomous driving for as long as...
Zoom Q1 2020 – Zoom by nature
All priced in. Zoom reported very strong Q1 2020 results on all levels as far more customers than expected paid up for the service amid...
Quibi – Eyeball desert
Quibi looks doomed to fail. The early figures for Quibi are very disappointing which the company is blaming on the pandemic lockdown which I find...
Huawei – Nowhere to run pt. XVI.
The West hardens further signalling a terrible 2020 and 2021. The combination of a U-turn by the UK, failure to get the extradition case against...
Microsoft – Generation game.
Microsoft is determined not to make a mess of this generation. Microsoft is still licking its wounds from being trounced by Sony in the last...
ByteDance – Brothers’ shadows.
TikTok needs independence to remove the growing regulatory risk. TikTok has joined Huawei as one of only two Chinese technology companies that have enjoyed great...
Amazon & Zoox – Bottom fishing
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected...
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.
Apple, Arm and Intel – Devilish legacy.