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...
Jio Platforms – The vacuum.
Jio has a window to fill the void left by China. The banning of Chinese apps in India has created a convenient vacuum for which...
China smartphones – Huawei phone home.
Apple and Huawei now dominate their parts of the China market. Although shipments have declined by 17% YoY both Apple and Huawei have flourished in...
Intel & Twitter Q2 2020 – Internal affairs.
Intel – The execution game. Intel reported good results and guidance driven by the pandemic but the news of another delay to its 7nm process...
Tesla and Microsoft Q2 2020 – The money tree
Tesla Q2 2020 – Cash flow is king. Tesla reported good Q2 results as the sale of carbon credits helped it to report another profit...
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.
Google and Samsung – Engineering disease pt. III