Magic Leap – The greatest showman.
Rony shows his true talent. Magic Leap appears to have raised another $350m giving it a lifeline for a few quarters demonstrating that while Rony...
Epic Games – Gritted teeth
Clearly, Fortnite has not had a good lockdown. Epic Games has caved into Google and is making Fortnite available in Google Play (see here) in...
Apple Glass – Tracking right
No glassholes please, we are Apple. Details of Apple’s rumoured augmented reality offering has leaked and it looks like Apple has taken a practical approach...
SoftBank – The family silver pt. II
Timing of a vaccine is critical. With the departure of Jack Ma and the completion of the Sprint, T-Mobile merger, SoftBank will sell down its...
Huawei – Nowhere to run pt. XV
The USA further hardens its position. Others may follow. The US has moved to harden its stance against Huawei by closing a significant loophole revealing...
Facebook Libra – Other people’s currencies.
The vested interests will now be more against Libra than ever. The pandemic is substantially weakening the existing financial system meaning that Libra is more...
Tencent Q1 20 – The lockdown lift
Tencent waters down expectations to prevent a big miss later in the year. Tencent reported good results as it benefitted greatly from millions of Chinese...
Food delivery – End of the beginning.
Uber taking out Grubhub is exactly what is needed. Uber has proposed to take over Grubhub which would create an entity slightly larger than DoorDash,...
Automotive Industry – Silver lining
The notion of a recovery is not as leftfield as I thought. Since the beginning of the pandemic, I have entertained the idea that automobile...
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.
Meituan Dianping Q1 20 – Fast forward