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...
TXN & SNAP Q2 2020 – Pandemic drivers
Texas Instruments – The canary Texas Instruments reported good results as its wide range of exposure cushioned it from the short-term problems in automotive and...
China vs. USA – Retaliatory strike?
A self-defeating retaliation. If China blocks Nokia and Ericsson exports, it will simply accelerate the migration of manufacturing from China that will cost Chinese jobs...
TikTok – Ticking clock.
Any move needs to happen fast. The fact that TikTok is not that difficult to emulate shows that its real asset is its network of...
Netflix Q2 2020 – Peter and Paul.
Netflix robbed Peter to pay Paul. Netflix reported good results, but it turns out that the very strong subscriber numbers in H1 2020 were mostly...
Jio Platforms – The Bollysystem 2.0.
Google investment clarifies intentions. Jio Platforms now has both Facebook and Google as investors indicating that Jio’s strategy is not to create a digital ecosystem...
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.
Food delivery – One hero, many zeros.